XMA LIMITED

Salesforce Tableau Professional Services

Tableau Platform customers engage with Professional Services so they can accelerate adoption, reduce risk and drive a culture of visual analytics. Keywords: Enterprise Deployment, Rapid Start, Efficiency improvements, Enablement, Performance Troubleshooting, Health-Checks, Solution Review, Analytics Strategy Consultancy, Cultural Change, Expert Training, Planning, Execution. SFDCTBX2024GC14

Features

• Expert. Solution, Architects, Advanced, Trainers, Skilled, Analytical, Resources, Specialised
• Value. Capture, Success Stories, Return on Investment
• Infrastructure. Configuration, Governance, Authentication, Administration, Installation, Rapid
• Adoption. Planning, Enablement, COE, Center of Excellence, culture
• Training. Classroom, Virtual, Visual Analytics, Fundamentals, Bespoke, Architecture, Self-Service
• Dashboard Design. Visualisation, Charts, Box and Whisker, Scatter, best practice
• Migration. Server, Cloud, automation
• EMEA. Based, Salesforce Tower, Southwark, On-Site

Benefits

• Product knowledge- Experts, detailed product roadmap, features
• Accelerated implementation- reinforce time-to-value, Return on Investment, skill set
• Value- Maximizing value from Tableau investments, success stories
• Collaboration- knowledge transfer, upskilling, eductation, Context-based
• Visualisations- Best practice, design, better insights, templates, requirements documents
• Transformation- Architecture design, governance, infrastructure, High Availability
• Skills- development, enablement, upskilling
• Agile- iterative, development, incremental, functionality, MVP
• Driving Strategy- Data Driven, experience, Use Cases, Vision to Value

£104.41 an instance a day

• Education pricing available

Service documents

• Pricing document

  PDF

• Skills Framework for the Information Age rate card

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at bidteam@xma.co.uk. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 14

Service ID

120179386933246

Contact

Nancy Clayton-Schofield
0115 846 4000
bidteam@xma.co.uk

Planning

• Planning service: Yes
• How the planning service works: Using Tableau experts to help organisations plan their Tableau Online environment set up, including requirements gathering, current environment analysis, planning migration of content, anaytic strategy and goverance discussions, data options, authentication, SSO, etc.
• Planning service works with specific services: Yes
• Hosting or software services the planning service works with: Tableau Online Platform Configuration, Tableau Online Content Migration

Training

• Training service provided: Yes
• How the training service works: We provide training for products and skills relevant to the Tableau Platforms (Tableau Server and Tableau Online). We offer a variety of options, including self-paced learning pathways, customized training solutions, Hybrid (live & self-service) training, enablement, onsite workshops, and virtual classes that allow you to experience the same instructor-led curriculum from your own workstation.
• Training is tied to specific services: Yes
• Services the training service works with: For Tableau Platforms (Tableau Server and Tableau Online)

Setup and migration

• Setup or migration service available: Yes
• How the setup or migration service works: Tableau experts develop a bespoke migration plan to address the customers environment and to migrate content using a best practice approach and various internal tools such as the REST API and the Content Migration Tool, while making sure there is minimal disruption to the customers environment / BAU activities
• Setup or migration service is for specific cloud services: Yes
• List of supported services: Tableau Online, SaasS, fully-hosted, UK-based datacentre

Quality assurance and performance testing

• Quality assurance and performance testing service: Yes
• How the quality assurance and performance testing works: A review process will occur after the migration to test each of the content types. A small sample of each content type will be tested and reviewed with users to ensure successful migration.

Security testing

• Security services: No

Ongoing support

• Ongoing support service: Yes
• Types of service supported: Hosting or software provided by your organisation
• How the support service works: Tableau Server and Tableau Cloud. ; We support with periodic reviews, health checks, governance reviews and recommendations, Performance support

Service scope

• Service constraints: Hand-on development of non-Tableau technologies is out of scope.

User support

• Email or online ticketing support: Email or online ticketing
• Support response times: Response times differ based on support contract. More details can be found here:; https://www.tableau.com/support/services#targeted-response-times
• User can manage status and priority of support tickets: Yes
• Online ticketing support accessibility: None or don’t know
• Phone support: Yes
• Phone support availability: 24 hours, 7 days a week
• Web chat support: No
• Support levels: Full details can be found here: https://www.tableau.com/support/services; At no cost - Standard support at 8x5 support; With additional cost - Premium support including a Technical Account Manager, 24x7 support; With additional cost - Extended support including 24x7 P1 support

Resellers

• Supplier type: Reseller providing extra support
• Organisation whose services are being resold: Salesforce

Staff security

• Staff security clearance: Other security clearance
• Government security clearance: Up to Developed Vetting (DV)

Standards and certifications

• ISO/IEC 27001 certification: Yes
• Who accredited the ISO/IEC 27001: EY CertifyPoint
• ISO/IEC 27001 accreditation date: 25/01/2024
• What the ISO/IEC 27001 doesn’t cover: Listing of current exclusions within the ISO27001 Statement of Applicability available to view at https://compliance.salesforce.com/en/documents/a006e000010P47JAASty.
• ISO 28000:2007 certification: No
• CSA STAR certification: No
• PCI certification: Yes
• Who accredited the PCI DSS certification: Coalfire Systems Inc
• PCI DSS accreditation date: 15/12/2023
• What the PCI DSS doesn’t cover: No exclusions
• Cyber essentials: Yes
• Cyber essentials plus: Yes
• Other security certifications: Yes
• Any other security certifications:
  • ISO 27017
  • ISO 27018
  • NEN7510
  • SOC 1,2, 3
  • HDS Certificate
  • Data Privacy Framework (DPF) Program
  • EU Cloud Code of Conduct
  • NCSC Cloud Security Principles
  • Full list of compliance categories available at: https://compliance.salesforce.com/en

Social Value

• Social Value:

  Social Value

  • Fighting climate change
  • Covid-19 recovery
  • Tackling economic inequality
  • Equal opportunity
  • Wellbeing

  Fighting climate change

  Salesforce today has net zero emissions and has been voluntarily reporting on its greenhouse gas emissions since fiscal year 2012. Since that time, the company has continued to increase the scope of its climate action strategy by actively engaging policymakers, peers, partners, suppliers, and customers to accelerate toward a collective net zero goal.; ; This fiscal year, we further operationalized our Climate Action Plan by adding sustainability as our fifth company value. That means sustainability plays a crucial role in the decisions we make across the company. We’re holding ourselves accountable through public commitments outlined in our Climate Action Plan and tying executive compensation to performance against that plan.; ; As an early adopter of science-based target-setting through the Science Based Targets Initiative, we’re committed to reducing our scope 1 and market-based scope 2 emissions by 50% and to working with suppliers representing 60% of our applicable scope 3 emissions to set their own science-based targets. The market-based methodology takes into account the renewable energy we purchase as an emissions reduction. Since we achieved 100% renewable energy starting in FY22 by matching all electricity we use globally with electricity purchased from renewable sources, we have surpassed our FY31 scope 1 and 2 (market-based) science based target.; ; At the same time, we know that even deeper absolute emissions reductions are necessary. That’s why we’ve also set a more ambitious climate target: to reduce absolute, location-based emissions (without any compensation like renewables and carbon credit purchases) by 50% by 2030, and 90% by 2040 across our entire supply chain (scope 1, 2, and 3 emissions).; ; While we look for opportunities to directly reduce our own value chain emissions, we also engage in areas like policy, innovation, and philanthropy to support the systemic changes the planet needs.

  Covid-19 recovery

  Businesses are under pressure to find ways to innovate quickly, while providing seamless user experiences and increased security to accommodate the all-digital, work-from-anywhere world.; ; At Salesforce, we have responded to our customers’ needs faster than ever. We launched Work.com in May to help organisations navigate the complexity of safe office return. It included apps for manual contact tracing, employee wellness checks, shift scheduling, employee learning platform and command centre to help leaders visualise the data and make informed decisions. We built an entirely new suite of solutions in just eight weeks." More details: https://www.salesforce.com/news/stories/how-salesforce-built-work-com-in-8-weeks/. We also launched Vaccine Cloud in 2021 to help monitor health in the community.; ; Returning to the office; As the pandemic changed the way we work and live, we used our technology like Work.com and expertise to safely reopen our offices world-wide, and welcome our employees in a safe environment.; The Salesforce's approach is more than just reopening offices, for Brent Hyder (former Salesforce President and CPO) it is ‘’an opportunity to create a workspace and an employee experience that makes us more connected, healthy, innovative and productive.’’; For more information: https://www.salesforce.com/news/stories/global-return-to-the-office-the-salesforce-approach/; ; Vaccine Cloud; Introduced in early 2021, this cloud-based solution is designed to help organisations, workplaces, schools, and non-profits make data-driven decisions based on health status so they can open safely. ; Vaccine Cloud helps businesses and organisations quickly scale vaccine operations. The solution features capabilities ranging from recipient registration and scheduling to inventory management and public health outreach. Salesforce built Vaccine Cloud because legacy systems were built too simplistic to handle this epidemic; Vaccine Cloud is a technology that helps:; • Mitigate short-term risks and stabilise operations; • Plan and orchestrate a return-to-work; • Engage customers, partners, and suppliers at every-point

  Tackling economic inequality

  According to 2021’s IDC Salesforce Economy Study, Salesforce and its global ecosystem of partners will create $1.6 trillion in new business revenues and add 9.3 million new jobs by 2026. Salesforce is committed to not only creating new technology and career opportunities, but paving pathways to these new jobs. The core of this commitment is Trailhead, Trailblazer Community, and our diverse workforce development programs.; ; Trailhead’s mission is to reduce learning barriers, creating an equal and accessible pathway into the Salesforce ecosystem with free, hands-on access to skills and technology. More than 5 million people are already skilling up with Trailhead, as anyone with an internet connection can simply sign up for a free account at Trailhead.com.; ; With the Trailblazer Community, you have a built-in, global network of Trailblazers who are there to support your growth. A Valoir survey of 700 Trailblazer Community members confirms participation helps with job placement and career growth.; • 60% say fellow Trailblazer Community members have helped them get a new job or promotion ; • 80% say Trailblazer Community engagement has helped them deliver success at their company; ; Workforce development programs include: ; • Pathfinder - Salesforce’s Pathfinder program empowers the next generation of Trailblazers to build their careers in the Salesforce ecosystem with free, immersive technical and business training. Pathfinder is on a mission to skill up new and diverse talent pipelines to create a more equitable workforce. Nearly 1,000 participants have graduated from the program, and many launched careers with Salesforce customers and partners. ; • Salesforce Talent Alliance - Salesforce Talent Alliance works with Salesforce partners and customers to build a more diverse workforce that reflects the communities where we live and work. Over 1,000 employers globally have joined the Salesforce Talent Alliance, helping nearly 25,000 individuals start careers in the Salesforce ecosystem since 2020.

  Equal opportunity

  As part of our commitment, we announced our role as one of The Valuable 500’s 13 Iconic Leaders, helping to transform businesses with a goal of closing the disability unemployment gap. As part of this designation, we publicly committed to facilitating a global jobs portal — developed by people with disabilities — to ensure greater access to opportunities and more diverse workforces.; ; The Valuable 500 is a global call to action for 500 of the world’s most influential businesses to include disability on their agenda and end bias toward disability in business. Today, The Valuable 500 is the largest community of global corporations committed to this goal.; ; We joined the group in 2019 to create inclusive workplaces where everyone feels valued, respected and comfortable bringing their true self to work. Our participation as an Iconic Leader is only the beginning. There is much work to be done, and we are excited to move forward on this next phase of our journey.; ; Equality is a core value at Salesforce. We believe that businesses can be powerful platforms for social change and that it is our responsibility to further equality for all.; ; We passionately believe in equality for all and are committed to protecting our employees and customers from discrimination. We ensure that diversity, inclusion, accessibility, and sustainability are built into our product design and company operations. Salesforce strongly supports laws and policies that protect and promote equal rights, and we oppose policies that could create, or lead to, a discriminatory environment. ; ; We’ve been deeply focused on re-imagining our hiring systems with equality at the centre. We saw significant change thanks to new initiatives like: our diversity recruiting team, a more equitable referral process, and the Insiders program, which connects candidates to employees from their community.

  Wellbeing

  At Salesforce, we invest in the health and wellbeing of our employees, helping them feel happy and engaged in work and in life.; ; Camp B-Well, our holistic wellbeing program, brings together innovative and trusted health and wellbeing offerings with an added dose of fun. Combining traditional benefits with educational wellbeing content, Camp B-Well supports employees and their families around six pillars of wellbeing: nourish, revive, move, thrive, prosper, and connect.; ; Since the beginning, Salesforce has aspired to be a different kind of company. Our founders created the 1-1-1 model, which commits 1% of our equity, technology, and employees’ time to build a more equitable and sustainable world.; ; In FY23, Salesforce reached over half a billion dollars in all-time philanthropic giving – a total of $614 million in grants since its founding. Equity is the foundation of everything we do. Our grantees focus on initiatives that help build a more inclusive and prosperous society. ; ; We strive for all our employees to be citizen philanthropists. Our volunteering and giving programs enable our employees to become high-impact citizen philanthropists who empower the workforce of tomorrow, harness professional skills for good, and strengthen their communities. Impact is at the center of giving back, and for us, impact means creating positive change in the world by building sustainable relationships with community partners and providing needs-based support.; ; Salesforce is a Pledge 1% founder, member, and champion. Following the 1-1-1 model that Salesforce pioneered, Pledge 1% encourages companies to dedicate any combination of 1% of time, product, equity, and/or profit to improving the world. Pledge 1% provides an easy, flexible framework for companies to address the world’s most pressing issues and help their local communities thrive.

Pricing

• Price: £104.41 an instance a day
• Discount for educational organisations: Yes

Service documents

• Pricing document

  PDF

• Skills Framework for the Information Age rate card

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at bidteam@xma.co.uk. Tell them what format you need. It will help if you say what assistive technology you use.