Tableau: References

In order to ensure a target-oriented implementation of Tableau in your company, we will be happy to assist you with all our project-proven expertise. The following references are an excerpt of the latest projects that we have successfully completed together with our satisfied customers.

Project assignment

Introduction of Tableau as a standard and ad-hoc reporting tool to increase the degree of automation of report generation and the range of functionalities used in the reports.

Tasks Nagler & Company

  • Replacement of existing reports and introduction of new ones
  • Definition of the technical and functional target architecture
  • Production of the data basis
  • Governance, system architecture, processes, infrastructure
  • Test organization and execution
  • Creation of training material and training of power users and analysts
  • Transfer to the company
  • Creation of the required application documentation


Step 1: Initialization

  • Identification of Use Cases
  • Creation of prototypes for selected reports
  • Collection of professional and technical requirements
  • Definition of the functional and technical target architecture
  • Identification of the advantages and disadvantages of using Tableau compared to the current implementation

Stage 2: Conception

  • Technical conception:
    • Definition of operational processes (Run, Change, Go-Live)
    • Development of a documentation structure taking into account existing documentation standards
    • Definition of roles and authorization
  • Definition of roles and authorization
  • Creation of authorization concept

Step 3: Introduction

  • Creation of the tableau infrastructure (desktop and server)
  • Creation of the data basis (extract or view)
  • Conversion of reports to Tableau Desktop (deployment, going live)
  • Documentation of the reports
  • Training in the use of Tableau Desktop and Tableau Server

Customer benefits

  • Time and resource savings through automation
  • Increase in data accuracy by eliminating manual interfaces
  • Dynamic and interactive reports
  • Extension of the report functionalities by e.g. drill-down function or flexible visualization
Michael Brinkmann Nagler & Company
Contact Person

Michael Brinkmann

Location München

+49 89 21 11 36 70