I'd suggest you reach out to the Sales Area Manager who helped you with Desktop. They should have tons of "ammo" for you. I'd also be happy to chat with you at some point.
Hi John. Ask your sales rep to involve a product consultant from Tableau as well. I work for a financial related company as well and we use reporting services (SSRS) for reports but also use Tableau (desktop and server) for analytics.
Hi John - I am facing a similar problem with resistance from IT who favours microsoft technology. With desktop we have produced dashboards and reports that have won over business users, but we are now spending a lot of time manually updating reports/dashboards etc. The business users are supportive of purchasing server, but it's not possible to move forward without consent from IT. The company I work for is Entertainment/ Motion picture. Rather that trying to substitute SSRS with Tableau, I am positioning it as a tool for analysis and research that can compliment corporate reports made with microsoft technologies.