Improve the performance of your analytics environmentwith Tableau audits.
Verify that the Tableau solutions you put in place are up to the task.
A Tableau audit involves reviewing and analyzing the current use of Tableau in a company. Its goal is to improve and optimize the system's performance. During the audit, experts evaluate various aspects, such as data structure, dashboard performance, visualization efficiency and compliance with best practices.
Scope of service
Tableau Infrastructure Audit
The infrastructure audit includes, among other things, a review of the Tableau Server architecture, verification of server configuration and security measures, evaluation of hardware specifications, and deployment of Tableau Server Manager.
Auditing Tableau Data Sources
Data source auditing includes validating data sources, views, and analyzing user activity. We also evaluate the most and least used data sources and performance.
Audit Dashboards Validity in Tableau
During the audit of dashboards, we check, among other things, the state of data visualization, security, data management and compliance with good reporting practices. We verify corporate identity guidelines, schedules and backup plans.
Comprehensive Tableau Audit
In the course of a comprehensive audit of Tableau, we analyze all the previously mentioned ranges. This gives you a complete picture of the use and performance of the system.
Performance improvement
Tableau is not just about creating dashboards and reading data. Thanks to the audit, you will improve the performance of the system and start using the tool 100% with additional features.
Cost reduction
With an audit, you'll see if you're getting the most out of your Tableau license. If you're using Tableau Server, you'll see if the software can run more efficiently with the current parameters.
Specific corrective action plan
Auditing is not everything! Together with him you will be given a plan of corrective actions. We will list all the irregularities found and indicate how you can correct them.
Service implementation process
Pre-implementation analysis
Pre-implementation analysis is the first point of joint action. During this time, we obtain all the detailed information, the necessary accesses and determine the scope of activities.
Analysis of the current environment
The analysis of the current environment is the key point of the audit. We execute it according to the accepted script. We verify data on the environment, user activity, content, security level and best practices for creating dashboards. The whole process takes from 1 to 3 days. *When using Tableau Cloud, we skip the environmental data analysis stage.
Formulation of conclusions — audit report
After the audit, we create a report in which we discuss the results and present a corrective action plan.
Post-audit verification
We check whether the changes proposed in the corrective action plan have been implemented. We can also offer post-implementation assistance and take care of making specific corrections.
Preparing a sample dashboard
After conducting an overall audit or only a part related to the analysis of ready-made dashboards, we prepare one of the available reports, introducing changes in it in accordance with best practices.
See how it works
— dashboards live.
Financial Dashboard
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Dashboard for HR
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Dashboard for Manufacturing Company
Marketing Dashboard
Logistics Dashboard
Dashboard for production
Toolswe audit.
At Vizyble, we perform Tableau Cloud audits as well as Tableau Server audits. If you are working in Tableau Server, it will be recommended to perform an infrastructure audit for the best conclusions.
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FAQ.
Find the answer to your question.
A Tableau audit is a detailed analysis and evaluation of your company's Tableau implementation. It serves to identify strengths and weaknesses, as well as areas for optimization. The audit will help ensure the efficiency of your analytical processes and maximize your return on investment in BI tools.
Benefits include improved report performance, better data quality, cost optimization, increased data security, support for better business decisions through more accurate analysis, and increased end-user involvement in actually working with the reports.
The Tableau audit is aimed at companies that are already using Tableau and want to verify that they are using the tool to its fullest and in accordance with best practices.
The duration of the audit depends on the size and complexity of your company's Tableau system and the scope being audited. We usually complete it in a few days.
To perform an audit, we need access to your Tableau environment, including source data, existing reports and dashboards, and information about users and their permissions.
Yes, after the audit, you will receive a detailed report containing the results of the analysis and specific recommendations for optimizing and improving system performance.
Tableau audit costs depend on the scope of work and size of your organization. We offer various service packages that can be tailored to your needs. We will be happy to provide a detailed quote after a consultation.
Yes, data security comes first for us. We start the audit by signing a data confidentiality agreement, and during our work we apply strict security measures to keep the information confidential.
Of course! After the audit, we can offer further support to implement recommendations, employee training, and ongoing Tableau optimization.
Yes, we offer comprehensive training for employees. They can help you implement your audit recommendations and get the most out of Tableau.