From Tableau Tribe To Tableau Nation… Evangelizing Tableau Michael Martin Managing Partner, data. Sense Market Research Bringing Knowledge To Market All rights reserved. © 2009 Tableau Software Inc.
Evangelizing Tableau… Speaker Background Consulting | Project Management in Europe, USA, Canada Retail | Consumer Packaged Goods Market Research Entertainment Industry Commercial Property Development | Management Governmental Organizations Requirements Data Modeling | DB Development Data Warehousing | Data Mining | Neural Networks Application Development Tableau user since v. 1. 0 All rights reserved. © 2009 Tableau Software Inc.
Evangelizing Tableau… Job Roles? Technology Manufacturing | Operations | Logistics Marketing | Sales | Analysis Project Management Responsibility For >=1 Roles Above Identified Tableau Evangelist? Tableau Solutions in use? Currently implementing a Tableau Solution? Currently planning a Tableau Solution? Current Tableau Adoption? Single Users in one or more locations? Groups of Users in one or more locations? All rights reserved. © 2009 Tableau Software Inc.
Evangelizing Tableau… Starting With An Idea You recognize a business imperative | challenge | dilemma. You “see a Tableau Solution” (visionary or incremental) whose operational outputs could get the organization to a better place, if they were acted on. Your Solution may provide visibility to data never seen before, show previously seen data in a new light, or enable the integration of data from diverse sources. You find a way to prototype and validate the critical Reporting / Analysis “Solution Scenarios” – driven by the Tableau UI. You believe that if the organization “gets it”, a phase one implementation is possible – via “building”, “buying” – or a combination of the two. All rights reserved. © 2009 Tableau Software Inc.
Evangelizing Tableau…How The Idea Works Be Your Implementation Big Or Small: Relevant | Focused Problem Statement including what this problem costs the business The Solution Is Well Explained Tableau Re-Frames the “Buy vs Build” Question! which processes | workflows change, which stay the same how will solution outputs | workflows help people address the business problem? Well organized and realistic Project / Risk Management Plan (consider “Buy” vs “Build”) that reflects realities of your business environment All rights reserved. © 2009 Tableau Software Inc.
Evangelizing Tableau… The Idea Goes Public Other candidate Projects are jockeying for support. Your Project needs a home within your organization and a line item in a budget. Your priorities are to find both. You identify one or more potential Project Champions to lobby. You expect savvy prospective Champions to stress test the business logic of your Solution, and its viability for implementation. You make it your duty to inform prospective Champion(s) of risk in your Solution and promise to mitigate those risks. You “keep things simple” as much as possible. Champions are rarely technical nor are they altruists. The moment a Champion secures support your Solution, it is no longer yours. Your Solution morphs into a Project identified with the Champion. All rights reserved. © 2009 Tableau Software Inc.
Evangelizing Tableau… Help Make It Happen Stay close to your Champion & the project All projects need management - can you help? “Profile based” / “need to know” situation updates Stay close to users / leverage your Tableau skills Help with refining analysis / reporting Requirements When (not if) Requirements change…. . Analysis / report template creation Plan / Manage Tableau Training Stay close to IT / Operations Solution stress testing Ensure stability / interoperability Help with Project documentation All rights reserved. © 2009 Tableau Software Inc.
Evangelizing Tableau Involves Many Disciplines Business Knowledge – Creative Thinking – Communications Skills - able to “Meet People Where They’re At”. Tableau Expertise – ability to leverage the Tableau UI to deliver Metrics that encourage people to act upon them! Project | Process Management – keeping the big picture in mind while managing details to completion. Remaining aware of what the different constituencies expect the project to deliver and enable. Technical | Infrastructure Management Skills – an appreciation of and knowledge of what it takes to serve and manage big data ongoing. All rights reserved. © 2009 Tableau Software Inc.
Evangelizing Tableau … Some Print Resources “Seven Methods for Transforming Corporate Data Into Business Intelligence” Roger Stein (Prentice – Hall) “Data Quality – The Accuracy Dimension” by Jack Olsen (Morgan Kaufmann) “Software Project Survival Guide” by Steve Mc. Connell (Microsoft Press) “Business Modeling & Data Mining” Dorian Pyle (Morgan Kaufmann) “Data Preparation For Data Mining” Dorian Pyle (Morgan Kaufmann) “Writing Effective Use Cases” Alistair Cockburn (Addison Wesley) “Data Mining & Statistical Analysis Using SQL” Robert Trueblood (Apress) “The Data Warehouse Lifecycle Toolkit” by Ralph Kimball (Wiley) “Mastering Data Warehouse Aggregates” by Christopher Adamson (Wiley) “Data Mining with SQL Server 2008” Jamie Mc. Lennan (Wiley) “Data Mining” by Ian H. Witten (Morgan Kaufmann) “Show Me the Numbers” by Stephen Few (Analytics Press) “Information Dashboard Design” by Stephen Few (O’Reilly) “Spreadsheet Modeling & Decision Analysis 5 e” by Cliff T. Ragsdale (Thomson) “Modeling For Learning Organizations” John D. W. Morecroft (Productivity Press) The “Big 4” books by Edward Tufte (Graphics Press) All rights reserved. © 2009 Tableau Software Inc.
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