Paging Doctor Data - Tableau Software
Transcript of Paging Doctor Data - Tableau Software
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Welcome
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Paging Doctor Data!Launching a Data Doctor Clinic
# T C 1 8
AB Commendatore
Program Manager (Tableau Doctor)
Tableau Software, Technical Support
Siti Daud
Global Services Coordinator NUS
Tableau Software, Customer Solutions
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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)
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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.
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Siti Nurbiah DaudGlobal Services Coordinator NUS
Based in Singapore.
Passionate about philanthropy
Involved with the Tableau Foundation
Represented Singapore in several regional
youth movements
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Diagnostics
1. Turn to your neighbor
2. Explain the benefit of going to Tableau Doctor
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History of Tableau Doctor
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Tableau Doctor
Expert consultation and advice
One-on-one, live, in-person
Appointments to fit your schedule
Recommendations to additional resources
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Timeline
SEA SEA SEA SEALAS LAS LASSAN DCA AUS MSY
2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019
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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
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Launching Your Event
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Purpose and Concept
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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
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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
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Planning and Execution
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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
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Select Appointment Tool
Data needed for metric analysis
Appointment strategy
Skill matching granularity
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Select Issue Recording Tool
Customer serviceProvide a record of the solution
Direct to additional resources
Performance reportingEmployee participation
Issue trends
Issue resolution
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Identify Staff: Knowledge Analysis
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Identify Staff: Staff Selection Analysis
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Advertise Event
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Performance
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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
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Enablement: Issue Resolution Rate
Issue Resolution Rates
Success metric≥ 70% onsite resolve rate
Target training to those ≤ 70%
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Engagement: Employee Education
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Enablement: Knowledge Gap Analysis
Individual needs
Organizational/ departmental needs
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Recap
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Diagnosis
Establish GoalsWhy are you doing this?
Design around GoalsSelect staff and tools to achieve goals
Measure on GoalsReport on metrics tied to goals
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Diagnostics
1. Turn to your neighbor
2. Where are you struggling in your organization
3. How can use Data Doctor in your organization
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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
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Questions?
#TC18
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Please complete the
session survey from the My
Evaluations menu
in your TC18 app
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Thank you!
#TC18
https://www.tableau.com/tableau-community-toolkit
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