Business Intelligence Developer

Scope of Services The consultants will perform the following activities: Phase 1: Discovery and Evaluation • Conduct interviews with OIT/BI team to understand the current workflow, pain points (including dashboard update delays), and requirements. • Review existing Tableau Online workbooks, data sources, extracts, and SharePoint integrations for up to 40 files with daily pulls. • Map out all data sources involved (e.g., SharePoint files and others to be specified) and their formats. • Identify potential automation tools and technologies (e.g., Tableau Prep, APIs, scripting with Python/Tableau APIs, or others; no restrictions specified). • Document findings in a comprehensive evaluation report, including a gap analysis and high-level recommendations focused on streamlining dashboard updates. Phase 2: Design and Planning • Develop a detailed architecture for automated data pulling, including data pipelines, scheduling (daily refreshes), error handling, and monitoring. • Propose integration strategies to connect multiple data sources directly to Tableau Online (e.g., live connections vs. extracts, hybrid approaches). • Outline any necessary infrastructure changes (e.g., API endpoints, database permissions, cloud migrations, SharePoint automation). • Create a proof-of-concept (PoC) for one or two critical data sources (e.g., sample SharePoint files) to validate the proposed automation and demonstrate reduced update times. • Collaborate with CLIENT’S BI team to prioritize sources and define success metrics (e.g., reduction in manual effort, dashboard update time reduced). Phase 3: Implementation and Testing • Build and deploy automated data pipelines for all identified sources, handling up to 40 SharePoint files with daily automation. • Configure Tableau Online for automated refreshes, including scheduling and notifications. • Implement data validation, logging, and alerting mechanisms to ensure data integrity and quick issue resolution. • Conduct thorough testing (end-to-end dashboard update performance). Phase 4: Deployment, Training, and Handover • Deploy the automated solution in a production environment with minimal downtime. • Provide training sessions for the OIT/BI team on using and maintaining the new setup. • Deliver comprehensive documentation, including user guides, architecture diagrams, and maintenance procedures. • Offer post-deployment support for 2 weeks to address any issues. 1. Deliverables • Evaluation Report: Detailed assessment of current setup with recommendations. • Design Document: Architecture blueprint, data flow diagrams, and implementation plan. • Proof-of-Concept Demo: Functional PoC for selected data sources. • Automated Pipelines: Fully implemented and tested data integration solutions. • Training Materials and Sessions: Hands-on training and supporting documents. • Final Handover Report: Summary of changes, performance metrics (e.g., dashboard update time improvements), and next steps (end of engagement). 1. Assumptions and Dependencies • CLIENT’S BI team will provide the detailed list of data sources. • CLIENT’S BI team will provide access to all relevant systems, including Tableau Online, SharePoint files, and any necessary credentials. • CLIENT’S BI team will be available for interviews and feedback within agreed timelines. • No major changes to data sources or Tableau Online version will occur during the engagement. • The consultant will work remotely. • CLIENT’S BI team has the necessary licenses for Tableau Online and any additional tools proposed. 1. Out of Scope • Custom development of new dashboards or visualizations in Tableau Online (focus is on data integration only). • Migration of historical data or full data warehouse redesign. • Ongoing maintenance beyond the initial 2-week support period. • Integration with non-specified data sources or tools. 1. Resources and Team • 1 Lead Consultant with Tableau, Tableau Prep, Data Integration, API, Python, Power Automate and PowerShell expertise. • CLIENT’S BI team. 1. Acceptance Criteria • All deliverables meet the agreed quality standards and are approved by the CLIENT’S BI. • Automated processes successfully pull and refresh data from specified sources without manual intervention. • Performance metrics (e.g., reduced dashboard update time, error rates) align with defined targets. • CLIENT’S BI sign-off on training and documentation.