Deploying Self-Service at Scale - InterWorks...Deploying Self-Service at Scale AGILE ANALYTICS WITH...

Deploying Self-Service at ScaleAGILE ANALYTICS WITH TABLEAU 10

James WrightJAMES.WRIGHT@INTERWORKS.COM

Tableau & Visual Analytics

Technology Foundation Accessible, Uptime, SLA, Fast T

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Data Architecture & ManagementGoverned, Scalable, Accurate, Lineage

Advanced AnalyticsInsight, Speed of Business, Feedback Loop

Training & Enablement

Organizational Strategy

Ready

What We’ll Do Today

1. Define Self Service

2. Identify Key Roles

3. Define Self Service Architecture

4. Automated Deployment for Tableau

5. Next Steps & Homework

We Need Self Service Analytics

We Need Self Service Analytics

Demand is Outpacing Capacity

Business Needs Evolve Quickly

Existing Tools are Barrier to Entry

Distributed Ownership, Decreased Cost

Increased Leverage for Developers

What isn’t Self Service

What Self Service is.

Easy, common, timely access to high quality data

Broad Access to easy-to-use analytical tools

Fast-to-Deploy content creation

Support for Just-in-Time analytics

Governed environment & agile process

Key Roles

Key Roles

IT & Data Developers

Power Users & Data Scientists

Business Analysts

Pure Consumers

Key Roles - IT & Data Developers

Deep understanding of data, modeling, ETL

Brick & mortar coding

Owns technical systems

Leverage high repeatability, long-term outlook

Governance & stability

Enables other roles

Key Roles - Power Users

Combine Data and Business Logic skills

Ad hoc requests and light coding possible (WDC)

POC / Pilot development duration

Identify & ingest novel data streams

Enrich core data through agile toolsets

Promote success to core

Data scientists emerge with strong core

Key Roles - Business Analysts

Little coding or strong technology skills

Strong business logic & process

KPI & transactionally driven

Needs high quality core data

Proximately drive and inform decision making

Desktop / Web Editing strengths / Sandbox

SAP->BO->Excel->Visual Basic->Tableau

Key Roles – Pure Consumers

Drive business logic & process

Generate Just-in-Time and ad-hoc need

Scenario planning & “what-if” interaction

Tool agnostic, highly integrated

Reduced noise, enhanced usability

Key Roles - Community & Enablement

Foster internal user group

Deploy enduring resources

Cultural adaptation

Training & Enablement

Agile Data Prep

Tableau Analysis

Design & Visual Best Practices

U/X & Visual Design

Change & Project Management

Tableau Self-Service Architecture

Salesforce

Scheduling

Database

Expense

Dataset

Transactional

Database

REPO

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TABLEAU

SERVER

SAN

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TABLEAU

DATA S

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TABLEAU

SERVER

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Google

Analytics

Ad Hoc

Data

Defining Architecture - Complete

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AD

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Performance

Loans

Database

Usage

Dataset

Transactional

Database

REPO

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TABLEAU

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User Directory

Ad Hoc

Data

Defining Architecture – Right Now

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NSU

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5 Keys to Successful Tableau Self-Service

Sandbox(es)

Templates & Starters

Usage & Adoption Trackers

Audit & Production Certification

Unified Consumption Layer

# 1 – The Sandbox

Everyone can publish

Anyone can consume

Consumption direct from Tableau Server

Leverage core production data

Free to add data / Schedule extracts

Concept / POC / Pilot level work

Caveat Emptor

Regular governance and recycling process

Regular escalation process

Departmental by design

# 2 – The Template

Make it Easy

Standardize Visual Styles

Fonts, Images, Icons

Branding, Logos

Chart types

Standardize Metadata Management

Dashboard layout and design Templates

KPI / Term definition standards

# 3 – Usage & Adoption

Universal access

Leverage usage patterns to improve U/X

Recycle to optimize resources

Understand user behavior and built to match

Unearth surprises & champions

Prioritize data processes by usage patterns

Monitor load times and session experiences

Productionalize key changes

# 4 – Production Certification

Trust & reliability

Curated datasources & reports

Emphasize quality & speed

Restricted publishing rights

Unrestricted access rights

Targets business users and consumers

Leverage web editor & parameters

Constantly iterate ingestion from Sandbox

# 5 – Unified Consumption Layer

Cross-platform integration

Multi-modal access – mobile/tablet/projector

Easy to use & access

Maximize GUI through REST/JS APIs

Single Sign-On

Targeted content

Integrate into business/operational use

Streamline user experience

Homework

Start Today

Build impossible projects ‘Wish List’

Identify Champions

Build your Sandbox

Move from Concept to POC to Pilot

Q & A

James Wright

james.wright@interworks.com

Download this presentation at: https://www.interworks.com/roadshow

References and Further Readings

Tableau Your Data! - Dan Murray http://tableauyourdata.com/

Agile Data Warehouse – Lawrence Corr https://www.interworks.com/resources/events/08/03/2016/agile-data-warehouse-design-masterclass-

lawrence-corr-seattle

InterWorks Data Blog

https://www.interworks.com/blog/data

Power Tools for Tableau

http://powertoolsfortableau.com/

Self-Service BI – Claudia Imhoff and Colin White

How to Architect the Modern BI Platform – Joao Tapadinhas

From Shadow IT to Citizen Data Scientist – Rita Sallam