Tableau Health Check Package
Audits, optimization and ready-made Tableau solutions
You have been using Tableau for some time, but are not sure
if you are utilizing its full potential?
Wondering if your dashboards are truly clear and effective?
Not sure if you are using the latest Tableau features?
If you want to maximize the potential of Tableau in your organization, you are
in the right place. Our Tableau Health Check service offers comprehensive audits, optimization, and ready-made solutions that support your analytical processes.
Leverage the capabilities of Tableau to achieve better results in your organization.
Tableau Health Check Services
Choose an option for you:
Tableau Server and Tableau Cloud server audits
– performance and stability of your infrastructure
Tableau Server and Tableau Cloud. See which areas require
optimization. Two key areas of analysis are:
• Server architecture audit – we assess and optimize
server architecture to ensure stability, security,
and high system performance.
• Server performance audit – we check how the server handles various workloads, pointing out optimizations for faster
operation, greater reliability, and better data availability.
Thanks to server audits, your infrastructure will run more securely and faster, minimizing the risk of downtime and failures.
Tableau Desktop audits
– maximizing the potential of your reports
Do you want your Tableau Desktop reports to run faster, be more readable, and enjoy greater popularity among users? Our audit will help you fully utilize the potential of analytical tools, offering a comprehensive analysis and concrete improvements.
We will identify bottlenecks that slow down report generation. We will also propose optimization solutions. Our goal is to speed up report performance and
increase the comfort of using them.
• Report visual effectiveness audit
We will assess whether your reports are readable, intuitive, and aesthetically pleasing. Visual improvements are crucial for a better perception of data by users and affect the efficiency of working with data.
• Audit of reasons for low report usage
Find out why some reports are used less frequently. We will conduct an analysis of the causes and propose changes,
which will make them more attractive, valuable, and useful to your team.
Available options:
• Audit – comprehensive analysis of the indicated area
• Audit+Report – a detailed report with audit results
and recommendations
• Post-audit Training – workshops supporting
the implementation of recommendations into daily work with Tableau.
Tableau usage audit
– comprehensive technical and optimization support
A comprehensive analysis of your server infrastructure will identify areas that require improvement. We will check server configuration,
hardware resources, and performance to identify bottlenecks. Based on this, we will propose concrete solutions that will streamline Tableau’s operation, improve environment stability,
and optimize server load management. This will ensure the smooth and efficient operation of your analytical processes.
Optimization of report construction and their sources
We check report structures, data sources, calculations,
and access methods to increase effectiveness and improve performance.
Comprehensive optimization of Tableau reports includes:
• Analysis of data sources and storage methods
• Verification of Row Level Security permissions
• Optimization of connections and the data model
• Checking calculations, filters, and level of detail
• Identification of additional performance improvement opportunities
We ensure that reports are intuitive, user-friendly, and meet
users’ needs. We will analyze:
• Clarity and aesthetics of visualizations
• Intuitiveness of user paths
• Utilization of all Tableau capabilities,
so that your data is presented in the best possible way.
Optimization of license usage
Fully utilize your Tableau licenses to optimize costs and resources in your organization. Thanks to our actions, you will reduce expenses and increase the efficiency of teamwork. We will
analyze current license usage, propose improvements, and guarantee that your investment in Tableau will bring maximum benefits, translating into better results
and real savings.
How Do We Conduct the Audit?
Expand and learn more
The first step of the audit is a thorough analysis of the server infrastructure used in your organization to support Tableau. We check the server configuration, their performance, and stability. We carefully verify the available hardware resources and identify potential areas requiring optimization or modernization. Thanks to this, we can propose recommendations that will ensure the smooth operation of Tableau, better server load management, and a more stable work environment.
2. Report analysis
At this stage, we focus on a detailed evaluation of existing reports. We analyze them in terms of performance to identify potential slowdowns, which may result from incorrectly configured data sources, complex calculations, or inefficient filtering methods. Furthermore, we conduct a User Experience (UX) evaluation of the reports, focusing on their clarity, aesthetics, and intuitiveness. Thanks to this, users can enjoy more transparent, understandable, and user-friendly analytical tools, which increases the value of your business analytics.
3. Detailed report
Upon completion of the analysis, we provide a detailed report summarizing the audit results. The report includes both the strengths of current solutions and areas requiring improvement. We propose specific optimization recommendations, which may include technical changes, visual optimization of reports, data source modifications, and other improvements related to the use of Tableau. The report is clear, easy to understand, and provides a specific list of actions you can take to improve the effectiveness of your reports.
4. Implementation workshops
Implementing recommendations requires understanding, which is why we organize workshops for key users and analysts in your organization. During the workshops, we discuss the indicated areas for improvement, present best practices related to working in Tableau, and provide tips on report optimization. Workshop participants learn how to improve their dashboards independently and how to effectively use available Tableau functionalities, which increases their competencies and affects the further development of the organization.
5. Implementation support
After the audit is completed, we offer further cooperation to implement the recommended changes. Our team of experts is available to support you in implementing recommendations that go beyond the current work of analysts or require more advanced knowledge. This cooperation includes consultations, additional training, and ongoing support, which guarantees the smooth implementation of new solutions and maximum utilization of Tableau’s potential in your organization. Our goal is not only to implement optimizations but also to achieve a long-term increase in the efficiency of analytical activities.
Take advantage of our services to make your Tableau solutions more efficient, intuitive, and compliant with best practices, which will translate into better analytical results and user satisfaction.
Ready-made solutions for building dashboards
– professional and effective tools
• Corporate Tableau Layout – we will create a unique, customized
Tableau layout for your company, which will help standardize the appearance
and method of data presentation.
• Templates – our templates enable quick and easy
placement of charts on predefined dashboards,
which saves time and streamlines work.
• Tableau Style Guide – a comprehensive document describing the rules for creating dashboards according to best practices,
including visual styles, typography, colors, and other elements.
• Extended style guide – in addition to the basic rules, we offer a detailed guide to Visual Best Practices, which helps users fully utilize Tableau’s capabilities.
Personalized administrative views
– better monitoring and management
• Better performance monitoring – tracking server load, response times, and other performance metrics,
which allows for faster problem detection and Tableau performance
optimization.
• User management – easy monitoring of user activity, managing data access, and controlling permissions in the system.
• Detailed reporting – access to detailed
reports on Tableau usage, enabling precise analysis
of the effectiveness of activities and resources.
• Increased data control – thanks to personalized
views, you can track who has access to what data, which increases security and compliance with company policies.
• Process optimization – strict control over analytical
processes allows for faster identification of areas for improvement and taking optimization actions.
Gain a tool that not only increases the efficiency of Tableau monitoring but also allows for faster decision-making and more precise system management in your organization.
Tableau new features training
– updates and new features at your fingertips
features, which takes place after every major update.
For Tableau Cloud users, we organize them once a year,
and for Tableau Server users – after every significant update.
The training sessions are tailored to various proficiency levels, enabling your employees to quickly adopt new tools and features.
Thanks to them, your organization will always be up to date with Tableau innovations, which will allow for better utilization of its full potential and increase the efficiency of analysts’ work.
Contact us!
