Tableau migration
From Tableau Server to Cloud: Migration at Scale
A 6,000-person financial services firm cut BI infrastructure costs by 15% and freed their ops team without a single weekend outage.
- Tableau
- Migration
- Zero downtime
Challenge
The firm was running Tableau Server on aging hardware. Licensing, hardware refresh cycles, and a small team dedicated to keeping the lights on cost more each year, with nothing to show for it strategically. Business users were waiting minutes for dashboards to load. IT was stuck babysitting infrastructure instead of building.
Solution
Before moving a single workbook, we audited usage patterns across all sites, flagging what was actively used, what was stale, and what needed rearchitecting. Then we ran a controlled parallel environment for 4 weeks, letting power users validate outputs before cutover. Audit of 900 workbooks, 38% flagged as stale or unused. Automated migration handling content migration, permission mapping, and data source reconnection. New permission and ownership model. Runbook and training delivered to internal team to self-manage post-migration.
Results
Within 90 days of cutover, the firm had decommissioned on-prem servers. The ops team was redeployed. Business users reported faster cycles and better trust in dashboard data. 10% reduction in total BI infrastructure spend in year one. Zero downtime during migration, no weekend war rooms, no rollback. Average time to load a dashboard dropped from 34s to under 10s. Stale content reduced by 38%, improving discoverability and trust.
Next step
Recognise this pattern?
It is rarely the report. It is usually what feeds it. That is a fixable problem.
Thirty minutes, straight to the problem. No deck, no pitch, and a written summary afterwards either way.