Post on 17-Jul-2020
Welcome
The recipe for an engaged and passionate enterprise community
# T C 1 8
The recipe for an engaged and passionate enterprise community
Kirk Munroe
Strategic Customer Success Manager
Tableau
# T C 1 8
Mike Madigan
Strategic Customer Success Manager
Tableau
Gil Gani
Strategic Customer Success Manager
Tableau
Skill belts in a box
R E L AT E D S E S S I O N S
Thursday | 12:30 – 1:30pm | MCCNO–L3-333
Building the Tableau Empire at Charles SchwabWednesday | 10:15 – 11:15 | MCCNO-L1-Great Hall A
The recipe
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Build Community
Build Individual
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Solid Foundation
The recipe
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Build Community
Build Individual
Skills
Solid Foundation
Layer 1 – Solid Foundation
The right-sized, healthy server environment
Infrastructure that works
• Best deployment option
• Right-sized server environment
• Performance monitoring and
server health checks
• Guidance for publishers
Design for compliance AND hypothesis testing
Application Design
• Proper use of sites and projects
• How to handle compliance-type
reports and allow for projects
and hypothesis testing
• Be agile!
• Server onboarding process
Strong metadata and published data sources
Data Design & Quality
• Live vs extract
• Process for creating and sharing
metadata
• Published and certified sources
• Data stewards in “the business”
The recipe
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Build Community
Build Individual
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Solid Foundation
Layer 2 – Building Individual Skills
Continual skills building
Webinar Series
• Beginner and Onboarding
• Intermediate
• Advanced
• Jedi Master
Workshop to sharpen skills
Visual Best Practices
• Learn the science of data
visualization
• Which chart types work best in
which situations
• Practice and review with peers
using internal dashboards
Tableau Conference 2018
• Gain inspiration from thought
leaders
• Maximize learning
• Find like-minded people
• Take back and share with those who couldn’t make it!
Attend TC
Allow people to stretch themselves
• Customize your own
certification program to unique
needs combined with Tableau
best practices
• Track individual achievements
and progress
• Build community and find
internal experts
Certification Program
The recipe
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Build Community
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Solid Foundation
Layer 3 – Building Community
”Places” for people to come together
• An internal Tableau intranet site
• A Tableau channel in Slack or
other group chat platform
• Monthly newsletters with tips and
tricks, events, resources, and sharing of use cases
Collaboration Platform
Quarterly Tableau User Group meetings
• Bring in Tableau speakers
• Share best practices
• Build community and gather
feedback and use cases
• Gather feedback and run other events
Start a TUG / COE
Quarterly Tableau User Group meetings
• Makeover Monthlies
• Run an Iron Viz
• Viz Hack-a-thons
• Loads of variations
Run Viz competitions
Let them set an example and help drive engagement
• Speak at TUG meetings
• Proctor Skill belts
• Run Tableau Doctor Days
• Help run Viz competitions and
present at Tableau Days
• Represent externally
Find and Promote
Champions
Company-wide Event to Share Stories
• Strong executive keynotes
• Internal teams sharing their work
in Tableau
• Breakout sessions for advancing
skills – Tableau and company presenters
Tableau Day
The recipe
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Build Community
Build Individual
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Solid Foundation
Layer 4 – Teamwork and Executive Engagement
Working hand-in-hand to everyone’s benefit
• Timing and frequency of server
updates
• Feedback and tweaking of
onboarding:
• Server onboarding
• Project structure
• Data source + Viz performance
Business + IT Alignment
Driving adoption
• Agreeing on success criteria
early
• Quarterly meetings to review
and tweak success plan
• Alignment of roadmaps –
people, technology, and business goals
Executive Engagement
Recap – The Ingredients
1. Solid Foundation
2. Webinar Series
3. Visual Best Practices
4. Attend TC/TC Live
5. Certification Program
6. Collaboration Platform
7. Start a TUG / COE
8. Run Viz Competitions
9. Find and Promote
Champions
10.Tableau Day!
+ IT & Business Communication and Executive Engagement
Recap
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Build Community
Build Individual
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Solid Foundation
Please complete the
session survey from the
Session Details screen
in your TC18 app
Thank you!
#TC18
Kirk MunroeStrategic Customer Sussces Manager, Tableau
kmunroe@tableau.com