tableau drive, a new methodology for scaling your analytic culture
DESCRIPTION
Tableau Drive is a methodology for scaling out self-service analytics. Drive is based on best practices from successful enterprise deployments. The methodology relies on iterative, agile methods that are faster and more effective than traditional long-cycle deployment. A cornerstone of the approach is a new model of a partnership between business and IT. The Drive Methodology is available for free. Some organizations will choose to execute Drive themselves; others will look to Tableau Services or Tableau Partners for expert help.TRANSCRIPT
![Page 1: Tableau Drive, A new methodology for scaling your analytic culture](https://reader031.vdocuments.us/reader031/viewer/2022020105/547e87f15906b597718b4720/html5/thumbnails/1.jpg)
Drive A practical roadmap for ���scaling your analytic culture
![Page 2: Tableau Drive, A new methodology for scaling your analytic culture](https://reader031.vdocuments.us/reader031/viewer/2022020105/547e87f15906b597718b4720/html5/thumbnails/2.jpg)
The benefits of self-service analytics ���are clear
![Page 3: Tableau Drive, A new methodology for scaling your analytic culture](https://reader031.vdocuments.us/reader031/viewer/2022020105/547e87f15906b597718b4720/html5/thumbnails/3.jpg)
• Do I really need to learn a new tool? • Is this important? • What’s the benefit? • How do I get started? • What data is available? • How much time will this take? • What happens if I get stuck?
But any system is difficult to scale.
![Page 4: Tableau Drive, A new methodology for scaling your analytic culture](https://reader031.vdocuments.us/reader031/viewer/2022020105/547e87f15906b597718b4720/html5/thumbnails/4.jpg)
“We have to finish our data warehouse ���
before we can do any analytics.”
Red flag #1 #1
![Page 5: Tableau Drive, A new methodology for scaling your analytic culture](https://reader031.vdocuments.us/reader031/viewer/2022020105/547e87f15906b597718b4720/html5/thumbnails/5.jpg)
Really? ���Don’t wait for “perfect.” ���Start with what you have.
The Cycle of Visual Analytics is naturally iterative. Early results inform later decisions.
![Page 6: Tableau Drive, A new methodology for scaling your analytic culture](https://reader031.vdocuments.us/reader031/viewer/2022020105/547e87f15906b597718b4720/html5/thumbnails/6.jpg)
“We have self-service analytics, ���
so we don’t need IT.”
Red flag #1 #2
![Page 7: Tableau Drive, A new methodology for scaling your analytic culture](https://reader031.vdocuments.us/reader031/viewer/2022020105/547e87f15906b597718b4720/html5/thumbnails/7.jpg)
Really?
IT is critical to provide policies and systems that ���can support self-service at scale.
![Page 8: Tableau Drive, A new methodology for scaling your analytic culture](https://reader031.vdocuments.us/reader031/viewer/2022020105/547e87f15906b597718b4720/html5/thumbnails/8.jpg)
��� How do you provide the programmatic
support needed to scale self-service analytics?
![Page 9: Tableau Drive, A new methodology for scaling your analytic culture](https://reader031.vdocuments.us/reader031/viewer/2022020105/547e87f15906b597718b4720/html5/thumbnails/9.jpg)
Business IT
Requirements Planning Development Test User Experience Production Analytics
The traditional model fails business users and IT
Users must wait… and are rarely satisfied.
![Page 10: Tableau Drive, A new methodology for scaling your analytic culture](https://reader031.vdocuments.us/reader031/viewer/2022020105/547e87f15906b597718b4720/html5/thumbnails/10.jpg)
Why waterfall fails
Because this is what we thought you said…
Is this the red convertible you wanted?
![Page 11: Tableau Drive, A new methodology for scaling your analytic culture](https://reader031.vdocuments.us/reader031/viewer/2022020105/547e87f15906b597718b4720/html5/thumbnails/11.jpg)
Agile improves waterfall
Production Development
Planning
User Acceptance Test
Subject Matter Expertise
(requirements)
Keeping business ���closer to development improves quality, ���speed and flexibility. But it’s still ���a full time job.
![Page 12: Tableau Drive, A new methodology for scaling your analytic culture](https://reader031.vdocuments.us/reader031/viewer/2022020105/547e87f15906b597718b4720/html5/thumbnails/12.jpg)
What if Agile sprints were real time?
Promotion to Production
Development
Planning
User Acceptance Test
Subject Matter Expertise
(requirements)
Self-service development collapses phases of the ���agile process, allowing ���real-time iteration.
![Page 13: Tableau Drive, A new methodology for scaling your analytic culture](https://reader031.vdocuments.us/reader031/viewer/2022020105/547e87f15906b597718b4720/html5/thumbnails/13.jpg)
Tableau: a more agile Agile
• People over processes and tools
• Working analytics over comprehensive documentation
• Collaboration over requirements gathering
• Responding to change over following a plan
• Work in real time
![Page 14: Tableau Drive, A new methodology for scaling your analytic culture](https://reader031.vdocuments.us/reader031/viewer/2022020105/547e87f15906b597718b4720/html5/thumbnails/14.jpg)
What is Drive?
Tableau Drive is a business intelligence deployment methodology that draws from agile methods and is informed by the most analytically-minded companies in the world. With Tableau Drive, business and IT jointly own the analytics platform. And there is the opportunity to continuously evolve and grow, even at the scale of an enterprise deployment.
![Page 15: Tableau Drive, A new methodology for scaling your analytic culture](https://reader031.vdocuments.us/reader031/viewer/2022020105/547e87f15906b597718b4720/html5/thumbnails/15.jpg)
Discovery Prototyping Foundation building
Scaling out
Drive is a new approach ���to deployment
![Page 16: Tableau Drive, A new methodology for scaling your analytic culture](https://reader031.vdocuments.us/reader031/viewer/2022020105/547e87f15906b597718b4720/html5/thumbnails/16.jpg)
IT Role • Security • Data architecture • Scalability • Training • Center of Operations • Enablement intranet
A partnership that works
Business Role • Creative analytic work • Driving data acquisition • Sharing expertise • Seeking help when needed • Evangelism • Catalyzing action
Execution Enablement
![Page 17: Tableau Drive, A new methodology for scaling your analytic culture](https://reader031.vdocuments.us/reader031/viewer/2022020105/547e87f15906b597718b4720/html5/thumbnails/17.jpg)
Foundation building
Foundation: organizational
• Center of Operations • Center of Evangelism • Executive sponsorship • Project plan • Training • New user onboarding process • Evangelism activities
![Page 18: Tableau Drive, A new methodology for scaling your analytic culture](https://reader031.vdocuments.us/reader031/viewer/2022020105/547e87f15906b597718b4720/html5/thumbnails/18.jpg)
Foundation building
Foundation: technical
• Sandbox and production environments • Governance & security policies • Data dictionary • Clean, managed & published data sources • Processes: promotion, escalation, licensing • Online help desk
![Page 19: Tableau Drive, A new methodology for scaling your analytic culture](https://reader031.vdocuments.us/reader031/viewer/2022020105/547e87f15906b597718b4720/html5/thumbnails/19.jpg)
Big idea
Business owns ���the creative and ���analytical work.
#1
![Page 20: Tableau Drive, A new methodology for scaling your analytic culture](https://reader031.vdocuments.us/reader031/viewer/2022020105/547e87f15906b597718b4720/html5/thumbnails/20.jpg)
Big idea
IT is empowered to do what they do best, better.
#2
![Page 21: Tableau Drive, A new methodology for scaling your analytic culture](https://reader031.vdocuments.us/reader031/viewer/2022020105/547e87f15906b597718b4720/html5/thumbnails/21.jpg)
Big idea
Great visualizations are the beginning not the end of adoption. They are a part ���
(but not all) of analytic culture.
#3
![Page 22: Tableau Drive, A new methodology for scaling your analytic culture](https://reader031.vdocuments.us/reader031/viewer/2022020105/547e87f15906b597718b4720/html5/thumbnails/22.jpg)
Big idea
Drive provides a plan ���that expands vision and reduces risk in deploying enterprise-wide analytics.
#4
![Page 23: Tableau Drive, A new methodology for scaling your analytic culture](https://reader031.vdocuments.us/reader031/viewer/2022020105/547e87f15906b597718b4720/html5/thumbnails/23.jpg)
Big idea
The methodology supports ���a partner ecosystem which will
include intranets, training, workflow, automation,
collaboration, and so on.
#5
![Page 24: Tableau Drive, A new methodology for scaling your analytic culture](https://reader031.vdocuments.us/reader031/viewer/2022020105/547e87f15906b597718b4720/html5/thumbnails/24.jpg)
Blueprint for an IT-business partnership
Useful analytics right away
Proven deployment strategies
Broad & sustainable adoption
Key benefits of Drive
![Page 25: Tableau Drive, A new methodology for scaling your analytic culture](https://reader031.vdocuments.us/reader031/viewer/2022020105/547e87f15906b597718b4720/html5/thumbnails/25.jpg)
“We now have employees who are identifying problems and fixing them for themselves in hours instead of days and building reports in weeks instead of months.”
Mat Hughes, Revenue Optimization Global Analytics Manager
Carlson Rezidor Hotel Group (Radisson and other brands)
Analytics @ Radisson
![Page 26: Tableau Drive, A new methodology for scaling your analytic culture](https://reader031.vdocuments.us/reader031/viewer/2022020105/547e87f15906b597718b4720/html5/thumbnails/26.jpg)
This is change management
It will not work • If IT and Business are “at war” • If the organization thinks business users should
not have data • If the supporting technology is not nimble • If there is no champion
![Page 27: Tableau Drive, A new methodology for scaling your analytic culture](https://reader031.vdocuments.us/reader031/viewer/2022020105/547e87f15906b597718b4720/html5/thumbnails/27.jpg)
The road forward
Read the Drive Manual www.tableausoftware.com/drive
![Page 28: Tableau Drive, A new methodology for scaling your analytic culture](https://reader031.vdocuments.us/reader031/viewer/2022020105/547e87f15906b597718b4720/html5/thumbnails/28.jpg)
How Drive is executed
In-house
Tableau partners
Tableau Professional Services
![Page 29: Tableau Drive, A new methodology for scaling your analytic culture](https://reader031.vdocuments.us/reader031/viewer/2022020105/547e87f15906b597718b4720/html5/thumbnails/29.jpg)
Appendix
![Page 30: Tableau Drive, A new methodology for scaling your analytic culture](https://reader031.vdocuments.us/reader031/viewer/2022020105/547e87f15906b597718b4720/html5/thumbnails/30.jpg)
Drivers of self-service analytics
TDWI BEST PRACTICES REPORT
![Page 31: Tableau Drive, A new methodology for scaling your analytic culture](https://reader031.vdocuments.us/reader031/viewer/2022020105/547e87f15906b597718b4720/html5/thumbnails/31.jpg)
Data-driven organizations are more likely to outperform peers