Guidelines for a Tableau Guided Evaluation:

1.      Download the Tableau Software from our website and connect to data, http://www.tableausoftware.com/products/trial?os=windowsn  (Subject Matter Experts will author analysis assets related to their specific use case)

2.      Meet with the Tableau Team to review your data sets and learn/review best practices to consume them in Tableau.

3.      Utilize the free training materials to get started (On Demand on Request)

4.      Build your first Tableau workbooks and publish them to Tableau Server or Tableau Online.

5.      Meet with a Tableau product expert to go through Q&A, and assistance with the Tableau Workbooks you have built. (I can arrange for this hour to be onsite or over the phone)

6.      Affirmation:  Give the user community access to the Tableau Workbooks along with a simple questionnaire to affirm or negate value in the solution. (This is not required, but can be a great way to affirm the need or lack thereof on spending money for the solution.)

Community Forum, http://community.tableausoftware.com/welcome