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TC14 - How UBS Built a Tableau Centre of Excellence

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Paul Banoub

on 1 November 2016

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Transcript of TC14 - How UBS Built a Tableau Centre of Excellence

Building a Tableau Centre of
Excellence
The
Paul Banoub
@paulbanoub / vizninja.com
My
job
Director, Agile Business Intelligence Services
UBS Investment Bank
I run a Visual Analytics Centre of Excellence
based on Tableau
What is a Centre of
Excellence?
A team, a shared facility or an entity that provides leadership, evangelization, best practices, research, support and/or training for a focus area - Wikipedia
2. Drive data visualisation
Best

Practices
4. Spreading the
knowledge
1. Outstanding product
knowledge
7. UBS Data Viz
Community
5. Contributor to industry
events

3. Manage the UBS Tableau
service
Read &
learn
Data viz
rules
Structured
training
syllabus
Every Month
Quarterly
Tableau Intro
Tableau Desktop
Tableau Server
Excel -> Tableau
Data Viz Tips
Tableau Doctor
Viz makeovers
Table Calcs etc.
Skills to pay the
bills
6. Consultancy
relationships
The
Consultants
Tableau server
configuration
Paul Chapman
@cheeky_chappie
Thasan Vallipuranathan
@data_op
UBS Centre of
Excellence
6. Consultancy
relationships
5. Contributor to industry
events

Paul Chapman
@cheeky_chappie
Thasan Vallipuranathan
@data_op
4. Spreading the
knowledge
3. Manage the UBS Tableau
service
2. Drive data visualisation Best
Practices
1. Outstanding product
knowledge
7. UBS Data Viz
community
Tableau Centre of
Excellence

Data Modelling
Data Management / Gov
Data Movement
Data Integration
Data Virtualisation
Data Mining
Data Visualisation & Analysis
“We’re not competitor obsessed, we’re customer obsessed. We start with the
customer
and we work backwards.”

Jeff Bezos - Founder & CEO, Amazon.com
journey to a great managed service
UBS Centre of
Excellence
6. Consultancy
relationships
5. Contributor to industry
events

Paul Chapman
@cheeky_chappie
Thasan Vallipuranathan
@data_op
4. Spreading the
knowledge
3. Manage the UBS Tableau
service
2. Drive data visualisation Best
Practices
1. Outstanding product
knowledge
7. UBS Data Viz
community
Tableau Centre of
Excellence

8. Customer
focus
Infrastructure
Infrastructure
monitoring
Application
monitoring
Process
monitoring
wgserver.exe
backgrounder.exe
tdeserver(64).exe
postgres.exe
vizqlserver.exe
Extra
monitoring
httpd.exe
Tableau Server
Onboarding
Licence
Management
Support
Upgrades
Has to be FAST & EASY!
@
How UBS Created A Tableau Centre of
Excellence

Build
it!
Run
it!
Evolve
it!
Sell
it!
POC
3 desktops
10 server
IT teams
Business
Demo
Evangelise
Track
Key
takeaways

Try before you buy
Create a community
Sell for your life
Design service for agility & ease
Monitor & manage
Drive your community
Focus on your customers
Show passion
Don't be your own audience
Reduce complexity / confusion
Use colour effectively
Storytelling with data
Choose the right chart
Design for
as well as
@paulbanoub / vizninja.com
Engineering
UAT
BCP
Production
Scratch
Dev
UAT
Prod
Jonathan Corum
@13pt
style.org
Consolidation
Deployment speed
Management
Efficiency
Troubleshooting
Patching
Cost
Stability
Security
vs.
Operating
system
Alerting
flow
http://goto/tableau
http://goto/tableau-uat
A polished user
experience
Extra administration
views
Landing page & style
guidelines
My
path
1991
1996
1997
My
path
2002
2004
2010
2014
Make it
fun!
The
Twitterati
Physical vs
virtual
Tableau usage @
IT teams
App / hw end of life
Alerts, incidents & changes
Finance
Vendor spend
Travel & training
HR
Bodycount
Joiner / mover / leaver
Business
KPIs, app specific
Web application, supports browsing and searching
Executes server tasks, including extract refreshes
Stores data extracts and answers queries
dataserver.exe
Handles connections to Tableau Server data sources
Tableau’s database, stores workbook & user metadata
Loads and renders views, computes, executes queries
Webserver
From
this
To
this
Great user
engagement
"I love using Tableau. It's the closest thing I have to playing a video game at work"
UBS user, June 2014
"I've been in reporting 14 years. This is the best tool I've ever seen. Got any jobs in your team?"
UBS user, Aug 2014
Stir up some
passion
Full transcript