Welcome

The recipe for an engaged and passionate enterprise community

# T C 1 8

The recipe for an engaged and passionate enterprise community

Kirk Munroe

Strategic Customer Success Manager

Tableau

# T C 1 8

Mike Madigan

Strategic Customer Success Manager

Tableau

Gil Gani

Strategic Customer Success Manager

Tableau

Skill belts in a box

R E L AT E D S E S S I O N S

Thursday | 12:30 – 1:30pm | MCCNO–L3-333

Building the Tableau Empire at Charles SchwabWednesday | 10:15 – 11:15 | MCCNO-L1-Great Hall A

The recipe

Team

wo

rk &

E

xec

uti

ve

E

ng

ag

em

en

t

Build Community

Build Individual

Skills

Solid Foundation

The recipe

Te

am

wo

rk &

E

xec

uti

ve

E

ng

ag

em

en

t

Build Community

Build Individual

Skills

Solid Foundation

Layer 1 – Solid Foundation

The right-sized, healthy server environment

Infrastructure that works

• Best deployment option

• Right-sized server environment

• Performance monitoring and

server health checks

• Guidance for publishers

Design for compliance AND hypothesis testing

Application Design

• Proper use of sites and projects

• How to handle compliance-type

reports and allow for projects

and hypothesis testing

• Be agile!

• Server onboarding process

Strong metadata and published data sources

Data Design & Quality

• Live vs extract

• Process for creating and sharing

metadata

• Published and certified sources

• Data stewards in “the business”

The recipe

Te

am

wo

rk &

E

xec

uti

ve

E

ng

ag

em

en

t

Build Community

Build Individual

Skills

Solid Foundation

Layer 2 – Building Individual Skills

Continual skills building

Webinar Series

• Beginner and Onboarding

• Intermediate

• Advanced

• Jedi Master

Workshop to sharpen skills

Visual Best Practices

• Learn the science of data

visualization

• Which chart types work best in

which situations

• Practice and review with peers

using internal dashboards

Tableau Conference 2018

• Gain inspiration from thought

leaders

• Maximize learning

• Find like-minded people

• Take back and share with those who couldn’t make it!

Attend TC

Allow people to stretch themselves

• Customize your own

certification program to unique

needs combined with Tableau

best practices

• Track individual achievements

and progress

• Build community and find

internal experts

Certification Program

The recipe

Te

am

wo

rk &

E

xec

uti

ve

E

ng

ag

em

en

t

Build Community

Build Individual

Skills

Solid Foundation

Layer 3 – Building Community

”Places” for people to come together

• An internal Tableau intranet site

• A Tableau channel in Slack or

other group chat platform

• Monthly newsletters with tips and

tricks, events, resources, and sharing of use cases

Collaboration Platform

Quarterly Tableau User Group meetings

• Bring in Tableau speakers

• Share best practices

• Build community and gather

feedback and use cases

• Gather feedback and run other events

Start a TUG / COE

Quarterly Tableau User Group meetings

• Makeover Monthlies

• Run an Iron Viz

• Viz Hack-a-thons

• Loads of variations

Run Viz competitions

Let them set an example and help drive engagement

• Speak at TUG meetings

• Proctor Skill belts

• Run Tableau Doctor Days

• Help run Viz competitions and

present at Tableau Days

• Represent externally

Find and Promote

Champions

Company-wide Event to Share Stories

• Strong executive keynotes

• Internal teams sharing their work

in Tableau

• Breakout sessions for advancing

skills – Tableau and company presenters

Tableau Day

The recipe

Team

wo

rk &

E

xec

uti

ve

E

ng

ag

em

en

t

Build Community

Build Individual

Skills

Solid Foundation

Layer 4 – Teamwork and Executive Engagement

Working hand-in-hand to everyone’s benefit

• Timing and frequency of server

updates

• Feedback and tweaking of

onboarding:

• Server onboarding

• Project structure

• Data source + Viz performance

Business + IT Alignment

Driving adoption

• Agreeing on success criteria

early

• Quarterly meetings to review

and tweak success plan

• Alignment of roadmaps –

people, technology, and business goals

Executive Engagement

Recap – The Ingredients

1. Solid Foundation

2. Webinar Series

3. Visual Best Practices

4. Attend TC/TC Live

5. Certification Program

6. Collaboration Platform

7. Start a TUG / COE

8. Run Viz Competitions

9. Find and Promote

Champions

10.Tableau Day!

+ IT & Business Communication and Executive Engagement

Recap

Team

wo

rk &

E

xec

uti

ve

E

ng

ag

em

en

t

Build Community

Build Individual

Skills

Solid Foundation

Please complete the

session survey from the

Session Details screen

in your TC18 app

Thank you!

#TC18

Kirk MunroeStrategic Customer Sussces Manager, Tableau

kmunroe@tableau.com