What began as an small project for Deloitte quickly grew to well over 5,000 Tableau Desktop users and 1,500+ regular Tableau Server interactors. With a deliberate investment in Tableau, IT knew they needed to set up a sustainable governance model to enable self-service at scale.
“One of the things you need to do when you’re trying to set up a self-service environment is you need to make decisions about the security model that you’re trying to set up,” explains Angela Alini, Senior Manager of Insight and Visualization. “It needs to be robust enough to handle most situations but it needs to be easy enough to be scalable for thousands and thousands of people.”
The IT team set up systems of records—data sources, controlled by IT, that act as sources of truth for all ad-hoc analysis throughout Deloitte. Deloitte connects to everything from SAP HANA, SQL Server, and Excel spreadsheets, to Salesforce.
With Active Directory as their authentication model, the IT team assigns permissions within projects on Tableau Server. The publisher group can add and delete members and manage content within a project folder. The consumer group, the group that consumes visualizations, is much broader.
“Now people are able to explore their data, publish their analysis up in a secure environment, and people can access it without having to have a client on their machine,” says Angela. “They just click a link and they access Tableau Server, they interact with the visualization. And the person that's published it can add some context through concepts such as storyboarding.”
Today, IT has developed a sustainable governance model, allowing business users to manage their own content, while IT manages governance and security on the backend.
“We allow business users to explore their data, visualize their data, gain insight from their data without having to compromise our security needs,” said Angela. “I can teach a finance person how to use Tableau Desktop. It is very difficult for me to teach an IT person 20 years of finance experience. And that's the true power of using something like Tableau.”