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.

1. Tableau Drive
A practical roadmap for scaling your analytic culture

2. Change isn’t coming. It’s
here.
Business users demand self service…
…wherever they are.
Databases Big Data Spreadsheets Application Data Cloud
The “perfect” data warehouse is a myth. Data is everywhere.

3. The benefits of self-service analytics are clear.
But pure self-service does not scale. It requires
programmatic support.
What programmatic support is necessary to
scale self service without killing it?

4. The heart is the cycle of visual
analysis
Visual analysis
is a naturally
iterative
process.

5. How this breaks down at
scale
• How do I get started?
• What happens if I get stuck?
• What data is available?
• Do I really need to learn a new tool?
• Why should I be first?
• What’s the benefit?
• How much time will this take?
• Is this important?

6. Red flag #1
We have tofinishour data warehouse
beforewe can do any analytics.
“
”

7. We have self-serviceanalytics,
IT.
so we don’t need
“
”
Red flag #2

8. When IT develops reports:
Business IT
Requirements Planning Development Test
User
Experience
Production Analytics
The traditional waterfall deployment model…
does not work for either Business or IT.

9. Why waterfall fails
Is this the red convertible you wanted?
Users don’t know
what they want.
Analysis is naturally
iterative.

10. Agile improves waterfall
Keeping
business
closer to
development
improves
quality, speed
and flexibility.
But it’s still a
full time job.
Planning
Production Development
User
Acceptance
Test
Subject Matter
Expertise
(requirements)

11. Tableau can collapse Agile sprints
Self-service
development
collapses phases
of the agile
process,
allowing real-time
iteration.
to real time.
Promotion to
Production
Development
Planning
Subject Matter
Expertise
(requirements)
User Acceptance Test

12. Applying agile to analytics
• 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

13. 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.

14. Drive is a new approach
to deployment
Discovery Prototyping
Foundation
building
Scaling out

15. A partnership that works
IT Role Business role
• Security
• Data architecture
• Scalability
• Training
• Center of Operations
• Enablement intranet
• Creative analytic work
• Drive data acquisition
• Analytical collaboration
• Sharing expertise
• Seeking help when
needed
• Evangelism
• Catalyze action
Enablement Execution

16. Foundation:
organizational
• Defined roles & responsibilities
• Center of Operations
• Center of Evangelism
• Executive sponsorship
• Scale-out roadmap
• Project plan
• Training materials & schedule
• New user onboarding process
• Evangelism activities
• Office hours
• Tableau days/ user groups
• Viz of the week
Foundation
building

17. Foundation: technical
• Sandbox and production environments
• Governance & security policies
• Intranet
• Data dictionary
• Enablement resources
• Gallery
• Collaboration
Foundation
building
• Clean, managed & published data sources
• Processes: promotion, escalation, scheduling, licensing
• Online help desk

18. Big idea #1
Great visualizations are the beginning not the end of
adoption. They are a part (but not all) of analytic culture.

19. Big idea #2
Drive provides a plan that expands vision and reduces
risk in deploying enterprise-wide analytics.

20. Big idea #3
The platform supports an ecosystem: intranet, training,
workflow, automation, collaboration, and so on.

21. Big idea #4
Business owns the creative and analytical work.

22. Big idea #5
IT is empowered to do what they do best, better.

23. Key benefits of Drive
Blueprint for
an IT-business
partnership
Useful analytics
right away
Proven
deployment
strategies
Broad &
sustainable
adoption

24. Analytics @ Radisson
This methodology guided us through our first
true cross-departmental bridge between
business and IT. We now have employees
who are identifying problems and fixing them
in less than two weeks rather than 18 months.
“
” Mat Hughes,
Revenue Optimization Global Analytics Manager
Carlson Rezidor Hotel Group (Radisson and other
brands)

25. 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

26. How Drive is delivered
In-house
Tableau partners
Tableau Professional Services

27. Your next step
Read the Drive Manual