Tableau support processes

In addition to the proactive steps you’ve taken with self-service help resources and education initiatives published on your enablement intranet, your user community should be able to request more support in case these two approaches do not answer their question or resolve the issue. If a user cannot find the help they need, then they are more likely to become frustrated and abandon Tableau, which will negatively impact adoption targets.

Like other enterprise platforms, you should define the support escalation path for Tableau, considering the next levels of support that will be available and which team will be responsible for the resolution. Customers have successfully established community-led support by using champion-created content, and escalating to the analytics or IT team for system-level issues, such as server and database access. Log and categorise these requests to analyse the support data and identify opportunity areas for new content on the enablement intranet, user group topics and educational needs. Additionally, there are a number of self-help resources provided by Tableau:

  • Knowledge Base with step-by-step instructions for resolving problems
  • Tableau Community forums to find answers from other Tableau users worldwide
  • Support hub with alerts, drivers, release notes, known issues and FAQs
  • Tableau Trust for the current status of Tableau Online and Tableau Public
  • Twitter support with updates, trending technical support issues, popular KB articles and more

Through a variety of interactions, you need to support your user community, encourage collaboration and remove the obstacles to using data and analytics effectively. This document outlines the tactics to develop Tableau champions, connect people with peer-to-peer assistance and define the support escalation path.

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