Legacy Migration Path to Self-Service with Tableau

Background

This path was designed for organizations transitioning from "report factory" content via legacy BI systems to modern self-service analytics with Tableau. Many organizations realize that their legacy BI solution introduces many limitations: - Data is mostly served via multi-page tabular and static reports that take longer to consume - Reports are harder to create and requires a specialized technical expert - Performance is limited and adding new data sources is a great challenge - Their system is approaching end-of-life While the realization and conclusion is clear, the migration path isn’t always as clear.

Challenge

- How to enable a successful migration that will yield high adoption rates and greater value to the organization? - How to migrate without leaving key data behind/pay for multiple systems? To address those challenges, Keyrus has leveraged its experience across multiple migrations to develop a dedicated migration path.

Approach

1. Define objectives – How Tableau will help us meet our needs 2. Conduct gap analysis and set future state – Determine the current state and future state to get a clear understanding of project requirements 3. Execute transition – Develop and follow the roadmap with Tableau Blueprint and the right change management processes 4. Disable old systems - Become fully competent with Tableau and save costs incurred by legacy systems

Key results

Benefits

With the new Tableau solution, end users can identify and assess business performance through a series of storytelling dashboards. Users can interact with data on dynamic charts and improve their decision-making through more intuitive reports. They now have one central location to visualize all of their data and become truly data-driven. In addition, legacy system licenses and infrastructure costs are left behind. Skilled workforces prevent wasting time on legacy maintenance and free up focus on modern solutions.

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