Deutsche Bank | Tableau Centre of Practice: Enables you today, Empowers you tomorrow

Armin Rothauser

Co-Head of Global Credit Financing & Solutions

Deutsche Bank

# T C 1 8

Salvatore Conti Jr

VP – Tableau Centre of Practice Manager / BI Product Manager

Deutsche Bank

Agenda

1. The beginning of the Tableau Self-Service Culture @ DB

2. A Plan to be Prepared…Prepare to Perform!

3. The global Tableau Centre of Practice (TCoP) is born!

4. Continue to Improve, Enhance and Grow!

5. Key Takeaways

Tableau @ DB…Begins!

HOW it began - Project Vizion/Tableau▪ Financial Services Industry recognizing the need of big data analytics

▪ Historically, many Business Intelligence tools deployed and supported across DB in additionto significant Business reliance on excel based tools

▪ Vizion was created to put data and intelligent data analytics at the center of businessdecision making

▪ Tableau identified as the tool to use due to:

▪ Quick deployment capability across Businesses

▪ Connection to multiple data sources

▪ High return on investment / low cost footprint

▪ Self service

▪ Intuitive and easy interface

▪ Low tech dependency

LegalCompliance Finance

DB Senior Mgmt

Risk

GlobalTech

CoreTeam

Operations

GlobalBusiness

From grassroots initiative to Bank wide agile

analytics platform

▪ Vizion initiated September 2015, on-boarding users within the Financing & Solutions Business. Developedproof of concept workbooks and prepared for initial launch in 2016

▪ July 2016 to January 2017 Vizion expanded to many areas across the bank and added numerous datasources

▪ Growth catalysts - adoption of Tableau,formation of clear data lake, guerillamarketing and a champion model

▪ Projected growth of 5-10x in 3-5 yearsacross global bank if aggressively adoptedbank wide

Plan to be Prepared…Be Prepared to Perform!

Tableau Seed is Planted..now HOW to make it grow?

✓ Identified the landscape of users and began one off discussions with the key stakeholders.

✓ The growing adoption of Tableau across the globe required a pro-active approach to leverage the community

A Brain Dump Storm!

Prep Work for a New Practice

What is a CoE or CoP? And what personality do we want to adopt?

Learn from those who were successful…adopt as much as you can! – Shout out to Gessica Briggs Sullivan (Charles Schwab)

Build a plan with a charter or mission statement in mind..getbuy-in from Sr. Management

Locate and partner with “Business Friendlies” (i.e. Agile Ambassadors)

Begin relationship with Tableau and leverage their Customer Success insights (Jeremy Blaney, Peter Varga, Miranda Osterheld)

Establish baseline of internal expertise and fill in gaps with strong external presence (M2)

Tableau Centre of Practice (TCoP) …Enters Stage Left

TCoP Enablement & Empowerment Process

➢ 140+ Engagement requests over the last 3 quarters (that’s one team every two days!)

➢ 15k+ Views to the TCoP intranet sites

➢ 800+ have attended either

Tableau Webinars or Tableau

User Group (TUG) sessions

➢ 500+ employees attended one of our DB Tableau Days in NYC, Singapore and Frankfurt

➢ 350+ DB Employees have received virtual classroom training from all over the globe

Onboarding & Consultation

Engagement & Onboarding➢Know Your Customer engagement sessions➢Quality gate onboarding protocol

Tableau Awareness➢Product Roadmap discussions➢ Live Demonstrations of Tableau use cases

Solution Analysis➢Tableau Health Checks➢Consultation for Kick starting

application/visualization development

Training & Development Support

v

➢ Self-Service Training via Computer Based Training (CBT) modules

➢ Instructor Driven Virtual and In-Person training

➢ Advanced Training through coordination with Tableau vendor & consultants

➢ Offline Training Materials & Curriculum

➢ On-demand Tableau Dr. Sessions

Community Support & Enablement

➢ Advocate / Manage Community Collaboration through networking events➢ Tableau User Groups (TUGS)➢ Tableau Days➢ Viz Contests

➢ Set Tableau Standards and Best Practices

➢Provide Centralized Content Management➢Global Intranet sites

➢Tableau CoP “Welcome Kits”➢Who we are➢Why we are here➢How we can assist

➢ Our Tableau Learning Centre offers access to experts and consultants for Dr. Sessions and larger workshops

➢ Our Tableau Journey site is designed to provide key assets for beginners to experts

➢ The material is a mix of video links, best practices, checklists, and more

➢ The Tableau Champions live user discussion board is the top accessed site

➢ First line of defense in answering questions and socializing top Tableau solutions

DB Tableau Explosion

➢Business hands over

Tableau platform keys

to Tableau IT team in

April 2017.

Immediate results are

realized and demand

tracking begins!

➢TCoP launches in Feb

2018; doubling user

base in just three

months time!

Keep on moving forward…

Our Story is just getting started…

1. Enhance efficiency through Automation

2. Certified Project Owners

3. Expand our TCoP to strategic global locations (UK, Germany, India, APAC)

4. Improve our license procurement process to be streamlined and easy

5. Upgrade and Upgrade some more!

6. Build stronger Tableau Champions through Train the Trainer Program

✓ Identify your strengths and weaknesses and then manage accordingly…take an Agile approach to success

✓ Build strong partnerships with your Business Friendlies and be transparent about your challenges and successes. Communicate, Communicate..and then COMMUNICATE some more!

✓ Leverage the successes of your peers…we are all in it together!

✓ Focus on building your own Tableau Champion Network. Develop from within and utilize assistance from Tableau and experienced consultants.

Key Takeaways…

Questions

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