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Drive 
A practical roadmap for  
scaling your analytic culture
The benefits of self-service analytics  
are clear
But any system is difficult to scale. 
• 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?
Red flag 
#1 
#1 
“We have to finish our data warehouse  
before we can do any analytics.”
Really?  
Don’t wait for “perfect.”  
Start with what you have. 
The Cycle of Visual 
Analytics is naturally 
iterative. Early results 
inform later decisions.
Red flag 
#2 
#1 
“We have self-service analytics,  
so we don’t need IT.”
Really? 
IT is critical to provide 
policies and systems that  
can support self-service at scale.
How do you provide the programmatic 
support needed to scale self-service 
analytics?
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.
Why waterfall fails 
Is this the red 
convertible you 
wanted? 
Because this is 
what we thought 
you said…
Agile improves waterfall 
Planning 
Production 
Development 
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.
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.
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
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.
Drive is a new approach  
to deployment 
Discovery Prototyping 
Foundation 
building 
Scaling out
A partnership that works 
IT Role 
• Security 
• Data architecture 
• Scalability 
• Training 
• Center of Operations 
• Enablement intranet 
Business Role 
• Creative analytic work 
• Driving data acquisition 
• Sharing expertise 
• Seeking help when needed 
• Evangelism 
• Catalyzing action 
Enablement Execution
Foundation 
building 
Foundation: organizational 
• Center of Operations 
• Center of Evangelism 
• Executive sponsorship 
• Project plan 
• Training 
• New user onboarding process 
• Evangelism activities
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
Big idea 
#1 
Business owns  
the creative and  
analytical work.
Big idea 
#2 
IT is empowered to do 
what they do best, better.
Big idea 
#3 
Great visualizations are the 
beginning not the end of 
adoption. They are a part  
(but not all) of analytic culture.
Big idea 
#4 
Drive provides a plan  
that expands vision and 
reduces risk in deploying 
enterprise-wide analytics.
Big idea 
#5 
The methodology supports  
a partner ecosystem which will 
include intranets, training, 
workflow, automation, 
collaboration, and so on.
Blueprint for 
an IT-business 
partnership 
Useful analytics 
right away 
Proven 
deployment 
strategies 
Broad  
sustainable 
adoption 
Key benefits of Drive
Analytics @ Radisson 
“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)
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
The road forward 
Read the Drive Manual 
www.tableausoftware.com/drive
How Drive is executed 
In-house 
Tableau partners 
Tableau Professional Services
Appendix
Drivers of self-service analytics 
TDWI BEST PRACTICES REPORT
Data-driven organizations are more 
likely to outperform peers

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Tableau Drive, A new methodology for scaling your analytic culture

  • 1. Drive A practical roadmap for scaling your analytic culture
  • 2. The benefits of self-service analytics are clear
  • 3. But any system is difficult to scale. • 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?
  • 4. Red flag #1 #1 “We have to finish our data warehouse before we can do any analytics.”
  • 5. Really? Don’t wait for “perfect.” Start with what you have. The Cycle of Visual Analytics is naturally iterative. Early results inform later decisions.
  • 6. Red flag #2 #1 “We have self-service analytics, so we don’t need IT.”
  • 7. Really? IT is critical to provide policies and systems that can support self-service at scale.
  • 8. How do you provide the programmatic support needed to scale self-service analytics?
  • 9. 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.
  • 10. Why waterfall fails Is this the red convertible you wanted? Because this is what we thought you said…
  • 11. Agile improves waterfall Planning Production Development 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.
  • 12. 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.
  • 13. 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
  • 14. 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.
  • 15. Drive is a new approach to deployment Discovery Prototyping Foundation building Scaling out
  • 16. A partnership that works IT Role • Security • Data architecture • Scalability • Training • Center of Operations • Enablement intranet Business Role • Creative analytic work • Driving data acquisition • Sharing expertise • Seeking help when needed • Evangelism • Catalyzing action Enablement Execution
  • 17. Foundation building Foundation: organizational • Center of Operations • Center of Evangelism • Executive sponsorship • Project plan • Training • New user onboarding process • Evangelism activities
  • 18. 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
  • 19. Big idea #1 Business owns the creative and analytical work.
  • 20. Big idea #2 IT is empowered to do what they do best, better.
  • 21. Big idea #3 Great visualizations are the beginning not the end of adoption. They are a part (but not all) of analytic culture.
  • 22. Big idea #4 Drive provides a plan that expands vision and reduces risk in deploying enterprise-wide analytics.
  • 23. Big idea #5 The methodology supports a partner ecosystem which will include intranets, training, workflow, automation, collaboration, and so on.
  • 24. Blueprint for an IT-business partnership Useful analytics right away Proven deployment strategies Broad sustainable adoption Key benefits of Drive
  • 25. Analytics @ Radisson “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)
  • 26. 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
  • 27. The road forward Read the Drive Manual www.tableausoftware.com/drive
  • 28. How Drive is executed In-house Tableau partners Tableau Professional Services
  • 30. Drivers of self-service analytics TDWI BEST PRACTICES REPORT
  • 31. Data-driven organizations are more likely to outperform peers