Tableau Drive is a methodology for scaling out self-service analytics. Drive is based on best practices from successful enterprise deployments. The methodology relies on iterative, agile methods that are faster and more effective than traditional long-cycle deployment. A cornerstone of the approach is a new model of a partnership between business and IT. The Drive Methodology is available for free. Some organizations will choose to execute Drive themselves; others will look to Tableau Services or Tableau Partners for expert help.

1. Drive
A practical roadmap for
scaling your analytic culture

2. The benefits of self-service analytics
are clear

3. But any system is difficult to scale.
• Do I really need to learn a new tool?
• Is this important?
• What’s the benefit?
• How do I get started?
• What data is available?
• How much time will this take?
• What happens if I get stuck?

4. Red flag
#1
#1
“We have to finish our data warehouse
before we can do any analytics.”

5. Really?
Don’t wait for “perfect.”
Start with what you have.
The Cycle of Visual
Analytics is naturally
iterative. Early results
inform later decisions.

6. Red flag
#2
#1
“We have self-service analytics,
so we don’t need IT.”

7. Really?
IT is critical to provide
policies and systems that
can support self-service at scale.

8. How do you provide the programmatic
support needed to scale self-service
analytics?

9. Business
IT
Requirements
Planning
Development
Test
User
Experience
Production
Analytics
The traditional model fails business
users and IT
Users must wait… and are rarely satisfied.

10. Why waterfall fails
Is this the red
convertible you
wanted?
Because this is
what we thought
you said…

11. Agile improves waterfall
Planning
Production
Development
User
Acceptance
Test
Subject Matter
Expertise
(requirements)
Keeping business
closer to development
improves quality,
speed and flexibility.
But it’s still
a full time job.

12. What if Agile sprints were real time?
Promotion to
Production
Development
Planning
User Acceptance
Test
Subject Matter
Expertise
(requirements)
Self-service development
collapses phases of the
agile process, allowing
real-time iteration.

13. Tableau: a more agile Agile
• People over processes and tools
• Working analytics over comprehensive
documentation
• Collaboration over requirements gathering
• Responding to change over following a plan
• Work in real time

14. What is Drive?
Tableau Drive is a business intelligence
deployment methodology that draws from agile
methods and is informed by the most analytically-minded
companies in the world. With Tableau
Drive, business and IT jointly own the analytics
platform. And there is the opportunity to
continuously evolve and grow, even at the scale
of an enterprise deployment.

15. Drive is a new approach
to deployment
Discovery Prototyping
Foundation
building
Scaling out

16. A partnership that works
IT Role
• Security
• Data architecture
• Scalability
• Training
• Center of Operations
• Enablement intranet
Business Role
• Creative analytic work
• Driving data acquisition
• Sharing expertise
• Seeking help when needed
• Evangelism
• Catalyzing action
Enablement Execution

17. Foundation
building
Foundation: organizational
• Center of Operations
• Center of Evangelism
• Executive sponsorship
• Project plan
• Training
• New user onboarding process
• Evangelism activities

18. Foundation
building
Foundation: technical
• Sandbox and production environments
• Governance security policies
• Data dictionary
• Clean, managed published data sources
• Processes: promotion, escalation, licensing
• Online help desk

19. Big idea
#1
Business owns
the creative and
analytical work.

20. Big idea
#2
IT is empowered to do
what they do best, better.

21. Big idea
#3
Great visualizations are the
beginning not the end of
adoption. They are a part
(but not all) of analytic culture.

22. Big idea
#4
Drive provides a plan
that expands vision and
reduces risk in deploying
enterprise-wide analytics.

23. Big idea
#5
The methodology supports
a partner ecosystem which will
include intranets, training,
workflow, automation,
collaboration, and so on.

24. Blueprint for
an IT-business
partnership
Useful analytics
right away
Proven
deployment
strategies
Broad
sustainable
adoption
Key benefits of Drive

25. Analytics @ Radisson
“We now have employees who are
identifying problems and fixing them for
themselves in hours instead of days and
building reports in weeks instead of
months.”
Mat Hughes,
Revenue Optimization Global Analytics Manager
Carlson Rezidor Hotel Group (Radisson and other brands)

26. This is change management
It will not work
• If IT and Business are “at war”
• If the organization thinks business users should
not have data
• If the supporting technology is not nimble
• If there is no champion

27. The road forward
Read the Drive Manual
www.tableausoftware.com/drive

28. How Drive is executed
In-house
Tableau partners
Tableau Professional Services

29. Appendix

30. Drivers of self-service analytics
TDWI BEST PRACTICES REPORT

31. Data-driven organizations are more
likely to outperform peers