Tableau Blueprint is a step-by-step guide to becoming a data-driven organization, whether your organization is new to modern, self-service analytics or you’ve already deployed and need to broaden, deepen, and scale the use of data.
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Transforming how your company makes decisions every day is no easy task, but incorporating data and analytics into decision-making cycles is how you will see the most transformative impact on your organization. Achieving that level of transformation requires a deliberate and holistic approach to developing your analytics practice. Although every organization’s journey to developing a Data Culture will differ, Tableau Blueprint outlines the processes and best practices from thousands of customers
At the heart of every data-driven organization, you will find three core capabilities—agility, proficiency, and community. The three capabilities are supported by organizational intent, change management, and trust.
Agility
Deployments must possess agility and provide choice and flexibility to meet your technology needs today. as well as adapt to where they go in the future
agile deployments with proactive monitoring will maintain sufficient availability, capacity, and headroom while minimizing resource contention. Because modern BI platforms often see fast growth, you will need to assess server utilization and user engagement—and likely even change your topology—more frequently than with other enterprise technology platforms in order to remain responsive to the increased use of data and analytics.
This workstream is focused on deployment, monitoring, and maintenance, which are typically IT-led efforts that rely heavily on understanding the broader business strategy and requirements.
Proficiency
For people to skillfully analyze data that's relevant to their jobs to make decisions that drive the business forward, they must develop proficiency.
This workstream is focused on user education, measuring adoption and engagement, and increasing data fluency within your organization through best practices.
Community
Community creates a network of users within your organization who use data to share and collaborate. This will continue to drive adoption and learnings around analytics and the insights they discover.
This workstream is focused on enabling user growth and evangelizing analytics through communications, engagement activities, and support.
Tableau Blueprint provides concrete plans, recommendations, and guidelines across critical foundational work and three primary workstreams that will turn repeatable processes :
Discover — Gather information and perspectives from sponsors and multiple stakeholders about your enterprise architecture, the use of data and analytics among business teams, and analytical skills both present and needed.
Govern — Define controls, roles, and repeatable processes to make the appropriate data and content available to the corresponding audience.
Deploy — Establish the iterative, repeatable processes across the three major workstreams to install and configure software, educate users, and enable communications.
Evolve — Monitor platform utilization, measure user engagement, and host engagement activities to promote and support the growing use of data and analytics
Data Governance in Tableau
The purpose of data governance is to ensure that the right data is available to the right people in the organization, at the time they need it. It creates accountability and enables, rather than restricts, access to secure and trusted content and for users of all skill levels
Content Management:
Create and maintain an environment for storing and organizing published content.
Ensure content is relevant in their site or project.
Security & Permissions:
Secure analytic content and grant users the appropriate levels of access based on content type, sensitivity, business need, etc.
Comply with organizational security and permissions policies.
Content Validation:
Define process for validating content is correct.
Access platform capabilities to assist with validation and accuracy verification of user- generated analytic content.
Content Promotion:
Define process for promoting content.
Promote validated analytic content to centralized-trusted environment as determined by governance process.
Content Certification:
Define process for certifying content.
Certify content as trusted and delineate from untrusted content in the same environment.
Content Utilization:
Measure broad usage patterns across organizational business units.
Measure and audit usage of published content and track usage of untrusted content.
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