Last week, I presented Self-Service Analytics in a local Silicon Valley meet-up “Run IT as Business” group.  The audiences include some IT executives and ex-CIOs. My presentation is well received with some very positive feedback:

  • “Mark gave an excellent presentation that was extremely informative!”
  • “well structured and very informative”
  • This was one of the more interested presentations I've heard lately. The way Self service BI was implemented at NetApp makes completely sense; change management to have users take ownership on this technology is impressive. Well done!!


My talk focused on the new theme of BI and analytics – self-service analytics that is white hot and rapid growing. I shared how  change management to have users take ownership on this technology which is the success factor.


The key takeaways for success rollout Tableau self-service BI/Analytics are:


1.Engage/Lead self-service analytics if you have not done so as an IT leader. Do not just watch business teams playing Tableau and do nothing. Get engaged with your business teams for PoC and work together to figure out the SSO, data security, put technical architectures so business teams can focus on questions & visualizations while IT can add value on platforms, scalability, governance, license model, etc.


2.Create governed self-service analytics enterprise council with business & IT : When you start to see more than one business group to use Tableau, IT should get  those groups together and start to discuss the learning, training and governance. Business & IT partnership is key to make Tableau work well in enterprise. See my other blogs for details @ Enterprise Tableau



3.Trust & empower business teams: If IT does not feel nerved, it means that IT has not given enough freedoms to your business partners yet. However to avoid the potential chaos, IT and business have to agree on some roles which is why above governance is so so so critical.



4.Make BU site admins accountable: Find a way to make some of your business people accountable when you enable them self-service.


5.Must have data governance: This is one thing that has to be done right to avoid chaos: First, apply database level control for those critical things so you will have solid safety net when when data is shared to wide range of business super users. Second, educate business about how Tableau row level security work. Third, auditing workbooks to identify potential issues to widen control scope as it is an evolving process.


Slides for this talk is @