Global Investment Firm Migrates to Tableau Cloud with STORM

STORM for Seamless Tableau Server to Cloud Migration

Global Investment Firm’s Modern Analytics Journey

Using STORM to Accelerate Tableau Cloud Adoption

Enhancing Governance and Efficiency in BI Migration

Why Tableau Cloud Was the Right Move

STORM: The Smart Migration Framework

Key Phases of the Cloud Transition

Post-Migration Impact and Outcomes

Timeline and Key Metrics of the Migration

How STORM Simplified the Migration Process

User Adoption and Governance Improvements

Lessons from a Successful BI Modernization

In Brief

When a top US-based investment firm with over $46 billion under management, was presented with a strategic choice – that of either upgrading their on-premises Tableau Server which had been a cornerstone of their data analytics and enterprise-wide reporting or exploring the potential of Tableau Cloud for increased scalability and reduced IT burden – it chose the latter. Further, to avoid the risks associated with manual migration and ensure a smooth, hassle-free move, it partnered with USEReady and deployed STORM, its dedicated Tableau Server to Tableau Cloud migration accelerator which followed a script-based, framework guided approach for a faster, successful transition.

global-investment-firm-migrates-to-tableau-cloud-with-storm-video-thumnbail

Customer

The client is a prominent US-based investment firm specializing in early and late-stage ventures. Managing an estimated $48 billion in global capital, the firm evaluates diverse investment opportunities, leveraging data analytics and cutting-edge tools. Their forward-thinking team strives for operational excellence, aiming for high-risk-adjusted returns while embracing innovation. Beyond financial success, the firm remains committed to shaping the future of investment through technology.

Business Challenges

Over the years, as the investment firm grew, so did their reliance on the on-prem Tableau Server. After carrying the firm’s data analytics load for years when the Tableau Server neared its upgrade cycle, the firm wondered if it could lessen the IT costs and cut down the resources it took to manage the on-prem infrastruc-ture. Plus, the existing Tableau server struggled to keep pace with the business’ expanding user base and would require frequent upkeep.

USEReady Solution

USEReady implemented STORM, a script-based, framework guided solution
USEReady implemented STORM, a script-based, framework guided solution designed to expedite and simplify Tableau Server to Tableau Cloud migrations. STORM Navigator, an automated tool within STORM, gathered a comprehensive inventory of investment firm’s Tableau Server environment. This included details on data sources (both embedded and standalone), workbooks, users, and subscriptions. This crucial data eliminated the need for manual inventory creation, saving significant time and effort.
The solution leveraged a library of pre-built scripts
The solution leveraged a library of pre-built scripts that automated various migration tasks. These scripts handled tasks like data source migration, workbook migration, user and permission migration, and subscription migration. This automation minimized manual intervention, reducing the risk of errors, and ensuring a consistent migration process.

Key Outcomes

Implementing STORM led to multiple advantages including
50% Reduction in Migration Time
50% Reduction in Migration Time
The automation and structured approach offered by STORM streamlined the migration process, allowing the client to complete it in half the time it would have taken with traditional methods.
60% Migration Automation
60% Migration Automation
A substantial 60% of the migration tasks were automated using STORM’s scripts. This not only saved time but also minimized the potential for human error.
Minimal Freeze Period
Minimal Freeze Period
Careful planning and execution ensured a short freeze period during the migration, minimizing disruption to the investment firm’s business operations. Users experienced minimal downtime, allowing for a smooth transition.
Reduced IT Burden
The migration to Tableau Cloud freed up valuable IT resources previously dedicated to server management and maintenance. This allowed the IT team to focus on more strategic initiatives.

Lessons Learnt

The Investment firm’s successful migration to Tableau Cloud with USEReady’s STORM offers valuable insights for other organizations contemplating similar transitions such as
Planning is Paramount
Planning is Paramount
A comprehensive plan that addresses all aspects of the migration process, including inventory gathering, script customization, and user communication, is crucial for a smooth transition.
Embrace Automation
Embrace Automation
Tools like STORM’s automated scripts can significantly reduce migration time and effort, leading to faster ROI and a more efficient process.
Minimize Disruption
Minimize Disruption
Prioritizing clear communication with users and careful planning around the freeze period helps ensure minimal disruption to ongoing business activities.
With STORM the investment firm achieved a seamless migration to Tableau Cloud. They have gained a scalable platform that reduces IT burden and empowers their data-driven investment strategies. As their business intelligence needs evolve, Tableau Cloud is well-positioned to accommodate their growth.

Conclusion

By leveraging USEReady’s STORM accelerator, the firm transformed a potentially disruptive migration into a competitive advantage, cutting implementation time by half while maintaining business continuity. This case demonstrates that cloud migration in financial services isn’t merely about infrastructure modernization but about creating responsive analytics capabilities that can adapt to market volatility and evolving business needs. As investment firms increasingly face pressure to deliver faster insights while controlling IT costs, this migration model proves that with the right tools and approach, companies can break free from legacy constraints without sacrificing performance or reliability, ultimately positioning their data operations for greater business impact and scalability.
By leveraging USEReadys STORM accelerator

Download your Case Study Today!