Welcome

Paging Doctor Data!Launching a Data Doctor Clinic

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AB Commendatore

Program Manager (Tableau Doctor)

Tableau Software, Technical Support

Siti Daud

Global Services Coordinator NUS

Tableau Software, Customer Solutions

Your Appointment

Who we are & why we’re here (5 min)

History of Tableau Doctor (5 min)

Launching your event (30 min)

Recap, resources, & tools (5 min)

Questions (15 min)

AB CommendatoreSr. Technical Support Program Manager (Tableau Doctor)

Originally from Boston / Cape Cod.

BFA Production/Stage Management from Emerson.

Joined Tableau Doctor at TC12 San Diego.

Grew the US practice to offer over 2300 appointments

Improved global onsite cures by 52%.

Loves cats.

Siti Nurbiah DaudGlobal Services Coordinator NUS

Based in Singapore.

Passionate about philanthropy

Involved with the Tableau Foundation

Represented Singapore in several regional

youth movements

Diagnostics

1. Turn to your neighbor

2. Explain the benefit of going to Tableau Doctor

History of Tableau Doctor

Tableau Doctor

Expert consultation and advice

One-on-one, live, in-person

Appointments to fit your schedule

Recommendations to additional resources

Timeline

SEA SEA SEA SEALAS LAS LASSAN DCA AUS MSY

2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019

Introducing Data Doctor

A resource toolkit to simplify customizing your help practice to your organizational needs & company culture

Toolkit includes…

• Branding

• Preparation checklists

• Execution guidelines & best practices

• Marketing and communication templates

• Staffing, reporting, and data analysis templates

• Tools recommendations

Launching Your Event

Purpose and Concept

Purpose – Why are we doing this?

Symptoms (Business Need) Goal Metric

Many employees have, but are not using Tableau Engagement% of employees who use Tableau before vs. after event

% of employees by department to attend event

Users are frustrated when they get stuck Enablement# of Help Desk tickets submitted before vs. after event

% of issues resolved during the event

Concept – the Data Doctor experience

❑ Patient experience level

(Beginner, Intermediate, Advanced)

❑ Appointment strategy

❑ Pre-scheduled vs. office hours

❑ Theme vs. freeform

❑ Organizational culture

❑ Order vs. fluidity

Planning and Execution

Implementation Check List

❑ Define purpose

❑ Design concept

❑ Select appointment tool

❑ Select issue capture tool

❑ Secure a room, date, and time

❑ Identify and schedule staff

❑ Advertise event

Select Appointment Tool

Data needed for metric analysis

Appointment strategy

Skill matching granularity

Select Issue Recording Tool

Customer serviceProvide a record of the solution

Direct to additional resources

Performance reportingEmployee participation

Issue trends

Issue resolution

Identify Staff: Knowledge Analysis

Identify Staff: Staff Selection Analysis

Advertise Event

Performance

Reporting

Business Need Goal Metric

Many employees have, but are not using Tableau Engagement% of employees by department to attend event

% of employees who use Tableau before vs. after event

Users are frustrated when they get stuck

IT is frustrated by the volume of Tableau related ticketsEnablement

% of issues resolved during the event

# of Help Desk tickets submitted before vs. after event

Enablement: Issue Resolution Rate

Issue Resolution Rates

Success metric≥ 70% onsite resolve rate

Target training to those ≤ 70%

Engagement: Employee Education

Enablement: Knowledge Gap Analysis

Individual needs

Organizational/ departmental needs

Recap

Diagnosis

Establish GoalsWhy are you doing this?

Design around GoalsSelect staff and tools to achieve goals

Measure on GoalsReport on metrics tied to goals

Diagnostics

1. Turn to your neighbor

2. Where are you struggling in your organization

3. How can use Data Doctor in your organization

Prescription

Data Doctor Toolkithttps://tabsoft.co/2AqkOdH

Additional Community Toolkitshttps://www.tableau.com/tableau-community-toolkit

Tableau HelpOnline Help

KnowledgeBase

Community Forums

Tableau Services

Tableau TrainingFree Training Videos

eLearning

Live Online Training

Classroom Training

Certification

Questions?

#TC18

Please complete the

session survey from the My

Evaluations menu

in your TC18 app

Thank you!

#TC18

https://www.tableau.com/tableau-community-toolkit