TRAINING & COMMUNITY BUILDING
Data training and community building are vital to maximizing return on your data and technology investments, and creating a lasting data culture that can withstand changes in tech and staff. We offer public courses, as well as tailored and off-the-shelf trainings for clients and private groups. We also help clients build highly-customized, comprehensive, sustainable programs to identify, onboard, and empower small armies of internal data champions. Read more about our data training and community-building services below.
Public Training
Join one of our regularly scheduled, off-the-shelf training sessions covering Tableau and tool-agnostic best practices. Designed for the public, these sessions offer valuable insights and practical skills to enhance your data analytics capabilities. Explore our public training schedule and find a course that fits your needs.
Internal Tableau Day
Let us help you celebrate your team’s Tableau achievements with a day full of fun data games, friendly competition, and engaging activities. Highlight impactful work, share success stories, and foster collaboration across departments. This event is designed to energize your Tableau community, inspire new ideas, and recognize the creativity of your data champions.
Private Training
Tailored and off-the-shelf training designed for private groups seeking a more focused, applied, and personalized learning experience. Whether you're looking to sharpen your team’s Tableau skills or explore tool-agnostic best practices, our sessions can be customized to meet your needs.
Self-Service Readiness
Assess whether your organization is truly prepared to embark on a self-service analytics initiative. Our comprehensive evaluation examines your data maturity, technology stack, data quality, governance practices, and organizational culture. We’ll provide actionable recommendations to ensure you have the right foundation for success, empowering your team to explore data independently while maintaining control and consistency.
Data Champion Program Kickstart
Kickstart a highly-customized, comprehensive, and sustainable program to identify, onboard, and empower small armies of internal data champions.​ These champions become catalysts for a data culture, fostering collaboration and innovation with long-lasting impact.
Guest Speaking
A little inspiration can go a long way. Inviting one of our "data-famous" team members to speak at your next internal Tableau community meeting or data event can spark new ideas across your organization. With engaging stories, practical insights, and expert tips, they’ll leave your audience energized, motivated, and ready to elevate their analytics game.
DATA VISUALIZATION
Data visualization can have the single-greatest impact on the success of your analytics efforts. Good or bad, this is where end user perceptions about data (and data teams) are formed. We specialize in transforming messy data into well-designed and impactful information. This work could include gathering requirements, assessing data-readiness, data prep and modeling, Tableau dashboard design and development, or performance tuning.
Requirements Gathering
We collaborate with key stakeholders to uncover the specific needs, goals, and expectations for your analytics initiatives. This process ensures your dashboards and visualizations are aligned with business objectives, delivering the right insights to the right audience.
Dashboard Design & Development
We create visually appealing, intuitive, and insightful Tableau dashboards tailored to your needs. Whether starting from scratch or enhancing existing designs, our approach emphasizes user experience and actionable insights to drive engagement and decision-making.
Assessing Data-Readiness
Our experts assess your data’s quality, completeness, and structure to determine if it’s ready to support effective analytics. We identify gaps, inconsistencies, and opportunities to ensure your data assets are in optimal shape for visualization and decision-making.
Performance Tuning
Slow dashboards can frustrate users and diminish the impact of your analytics. We fine-tune your Tableau dashboards to optimize load times and performance, ensuring users enjoy a seamless, efficient experience without compromising functionality or design.
Data Prep & Modeling
Transform raw data into organized, analytics-ready datasets through advanced preparation and modeling techniques. Our team ensures your data is clean, structured, and enriched, laying the foundation for meaningful analysis and visual storytelling.
SPECIALIZED SUPPORT & COACHING
Easy access to ad-hoc support specialized in your data tools, or industry experts you can turn to when you need strategic guidance can be the difference between uninterrupted progress or getting stuck while you figure it out on your own. This work could look like taking advantage of a Tableau Lifeline session, right-sizing a Fractional Data Hero subscription or coaching engagement with one of our industry-recognized team members.
ENTERPRISE STANDARDS & BEST PRACTICES
Establishing enterprise-wide standards and best practices is essential for consistency, scalability, and long-term success in your data initiatives. We help clients develop straight-forward standards and common-sense best practices that can be tool-specific or tool-agnostic, as needed. This work could include creating processes and checklists, dashboard templates and style guides, rules for sharing and publishing data sets and reports, or even establishing an internal analytics center of excellence.
Analytics CoE Kickstart
We help establish enterprise reporting standards, create a centralized support system for developers, defining clear criteria for endorsing data assets. Our services also include developing a strong internal brand identity for your COE to drive adoption and foster a data-driven culture.
Rules for Sharing & Publishing Data Sets & Reports
Establishing clear rules for sharing and publishing data ensures consistency, security, and accessibility. We help you define governance policies for data distribution, making it easy for your teams to share insights while protecting sensitive information and maintaining data integrity.
Current-state Assessment
We evaluate your organization’s current standards, processes, and adherence to best practices to identify gaps and opportunities for improvement. Through this assessment, we provide actionable recommendations to align your data initiatives with industry-leading practices, ensuring consistency, scalability, and long-term success across your analytics ecosystem.
Processes & Checklists
We develop clear, easy-to-follow processes and checklists to ensure consistency across your data initiatives. These tools provide structure for workflows, from data preparation to visualization, helping teams work more efficiently and avoid common pitfalls.
Dashboard Templates & Style Guides
Standardize the look and feel of your dashboards with custom templates and style guides. These resources ensure that every dashboard aligns with your brand and design principles, creating a seamless user experience that fosters trust and understanding across the organization.
DATA MANAGEMENT & GOVERNANCE
Effective data management and governance are the backbone of all successful analytics and AI efforts. We help clients establish and implement methods, systems and processes to store, secure, organize, govern and improve the quality of their data assets, with a keen eye on ease-of-access and usability. This work could include process or technology assessments, defining formal roles and teams, developing value and awareness campaigns, or strategic guidance.
Current-state Assessment
We conduct comprehensive assessments of your data management processes and technology stack to identify strengths, weaknesses, and areas for improvement. Our recommendations align with best practices to ensure your systems are optimized for efficiency, scalability, and alignment with your business goals.
Develop Value & Awareness Campaigns
We partner with you to create internal campaigns that highlight the value of data governance and promote data literacy. By fostering awareness and enthusiasm among stakeholders, these campaigns build momentum for your governance initiatives and drive cultural alignment toward data-driven decision-making.
Governance Kickstart
We help you design a tailored data governance program from the ground up, aligning it with your organization’s unique needs and objectives. Our experts provide hands-on support to establish foundational frameworks, identify key stakeholders, and create a roadmap for implementation. With our guidance, you'll kickstart a governance program that drives accountability, improves data quality, and ensures compliance early on.
Defining Formal Roles & Teams
Establishing clear roles and responsibilities is essential for effective data governance. We help you define key roles—such as Data Stewards, Data Owners, and Governance Committees—and build cross-functional teams to ensure accountability, collaboration, and seamless governance across your organization.
DATA STRATEGY & AI READINESS
Setting a forward-thinking data strategy is essential for staying competitive and leveraging emerging technologies like AI. We work with clients to develop future-ready data strategies that are people-centric and align with business goals. This work could include AI-readiness assessments, roadmap development, strategic guidance or acting as your fractional data leader.
AI-Readiness Assessment
We assess your organization’s current data infrastructure, culture, and talent to determine your readiness for adopting AI and advanced analytics. Our evaluation identifies gaps and opportunities, ensuring you have the right foundation to unlock the full potential of AI initiatives.
Fractional Data Leader
Access the expertise of a seasoned Data Leader without the full-time commitment. This services provides you with executive-level leadership to guide your data strategy, foster data-driven culture, and align analytics efforts with long-term business goals on an ongoing basis.
Data Strategy
We help companies design and implement a data strategy tightly aligned with their business strategy. Our experts work closely with key stakeholders to ensure the strategy supports your organizational vision, fosters cross-functional collaboration, and drives measurable outcomes. With a well-defined strategy in place, your organization will be positioned to harness the power of data for sustainable growth and innovation.
Strategic Guidance
Our experts provide strategic guidance tailored to your business needs, helping you align data initiatives with enterprise goals. We offer insights on technology trends, organizational change, and innovation strategies, ensuring your data efforts remain competitive in a rapidly evolving landscape
Roadmap Development
A clear, actionable roadmap is essential for turning strategy into reality. We help you create a future-focused data strategy roadmap that aligns with business objectives and outlines key milestones, resources, and timelines to guide your AI and analytics initiatives toward sustainable success.