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

01
A Tableau instance to host all current and future dashboards.
02
Replacement of obsolete reports with visual and self-served analytics.
03
Prepared client staff for continued modernization and development.

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.

Technology partners

Tableau Software

As a leading analytics platform, Tableau offers visual analytics with powerful AI, data management, and collaboration. From individuals to organizations of all sizes, customers around the world use Tableau’s advanced analytics to fuel impactful, data-driven decisions. Tableau Software was acquired by Salesforce in 2019.

50+

expert consultants

100+

completed projects

2018

emerging partner of the year

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