Benson appointed two team members to lead the way, Hong Lu and Yvonne Borgert. Hong Lu is Senior Manager, Finance while Yvonne is Director, Finance. Together, they came up with a comprehensive plan for training and adoption based on a ratio of 70% of learning through training and community sharing and 30% through self-learning and practical application.
They also set an initial target for every team member to become a Tableau Viewer, meaning they would be able to understand dashboards on their own and make data-driven decisions.
To achieve this target, Hong Lu delivered training once a month and homework assignments were provided in between. The homework required team members to use Tableau to solve accounting operation challenges and then present their findings and experiences back to the group. Challenges included analyzing what type of payroll taxes were being paid in each country within Asia Pacific and identifying different types of intercompany transactions.
Hong Lu set up a ‘data clinic’ to help team members with their homework and answer questions regarding Tableau. These one-on-one and small group tutoring sessions helped to truly propel learning. They also augmented the group training and practical application of learnings to smooth adoption, resulting in 100% of the team becoming Tableau Viewers within seven months.
Executive sponsorship contributed to this success and helped to counter initial resistance to change. In fact, Benson himself completed a series of training to become a Tableau Creator, meaning he can create visualizations and dashboards for others to interact with.
“Now everyone in the team uses Tableau because they’ve experienced for themselves how easy and convenient it is to access the data they need. However, we had to set the tone from the top and lead by example or we may not have progressed as fast as we did,” said Benson.