Legacy systems shouldn’t stall financial goals. Discover how TIAA’s cloud migration serves as the essential foundation for AI-powered insights that drive faster, smarter retirement planning.
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Community Speaker
Reserved Seating
Video On Demand
Navigating the Wave: TIAA’s Migration & Governance Strategy
, Senior Director - Head of Business Intelligence Strategy and Design, TIAA
, Dir, Sr Lead Data Analyst, TIAA
Role: Administrator
Industry: Financial Services
Product: Tableau
Tableau Product: Tableau Cloud, Tableau Desktop
Session Level: Intermediate
Session Type: Breakout
- Wednesday, May 611:20 AM - 12:00 PM PDT(6:20 PM - 7:00 PM GMT)Stage 4 | Content Pavilion, Ground LevelRESERVED SEATING
Session Summary: The session detailed a comprehensive and intentional migration of 21,000 Tableau workbooks to Tableau Cloud, resulting in a 67% reduction to 7,000 workbooks while maintaining zero downtime. The process emphasized governance, user engagement, and structured communication, including a wave-based migration strategy of 19 waves over five months, each supported by a detailed playbook and resource center. Workbook creators were involved in decisions on what to migrate through purposeful friction, such as completing surveys, which eliminated unnecessary content and ensured high-quality workbooks were moved. Post-migration, efforts focused on optimizing performance, implementing certification programs, and leveraging AI capabilities to enhance governance, usability, and efficiency across the ecosystem of dashboards and data consumption points.
Key Takeaways:
• The migration achieved a 67% reduction in Tableau workbooks, from 21,000 to 7,000, by implementing intentional governance and engaging workbook creators in decision-making processes.
• A wave-based migration strategy with robust communication and support structures ensured zero downtime, seamless transitions, and a 100% sign-off rate by workbook owners.
• Forward-looking initiatives include optimizing dashboard performance, implementing certification programs, and leveraging AI for role-based data consumption and improved governance.
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