After determining your strategy, you can proceed to set up the stakeholder team and the different teams. Which executive sponsors will help, which data architects are needed, who will talk to the business? Those are all very important aspects to get the organisation involved. Compiling the team and determining the roles ensures that the information is used correctly in the organisation.
Roles necessary to enable a data culture
Executive Sponsors are responsible for driving the decisions and strategies that enable the continued growth and success of the organisation. They think about the scalability of the tool, support, training and change management.
The community leader knows how to bring people together around a shared vision. While the organisation changes into a data-driven organisation, the community leader ensures high involvement.
The Data Steward in the organisation ensures that the data is safe, complete and accurate for the right people in the organisation. The Data Steward is responsible for, and manages, all procedures and associated access guidelines.
Roles necessary to share insights and develop visualisations
The Data Scientists are the experts that get valuable insights from large and diverse data sets. The person / persons are strong with combining and preparing the data in order to easily visualize data.
The Developer / developers in your organisation take care of the (adapted) automations for your customers or organisation. In addition, this person(s) is concerned with the performance improvements by using APIs and more.
The Analyst works with complex data sources, calculations and knows how to make parameters, sets, filters and forecasts. All this with the aim of developing interactive dashboards.
In addition to the Data Scientist, Developer and Analysts, Consumers, Authors, Web Authors and Designers may also be needed as roles. For example, Designers are mainly concerned with visual best practices of dashboard design. Consumers, on the other hand, aim to read and interpret data in order to make data-driven business decisions.
Roles that manage the environment
The Server Administrator ensures that the installations run smoothly. In addition, the Server Admin ensures proper security, user management and permissions.
Server Architects play an important role in the Tableau Server Implementations. This includes design, monitoring and scalability to meet the demand in the organisation.
Site administrators maintain the Tableau Server or Tableau Online Sites. These persons take care of the management, maintenance and monitoring of the sites. Rights and roles play a crucial role in this.
How do I classify the roles?
A particular role can be one person in a large organization, while more than one person can play different roles in smaller organizations. But preventing all roles from being fulfilled. Common combinations of roles are Data Analyst and Designer. We also often see that the Server Admin is also responsible for the underlying Sites, including the Site Admin.
When assigning roles, it is important that the validation ( governance ) of processes is taken into account . When there is too much overlap between the roles, it can happen that the validation process is jeopardised. This is the case, for example, when one person in the organisation has many roles.
Do you need help setting up your roles and responsibilities? Then do not hesitate to contact us.