Welcome

Deploying Tableau Online Using a Phased Approach for SMBs

Candra McRae

Founder & CEO

Lumodis

# T C 1 8

About Me:

A Seattle native and Atlanta transplant that loves to help

people understand their data and solve problems with a

little math, creativity, and sweat equity.

What Do I Do:

• Founder of Lumodis – Analytics and Experimentation

Consulting Firm

Past Professional Lives:

• Analytics at Dave Ramsey/Ramsey Solutions

• Finance at Georgia-Pacific (Consumer Products)

• Analytics at Deloitte Consulting (Strategy & Operations)

www.lumodis.io

What You’ll Walk Away With

The Windy Road to Tableau Online

Criteria Used to Select a BI Platform

Practical Tips to Overcome Hurdles with Minimal Drama

Key Facts About the SMB

• Low $100s (million) in Revenue

• Around 1,000 Team Members

• Broad Portfolio of Customer Products and Services

• An Extensive Network of Legacy Systems and an Emerging Cloud-Based Data Platform

• Moves Fast and At the Speed of Cash

Data and Analytics is an Emerging Capability

Using Data to Deliver More Value

Getting Data to the People

The Process

There Were Some Obvious Issues…

Dependency on Coding Skills for the Basics

Data Blending was a Path of Infinite Sadness

Outputs Looked Like Pinterest Fails

What We Wanted What We Actually Got

Low Data Confidence: Conflicting Numbers

We Had to Do Something

Kicked Off An Enterprise BI Tool Discovery

Minimized Future Drama by Being Collaborative

Analytics IT Development

Identified What We Were Looking For

EASE OF USEEXTENSIVE

NATIVE INTEGRATIONS

ADVANCED ANALYTICS CAPABILITY

SECURITYTOTAL COST

OF OWNERSHIP

Checking Out the BI Scene

Life As I Knew It…

…and the winner is

Product Features Content Community

No Appetite for 6-Figure License Purchase

Figuring Out How to Pay for Tableau Deployment

Deploying Tableau in Phases

Phase I: Start Small, Prove Value

To Create To Share

We quickly outgrew this approach and needed more sharing power

Phase II: Pilot Tableau Online Locally

Analytics Content

Created in Tableau

Low Cost of Entry Delighted Consumers

Tableau Online was a Game Changer

Access to Fresh Information Anytime, Anywhere

I Got 99 Problems and Governance Ain’t One

Non-Technical Users Getting Wins with Data

Word Spread Quickly

FOMO and Creating Demand for Tableau

Making It Rain Tableau Licenses

Champagne Dreams, Beer Budget

A Notification Sent From Heaven

A Solution For Every User Type

Phase III: Scale the Deployment, Go Global

Low Cost of

OwnershipTech Alignment Exec Champions Embedded Strategy

Phase IV: Water the Garden

• Expand License Basis through Increased Content Creation

• Continue to Encourage Data Exploration through Self-Service Data Sandboxes

• Create a Robust Tableau User Community

• Continue to build out the deployment

Five Practical Tips to Avoid Hurdles

Tip #1: Don’t Be Afraid to Start Small

Tip #2: Identify an Executive Sponsor

Tip #3: Make Friends with the Technology Team

Tip #4: Create and Nurture Demand for Tableau

Tip #5: Partner with Your Tableau Account Rep

Thank you!

#TC18

Candra McRae

LinkedIn: www.linkedin.com/candra

Website: www.lumodis.io

Email: candra.mcrae@lumodis.io