So, the licenses have been purchased, but now what?
Both Tableau and Alteryx are self-service BI tools that a user can master relatively easily. There is a lot of information available online, but experience shows that only after a training is the best out of the tool. What if there is a structured plan for every (type of) user in your organization? The training plans help users in the learning curve and increase community involvement.
Why do you need a customized training plan?
Having a platform like Tableau and Alteryx and access to the data is often not enough. It is essentials that users acquire a certain level of expertise so that the tool is put to its best use in the company, and so that results can be seen quicker and with a steadier pace. There is no one-size-fits-all model when it comes to training and learning. Why would the Data Analyst in your organisation want to learn the same as the Unit Manager? In addition, many organisations need a plan that not only looks at the specific skills about the tool, but also zooms in on how the processes are structured and how users become comfortable with the data. For example, how do you read a graph, how can you present your results correctly and where can you find certain data?
What is a customized training plan?
When drawing up a tailor-made training plan we consider the type of users, the level of knowledge and the background and vision of the organisation. And in addition to that, we give attention to the training form. What works better for you: classroom trainings, online trainings or is getting started with e-learning the way to go? The training plan is compiled based on skills per type of license and skills per role in the organisation.
For example, an analyst needs knowledge of the tool and will be involved in advanced calculations to visualize insights from the data. A business user will only consume and navigate Tableau Server, reading different diagrams. A community Leader has sufficient basic knowledge of the tool, however, the focus will be on coordinating community activities and motivating users.
It is essential to ask questions such as: who are your users and how many are there in each role, how quickly is it important to have the right knowledge and how do the end users want to learn?
Based on these information, we start working on a Customer Success Plan. Here below you can find an example.
Benefits of the training plan
The Customised Training Plan focuses on finding the right combination between learning the tool and data literacy.
The customised training plan provides the right combination between learning the tool and data literacy.
By looking at the wishes in your organisation, the training plans are always relevant for the end users.
By creating the plan together you create more involvement.