Case Study: JPMorgan Chase achieves governed self‑service analytics at scale and saves thousands of hours with Tableau Software

JPMorgan Chase chooses Tableau to enable self-service analytics, keeping up with rapid industry changes

JPMorgan Chase & Co., a leading global financial services firm, faced mounting pressure to move from slow, IT‑centric reporting (legacy Excel/SQL/BI tools) to business‑owned, self‑service analytics while operating in a highly regulated environment. The bank needed to reduce manual reporting, eliminate data duplication and inaccuracies, and balance broad data access with strict compliance and governance requirements.

JPMC implemented Tableau with IT as enablers and a Center of Excellence driving adoption and governance, building a certified self‑service environment across 18 server clusters and nearly 30,000 users. The initiative trained thousands of users, put trusted data and metadata controls in place, and delivered measurable results: manual reporting times fell from months to weeks (saving thousands of work hours), over 500 teams now use analytics for customer journey, marketing and risk insights, and decision‑making and data transparency improved enterprise‑wide.

JP Morgan Chase

Jason Mack

Director of Analytics