Leveraging the Strengths of IT and Business for Rapid Tableau Adoption at Cisco Cisco Systems PRESENTED BY Ben Torgesen & Sudharshan Seerapu 2012 Tableau Customer Conference in San Diego Tableau had been an enterprise tool for six months. Twenty groups were using the enterprise environment. © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 2 • Business teams were purchasing their own BI software • Gaps identified in our BI strategy 1. Advanced Analytics & Visualizations 2. Rapid BI Prototyping 3. Self-Service BI • Business teams could no longer wait for large-scale IT engagements to deliver dashboards and analytics 1. 2. 3. 4. They needed to play with the data They needed to play with visualizations They needed to be able to act on a hunch They needed to be able to react to rapidly changing conditions © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 3 • Business 1. 2. 3. 4. Know their Data Asking the Right Questions Collaborating with Other Groups Get the Job Done • IT 1. Platforms 2. Technical Integrations 3. Governance © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 4 • Business teams access enterprise data, departmental data, third- party data, custom data, and frequently are combining the different data elements. • Business teams ask the right questions. • Business gets the job done! • Business collaborates through the Tableau Center-of-Excellence. © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 5 • While IT helps facilitate the COE, the business provides content for monthly meetings, discussion forums, training tools, and best practices. © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 6 • A centrally-managed enterprise Tableau server 1. Server administration 2. 24/7 monitoring, maintenance, upgrades, patches, and case resolution 3. Integration with other IT tools and processes (SSO, Kintana for lifecycle management, scheduling, backups, DR, OnRamp, etc…) 4. Vendor management 5. Performance tuning 6. Operational statistics • Training, support, and consulting (in conjunction with Tableau Center-of-Excellence) • Streamlined engagement and governance © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 7 Tableau Server Data Sources Tableau Server Tableau Server Production Stage Development © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 8 Data Teradata Data Report Spec Oracle Enterprise Web App Web App Worker2 VizQL Worker4 VizQL Data Server Web App Data Background Server Data Engine VizQL Background Repository Data Server Background Data Engine(2) Background Repository(2) Shared NAS (1 TB) Departmental © 2010 Cisco and/or its affiliates. All rights reserved. Gateway Excel, Flat Files, other… Worker3 Load Balancer SQL Server, MySQL, etc… Worker1 Web Server Essbase Tableau Desktop Report Consumer (Web based) HTML5 - Mobile Completed Report Cisco Confidential 9 • Regularly scheduled and communicated upgrades • External 24/7 monitoring system integrated with Tableau (paging me day or night ) • Integration with external scheduling platform, Tidal, allows for event based extract refreshes and failure alerts • Single sign-on integration custom built using trusted tickets • Automated system backups • Future – Web-based UI for image generation • Future – Integration with OnRamp for automatic user creation © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 10 • “Two weeks and two meetings” - Engage with our team via email to our email alias Initial 30 min. meeting to evaluate use case and technology choice Fill out engagement questionnaire (14 questions) Identify approver for functional area from governance team for review Final 30 min. meeting with governance team to review data sources and possible overlap with other reporting applications - With approval, create site on Tableau servers - Update WebEx Social Tableau Server Engagement pages © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 11 WebEx Social – Enterprise Tableau information and management © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 12 • Unobtrusive Governance (Post vs. Pre) - No gatekeepers - Proactively reach out to groups when best practices are not met • Business Governance - Quarterly (and ad-hoc) review of groups and data sources - Visibility into dashboards and workbooks - Ongoing discussion for enhancing enterprise tools and migrating data to enterprise databases (where appropriate) • IT Governance - Monthly review of usage, performance, operational metrics, and other internal IT-focused areas - Make site administrators responsible - Supply usage/performance metrics © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 13 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 14 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 15 • “Operating at the pace of business” • “Best thing to come from IT in years” • “Have retired almost all spreadsheet reports” • “Replaces a lot of manual work” • “Once users saw the prototype dashboards the new requirements came in quickly” • CIO has asked for teams presenting Quarterly Ops Metrics to use Tableau (instead of PowerPoint) • Additional ROI Metrics <PENDING> © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 16 • From 20 sites (business teams) a year ago, to over 100 today © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 17 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 18 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 19 19 Visualization Enterprise Data Warehouse Capture, Store, Refine Big Data Audio/ Video Images © 2010 Cisco and/or its affiliates. All rights reserved. Text Web & Social Machine Logs CRM SCM ERP Cisco Confidential 20 Application Layer Dashboard Reports Graphs Scores / Benchmarks Tableau Hadoop Processing Engine Analytics Event Statistics Rules Hive Tables Correlation Filter By Organization By Functional groups Transform By Individual By Technology Endpoints Org Hierarchy Data User Data Data Ingress: ETL email TP & ACR © 2010 Cisco and/or its affiliates. All rights reserved. Jabber WxS Post WebEx Meetings IP Video IP Audio Cisco Confidential 21 21 RAW DATA © 2010 Cisco and/or its affiliates. All rights reserved. REFINED DATA INFORMATION Cisco Confidential 22 22 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 23 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 24 24 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 25 • Measuring Collaboration remains elusive • Little to no collaboration data • Lack of reference points for “good usage” • Unaware of what is actually getting used (and how) • Difficult to understand what internal customers want (or need) • Not using collaboration data to diagnose business problems • Difficult to be prescriptive about collaboration Good Fair Better Poor Best Collaboration solutions for business outcomes Lack of measurement leads to under-investment © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 26 Outbound Asymmetry in collaboration styles with lines of business. Inbound Outbound Link to more data Email WebEx © 2010 Cisco and/or its affiliates. All rights reserved. Inbound Cisco Confidential 27 volume • Most functional areas spend 50%+ time collaborating internally • Highest levels of collaboration from IT (your strategic partners): • Finance • HR • Highest levels of Collaboration into IT is from (view IT as a strategic partner): • Sales • Customer Advocacy • Finance © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 28 • Majority of IT communications are within the US • 2nd highest number of WebEx sessions outside the US is to India © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 29 © 2010 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 30