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Tableau Deployment Audit

Comprehensive Tableau
Environment Audit

A structured, outcome driven audit to identify performance bottlenecks, improve operational efficiency
and unlock cost optimization across Tableau Cloud or Server.
Request an Audit
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4 Weeks Duration

Comprehensive assessment

30-50 Page Report

Detailed findings & recommendations

Measurable ROI

Average 6-month payback

What We Assess

We evaluate your Tableau deployment through practical lenses that directly influence
speed, reliability and cost.

1
Performance & Reliability
  • Dashboard load time, query latency, extract health
  • Backgrounder concurrency and scheduling overlap
  • Error patterns and job failure analysis
2
Infrastructure & Capacity
  • Node topology, cores, memory, backgrounder sizing
  • Content & user concurrency signals
  • Scale readiness and HA/DR posture
3
Content Efficiency
  • Stale/duplicate dashboards and data sources
  • Usage trends and low-value workloads
  • Right-sizing opportunities
4
Data Flow & Scheduling
  • Live vs extract mix and refresh windows
  • Source stability and dependency issues
  • Cost-aware scheduling recommendations
5
Solution Design Quality
  • Workbook & data source architecture review
  • Design alignment with Tableau Blueprint principles
  • Long-term scalability and maintainability assessment
6
Governance & Data Protection
  • Safeguard against unauthorized access to data and environments
  • Verify adherence to governance and compliance requirements
  • Assess recovery readiness for incidents or failures

Our Proven Audit Process

A structured, transparent approach that delivers actionable insights

Week 1

Discovery & Data Collection

We gather system logs, usage statistics and conduct stakeholder interviews to understand your current state and pain points.

Deliverables:
Environment inventoryStakeholder survey resultsInitial findings summary
Week 2-3

Deep Dive Analysis

Our experts analyze your Tableau deployment— uncovering performance bottlenecks, efficiency gaps and opportunities for optimization.

Deliverables:
Performance benchmarksSecurity gap analysisCost breakdownUsage patterns report
Week 4

Findings & Recommendations

We compile our findings into a comprehensive audit report with prioritized, actionable recommendations and implementation roadmap.

Deliverables:
Executive summaryDetailed audit reportPrioritized action planROI projections
Ongoing

Implementation Support (Optional)

We can provide hands-on support to help your team implement critical recommendations and achieve quick wins.

Deliverables:
Implementation guidanceBest practices documentationTeam trainingProgress monitoring

Expected Outcomes

Organizations that complete our audit typically achieve these results within 6 months

30-50% faster dashboard performance

15-25% reduction in licensing costs

Zero critical security vulnerabilities

Improved user adoption and satisfaction

Is a Deployment Audit Right for You?

Consider an audit if you’re experiencing any of these scenarios:

Dashboard performance is degrading over time

Planning a major Tableau upgrade or migration

User adoption is lower than expected

Experiencing frequent server issues or outages

Tableau costs are rising without clear justification

Uncertain about security and compliance posture

No formal governance or best practices in place

Need to scale to support more users or workloads

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