To ensure success with your analytics investment, your organisation needs a clearly defined vision for deployment.  Inputs from people across the organisation are crucial to understand the short and long-term goals to promote data-driven decision-making. Your strategy must cover people, process and change management – including identifying immediate business use cases, defining roles and responsibilities, and establishing a schedule for evaluating success measurements and impact.

Valuable inputs from across the organisation will help to guide your analytics deployment and future state – including the roles, responsibilities, architecture and processes, as well as the measures of success needed to understand progress. After completing the Tableau Blueprint Planner, you should have a greater sense of the direction you are heading in with your analytics strategy by defining your vision for the use of data, identifying strategic initiatives and KPIs, setting Tableau business goals, and documenting risks and challenges.

Discovery process

The discovery process outlines a systematic approach to gathering information and perspectives from sponsors and multiple stakeholders about roles and responsibilities, enterprise architecture, and the use of data and analytics among business teams. Within each section, the team or role responsible for completing it is noted. Discovery is critical for gathering information from sponsors and stakeholders to inform the organisation’s analytics vision.

The Tableau Blueprint Planner contains questions you need to answer before deploying Tableau broadly. Your answers will inform activities at every stage and every workstream in the Tableau Blueprint. The following areas are covered within the planner:

  • Analytics strategy
  • Roles and responsibilities
  • Enterprise architecture survey for Tableau Server or Tableau Online
  • Data and analytics survey
  • Use cases and data sources
  • Data and content governance
  • Education role mapping
  • Users
  • Community
  • Upgrade planning and checklist

The Tableau data and analytics survey, Tableau use cases and data sources, and Tableau users sections of the planner should be revisited as you expand to identify new data use cases and users from new departments and teams.

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