TabMove at global pizza franchise

_{Why a migration became inevitable}

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The existing setup struggled to keep pace with rising demand. Extract refreshes consumed significant compute, user concurrency impacted responsiveness, and the onboarding of new franchisees only amplified the problem. With continued growth expected, the business needed a platform that could scale elastically without compromising performance or user experience.

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Tableau Cloud offered that scalability—but migrating a large, complex environment required careful planning.

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_{Proving the value of Tableau Cloud before committing}

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Before fully committing to the migration, the client requested a proof of concept to validate that Tableau Cloud would meet both technical and operational requirements.

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Within a short POC phase, several critical elements were successfully tested. Tableau Cloud was integrated with the organisation’s preferred identity provider using OpenID Connect, establishing secure single sign-on. Although automated user provisioning via SCIM proved unsupported by the chosen IdP, this limitation was clearly documented so expectations were aligned early.

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Connectivity was also validated through Tableau Bridge, enabling secure access to on-premises SQL Server data sources. Existing row-level security logic—previously based on usernames—was successfully adapted to work with email-based identities in the cloud environment. With these fundamentals proven, the organisation had the confidence to move forward.

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_{Preparing for a complex migration}

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The migration itself required detailed preparation. Biztory revisited the TabMove evaluator workbook to reassess scope, validate assumptions, and identify risks—particularly important as several months had passed since the initial scoping

exercise. During this review, changes in requirements were captured, including a decision to migrate a single site rather than multiple environments.

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Large extracts approaching Tableau’s file size limits were flagged early, and refresh strategies were aligned with the client’s broader data warehouse roadmap. The migration plan also accounted for custom authentication requirements, permissions, and the need to maintain consistent access controls across projects, users, and groups.

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_{Executing the migration with TabMove}

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Using TabMove, Biztory carried out iterative test migrations to validate asset integrity, connectivity, and performance. Configuration files were refined to standardise authentication methods, and workarounds were developed where required—such as generating custom user mapping files to align identities between environments.

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After multiple dry runs and a full dummy migration, the final production migration was executed with confidence. Throughout the process, detailed documentation ensured transparency and predictability for all stakeholders.

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_{The Tableau Cloud migration in numbers}

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The full migration was completed in 25 working days, successfully transferring a large and complex Tableau estate to the cloud.

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The numbers behind the migration were:

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• 1870 users
• 15 groups
• 11 projects with associated permissions
• 109 data sources
• 155 workbooks
• 1737 custom views
• 104 collections
• 5246 favourites
• 1552 subscriptions

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With Tableau Cloud in place, the franchise group now operates on a scalable, high-performance analytics platform capable of supporting continued growth—without the operational burden of managing on-prem infrastructure. What was once a performance bottleneck is now a foundation for expansion, enabling faster insights for staff and franchisees alike.