How to roll out Tableau across the Front Office of an investment bank

What does an MI team do when they want to replace Business Objects or other legacy reporting systems with Tableau, when after the space of a whole year, still don’t really know how to get good use out of it? This was the challenge faced by our top tier investment banking client.

Rapid development of reports which results in an immediate uptake of users

The solution was to find key business sponsors to enable rapid development of reports which would be useful to business users. Once implemented there was an immediate uptake in usage and a request from management to roll out our development technique across other business lines.

The Tableau development team are put in place

So, a Tableau development team was put in place, report standards were created with branding and a number of world class reports were rolled out quickly and efficiently across business lines.

‘Need to know’ is an important concept within financial services data

Data security is a priority within banks, we developed an efficient way to implement permissions into all reports addressing any regulatory and ‘need to know’ concerns.

And the figures clearly back up the results

On handing over the development team to the internal business, the number of unique users of the reports had increased from low single digits per week to over 550 per week spanning 6 continents and over 25 countries.

Now it’s your turn

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