1 Reply Latest reply on Aug 17, 2018 4:42 PM by Patrick Van Der Hyde

    Tableau Project Take over Checklist

    vengadesh palani

      Hi All,


      What are clarifications (Checklist) we need to ensure from Client or Existing vendor before we take over the Tableau Project \ Support


      Please share Checklist or materials required!


      Thanks in Advance!

        • 1. Re: Tableau Project Take over Checklist
          Patrick Van Der Hyde

          Hello Vengadesh,


          This topic seems more like how to project manage a Tableau related project and that will have a number of things to consider depending on the customer requirements.  A high level list is to understand the data sources and have access to them.  Understand the customer requirements from an Objective view - what are they trying to accomplish?  Too often we seen people come to the forums with some strict requirement to have x thing a specific way while totally ignoring the customer need for information in pursuit of a specific method. 


          So in short - make sure you have access to the data you need and you clearly understand the business need/requirements of the customer.  That would be my recommendation. 


          I hope that helps.