When you’re ready to implement Tableau Doctor at your organization, assess your deployment as the first step. Deploying Tableau Doctor for 10 people looks very different from doing so for 1,000+ users. If you have a small deployment, you can simply schedule a recurring meeting with all Tableau users. For larger deployments, we recommend using a scheduling tool, providing virtual options, and reaching out to other offices along with remote employees.
Here are some additional tips to help you get started based on what we learned along the way.
Pilot first: Start with a pilot. It will help you to find what works best for your organization.
Keep it consistent: Host your sessions at the same time, same place. Users come to count on having time to go and get help. Plus hosting at the same time and place makes it easy to remember. (“I love Thursdays because I know that if I hit a jam while working, I can stop by Tableau Doctor and get back on track,” says Brad in Finance.)
Offer one-on-one support: We found that one-on-one sessions are the most effective use of everyone’s time. Having multiple people all working on the same problem can cause confusion. During our pilot, we had one session with many people. It quickly became clear that pairing one doctor per user would be the most efficient approach.
Book appointments: Allow people to book appointments. This can help make the best use of everyone’s time. We use an online scheduling tool, but really, anything from a wiki to a shared doc will work great!
Offer remote support: Don’t forget about your remote employees. In our first few months, we forgot to send announcements to our remote employees. When we finally remembered to include them, our volume doubled from 15 participants to 30 each week! Make sure to include a virtual option (with a tool like WebEx or join.me) to include those who can’t join you in person.
Include other offices: Don’t forget about other offices either. We’ve found it best to try to plant a small Tableau Doctor session in each office. So far we have locations in Seattle, London, and Austin. And we host virtual sessions for our colleagues in Dublin and Singapore.
Use what you have: Make sure to leverage existing resources. Do you already have a scheduling tool? Do you have WebEx or something similar available? And don’t forget to promote on your enablement platform.
Remember, you can always start small, maybe with one office, then scale out to others as you gain more experience. That’s the approach we took, and our program is now growing fast.