Cloud migration supercharges BI capabilities for real-time insights and cost efficiency for a renowned company in the beauty and wellness space

CRG Solutions’ successful migration of BI systems to Tableau Cloud exemplifies the transformative impact of cloud platforms on BI capabilities, resulting in enhanced operational efficiency, cost reduction, and advanced data-driven decision-making. This case study stands as a beacon for enterprises seeking to modernize their BI systems through cloud solutions.

An Indian consumer goods company renowned for its diverse portfolio of products across the beauty and wellness space has a robust presence in categories including hair care, skin care, edible oils, and health foods. The company’s innovative approach, commitment to quality, and strong emphasis on sustainability and responsible business practices contribute to its success.

The company recognized the importance of migrating to a more robust, scalable, and cost-effective cloud-based platform. This would enable real-time data access, improve operational efficiencies, and reduce the total cost of ownership.

The challenge at hand involved transitioning the company’s business intelligence (BI) framework from an on-premise Tableau server to a Tableau cloud. This migration was essential to harnessing the advanced features of Tableau Cloud, aiming to improve scalability, flexibility, and management efficiency, leading to streamlined operations and reduced infrastructure costs.

The existing CRG solution faced the following challenges:

• Migration is complex: The project necessitates a complex transition of workloads, data, and configurations without disrupting ongoing operations.
• Data Security and Integrity: Ensuring data security during the transition and maintaining the integrity of the migrated data are of utmost importance.
• User Adaptation: It was critical to ensure a smooth transition for all users, minimizing disruptions to their daily activities as they adjust to the new system.

CRG Solutions adopted a structured approach to migrating the company’s BI framework from an on-premise Tableau server to Tableau Cloud. The process consisted of:

Preparation and Planning:

• Comprehensive planning, with a detailed backup of Tableau Server data, to ensure data integrity throughout the migration.

Tableau Cloud Setup:

• Configuration of SAML for secure single sign-on (SSO) and implementation of the Tableau Bridge Client to maintain connectivity with on-premises data sources.

Data and Report Migration:

• Methodical transfer of reports, dashboards, and data sources to Tableau Cloud, including the conversion of Tableau workbooks for compatibility.

Testing and Validation:

• Rigorous unit testing and User Acceptance Testing (UAT) are used to ensure the retention of all functionalities post-migration.

In-depth training sessions:

• To familiarize staff with the new cloud environment.

During implementation, the migration process unfolded in key stages:

• Environment Setup: The Tableau Cloud environment is configured while integrating SAML for authentication.
• Bridge Client Setup: Ensures a seamless connection of on-premises data sources to Tableau Cloud via the Bridge Client.
• Data Migration: Systematic data transfer, including a backup and restoration of Tableau Server data.
• User and Content Management: Reconfiguration of user permissions and access controls within the cloud environment.