First, a centralised data source is critical to a successful Tableau project implementation. Before our Tableau adoption, our team launched a data repository to centralise our data. To date, our repository houses 1.5 petabytes of data (~270 data sets) from our SAP, ERP, CRM, HR, and supply chain systems. This makes it easy for end-users to interact and connect data for seamless visualization.
Our adoption metrics speak for our progress. At the end of 2021, our monthly active users more than doubled – from 1,000 to over 5,000.
Secondly, treat the Tableau implementation as a change in culture, not just as a technology rollout. Use the Tableau Blueprint to learn about best practices. You should also have a clearly defined concept, raise awareness about the project, and engage with stakeholders as early as possible to align on ideas.
Finally, when it comes to user adoption, drive a self-serve analytics mindset, bring people together, and establish a spirit of collaboration.
From project request, data access, user licenses, dashboard deployments, to access management, our processes are designed for self-service. Self-service analytics goes beyond a “user does everything” mindset. It is essential to invest in end-user-friendly procedures. This provides flexibility and agility for users at the different stages of their journey. I see this as a great success model as 95% of our Tableau projects are based on a self-service model.
Additionally, Tableau is easy to learn which is crucial for an upskilling strategy. Provide a community and learning hub for colleagues to ask questions to learn from each other. For instance, our Tableau Knowledge Hub is a user-friendly portal offering video tutorials, knowledge articles, community forum, and contacts for additional support from the tech team.