Charles Schwab's Center of Excellence (COE) handles governance and performance for approximately 16,000 Tableau users across the company. The team is dedicated to setting up secure data sources for employees to access—including Teradata, MySQL, Oracle, Splunk, Hadoop, and Excel spreadsheets—so that departments can analyze their own data.
In early 2016, Schwab experienced a growing demand for Tableau. At the time, the Center of Excellence didn't have the capacity or the resources in place to handle the surge in data and interest. Employees could wait up to three months to receive a Tableau license.
Instead of using legacy BI tools, more employees started accessing data through Tableau. Interest grew organically as more people wanted to create their own dashboards and share information. As a result, Schwab was nearing capacity in its Tableau platform environment.
When Gessica Briggs-Sullivan came on board as Charles Schwab's Tableau administrator, she transformed the COE's model to be more transparent, offering Tableau licenses to all departments that wanted to see and understand their data. Under this model, Schwab quickly went from 6,000 Tableau users to 12,000+ within 18 months.
"We changed our course with our increase to 16,000 Tableau users along with a new leadership direction that was heading towards self-service analytics." shared Gessica. "We wanted to change into a more supportive and nurturing environment and the users came with us in this journey."
"The exponential growth in Tableau adoption required us to rethink our capacity planning and support model. We developed an approach that supports both the experienced analysts as well as novice business users, advancing our data-driven culture," shared Andrew Salesky, Global Data Officer.