Self-service analytics across 18,000 employees

The challenge

Charles Schwab faced the classic enterprise analytics problem — every team owned a slightly different version of the truth, and reconciling them ate weeks of every quarter.

The solution

A centralized Tableau deployment governed by the analytics team, with a certified semantic layer and self-service authoring for the rest of the organization.

The outcome

Within a quarter, Charles Schwab stood up the dashboards that now back every executive review. Analyst time shifted from data plumbing to actual analysis.

“We moved from a handful of analyst-built reports to a culture where any employee can answer their own data question.”