Tableau Customer Success, Done Differently
Community-focused. Education-led. Strategy-backed.
We support Tableau customers through education, community, connection, and strategy.
Whether you’re a small but mighty team, a commercial customer, or just tired of playbooks without people, we bring back the community, connection, and strategy that made Tableau powerful in the first place.
The Tableau Customer Success Model Changed: But Your Needs Didn’t
If you’re a commercial customer, small-to-mid-sized business, or a team without an assigned success manager, you’ve probably felt it:
• Your “success plan” is just a checklist
• Your training is virtual, one-size-fits-all, and booked months out
• You miss the Tableau Days, user groups, and shared learning that brought the platform to life
We’re not here to replace Tableau’s customer success—we’re here to fill the gaps that the new model created with what actually drives long-term value: education, community, connection, and strategy.
And we don’t just rebuild engagement—we measure it—everything we do is anchored in measurement. We track adoption, usage patterns, engagement signals, and enablement outcomes—because success shouldn’t be assumed. It should be visible, provable, and repeatable.
Our data-driven customer success approach connects strategy to outcomes, using the same principles you expect from Tableau itself. That means tracking adoption, engagement, and enablement from day one, so you’re not guessing whether your investment is paying off. You’ll see it.
What We Deliver
Education That Connects
Customized training that meets your team where they are.
We design live, role-based training rooted in your data, your dashboards, and your workflows. Whether your users are brand new or ready to level up, we help them move from passive viewers to confident explorers.
Not a pre-recorded webinar. Real learning, delivered with your team in mind.
Connection & Internal Community Building
Because tools don’t drive adoption—people do.
We help you build a champions program, internal user groups, and peer feedback loops so your team doesn’t just use Tableau—they become advocates for it.
Community has, and always will be, the backbone of the Tableau product.
We help you bring that spirit back inside your organization, where it drives engagement, confidence, and long-term success.
Strategic Planning & Adoption Roadmaps
Dashboards aren’t the deliverable—business value is.
We help you define what success means for your org and build a Tableau adoption roadmap that actually aligns with your team, your structure, and your goals.
Because when adoption is intentional, the results aren’t just visible—they’re repeatable.
Dashboard Reviews & Usability Feedback
If your Tableau designs aren’t being used, we'll find out why.
We audit dashboards and data visualizations for alignment, usability, and impact—then coach your team on small design changes that make big adoption wins.
Because a dashboard isn’t successful unless it’s being seen, understood, and used to make decisions.
Tableau Days (Yes, the Real Kind)
Remember when Tableau felt fun, connected, and inspiring?
We do too.
We bring back full or half-day internal Tableau Days—virtual or onsite—with custom agendas, speakers, hands-on demos, and use cases designed around your people and your business.
Built for community. Backed by strategy.
Data Literacy Center of Excellence
We build the foundation for a Data Literacy COE.
Think of it as your internal hub for driving adoption, improving decision-making, and scaling Tableau beyond just the data team.
From champions and use cases to feedback loops and training plans—we help you build what most organizations skip: a system that sustains success.
Because when everyone can read the data, everyone contributes to the story.
Our Expertise Didn’t Start with Consulting:
It Started on the Inside
We’ve sat in your seat.
We were Tableau customers inside some of the world’s largest Fortune 500 companies—building dashboards, navigating adoption challenges, and driving value in complex, high-stakes environments.
Then we went deeper.
We became senior customer success leaders at Tableau and Salesforce, managing multi-million dollar global portfolios across industries like oil and gas, transportation, and the public sector.
We didn’t just serve customers—we led teams of Customer Success Managers responsible for doing it at scale.
And we didn’t stop at strategy—we built the education behind it.
Our founder created and supported Tableau’s core training programs—Desktop I, II, and III—and led the enablement of Tableau’s global partner network, training instructors on how to teach Tableau effectively and consistently. Those same courses are still used today.
We know Tableau.
We know what customer success looks like across industries.
And we know how to lead teams—and customers—through real transformation.
Who is this for
This is for the teams who’ve been told to “figure it out” with a learning portal and a playbook that doesn’t fit.
• Tableau customers who don’t have a dedicated success manager or feel like they’ve been left behind
• Commercial and SaaS teams who need strategy, education, and connection, not just scripted calls and static templates
• SMBs trying to scale adoption with limited internal resources, no formal enablement, and a lot of self-teaching
• Data teams supporting the business without a system to grow skills, build trust, or align users
Anyone who misses Tableau Days, peer feedback, and community-driven learning—and knows that’s what made Tableau stick.
You don’t need more content. You need a system.
That’s why we help you build a Data Literacy Center of Excellence—so Tableau becomes something your whole organization understands, uses, and believes in.
Let’s bring back the best of what made Tableau work
Whether you’re rebuilding trust, launching new dashboards, or creating a Data Literacy Center of Excellence from scratch, we’ll help you get there with strategy, education, and connection that actually stick.