Transit technology enterprise · BI platform migration
154 data sources migrated. Zero unplanned outages.
Context
An enterprise transit technology provider running its internal and customer-facing reporting on an end-of-life Tableau Server deployment: 154 SAP HANA data sources and more than 100 workbooks, with a hard vendor deadline and an internal team that had never run a platform migration.
Problem
The deployment had grown for years without an inventory. Nobody could state how many assets were in scope, which reports were used, or what each one depended on. A partner consultancy had been engaged for conversion work, but there was no sequencing, no validation standard, and three parties each holding part of the plan.
Role
My role: delivery lead — inventory, sequencing, client IT coordination, and the migration tracker. Team: a partner consultancy's technical lead and two migration developers executing the workbook conversions.
Work
Built the dependency inventory and the phased cutover plan, ran the assignment tracker across both developers, and served as the single point of contact between the client's IT director and the partner firm. Defined the validation test each migrated asset had to pass before a phase closed, and produced the client-facing process documentation stakeholders used to approve each phase.
Outcome
All 154 data sources migrated to Tableau Cloud. Zero unplanned production outages across the cutover. The legacy environment was decommissioned inside the vendor deadline.