Migrating from Tableau Server to Cloud

Transforming a US Bank’s Cloud Migration Journey

Transforming Enterprise Analytics with Tableau Cloud

Tableau Cloud Migration: Strategy and Execution

Streamlining BI Operations Through Cloud Migration

Why Migrate to Tableau Cloud?

Key Stages of Tableau Server to Cloud Transition

Overcoming Challenges in BI Platform Migration

Outcomes and Business Benefits of Migration

Performance Gains After Tableau Cloud Migration

Ensuring Data Security During the Transition

Real-Time Collaboration with Tableau Cloud

Lessons Learned from the Migration Process

In Brief

A top U.S. national bank sought to migrate from its legacy on-prem Tableau Server to Tableau Cloud. The objective? Enhanced operational efficiency, scalability, and access to advanced analytics while furthering its strategic digital transformation goals. To achieve this, it partnered with USEReady and deployed STORM migration accelerator which enabled a fast, seamless transition of the bank’s critical Tableau Server environment to Tableau Cloud. By automating key migration tasks and optimizing the target environment, STORM cut project timeline by 50% and helped the bank realize benefits such as improved data accessibility, faster insights, and cost reduction.
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Customer

A top US national bank, renowned for its trust and reliability, provides a wide range of financial services to individuals, businesses, and commercial entities. The bank’s strategic mandate to adopt SaaS solutions prompted it to explore Tableau cloud and improve IT operations, costs, scalability, updates, and get faster access to modern BI features.

Business Challenges

The bank’s on-prem Tableau Server environment was facing limitations in terms of scalability, performance, and access to the latest features. It recognized the need for a more agile and flexible BI platform to support its growing analytics needs and evolving business requirements. Additionally, the bank aimed to reduce IT overhead associated with managing the on-prem infrastructure by leveraging cloud-based solution and align with their broader SaaS adoption strategy.

USEReady Solution

To overcome the limitations of its on-prem Tableau Server
To overcome the limitations of its on-prem Tableau Server environment the bank decided to migrate to Tableau Cloud. To facilitate this ‘on-prem to cloud’ transition for the bank, USEReady deployed STORM, a dedicated Tableau Server to Cloud migration accelerator. The script-based, framework-guided solution leveraged features like migration assessment, content clean-up and optimization to streamline and automate key migration processes and expedite the move.
STORM facilitated the migration of over 1020 data sources
STORM facilitated the migration of over 1020 data sources (including 600 embedded data sources), 1300 workbooks, and configurations for 2000 users, groups, and permissions. The migration process involved integrating data from various platforms, including Tableau Server, SQL Server, Excel, Amazon Athena, Amazon Redshift, Oracle, and Postgre SQL, into the target Tableau Cloud environment. Additionally, Tableau Bridge was utilized to connect to on-premises data sources that could not be connected directly to the cloud.

Key Outcomes

USEReady’s STORM accelerator delivered substantial benefits to the bank
50% reduction in migration time compared to traditional methods.
50% reduction in migration time compared to traditional methods.
60% automation, leading to substantial reduction in manual effort.
60% automation, leading to substantial reduction in manual effort.
30% optimization of target report counts resulted in better efficiency.
30% optimization of target report counts resulted in better efficiency.

Lessons Learnt

The bank’s successful migration from Tableau Server to Tableau Cloud underscores the importance of leveraging dedicated tools like STORM that can streamline the complete process and introduce automation for improving efficiency, accuracy, and reducing manual effort. Additionally, the story highlights the virtues of care around data sources and target environment configurations.

Conclusion

By leveraging STORM's automation framework, the bank achieved a 50% reduction in migration timeline while successfully transferring 1,020 data sources and 1,300 workbooks with 60% process automation. The implementation's technical strength lies in its ability to handle heterogeneous data platform integration spanning SQL Server, Amazon services, and Oracle while maintaining user access controls and permissions integrity. Beyond the operational efficiency gains, the migration positioned the bank to leverage cloud-native features and reduced infrastructure overhead, aligning with broader SaaS adoption strategies. This case exemplifies how dedicated migration accelerators can minimize business disruption while accelerating digital transformation initiatives in highly regulated financial environments.

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