ServicesSalesforce ConsultingTableauTableau Cloud Migration
ServicesSalesforce ConsultingTableauTableau Cloud Migration

Tableau Cloud Migration

Make the move to Tableau Cloud and transform the analytics experience for your organization.

Getting Started with a Tableau Cloud Migration

Getting started with a migration to Tableau Cloud can seem overwhelming, so we’ve developed a plan for making it happen with ease while also enabling new capabilities and scalability for your business.

Migration Assessment

Before we start with the migration, we do an assessment that identifies overall health and possible issues affecting performance, governance, or adoption that we will need to address.

Rationalization

During this stage of the migration, we evaluate the content, subscriptions, alerts, schedules, etc., and determine what will or won’t be migrated and whether any redesign or consolidation is necessary.

Deployment Readiness

Prepare the on-prem environment to support Tableau Cloud as necessary, including installation and configuration of Tableau Bridge, URL redirects, user management documentation, etc.

Content Migration

We’ll leverage automated migration tools like CMT and the SDK to move your content, including projects, some workbooks, and published data sources.

New Feature Implementation

Build out new features in parallel with the content and manual migrations of unchanging workbooks. Take advantage of the new platform to use features not available on Tableau Server.

Governance Enablement

Set up your organization for success and enable self service analytics. Leverage the migration as a fresh start to build out the governance you need for your analytics platform.

If you’re considering a migration to Tableau Cloud, you likely already know some of the benefits

A reduced total cost of ownership, high availability, security, and an always up-to-date platform that allows you to focus on driving insights rather than managing your infrastructure. Plus, you get access to features available exclusively on Tableau Cloud, such as Tableau Pulse and Einstein Copilot for Tableau.

So how then do you accomplish the move from Tableau Server? With Atrium’s Tableau Cloud migration services, we’ll not only help with the technical aspects of your migration but also help you optimize your instance for the future and take advantage of all your new features.

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Real Results for Financial Services

We help financial firms deepen client relationships, ensure compliance, and unlock sustainable growth across the entire lifecycle.

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Real Results for Technology & Software

We help businesses in high tech streamline the lead-to-cash lifecycle, reduce churn, and drive predictable revenue in an ever-evolving digital landscape.

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Real Results for Healthcare & Life Sciences

We help medtech companies bridge the gap between complex data and personalized experiences—without compromising on compliance.

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Real Results for Manufacturing

We help manufacturing leaders unify disparate data, streamline the quote-to-cash lifecycle, and deliver service experiences that build long-term customer loyalty across the global supply chain.

Read Customer Stories

Real Results for Financial Services

We help financial firms deepen client relationships, ensure compliance, and unlock sustainable growth across the entire lifecycle.

Read Customer Stories

Financial Services

Real Results for Technology & Software

We help businesses in high tech streamline the lead-to-cash lifecycle, reduce churn, and drive predictable revenue in an ever-evolving digital landscape.

Read Customer Stories

Technology & Software

Real Results for Healthcare & Life Sciences

We help medtech companies bridge the gap between complex data and personalized experiences—without compromising on compliance.

Read Customer Stories

Healthcare & Life Sciences

Real Results for Manufacturing

We help manufacturing leaders unify disparate data, streamline the quote-to-cash lifecycle, and deliver service experiences that build long-term customer loyalty across the global supply chain.

Read Customer Stories

Manufacturing

Tableau Pulse Services

Tableau Pulse represents the next generation of Tableau functionality, enabling a universal analytics experience for users of all abilities, backgrounds, and seniority. Available for free with all Tableau Cloud editions, Tableau Pulse allows you to embed insights in the places your team works, increasing the value of your data and helping drive intelligent action. Learn how we can help you set up Tableau Pulse as you migrate to Tableau Cloud.

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Why Partner with Atrium on Your Migration to Tableau Cloud?

As a trusted Tableau partner with a focus on CRM, data, and AI, Atrium can help you make your move to Tableau Cloud more than just a technical migration. Just like moving from one house to another presents an opportunity to reduce clutter and get rid of items you don’t need, moving from Tableau Server to Tableau Cloud presents an opportunity to fix issues with your original setup and change the way you do things.

From your licensing strategy to analytics dashboards to user adoption, we’ll help you maximize the value of your new platform and take advantage of your new features. We’ll also help you move further down the data and analytics maturity curve by creating a modern data architecture and enabling you with AI/ML to deliver predictive/prescriptive insights from Tableau.

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Reach out to our team—dedicated to the metrics that matter most. We’re here to help you adapt and grow.