Migrate to Tableau Online to improve efficiency and reduce costs


Up to 50% infra & software licenses & IT setup costs saved (depending on the user count and based on own Server set-up costs of 10K/year)


Tableau Online is a SaaS instance of Tableau Server and it is fully managed by Tableau. Based on experience, Keyrus has built a best-practices roadmap to ensure Tableau clients an efficient & seamless migration from Tableau Server to Tableau Online.


• Need to buy/lease a server and keep it updated from an operating system/security perspective • Inability to keep up with Tableau’s latest version and thus incapable of using the latest features • Need a trained IT team to manage the infrastructure, upgrades, and networking setup


1. Discovery & Design - Audit current systems & define future Tableau Online state/structure - Develop a data source publication strategy - Develop an architecture & environment strategy - Assist in Tableau Bridge Set-Up 2. Migration - Instantiate Tableau Online projects - Set up Authentication - Perform site/workbook migration - Set up user credentials or integrate with IdP 3. Testing - Design, organize & develop UAT testing phases with key client stakeholders - Oversight of comprehensive unit testing 4. Change Management - Develop comprehensive user adoption & Change Management strategy - Develop training materials for new end user day in the life scenarios 5. Go-Live - Develop Go Live plan - Develop sunsetting plan - Define support & maintenance model


Using the Cloud SaaS System: - Gives access to content from anywhere, on any device, at any time - Means always having the latest Tableau updates - No internal infrastructure to manage - User experience and data requirements will be the same with minor changes to the current process Change Management: Tableau is used and can be put in a relevant change management (CM) strategy to: - Increase adoption of best practices for workbook/data source management - Increase adoption of current reports if needed - Increase usage of Tableau in general - Roll-out sustainable CM and enablement strategies with relevant content and any new reports/features that could benefit users Tableau Governance: Benefit from having governance processes set in place regarding the management, versioning, and enablement around Tableau Assets.

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.


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