Eden Health: Tableau to Omni Migration Proposal
Prepared for: Eden Health Executive Leadership Team (ELT)
Prepared by: Brainforge AI
Date: January 2026
Linear Ticket: EDEN-1338
Executive Summary
Current State: Eden Health uses Tableau Enterprise (Tableau Cloud) with 21 licenses at $11,700/year. The current contract expires February 23, 2026.
Recommendation: Migrate from Tableau to Omni Analytics to unlock AI-powered self-service analytics, reduce maintenance overhead, and improve the overall BI experience.
Key Drivers:
- AI capabilities that democratize data access across the organization
- Reduced dependency on Brainforge for routine data requests
- Better development experience and faster dashboard performance
- Superior mobile reporting
- Strategic Brainforge-Omni partnership with direct support
Why Omni?
1. Brainforge-Omni Partnership Advantage
Brainforge has a strong strategic relationship with Omni that provides Eden with:
- Direct Slack support from the Omni team (faster issue resolution)
- Potential partnership discounts on licensing
- Enablement services included in platform cost
- Migration support included (vs billable Brainforge hours)
This is a vendor partnership, not just a software purchase.
2. AI-Powered Self-Service (Key Differentiator)
Omni’s AI features fundamentally change how Eden can interact with data:
| Capability | What It Means for Eden |
|---|---|
| Natural Language Queries (“Blobby”) | Anyone can ask questions in plain English - no SQL required |
| On-the-Go Insights | Query data via mobile/messaging while traveling or in meetings |
| Instant Answers | No more waiting for Brainforge to pull reports - get insights immediately |
| Dashboard AI Summaries | Understand trends and anomalies without deep manual analysis |
| MCP Server Integration | AI agents can query Omni directly for automated workflows |
Impact: Non-SQL users can do analysis independently. Reduces bottleneck on data team for routine data requests.
3. Better Development Experience
- Native dbt integration (2-way sync)
- Built-in semantic layer for consistent metrics
- Intelligent caching for faster load times
- Easier dashboard creation and maintenance
4. Superior Mobile Experience
- Better mobile view reports
- Responsive dashboards designed for mobile-first
Current Pain Points Addressed
| Pain Point | How Omni Solves It |
|---|---|
| Tableau bugs and issues | Modern, actively developed platform |
| Slow load times | Intelligent caching, optimized queries |
| Poor mobile views | Mobile-first design |
| High Brainforge maintenance hours | Self-service reduces support burden |
| Waiting for data requests | AI enables instant self-service queries |
Cost Comparison
Current: Tableau Enterprise
| Item | Cost |
|---|---|
| Tableau Cloud - Enterprise Edition | $11,700/year |
| Total Licenses | 21 |
| Brainforge Maintenance (estimated) | Variable - billable hours |
Proposed: Omni Analytics
| Item | Cost |
|---|---|
| Standard Platform (10 seats included) | $36,000/year |
| Additional Developer Seats | $720/seat/year |
| Additional Creator Seats | $360/seat/year |
| Additional Viewer Seats | $180/seat/year |
Platform includes: 2 Developers + 8 Creators + 50M AI tokens/month
Example Configuration for 21 Users
Assuming a mix similar to current Tableau usage:
| Seat Type | Count | Unit Cost | Total |
|---|---|---|---|
| Platform (includes 10 seats) | 1 | $36,000 | $36,000 |
| Additional Viewer Seats | 11 | $180 | $1,980 |
| Total | 21 | $37,980 |
Note: Actual mix of Developer/Creator/Viewer to be determined based on user needs.
Total Cost of Ownership Analysis
While Omni’s base cost appears higher (11,700), the TCO story shifts when considering:
| Factor | Impact |
|---|---|
| Potential partnership discount | Brainforge relationship may reduce cost |
| Migration support included | Saves Brainforge billable hours |
| Reduced maintenance overhead | Better platform = fewer support tickets |
| AI self-service | Reduces Brainforge hours for routine queries |
| Faster time-to-insight | Business value from quicker decisions |
Recommendation: Request a formal quote from Omni with partnership pricing to get accurate TCO comparison.
Migration Plan
Based on standard Tableau-to-Omni migration framework:
Phase 1: Assessment (4 weeks)
- Inventory existing Tableau dashboards and reports
- Identify critical vs. standard assets (Tier 1 vs Tier 2)
- Define Omni environment requirements
- Establish migration scope and priorities
Phase 2: Setup & Development (8 weeks)
- Configure Omni environment
- Establish data source connections (Snowflake integration)
- Develop migration/testing scripts
- Recreate data models in Omni
Phase 3: Pilot Migration (6 weeks)
- Migrate 5 non-critical dashboards first
- Conduct User Acceptance Testing (UAT)
- Gather feedback and iterate
- Train power users
Phase 4: Go-Live & Post-Migration (2 weeks)
- Full migration of remaining assets
- End-user training
- Hypercare support period
- Tableau decommissioning plan
Total Timeline: ~20 weeks (5 months)
Timing Considerations
Tableau Renewal: February 23, 2026
Options:
-
Negotiate Month-to-Month Tableau
- Continue Tableau on monthly basis during migration
- Provides flexibility without long-term commitment
- Ask Tableau about M2M options
-
Omni Contract Assistance
- Omni may help with Tableau contract break
- Worth discussing with Omni sales team
-
Short-Term Tableau Renewal
- Renew Tableau for 1 year at reduced scope
- Plan migration for next renewal cycle
- Less optimal but reduces immediate pressure
Recommended Approach: Explore M2M Tableau option while finalizing Omni contract. Omni’s included migration support makes transition more feasible.
Risk Assessment
| Risk | Mitigation |
|---|---|
| Data inconsistency during migration | 3-stage validation (Unit, SIT, UAT) |
| User resistance to new tool | Comprehensive training, emphasize AI benefits |
| Scope creep | Strict change control process |
| Tableau renewal timing | Explore M2M option, Omni contract assistance |
Recommendation
Proceed with Omni migration. The combination of:
- AI-powered self-service (reduced Brainforge dependency)
- Included migration support
- Brainforge-Omni partnership benefits
- Superior development and user experience
…makes Omni the strategic choice for Eden’s BI future, even at a higher base licensing cost.
Next Steps
- Request formal Omni quote with partnership pricing
- Contact Tableau about M2M renewal option
- Schedule ELT presentation to approve migration
- Kick off Phase 1 Assessment upon approval
Appendix
Omni License Types
- Developer Seat: Can edit models, manage connections, control permissions
- Creator Seat: Can create/view dashboards, use AI functionality
- Viewer Seat: Can explore dashboards (filter, drill down, download, schedule)
Current Tableau Collections (from Tableau Server)
| Collection | Items | Owner |
|---|---|---|
| Company Performance - Executive | 5 | Robert Tseng |
| Data Team Catalog | 5 | Robert Tseng |
| Financial Health | 3 | Robert Tseng |
| Growth & Marketing Performance | 7 | Robert Tseng |
| Pharmacy Operations | 5 | Robert Tseng |
| Product Performance | 2 | Robert Tseng |
References
- Omni Documentation: https://docs.omni.co
- Omni AI Features: https://omni.co/ai
- Omni vs Tableau: https://omni.co/omni-vs-tableau