Overview
$Competitive
Accepts corp to corp applications
Contract - W2
Contract - Independent
Skills
Sourcing
Uploading
Optimization
Scalability
User Experience
Data Governance
Knowledge Transfer
Workflow
Scripting
Gap Analysis
Database
Cloud Computing
Collaboration
Scheduling
Data Validation
Data Integrity
Issue Resolution
Testing
User Guides
Evaluation
Design Documentation
Blueprint
Data-flow Diagrams
Product Demonstration
Demonstrations
POC
Reporting
FOCUS
Migration
Data Warehouse
Tableau
Data Integration
API
Python
Windows PowerShell
Performance Metrics
Dashboard
Business Intelligence
Training
Documentation
Intellectual Property
Job Details
Scope of Work: Automation of Tableau Data Integration Processes
1. Introduction and Background
Client currently utilizes Tableau Online for building and maintaining dashboards, sourcing data from up to 40 files stored in SharePoint. The existing process involves manually exporting or pulling these files once a month, uploading or placing the data in SharePoint, and refreshing Tableau extracts to update the dashboards. This manual workflow is inefficient, time-consuming (particularly in updating dashboards), and prone to errors, leading to delays in data availability and increased operational overhead.
1. Introduction and Background
Client currently utilizes Tableau Online for building and maintaining dashboards, sourcing data from up to 40 files stored in SharePoint. The existing process involves manually exporting or pulling these files once a month, uploading or placing the data in SharePoint, and refreshing Tableau extracts to update the dashboards. This manual workflow is inefficient, time-consuming (particularly in updating dashboards), and prone to errors, leading to delays in data availability and increased operational overhead.
The purpose of this engagement is to engage consultants with expertise in Tableau, data integration, and automation to:
Evaluate the current setup for inefficiencies and improvement opportunities.
Design and implement automated data pulling mechanisms from multiple sources (detailed list is provided below) directly into Tableau Online, reducing or eliminating manual interventions.
2. Objectives
Assess the current data ingestion and refresh processes in Tableau Online to identify bottlenecks, risks, and areas for optimization, with a focus on reducing the time required to update dashboards.
Recommend and implement automated solutions for seamless data integration from up to 40 SharePoint files (and other sources as listed), supporting daily refreshes.
Ensure the new setup improves data freshness, reliability, scalability, and user experience while aligning with best practices for data governance and security.
Provide knowledge transfer to maintain and extend the automated processes post-engagement.
Assess the current data ingestion and refresh processes in Tableau Online to identify bottlenecks, risks, and areas for optimization, with a focus on reducing the time required to update dashboards.
Recommend and implement automated solutions for seamless data integration from up to 40 SharePoint files (and other sources as listed), supporting daily refreshes.
Ensure the new setup improves data freshness, reliability, scalability, and user experience while aligning with best practices for data governance and security.
Provide knowledge transfer to maintain and extend the automated processes post-engagement.
3. Scope of Services
The consultants will perform the following activities:
Phase 1: Discovery and Evaluation
Conduct interviews with OIT/BI team to understand the current workflow, pain points (including dashboard update delays), and requirements.
Review existing Tableau Online workbooks, data sources, extracts, and SharePoint integrations for up to 40 files with daily pulls.
Map out all data sources involved (e.g., SharePoint files and others to be specified) and their formats.
Identify potential automation tools and technologies (e.g., Tableau Prep, APIs, scripting with Python/Tableau APIs, or others; no restrictions specified).
Document findings in a comprehensive evaluation report, including a gap analysis and high-level recommendations focused on streamlining dashboard updates.
The consultants will perform the following activities:
Phase 1: Discovery and Evaluation
Conduct interviews with OIT/BI team to understand the current workflow, pain points (including dashboard update delays), and requirements.
Review existing Tableau Online workbooks, data sources, extracts, and SharePoint integrations for up to 40 files with daily pulls.
Map out all data sources involved (e.g., SharePoint files and others to be specified) and their formats.
Identify potential automation tools and technologies (e.g., Tableau Prep, APIs, scripting with Python/Tableau APIs, or others; no restrictions specified).
Document findings in a comprehensive evaluation report, including a gap analysis and high-level recommendations focused on streamlining dashboard updates.
Phase 2: Design and Planning
Develop a detailed architecture for automated data pulling, including data pipelines, scheduling (daily refreshes), error handling, and monitoring.
Propose integration strategies to connect multiple data sources directly to Tableau Online (e.g., live connections vs. extracts, hybrid approaches).
Outline any necessary infrastructure changes (e.g., API endpoints, database permissions, cloud migrations, SharePoint automation).
Create a proof-of-concept (PoC) for one or two critical data sources (e.g., sample SharePoint files) to validate the proposed automation and demonstrate reduced update times.
Collaborate with CLIENT'S BI team to prioritize sources and define success metrics (e.g., reduction in manual effort, dashboard update time reduced).
Develop a detailed architecture for automated data pulling, including data pipelines, scheduling (daily refreshes), error handling, and monitoring.
Propose integration strategies to connect multiple data sources directly to Tableau Online (e.g., live connections vs. extracts, hybrid approaches).
Outline any necessary infrastructure changes (e.g., API endpoints, database permissions, cloud migrations, SharePoint automation).
Create a proof-of-concept (PoC) for one or two critical data sources (e.g., sample SharePoint files) to validate the proposed automation and demonstrate reduced update times.
Collaborate with CLIENT'S BI team to prioritize sources and define success metrics (e.g., reduction in manual effort, dashboard update time reduced).
Phase 3: Implementation and Testing
Build and deploy automated data pipelines for all identified sources, handling up to 40 SharePoint files with daily automation.
Configure Tableau Online for automated refreshes, including scheduling and notifications.
Implement data validation, logging, and alerting mechanisms to ensure data integrity and quick issue resolution.
Conduct thorough testing (end-to-end dashboard update performance).
Build and deploy automated data pipelines for all identified sources, handling up to 40 SharePoint files with daily automation.
Configure Tableau Online for automated refreshes, including scheduling and notifications.
Implement data validation, logging, and alerting mechanisms to ensure data integrity and quick issue resolution.
Conduct thorough testing (end-to-end dashboard update performance).
Phase 4: Deployment, Training, and Handover
Deploy the automated solution in a production environment with minimal downtime.
Provide training sessions for the OIT/BI team on using and maintaining the new setup.
Deliver comprehensive documentation, including user guides, architecture diagrams, and maintenance procedures.
Offer post-deployment support for 2 weeks to address any issues.
Deploy the automated solution in a production environment with minimal downtime.
Provide training sessions for the OIT/BI team on using and maintaining the new setup.
Deliver comprehensive documentation, including user guides, architecture diagrams, and maintenance procedures.
Offer post-deployment support for 2 weeks to address any issues.
4. Deliverables
Evaluation Report: Detailed assessment of current setup with recommendations.
Design Document: Architecture blueprint, data flow diagrams, and implementation plan.
Proof-of-Concept Demo: Functional PoC for selected data sources.
Automated Pipelines: Fully implemented and tested data integration solutions.
Training Materials and Sessions: Hands-on training and supporting documents.
Final Handover Report: Summary of changes, performance metrics (e.g., dashboard update time improvements), and next steps (end of engagement).
Evaluation Report: Detailed assessment of current setup with recommendations.
Design Document: Architecture blueprint, data flow diagrams, and implementation plan.
Proof-of-Concept Demo: Functional PoC for selected data sources.
Automated Pipelines: Fully implemented and tested data integration solutions.
Training Materials and Sessions: Hands-on training and supporting documents.
Final Handover Report: Summary of changes, performance metrics (e.g., dashboard update time improvements), and next steps (end of engagement).
6. Assumptions and Dependencies
CLIENT'S BI team will provide the detailed list of data sources.
CLIENT'S BI team will provide access to all relevant systems, including Tableau Online, SharePoint files, and any necessary credentials.
CLIENT'S BI team will be available for interviews and feedback within agreed timelines.
No major changes to data sources or Tableau Online version will occur during the engagement.
The consultant will work remotely.
CLIENT'S BI team has the necessary licenses for Tableau Online and any additional tools proposed.
CLIENT'S BI team will provide the detailed list of data sources.
CLIENT'S BI team will provide access to all relevant systems, including Tableau Online, SharePoint files, and any necessary credentials.
CLIENT'S BI team will be available for interviews and feedback within agreed timelines.
No major changes to data sources or Tableau Online version will occur during the engagement.
The consultant will work remotely.
CLIENT'S BI team has the necessary licenses for Tableau Online and any additional tools proposed.
7. Out of Scope
Custom development of new dashboards or visualizations in Tableau Online (focus is on data integration only).
Migration of historical data or full data warehouse redesign.
Ongoing maintenance beyond the initial 2-week support period.
Integration with non-specified data sources or tools.
Custom development of new dashboards or visualizations in Tableau Online (focus is on data integration only).
Migration of historical data or full data warehouse redesign.
Ongoing maintenance beyond the initial 2-week support period.
Integration with non-specified data sources or tools.
8. Resources and Team
1 Lead Consultant with Tableau, Tableau Prep, Data Integration, API, Python, Power Automate and PowerShell expertise.
CLIENT'S BI team.
1 Lead Consultant with Tableau, Tableau Prep, Data Integration, API, Python, Power Automate and PowerShell expertise.
CLIENT'S BI team.
10. Acceptance Criteria
All deliverables meet the agreed quality standards and are approved by the CLIENT'S BI.
Automated processes successfully pull and refresh data from specified sources without manual intervention.
Performance metrics (e.g., reduced dashboard update time, error rates) align with defined targets.
CLIENT'S BI sign-off on training and documentation.
All deliverables meet the agreed quality standards and are approved by the CLIENT'S BI.
Automated processes successfully pull and refresh data from specified sources without manual intervention.
Performance metrics (e.g., reduced dashboard update time, error rates) align with defined targets.
CLIENT'S BI sign-off on training and documentation.
11. Terms and Conditions
Intellectual Property: Solutions developed will be owned by client.
Termination: Either party may terminate with 2 weeks' notice, with payment for work completed.
Intellectual Property: Solutions developed will be owned by client.
Termination: Either party may terminate with 2 weeks' notice, with payment for work completed.
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