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Getting Agile with Tableau - Reducing Time to Insight at Intuit

1,646 views · Published 19 March 2015 · 1:02:15 · Indexed 8 November 2026

Channel: Tableau · 2015 · Science & Technology

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Designed for anybody who wants to accelerate the speed to insights, this session will focus mainly on how we innovated our process and communications around Tableau, rather than get into how we built our dashboards.

The old way of doing analytics wasn't keeping pace with our rapid-fire 12-week tax season for TurboTax customers. By using Tableau with embedded analysts and a lightweight sprint process, we got out in front of the most important questions and tightened our cycle time for responding to new developments.

First we discovered the value of embedding well-equipped analysts in the experience teams - they could answer new questions in real-time during meetings instead of two weeks later! And then they could turn their ad-hoc work into a self-serve dashboard with KPI trends and deep dives down to customer interactions not longer after.

The funny thing is that doing better work didn't make us less busy - it increased the demand, so we were busier than ever! To get out in front, we set up a lightweight sprint process. All we asked from our partners was a half hour each for planning and review each week, and their help writing "user stories" for new work. These little changes were huge - we got more in sync with new product developments, so we were ready to deliver insights the day a new feature launched, and we understood better what the top priorities were, which is hard to see when you're embedded on a single team. The larger team even loved to see our weekly "sprint summary" emails so they knew what new dashboards were out there.

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