A local transportation agency responsible for transit busses and rail lines in a major metropolitan area.
The agency was new to the Tableau platform and required guidance with implementation best practices and dashboard development. Loblolly had the opportunity to engage with this client and assist them in their Tableau enablement activities.
The Loblolly Tableau Enablement Service is a 3-month remote engagement in which Loblolly provides a client access to Loblolly Tableau Consultants to assist with Dashboard Development, Troubleshooting, Planning, and Instruction through scheduled Consultations. These services support data preparation, dashboard development, and dashboard deployment. This service is designed to provide new Tableau users with access to a senior, certified Tableau resource(s) to assist with enablement activities.
Loblolly’s work was completely remote and consisted primarily of working sessions over web conference. These were scheduled twice weekly at the front end of the engagement and turned to ad hoc as the engagement progressed. The type of work covered spanned all the listed activities included in a typical engagement offering:
- Dashboard Development – Client requested consultation on several different dashboards all generated from different data sources.
- Planning and Instruction – General consulting on planning activities such as when to schedule refreshes, setting credentials for data sources on the Tableau server, alerts, and sending notifications to users.
- Troubleshooting – Handled several troubleshooting issues that staff brought to our sessions. Connecting to data, data transformation issues, using Tableau Prep, and creating formatted PDFs.
- Training – Provided multiple training sessions focused solely on dashboarding best practices. Demonstrated how to create popular visualizations and provided a workbook sample with instructions on how to create the views discussed.
A Loblolly certified Tableau Associate delivered services under Loblolly’s partnership with Tableau Software, using Loblolly’s Tableau Enablement Services delivery framework and methodology.
The client was highly satisfied with the services Loblolly provided and re-engaged us for additional hours once they started their new state fiscal year.
Loblolly continues to support this client as their trusted Tableau advisor.