April 17, 2013

Getting Buy-in for Tableau

Okay, so you’ve done cool things with Tableau. Now, how do you get the rest of your company excited about possibilities for using a tool as powerful as Tableau?
While the value of Business Intelligence is obvious to many, realizing high levels of adoption is elusive. Many companies have purchased licenses of BI tools that are not being used, so when it comes to BI technology, it would be wise to make sure that “if you build it, they will come.”

In some cases, creating compelling analyses and presenting them to your team might trigger a tidal wave of interest in Tableau. If your peers already include Excel experts who have been using pivot tables and slicers, you won’t need to do much more.

However, if your company is not even using Excel to analyze data and make decisions, you have a steep hill to climb. In order to avoid the waste of opportunity and resources, a “Business Intelligence Strategy” may need to be defined.

Finding Gaps

A starting point for understanding the gap between the desired state and current state is to ask these questions:

  • Do our people utilize data when making important business decisions?
  • Are we able to track our key metrics?
  • Do our data tools enable us to look at the right level of detail in order to monitor performance, catch exceptions and spot opportunities?
  • Do we trust our data?
  • Are we spending the right amount of time preparing the data vs. analyzing the data?

Gaps identified by answering the above questions can be used to reveal and prioritize the needs of the company, and create a roadmap for enabling data-driven behavior in areas of the business that matter the most. The most serious gaps may warrant conducting a BI Strategy engagement because further expenditure on tools and data management could end up getting wasted.


Business Intelligence Strategy

Our strategy services cover the following areas, and are tailored to your context. They are designed to ensure that your company invests wisely in Business Intelligence and optimizes the value of its investment in tools, data, business processes and personnel development.

Our strategy engagements typically cover the following topics:

  • Discovery:
    • Business Goals
    • Current State / Capability
    • Business Processes and Metrics
    • Data Sources
    • Data Quality
    • Business Intelligence Tools
    • People (Business Users and IT)
  • Recommendation:
    • Opportunities
    • Action Plan
    • Cost
    • Risks and Obstacles