community
cancel
Showing results for 
Search instead for 
Did you mean: 

Past Analytics Excellence Awards

Suggest an idea

marketo-logo.pngTeam Members: Amy Jorde, Ambika Suresh, Praneesha Gaddam, Tim Chandler (@TimChandler)

Company: Marketo

Business Partner: Grazitti, Rahul Sachdeva (@rahuls)

 

Awards Category: Icon of Analytics

 

This story is about going from nothing to a corporate wide data pipeline and on-demand data delivery in less than 12 months. During the deployments this grew from 1 to 5 people that control the data of the company. The business impact is in almost all departments powering our Dashboards.

 

Marketo has been a customer of Alteryx since 2015, but it wasn’t until January 2016 that we truly started to use Alteryx throughout the company. In 2016, Alteryx became a mission critical solution that changes the way we work across the company. Organizations include Customer Success, Sales, Partner Programs, Finance, Marketing, Legal, Accounting, and Professional Services.

 

Describe the problem you needed to solve

Deliver company wide trusted data to enable better business decisions. Eliminate or reduce the many manual processes across the company that take too long to accomplish and are prone to errors. 

 

Describe the working solution

This solution is described in three parts.

1. Integration and Automation
2. Business Enablement
3. Scaling and Accelerating Business Intelligence Adoption

 

1. Integrations and Automation

In early 2016, Marketo launched Mavericks, our company data pipeline. A 100% cloud based solution, Mavericks pulls data from many sources, enriches the data using business rules and then published the data where it’s needed. Every week our production system has over 80 scheduled workflows and 30 gallery applications delivering the information that organizations rely on. Marketo uses off-the-shelf and custom API connections to integrate data the business needs.

 

Integrations include:

  • Marketo
  • Salesforce.com
  • Tableau
  • Intacct
  • Coupa
  • Workday
  • Oanda
  • Jobvite
  • Hire Bridge
  • Hire Select
  • Xactly
  • Box
  • Jira
  • Slack
  • Clarizen
  • AWS (S3 and Redshift)
  • High Radius
  • Host Analytics
  • Allocadia
  • Silicon Valley Bank
  • Smartsheets

 

Company Data PipelineMarketo_company data pipeline.png

 

Business Continuity
Workflows are mission critical to our business so we have developed a production process that enables us to identify issues before the business. Workflows are monitored by Tableau performance monitoring dashboards. These dashboards show trend of workflow behavior and highlight issues. We also have integrated Slack to both alert us to issues and allow the business to see when data is refreshed and more.

 

Bidirectional Data Integration
Marketo originally used Alteryx to publish information to our BI environment Tableau, however starting in early 2016 we went further with bidirectional system updates. With each implementation we moved away from manual to automated processes.

 

Here are some same use-cases we have completed in the last year.

  • We have a scalable methodology for obtaining Salesforce.com data, storing in AWS Redshift, publishing to Tableau, and using for other workflows without overwhelming our Salesforce.com instance with API requests.
  • Currency exchange rates from OANDA are fully integrated into Salesforce.com using methodology which matches the exchange rates calculated by our ERP (Intacct).
  • We prevent accounts payable check fraud with a workflow which automatically triggers a positive pay file run in our Intacct with an Intacct partner tool from Wipfli and then sends the resulting file with authorized check numbers, payees, and amount paid directly to the bank. The entire process is monitored by our AP team in Slack.
  • Intacct invoices and invoicing schedules get processed and displayed in a Tableau dashboard for deferred revenue forecasting, a dashboard which ends up more accurate than the forecasting report found directly inside Intacct!
  • Many more!


2. Business Enablement

Using Alteryx Gallery, we provide on-demand solutions to our business partners freeing them from time consuming manual processes.

 

With the use of Marketo Alteryx Gallery, users can update data previously only able to be updated via tedious manual updates or via API only. Example workflows which have been added into our company’s gallery allow users perform the following types of tasks:

  • Attach expense receipt PDFs for billable expenses to the related customer invoices. No more edit, attach, save on automatically created expense invoices - just click a button in the gallery and done!
  • Automatically write off small balances owed by customers on invoice transactions which meet certain fixed criteria.
  • Reactivate employee records in our ERP and expense tool for final expense report processing. A related scheduled workflow then deactivates the employee after the expense report has been reimbursed to that employee. No more Jira tickets to reactivate employees and we maintain clean data!
  • A collection of gallery applications allows insights into monthly professional services revenue being posted to ensure that data is accurate and will post correctly into our general ledger.
  • Excel Replacement! Upload CSV files and export with blended and processed data by combining uploaded file with other system data and returning complete file or analysis. One of our gallery apps used in this manner saves over 40 hours per month of processing time!
  • Process integrations on demand if user needs to have up to date data in another system and cannot wait until the scheduled timing. Data on your schedule.

 

3. Scaling and Accelerating Business Intelligence Adoption

Using Alteryx to prepare information for our BI environment has benefited us in both scaling and accelerating our adoption. Here’s how:

 

Scaling
Traditionally much of the BI data manipulation happens within the BI presentation layer. This includes blending data sources, creating calculated fields and complex level of detail solutions. We take a different approach. We use Alteryx to do the data prep including detailed data modeling. This approach minimizes the load on our BI Server allowing us to have more concurrent users than is typically expected. The costs avoided for 2017 and beyond look substantial.

 

Accelerating Adoption
Driving adoption with the business happens faster when the data is in the right model and has common definitions across the company. 80% of the work is data prep and this is all done in Alteryx. Instead of training the Business to become Tableau experts, we choose to focus on driving adoption. This means that we do not spend time on calculated fields, blending data and LOD with the business. We focus on shifting from manual Excel solutions to more insightful visual dashboards. Several people in the business were able to publish dashboards that changed the way people worked within days. Reconciliation of data has dramatically been reduced. For example Marketo use a single Opportunity data source for all dashboards.

 

Marketo’s Data Pipeline for Opportunity DataMarketo_data pipeline for opportunity data.png

 

Workflow description

Data is pulled from five Salesforce.com tables and blended together in grey boxes. Yellow boxes blend names, adjust times and create calculated fields. Green boxes convert currencies to USD. From the orange to the blue box data is blended with excel spreadsheets owned and updated by the business. The blue box adds a timestamp and the final yellow boxes publish to Tableau.

 

Summary

The combination of powering our company's data pipeline, Mavericks, and providing on demand services with Gallery has allowed us to take control of our business’s data. It’s an awesome tool where the only limits are our time and creativity.

 

Our business partners are incredibly happy with the work we’ve done on our Alteryx server over the last year. Look for more results from us in 2017!

 

Describe the benefits you have achieved

The impacts of Alteryx are wide. Here are some of the highlights.

  1. Time saved as a result of automated integration and data blending using Alteryx is over 250 hours each month, conservatively. This is based on feeback from two departments that state have detailed their timesaving. With each new solutions we save more and more business process time.
  2. Cost avoidance comes in the way of being able to scale Tableau by Alteryx doing the data processing.
  3. Data Quality. Data is trusted across the company allowing people to focus on the busuness rather than ratifying numbers.  

Author: Omid Madadi, Developer

Company: Southwest Airlines Co.

 

Awards Category: Best Business ROI

 

Describe the problem you needed to solve 

Fuel consumption expense is a major challenge for the airline industry. According to the International Air Transport Association, fuel represented 27% of the total operating costs for major airlines in 2015. For this reason, most airlines attempt to improve their operational efficiency in order to stay competitive and increase revenue. One way to improve operational efficiency is to increase the accuracy of fuel consumption forecasting.

 

Currently, Southwest Airlines offers services in 97 destinations with an average of 3,500 flights a day. Not having enough fuel at an airport is extremely costly and may result in disrupting flights. Conversely, ordering more fuel than what an airport needs results in high inventory and storage costs. As such, the objective of this project was to develop proper forecasting models and methods for each of these 97 airports in order to increase the accuracy and speed of fuel consumption by using historical monthly consumption data.

 

Describe the working solution

Data utilized in this project were from historical Southwest Airlines monthly fuel consumption reports. Datasets were gathered from each of the 97 airports as well as various Southwest departments, such as finance and network planning. Forecasting was performed on four different categories: scheduled flights consumption, non-scheduled flights consumption, alternate fuel, and tankering fuel. Ultimately, the total consumption for each airport was obtained by aggregating these four categories. Since data were monthly, time series forecasting and statistical models - such as autoregressive integrated moving average (ARIMA), time series linear and non-linear regression, and exponential smoothing - were used to predict future consumptions based on previously observed consumptions. To select the best forecasting model, an algorithm was developed to compare various statistical model accuracies. This selects a statistical model that is best fit for each category and each airport. Ultimately, this model will be used every month by the Southwest Airlines Fuel Department.

 

Capture3.PNG

 

In addition to developing a consumption forecast that increases fuel efficiency, a web application was also developed. This web application enables the Fuel Department to browse input data files, upload them, and then run the application in an easy, efficient, and effortless manner. Data visualization tools were also added to provide the Fuel Department with better insights of trends and seasonality. Development of the statistical models has been finalized and will be pushed to production for use by the Southwest Airlines Fuel Department soon.

 

Capture4.PNG

 

Capture6.PNG

 

Describe the benefits you have achieved

Initially, the forecasting process for all 97 Southwest Airlines airports used to be conducted through approximately 150 Excel spreadsheets. However, this was an extremely difficult, time-consuming, and disorganized process. Normally, consumption forecasts would take up to three days and would have to be performed manually. Furthermore, accuracy was unsatisfactory since Excel's capabilities are inadequate in terms of statistical and mathematical modeling.

 

For these reasons, a decision was made to use CRAN R and Alteryx for data processing and development of the forecasting models. Alteryx offers many benefits since it allows executing R language script by using R-Tool. Moreover, Alteryx makes data preparations, manipulations, processing, and analysis fast and efficient for large datasets. Multiple data sources and various data types have been used in the design workflow. Nonetheless, Alteryx made it convenient to select and filter input data, as well as join data from multiple tables and file types. In addition, the Fuel Department needed a web application that would allow multiple users to run the consumption forecast without the help of any developers, and Alteryx was a simple solution to the Fuel Department's needs since it developed an interface and published the design workflow to a web application (through the Southwest Airlines' gallery).

 

In general, the benefits of the consumption forecast include (but are not limited to) the following:

 

  • The forecasting accuracy improved approximately 70% for non-schedule flights and 12% for scheduled flight, which results in considerable fuel cost saving for the Southwest Airlines.
  • The current execution time reduced dramatically from 3 days to 10 minutes. Developers are working to reduce this time even more.
  • The consumption forecast provides a 12-month forecasting horizon for the Fuel Department. Due to the complexity of the process, this could not be conducted previously using Excel spreadsheets.
  • The Fuel Department is able to identify seasonality and estimate trends at each airport. This provides invaluable insights for decision-makers on the fuel consumption at each airport.
  • The consumption forecast identifies and flags outliers and problematic airports and enables decision-makers to be prepared against unexpected conditions.

Honeywell_logo.pngAuthor: Joseph Majewski - Commercial Finance Director

Team Members: Niki Yang, Larry Scates, Dan Trimble, Richard Haas, Wendy Edsall

Company: Honeywell Aerospace

Business Partner: Sherri Benzelock - VP Business Analytics

 

Awards Category: Best Use of Alteryx Server for Analytics Deployment

 

Alteryx has automated previous manual processes driving over 2000 hrs annual productivity to the Finance community. Alteryx server consolidates quarterly outlook commentary data from over 40 sources every 30 mins daily and publishes to Tableau server as a *.tde data source. Alteryx also loads extracted Essbase files to Tableau server nightly which are joined together for enhanced Tableau analytics providing insight to our quarterly forecast. 

 

Awards Category: Best Value Driven with Alteryx

 

Alteryx helped drive over 2000 annual hours of productivity and enabled over 250 users to migrate to Tableau based self- service analytics. Consumers are now better prepared for weekly Revenue outlook meetings as they have access to the data almost real-time versus waiting for Finance to prepare reports for the weekly forecast meetings. The new analytics developed in Tableau are now being referenced live in weekly meetings with business Presidents. 

 

Describe the problem you needed to solve

Significant manual effort was being done to compile business comments and associate them with the financial data on a management review dashboard in PowerPoint. Meetings were ineffective because only limited static views could be generated. The data presented was information overload and difficult to digest. There was no dynamic selection views so questions typically needed to be captured then answered and communicated after the meeting. Historical versions were saved in separate data sources and were not readily available for the reviews.

 

honeywell1.jpgAlteryx flow to update the Comments which publishes the comments data source to both our Aero-Development and our Aero Certified-Production sites

Describe the working solution

Under the new Alteryx solution, the compilation of weekly commentary files has been automated. Every week over 40 comment files are saved to a shared drive in *.csv format. Since submissions occur from all global regions, files are submitted at different times each week and are now consolidated more frequently (every 30 mins) allowing users across the globe to access the most updated information. The process also manages current week and historical weeks’ comments. We are also using Alteryx to cleanse the data removing all the error values and to correct business team data mapping issues. Alteryx also loads extracted Essbase files to Tableau server nightly which are joined together for enhanced Tableau analytics providing insight to our quarterly forecast.

 

honeywell2.jpgAlteryx flow that brings in the new Essbase data (“SRO_Extract_Current.txt” and updates/appends/replaces the scenarios in the “SRO_Extract_History.txt” Data source file used by Tableau

Describe the benefits you have achieved

Utilizing Alteryx has resulted in initial savings of 2000+ hours per year by cleansing, compiling, and blending business commentary with financial data. Analysts are no longer manually compiling, copying, and pasting comments onto quarterly outlook presentations. Weekly review meetings became more effective as over 250 business leaders and analysts are better informed prior to as opposed to seeing the data in the meeting for the first time. This is allowing more efficient business meetings helping HON achieve its revenue growth targets.

The Alteryx dataset allows Honeywell Aerospace to slice and dice all information dynamically using Tableau which was not possible before. Questions are easily answered in the meetings because the data with variance, opportunity, and risk commentary is available prior to the meeting. Ad hoc questions are now researched live in meetings through our enhanced visualizations. Tableau’s dynamic reporting eliminated the need for Excel and PowerPoint reports thus reducing meeting preparation times as well. Business teams are now able to focus more on analytics than the data/presentation preparation. The solution we developed are making our business processes more contemporary, enabling business users quicker access in a format that is easier to consume on desktop and mobile devices ensuring they have the necessary information to make the right business decision.

 

honeywell3-A.png

 

honeywell3-B.pngVisual of Tableau Analytic with associated comments

Author: Mark Frisch (@MarqueeCrew), CEO

Company: MarqueeCrew

 

Awards Category: Name Your Own - Macros for the Good of All Alteryx Users

 

Describe the problem you needed to solve 

Creation of samples goes beyond random and creating N'ths.  It is crucial that samples be representative of their source populations if you are going to draw any meaningful truth from your marketing or other use cases.  After creating a sample set, how would you verify that you didn't select too many of one segment vs another?  If you're using Mosaic (r) data and there are 71 types to consider did you get enough of each type?

 

image004.png

 

Describe the working solution

Using a chi-squared test, we created a macro and published the macro to the Alteryx Macro District as well as to the CReW macros  (www.chaosreignswithin).  There are two input anchors (Population and Sample) and the configuration requires that you select a categorical variable from both inputs (the same variable content).  The output is a report that tells you if your representative or not (includes degrees of freedom and the Chi square results against a 95% confidence interval).

 

image005.jpg

 

Describe the benefits you have achieved

My client was able to avoid the costly mistake that had plagued their prior marketing initiative and was setup for success.  I wanted to share this feature with the community.  It would be awesome if it ended up helping my charity, the American Cancer Society.  Although this isn't quite as sexy as my competition, it is sexy in it's simplicity and geek factor.

 

image006.jpg

Author: Kiran Ramakrishnan

 

Awards Category: Most Time Saved 

 

Through automating processes we received a lot of management attention and a desire to create more automated and on-demand analysis, dashboards and reports.

 

Another area where we have benefited significantly is training and process consistency. No more are we reliant on training new resources on learning the systems and process or critically affected by sudden departure of a team member.

 

BBB_definitions.PNG

 

Describe the problem you needed to solve 

We are a semiconductor company located in the Silicon Valley. We are in business for more than 30 years with 45 locations globally and about 5000 employees. We are in business to solve our customers' challenges. We are a leader in driving innovations in particular for Microcontrollers. The company focuses on markets embedded processing, security, wireless, and touch technologies. In Automotive we provide solutions beyond touch such Remote keyless or networking. Our emphasize is IoT applications. We see a potential in the Internet of Things market combining our products especially MCUs, Security and Wireless Technologies.

 

In this industry, planning is essential as the market is very dynamic and volatile but manufacturing cycles are long. Most electronic applications have comparatively short product life cycles and sharp production ramp cycles. Ignoring these ramps could result in over/under capacity. For a semiconductor company it is key to clearly understand these dynamics and take appropriate actions within an acceptable time.

 

To forecast and make appropriate predictions, organizations need critical information such as actual forecast, billing, backlog and bookings. Based on this information Sales, BUs and Finance are able to build models. As End of Life parts convert immediately into revenue we need to treat them separately. Typically semiconductors sales is based on sales commission. Sales commissions are calculated on product category and type. Therefore each line item needs to be matched to a salesperson by product life cycle. In public companies this is done on a quarterly basis and regular updates increase an organization's confidence to achieve set goals. As electronic companies are demanding more and more security levels to data access, consolidated dataset needs to be protected to ensure compliance with customer agreements. Large organizations also require data security to ensure data is only accessible on a need-to-know basis.

 

user_guide.gif

Historically, people from these different groups manually created, cleansed and merged data and information into various files and sources to achieve insight. It is common to use different environments such as Oracle DBs, SAP, ModelN, SharePoint, Salesforce, Excel, and Access. This is extremely time consuming and requires a huge manual effort. Usually data consistency between different sources is not guaranteed and requires additional cleansing and manipulation. As every person/group has also their own way to gathering and consolidating this information it typically leads to different results and layout as it is hard for someone outside the group to clearly understand the other person's approach. These reports are regularly necessary a necessity and need to be complied on a weekly/daily basis on the refresh frequencies.  We also want to get independent of resources to update dashboards on demand. Current process makes the reporting heavily reliant on human resources.

 

Describe the working solution

In Alteryx we found the solution to our problem. Alteryx was utilized to join data sources of in different data formats and environments gathered from different departments including Sales, Finance, Operations/Supply Chain, and Human Resources.

 

  • The Sales department provides Forecast in an Excel worksheet. As the worksheet is being accessed and edited by more than 500 individuals, data inconsistency between fields (such as time dimension) is an ongoing issue and data architecture needs to be re-organized and consolidated.
  • The Finance department provides Billings in the format of Oracle Hyperion, where there are data inconsistencies between Billings and Backlog & Bookings due to system differences. Billings need to be merged with Backlog & Bookings to identify EOL parts for commissions and forecast are identified.
  • The Operations/Supply Chain department provides Backlog & Bookings through SAP, which also has data inconsistencies between Backlog & Bookings and Billings due to system differences. Backlog and Bookings need to be merged with Billings, and EOL parts for commission and forecast are identified.
  • The HR department provides Organization Hierarchy through SAP HANA, in order to apply a row level security on the dashboards later on.

 

To resolve the issues, all relevant data is structured and follows the overall defined data architecture described in Alteryx. First, Alteryx pulls relevant data from various sources and stores it in a shared drive/folder. Then, Alteryx runs its algorithms based on our definitions. A special script was developed to publish and trigger a refresh of the dashboard with the latest data on a daily basis. Finally, a notification via email is sent to all the users (more than 500) with a hyperlink, once the refreshed data is published.

 

Workflow.png

 

Describe the benefits you have achieved

Prior to the Alteryx implementation, a lot of time was spent downloading, storing, and consolidating the files, which resulted in multiple unexpected errors which were hard to identify. The accuracy and confidence level of the manually created dashboard was not very high, due to the unexpected human errors. Very often, the dashboards required so much preparation that by the time they were published they were already outdated.

 

Through the Alteryx approach, we have now eliminated manual intervention and reduced the effort to prepare and publish/distribute the reports to less than 1% compared to previous approach. In addition, through this streamlined approach we have stimulated collaboration on a global basis.

 

Departments such as IT, Finance, Sales are able to work much tighter together as they are seeing results within an extremely short period of time.

The other advantage of this solution is that it is now broadly being used throughout the organization from the CEO to analysts based on the defined security model.

 

Running_Time.pngHow much time has your organization saved by using Alteryx workflows?

It used to take us one week to create and develop the workflow. The biggest challenge we faced was to determine the individual steps and the responsible person as various resources and departments were required to contribute.

 

Through Alteryx workflow we are able to save more than 15 hours per week in data merging alone and at the same time we are now able to publish the reports/analysis on a daily basis. Through Alteryx we are now saving over 75h from various departments to run the process from end-to-end on a daily basis.

 

What has this time savings allowed you to do?

Through automating the process we received a lot of management attention and a desire to create more automated and on-demand dashboards and reports.

 

Another area where we have benefited significantly is training and process consistency. No more are we reliant on training new resources on learning the systems and process or critically affected by sudden departure of a team member.

Author: Shelley Browning, Data Analyst

Company: Intermountain Healthcare

 

Awards Category: Most Time Saved

  

Describe the problem you needed to solve 

Intermountain Healthcare is a not-for-profit health system based in Salt Lake City, Utah, with 22 hospitals, a broad range of clinics and services, about 1,400 employed primary care and secondary care physicians at more than 185 clinics in the Intermountain Medical Group, and health insurance plans from SelectHealth. The entire system has over 30,000 employees. This project was proposed and completed by members of the Enterprise HR Employee Analytics team who provide analytic services to the various entities within the organization.

 

The initial goal was to create a data product utilizing data visualization software. The Workforce Optimization Dashboard and Scorecard is to be used throughout the organization by employees with direct reports. The dashboard provides a view of over 100 human resource metrics on activities related to attracting, engaging, and retaining employees at all levels of the organization. Some of the features in the dashboard include: drilldown to various levels of the organization, key performance indicators (KPI) to show change, options for various time periods, benchmark comparison with third party data, and links to additional resources such as detail reports. Prior to completion of this project, the data was available to limited users in at least 14 different reports and dashboards making it difficult and time consuming to get a complete view of workforce metrics.

 

During initial design and prototyping it was discovered that in order to meet the design requirements and maintain performance within the final visualization it would be necessary for all the data to be in a single data set. The data for human resources is stored in 17 different tables in an Oracle data warehouse. The benchmark data is provided by a third party. At the time of development the visualization software did not support UNION or UNION ALL in the custom SQL function. During development the iterative process of writing SQL, creating an extract file, and creating and modifying calculations in the visualization was very laborious. Much iteration was necessary to determine the correct format of data for the visualization.

 

Other challenges occurred, such as when it was discovered that the visualization software does not support dynamic field formatting. The data values are reported in formats of percent, currency, decimal and numeric all within the same data column. While the dashboard was in final review it was determined that a summary of the KPI indicators would be another useful visualization on the dashboard. The KPI indicators, red and green arrows, were using table calculations. It is not possible to create additional calculations based on the results of table calculations in the visualization software. The business users also requested another cross tabular view of the same data showing multiple time periods.

 

Describe the working solution

Alteryx was instrumental in the designing and development of the visualization for the workforce dashboard. Without Alteryx the time to complete this project would have easily doubled. By using Alteryx, a single analyst was able to iterate through design and development of both the data set and the dashboard.

 

1.png

 

The final dashboard includes both tabular and graphic visualizations all displayed from the same data set. The Alteryx workflow uses 19 individual Input Data tools to retrieve data from the 17 tables in Oracle and unions this data into the single data set. Excel spreadsheets are the source for joining the third party benchmark data to the existing data. The extract is output from Alteryx directly to a Tableau Server. By utilizing a single set of data, filtering and rendering in visualization are very performant on 11 million rows of data. (Development included testing data sets of over 100 million rows with acceptable but slower performance. The project was scaled back until such a time as Alteryx Server is available for use.)

 

2.png

 

3.png

 

4.png

 

5.png

 

Describe the benefits you have achieved

The initial reason for using Alteryx was the ability to perform a UNION ALL on the 19 input queries. By selecting the option to cache queries, output directly to tde files, and work iteratively to determine the best format for the data in order to meet design requirements and provide for the best performance for filtering and rendering in the visualization, months of development time was saved. The 19 data inputs contain over 7000 lines of SQL code combined. Storing this code in Alteryx provides for improved reproducibility and documentation. During the later stages of the project it was fairly straight forward to use the various tools in Alteryx to transform the data to support the additional request for a cross tab view and also to recreate the table calculations to mimic the calculations the visualization. Without Alteryx it would have taken a significant amount of time to recreate these calculations in SQL and re-write the initial input queries.

 

Our customers are now able to view their Workforce Optimization metrics in a single location. They can now visualize a scenario in which their premium pay has been increasing the last few pay periods and see that this may be attributed to higher turnover rates with longer times to fill for open positions, all within a single visualization. With just a few clicks our leaders can compare their workforce optimization metrics with other hospitals in our organization or against national benchmarks.  Reporting this combination of metrics had not been attempted prior to this time and would not have been possible at this cost without the use of Alteryx.

 

Costs saving are estimated at $25,000 to-date with additional savings expected in future development and enhancements.

Author: Omid Madadi, Developer

Company: Southwest Airlines Co.

 

Awards Category: Best Business ROI

 

Describe the problem you needed to solve 

Fuel consumption expense is a major challenge for the airline industry. According to the International Air Transport Association, fuel represented 27% of the total operating costs for major airlines in 2015. For this reason, most airlines attempt to improve their operational efficiency in order to stay competitive and increase revenue. One way to improve operational efficiency is to increase the accuracy of fuel consumption forecasting.

 

Currently, Southwest Airlines offers services in 97 destinations with an average of 3,500 flights a day. Not having enough fuel at an airport is extremely costly and may result in disrupting flights. Conversely, ordering more fuel than what an airport needs results in high inventory and storage costs. As such, the objective of this project was to develop proper forecasting models and methods for each of these 97 airports in order to increase the accuracy and speed of fuel consumption by using historical monthly consumption data.

 

Describe the working solution

Data utilized in this project were from historical Southwest Airlines monthly fuel consumption reports. Datasets were gathered from each of the 97 airports as well as various Southwest departments, such as finance and network planning. Forecasting was performed on four different categories: scheduled flights consumption, non-scheduled flights consumption, alternate fuel, and tankering fuel. Ultimately, the total consumption for each airport was obtained by aggregating these four categories. Since data were monthly, time series forecasting and statistical models - such as autoregressive integrated moving average (ARIMA), time series linear and non-linear regression, and exponential smoothing - were used to predict future consumptions based on previously observed consumptions. To select the best forecasting model, an algorithm was developed to compare various statistical model accuracies. This selects a statistical model that is best fit for each category and each airport. Ultimately, this model will be used every month by the Southwest Airlines Fuel Department.

 

Capture3.PNG

 

In addition to developing a consumption forecast that increases fuel efficiency, a web application was also developed. This web application enables the Fuel Department to browse input data files, upload them, and then run the application in an easy, efficient, and effortless manner. Data visualization tools were also added to provide the Fuel Department with better insights of trends and seasonality. Development of the statistical models has been finalized and will be pushed to production for use by the Southwest Airlines Fuel Department soon.

 

Capture4.PNG

 

Capture6.PNG

 

Describe the benefits you have achieved

Initially, the forecasting process for all 97 Southwest Airlines airports used to be conducted through approximately 150 Excel spreadsheets. However, this was an extremely difficult, time-consuming, and disorganized process. Normally, consumption forecasts would take up to three days and would have to be performed manually. Furthermore, accuracy was unsatisfactory since Excel's capabilities are inadequate in terms of statistical and mathematical modeling.

 

For these reasons, a decision was made to use CRAN R and Alteryx for data processing and development of the forecasting models. Alteryx offers many benefits since it allows executing R language script by using R-Tool. Moreover, Alteryx makes data preparations, manipulations, processing, and analysis fast and efficient for large datasets. Multiple data sources and various data types have been used in the design workflow. Nonetheless, Alteryx made it convenient to select and filter input data, as well as join data from multiple tables and file types. In addition, the Fuel Department needed a web application that would allow multiple users to run the consumption forecast without the help of any developers, and Alteryx was a simple solution to the Fuel Department's needs since it developed an interface and published the design workflow to a web application (through the Southwest Airlines' gallery).

 

In general, the benefits of the consumption forecast include (but are not limited to) the following:

 

  • The forecasting accuracy improved approximately 70% for non-schedule flights and 12% for scheduled flight, which results in considerable fuel cost saving for the Southwest Airlines.
  • The current execution time reduced dramatically from 3 days to 10 minutes. Developers are working to reduce this time even more.
  • The consumption forecast provides a 12-month forecasting horizon for the Fuel Department. Due to the complexity of the process, this could not be conducted previously using Excel spreadsheets.
  • The Fuel Department is able to identify seasonality and estimate trends at each airport. This provides invaluable insights for decision-makers on the fuel consumption at each airport.
  • The consumption forecast identifies and flags outliers and problematic airports and enables decision-makers to be prepared against unexpected conditions.

84.51_logo.pngAuthor: Michael Carrico (@mcarrico) - Senior Analyst

Team Members: Justin Conley, William Storey, Jeff Bevan

Company: 84.51°

 

Awards Category: Best Value Driven with Alteryx

Following our POC with Alteryx, analysts began to socialize the automation benefits and workflows that not only saved an estimated 6,300 hours across 15 projects (realized and projected hours), but that also align with our company mission of making people’s lives easier.  Further detail pertaining to the value driven by Alteryx can be seen in the Benefit section below.

 

Awards Category: From Zero to Hero

Using the workflow outlined in the Business Challenge section below as well as other exploratory work in our POC, we were able to see the potential of Alteryx to solve challenges within our analytical organization. As a result of these POC projects, we have launched a series of initiatives outlined in the Solution section below to empower employees across 84.51° to realize the benefits offered by Alteryx.

 

Describe the problem you needed to solve

The original use case for Alteryx within our organization was for geospatial analysis by a small team within our larger analytics organization. After great success in the geospatial space, this team setup a proof of concept for a select number of members of our insights and engineering organizations to investigate the value of the software outside of its geospatial capabilities. One of the projects in our pipeline required automating a PowerPoint deliverable that pulled from a large number of sources located in multiple technologies (i.e. CSV, Excel, SQL Server, Oracle). The team decided to evaluate Alteryx to tackle this automation task, and the result is an ever-evolving analytic app that leverages a wide array of Alteryx tools as well as custom development called within the workflow. Through this combination, we were able to not only glue together many disparate data sources, but to create a solution that achieved end-to-end automation of a PowerPoint deck in ten minutes, which would previously have taken days for our client leads to complete. In the process of making this Frankenstein workflow, the team gained exposure to analytic apps, batch and iterative macros, and most importantly, the Run Command tool, which enabled us to call a custom framework developed in-house to populate templated PowerPoint decks with category-specific data without any manual intervention. In the end, it is estimated that this single workflow saves approximately 450 hours annually of repetitive, mindless work; more importantly, though, it exposed our wider analytical organization to all of the power and possibilities that Alteryx offered. Many of the lessons learned in this first workflow would go on to guide future development opportunities and automation that have resulted since.

 

84.51-1.png

 

Describe the working solution

After understanding the power of the tools included in Alteryx as well as the ability to extend them using packaged macros and the Run Command tool, we have continued to find projects well-suited for Alteryx automation. Dreaded data refreshes and endless email exchanges have evolved into scheduled workflows and analytic apps, and our analysts have taken notice. Recognizing this increased interest, the members of our POC began to lay the groundwork for equipping our entire insights organization with the capacity to perform analysis and automation within Alteryx.

 

Our "A-Team" has since been formed to create Alteryx trainings, standards, a macro library, learning groups, reference guides, video tips, and template workflows to continue spreading the Alteryx love across not only our analytical organization, but our client line and IT groups as well. By supplementing the existing abilities of Alteryx with these company-specific resources, Alteryx has now become a standard starting point for many of our automation tasks, and the success stories that are being shared in company-wide meetings have generated enough buzz that our user base has more than doubled in the last 6 months. In addition to automation, our larger user base is continuing to push the software in other directions such as incorporating new data sources, modeling, and building on the geospatial success that started Alteryx in our organization.  

 

84.51-2.png

 

Describe the benefits you have achieved

Alteryx has enabled our analysts to think differently about the way that they approach projects. Before Alteryx, several different technologies may have been required to execute various phases of projects. For example, a typical analyst execution plan may have included SQL to pull data from the warehouse, the analyst's programming language of choice to transform/analyze/model that data, and then into Excel/Tableau/PowerPoint for telling the story. This fragmented technology stack caused for inefficiencies in data movement from start to finish, as well as an analytical plan that was not set up for repeatability. Alteryx has facilitated the consolidation of each of these steps into a single workflow that can quickly be flipped from a custom insights project to an analytic app that can either be made available for our client associates to order themselves without analyst intervention or setup on a scheduler to allow periodic refreshes of deliverables.

 

Members of our insights organization have created analytic apps and workflows that have either saved or are projected to save the organization an estimated 6,300 hours across 15 projects. To put that in perspective, that is over 8.5 months of savings or approximately 3 FTEs over just 15 projects. Many of these hours are recurring so we will continue to realize these savings as these workflows are sustained and enhanced. Furthermore, these automation tasks are not only saving time, but they are enabling members of our analytic and client organizations to work more efficiently now that tasks which previously took days are reduced to hours, and those that took hours are reduced to minutes. Through our training, standardization, and enablement initiatives, we are hoping to scale these benefits from 15 projects spread across 7 analysts to countless projects spread across 150 analysts.  

marketo-logo.pngTeam Members: Amy Jorde, Ambika Suresh, Praneesha Gaddam, Tim Chandler (@TimChandler)

Company: Marketo

Business Partner: Grazitti, Rahul Sachdeva (@rahuls)

 

Awards Category: Icon of Analytics

 

This story is about going from nothing to a corporate wide data pipeline and on-demand data delivery in less than 12 months. During the deployments this grew from 1 to 5 people that control the data of the company. The business impact is in almost all departments powering our Dashboards.

 

Marketo has been a customer of Alteryx since 2015, but it wasn’t until January 2016 that we truly started to use Alteryx throughout the company. In 2016, Alteryx became a mission critical solution that changes the way we work across the company. Organizations include Customer Success, Sales, Partner Programs, Finance, Marketing, Legal, Accounting, and Professional Services.

 

Describe the problem you needed to solve

Deliver company wide trusted data to enable better business decisions. Eliminate or reduce the many manual processes across the company that take too long to accomplish and are prone to errors. 

 

Describe the working solution

This solution is described in three parts.

1. Integration and Automation
2. Business Enablement
3. Scaling and Accelerating Business Intelligence Adoption

 

1. Integrations and Automation

In early 2016, Marketo launched Mavericks, our company data pipeline. A 100% cloud based solution, Mavericks pulls data from many sources, enriches the data using business rules and then published the data where it’s needed. Every week our production system has over 80 scheduled workflows and 30 gallery applications delivering the information that organizations rely on. Marketo uses off-the-shelf and custom API connections to integrate data the business needs.

 

Integrations include:

  • Marketo
  • Salesforce.com
  • Tableau
  • Intacct
  • Coupa
  • Workday
  • Oanda
  • Jobvite
  • Hire Bridge
  • Hire Select
  • Xactly
  • Box
  • Jira
  • Slack
  • Clarizen
  • AWS (S3 and Redshift)
  • High Radius
  • Host Analytics
  • Allocadia
  • Silicon Valley Bank
  • Smartsheets

 

Company Data PipelineMarketo_company data pipeline.png

 

Business Continuity
Workflows are mission critical to our business so we have developed a production process that enables us to identify issues before the business. Workflows are monitored by Tableau performance monitoring dashboards. These dashboards show trend of workflow behavior and highlight issues. We also have integrated Slack to both alert us to issues and allow the business to see when data is refreshed and more.

 

Bidirectional Data Integration
Marketo originally used Alteryx to publish information to our BI environment Tableau, however starting in early 2016 we went further with bidirectional system updates. With each implementation we moved away from manual to automated processes.

 

Here are some same use-cases we have completed in the last year.

  • We have a scalable methodology for obtaining Salesforce.com data, storing in AWS Redshift, publishing to Tableau, and using for other workflows without overwhelming our Salesforce.com instance with API requests.
  • Currency exchange rates from OANDA are fully integrated into Salesforce.com using methodology which matches the exchange rates calculated by our ERP (Intacct).
  • We prevent accounts payable check fraud with a workflow which automatically triggers a positive pay file run in our Intacct with an Intacct partner tool from Wipfli and then sends the resulting file with authorized check numbers, payees, and amount paid directly to the bank. The entire process is monitored by our AP team in Slack.
  • Intacct invoices and invoicing schedules get processed and displayed in a Tableau dashboard for deferred revenue forecasting, a dashboard which ends up more accurate than the forecasting report found directly inside Intacct!
  • Many more!


2. Business Enablement

Using Alteryx Gallery, we provide on-demand solutions to our business partners freeing them from time consuming manual processes.

 

With the use of Marketo Alteryx Gallery, users can update data previously only able to be updated via tedious manual updates or via API only. Example workflows which have been added into our company’s gallery allow users perform the following types of tasks:

  • Attach expense receipt PDFs for billable expenses to the related customer invoices. No more edit, attach, save on automatically created expense invoices - just click a button in the gallery and done!
  • Automatically write off small balances owed by customers on invoice transactions which meet certain fixed criteria.
  • Reactivate employee records in our ERP and expense tool for final expense report processing. A related scheduled workflow then deactivates the employee after the expense report has been reimbursed to that employee. No more Jira tickets to reactivate employees and we maintain clean data!
  • A collection of gallery applications allows insights into monthly professional services revenue being posted to ensure that data is accurate and will post correctly into our general ledger.
  • Excel Replacement! Upload CSV files and export with blended and processed data by combining uploaded file with other system data and returning complete file or analysis. One of our gallery apps used in this manner saves over 40 hours per month of processing time!
  • Process integrations on demand if user needs to have up to date data in another system and cannot wait until the scheduled timing. Data on your schedule.

 

3. Scaling and Accelerating Business Intelligence Adoption

Using Alteryx to prepare information for our BI environment has benefited us in both scaling and accelerating our adoption. Here’s how:

 

Scaling
Traditionally much of the BI data manipulation happens within the BI presentation layer. This includes blending data sources, creating calculated fields and complex level of detail solutions. We take a different approach. We use Alteryx to do the data prep including detailed data modeling. This approach minimizes the load on our BI Server allowing us to have more concurrent users than is typically expected. The costs avoided for 2017 and beyond look substantial.

 

Accelerating Adoption
Driving adoption with the business happens faster when the data is in the right model and has common definitions across the company. 80% of the work is data prep and this is all done in Alteryx. Instead of training the Business to become Tableau experts, we choose to focus on driving adoption. This means that we do not spend time on calculated fields, blending data and LOD with the business. We focus on shifting from manual Excel solutions to more insightful visual dashboards. Several people in the business were able to publish dashboards that changed the way people worked within days. Reconciliation of data has dramatically been reduced. For example Marketo use a single Opportunity data source for all dashboards.

 

Marketo’s Data Pipeline for Opportunity DataMarketo_data pipeline for opportunity data.png

 

Workflow description

Data is pulled from five Salesforce.com tables and blended together in grey boxes. Yellow boxes blend names, adjust times and create calculated fields. Green boxes convert currencies to USD. From the orange to the blue box data is blended with excel spreadsheets owned and updated by the business. The blue box adds a timestamp and the final yellow boxes publish to Tableau.

 

Summary

The combination of powering our company's data pipeline, Mavericks, and providing on demand services with Gallery has allowed us to take control of our business’s data. It’s an awesome tool where the only limits are our time and creativity.

 

Our business partners are incredibly happy with the work we’ve done on our Alteryx server over the last year. Look for more results from us in 2017!

 

Describe the benefits you have achieved

The impacts of Alteryx are wide. Here are some of the highlights.

  1. Time saved as a result of automated integration and data blending using Alteryx is over 250 hours each month, conservatively. This is based on feeback from two departments that state have detailed their timesaving. With each new solutions we save more and more business process time.
  2. Cost avoidance comes in the way of being able to scale Tableau by Alteryx doing the data processing.
  3. Data Quality. Data is trusted across the company allowing people to focus on the busuness rather than ratifying numbers.  

Author: Mark Frisch (@MarqueeCrew), CEO

Company: MarqueeCrew

 

Awards Category: Name Your Own - Macros for the Good of All Alteryx Users

 

Describe the problem you needed to solve 

Creation of samples goes beyond random and creating N'ths.  It is crucial that samples be representative of their source populations if you are going to draw any meaningful truth from your marketing or other use cases.  After creating a sample set, how would you verify that you didn't select too many of one segment vs another?  If you're using Mosaic (r) data and there are 71 types to consider did you get enough of each type?

 

image004.png

 

Describe the working solution

Using a chi-squared test, we created a macro and published the macro to the Alteryx Macro District as well as to the CReW macros  (www.chaosreignswithin).  There are two input anchors (Population and Sample) and the configuration requires that you select a categorical variable from both inputs (the same variable content).  The output is a report that tells you if your representative or not (includes degrees of freedom and the Chi square results against a 95% confidence interval).

 

image005.jpg

 

Describe the benefits you have achieved

My client was able to avoid the costly mistake that had plagued their prior marketing initiative and was setup for success.  I wanted to share this feature with the community.  It would be awesome if it ended up helping my charity, the American Cancer Society.  Although this isn't quite as sexy as my competition, it is sexy in it's simplicity and geek factor.

 

image006.jpg

Author: Katie Snyder, Marketing Analyst

Company: SIGMA Marketing Insights

 

Awards Category: Most Time Saved

 

We've taken a wholly manual process that took 2 hours per campaign and required a database developer, to a process that takes five minutes per campaign, and can be done by an account coordinator. This frees our database developers to work on other projects, and drastically reduces time from data receipt to report generation.

 

Describe the problem you needed to solve 

We process activity files for hundreds of email campaigns for one client alone. The files come in from a number of different external vendors, are never in the same format with the same field names, and never include consistent activity types (bounces or opt-outs might be missing from one campaign, but present in another). We needed an easy, user-friendly way for these files to be loaded in a consistent manner. We also needed to add some campaign ID fields that the end user wouldn't necessarily know - they would only know the campaign name.

 

Describe the working solution

Using interface tools, we created an analytic app that allowed maximum flexibility in this file processing. Using a database query and interface tools, Alteryx displays a list of campaign names that the end user selects. The accompanying campaign ID fields are passed downstream. For each activity type (sent, delivered, bounce, etc), the end user selects a file, and then a drop down will display the names of all fields in the file, allowing the user to designate which field is email, which is ID, etc. Because we don't receive each type of activity every time, detours are placed to allow the analytic app user to check a box indicating a file is not present, and the workflow runs without requiring that data source.

 

Picture1.png

 

Picture2.png

 

All in all, up to six separate Excel or CSV files are combined together with information already existing in a database, and a production table is created to store the information. The app also generates a QC report that includes counts, campaign information, and row samples that is sent to the account manager. This increases accountability and oversight, and ensures all members of the team are kept informed of campaign processing.

 

Process Opt Out File - With Detour:

 

Picture3.png

 

Join All Files, Suppress Duplicates, Insert to Tables:

 

Picture4.png

 

Generate QC Report:

 

Picture5.png

 

Workflow Overview:

 

Picture6.png

 

QC Report Example:

 

Picture7.png

 

Describe the benefits you have achieved

In making this process quicker and easier to access, we save almost two hours of database developer time per campaign, which accounts for at least 100 hours over the course of the year. The app can be used by account support staff who don't have coding knowledge or even account staff of different accounts without any client specific knowledge, also saving resources. Furthermore, the app can be easily adapted for other clients, increasing time savings across our organization. Our developers are able to spend time doing far more complex work rather than routine coding, and because the process is automated, saves any potential rework time that would occur from coding mistakes. And the client is thrilled because it takes us less time to generate campaign reporting.

Author: Shelley Browning, Data Analyst

Company: Intermountain Healthcare

 

Awards Category: Most Time Saved

  

Describe the problem you needed to solve 

Intermountain Healthcare is a not-for-profit health system based in Salt Lake City, Utah, with 22 hospitals, a broad range of clinics and services, about 1,400 employed primary care and secondary care physicians at more than 185 clinics in the Intermountain Medical Group, and health insurance plans from SelectHealth. The entire system has over 30,000 employees. This project was proposed and completed by members of the Enterprise HR Employee Analytics team who provide analytic services to the various entities within the organization.

 

The initial goal was to create a data product utilizing data visualization software. The Workforce Optimization Dashboard and Scorecard is to be used throughout the organization by employees with direct reports. The dashboard provides a view of over 100 human resource metrics on activities related to attracting, engaging, and retaining employees at all levels of the organization. Some of the features in the dashboard include: drilldown to various levels of the organization, key performance indicators (KPI) to show change, options for various time periods, benchmark comparison with third party data, and links to additional resources such as detail reports. Prior to completion of this project, the data was available to limited users in at least 14 different reports and dashboards making it difficult and time consuming to get a complete view of workforce metrics.

 

During initial design and prototyping it was discovered that in order to meet the design requirements and maintain performance within the final visualization it would be necessary for all the data to be in a single data set. The data for human resources is stored in 17 different tables in an Oracle data warehouse. The benchmark data is provided by a third party. At the time of development the visualization software did not support UNION or UNION ALL in the custom SQL function. During development the iterative process of writing SQL, creating an extract file, and creating and modifying calculations in the visualization was very laborious. Much iteration was necessary to determine the correct format of data for the visualization.

 

Other challenges occurred, such as when it was discovered that the visualization software does not support dynamic field formatting. The data values are reported in formats of percent, currency, decimal and numeric all within the same data column. While the dashboard was in final review it was determined that a summary of the KPI indicators would be another useful visualization on the dashboard. The KPI indicators, red and green arrows, were using table calculations. It is not possible to create additional calculations based on the results of table calculations in the visualization software. The business users also requested another cross tabular view of the same data showing multiple time periods.

 

Describe the working solution

Alteryx was instrumental in the designing and development of the visualization for the workforce dashboard. Without Alteryx the time to complete this project would have easily doubled. By using Alteryx, a single analyst was able to iterate through design and development of both the data set and the dashboard.

 

1.png

 

The final dashboard includes both tabular and graphic visualizations all displayed from the same data set. The Alteryx workflow uses 19 individual Input Data tools to retrieve data from the 17 tables in Oracle and unions this data into the single data set. Excel spreadsheets are the source for joining the third party benchmark data to the existing data. The extract is output from Alteryx directly to a Tableau Server. By utilizing a single set of data, filtering and rendering in visualization are very performant on 11 million rows of data. (Development included testing data sets of over 100 million rows with acceptable but slower performance. The project was scaled back until such a time as Alteryx Server is available for use.)

 

2.png

 

3.png

 

4.png

 

5.png

 

Describe the benefits you have achieved

The initial reason for using Alteryx was the ability to perform a UNION ALL on the 19 input queries. By selecting the option to cache queries, output directly to tde files, and work iteratively to determine the best format for the data in order to meet design requirements and provide for the best performance for filtering and rendering in the visualization, months of development time was saved. The 19 data inputs contain over 7000 lines of SQL code combined. Storing this code in Alteryx provides for improved reproducibility and documentation. During the later stages of the project it was fairly straight forward to use the various tools in Alteryx to transform the data to support the additional request for a cross tab view and also to recreate the table calculations to mimic the calculations the visualization. Without Alteryx it would have taken a significant amount of time to recreate these calculations in SQL and re-write the initial input queries.

 

Our customers are now able to view their Workforce Optimization metrics in a single location. They can now visualize a scenario in which their premium pay has been increasing the last few pay periods and see that this may be attributed to higher turnover rates with longer times to fill for open positions, all within a single visualization. With just a few clicks our leaders can compare their workforce optimization metrics with other hospitals in our organization or against national benchmarks.  Reporting this combination of metrics had not been attempted prior to this time and would not have been possible at this cost without the use of Alteryx.

 

Costs saving are estimated at $25,000 to-date with additional savings expected in future development and enhancements.

Author: Katie Snyder, Marketing Analyst

Company: SIGMA Marketing Insights

 

Awards Category: Most Time Saved

 

We've taken a wholly manual process that took 2 hours per campaign and required a database developer, to a process that takes five minutes per campaign, and can be done by an account coordinator. This frees our database developers to work on other projects, and drastically reduces time from data receipt to report generation.

 

Describe the problem you needed to solve 

We process activity files for hundreds of email campaigns for one client alone. The files come in from a number of different external vendors, are never in the same format with the same field names, and never include consistent activity types (bounces or opt-outs might be missing from one campaign, but present in another). We needed an easy, user-friendly way for these files to be loaded in a consistent manner. We also needed to add some campaign ID fields that the end user wouldn't necessarily know - they would only know the campaign name.

 

Describe the working solution

Using interface tools, we created an analytic app that allowed maximum flexibility in this file processing. Using a database query and interface tools, Alteryx displays a list of campaign names that the end user selects. The accompanying campaign ID fields are passed downstream. For each activity type (sent, delivered, bounce, etc), the end user selects a file, and then a drop down will display the names of all fields in the file, allowing the user to designate which field is email, which is ID, etc. Because we don't receive each type of activity every time, detours are placed to allow the analytic app user to check a box indicating a file is not present, and the workflow runs without requiring that data source.

 

Picture1.png

 

Picture2.png

 

All in all, up to six separate Excel or CSV files are combined together with information already existing in a database, and a production table is created to store the information. The app also generates a QC report that includes counts, campaign information, and row samples that is sent to the account manager. This increases accountability and oversight, and ensures all members of the team are kept informed of campaign processing.

 

Process Opt Out File - With Detour:

 

Picture3.png

 

Join All Files, Suppress Duplicates, Insert to Tables:

 

Picture4.png

 

Generate QC Report:

 

Picture5.png

 

Workflow Overview:

 

Picture6.png

 

QC Report Example:

 

Picture7.png

 

Describe the benefits you have achieved

In making this process quicker and easier to access, we save almost two hours of database developer time per campaign, which accounts for at least 100 hours over the course of the year. The app can be used by account support staff who don't have coding knowledge or even account staff of different accounts without any client specific knowledge, also saving resources. Furthermore, the app can be easily adapted for other clients, increasing time savings across our organization. Our developers are able to spend time doing far more complex work rather than routine coding, and because the process is automated, saves any potential rework time that would occur from coding mistakes. And the client is thrilled because it takes us less time to generate campaign reporting.

Author: Jim Kunce, SVP & Chief Actuary

Company: MedPro Group

 

Awards Category: Best Use of Server

 

Describe the problem you needed to solve 

MedPro Group, Berkshire Hathaway's dedicated healthcare liability solution, is the nation's highest-rated healthcare liability carrier - according to A.M. Best (A++ as of 5/27/2015). We have been providing professional liability insurance to physicians, dentists and other healthcare providers since 1899. Today, we have insurance operations in all 50 states, the District of Columbia and are growing internationally. With such great size of operations and diversity of insurance products, it is a challenge to connect systems, processes and employees with one another.

 

Regardless of an insurance carrier's size and scale, its long-term success depends on:

 

  • Continued new business growth
  • Consistent pricing and risk-evaluation
  • Unified internal operations

Our challenge was to lay the analytical foundation necessary for an ever-growing insurance company to execute on these three objectives. We identified the following three action items and linked them to the drivers of long-term success.

 

  • Fuel new business growth by:  Centralizing processes & remove system silos, link manual processes together.
  • Drive consistent pricing and risk-evaluation: Remove data supply bottle-necks & empower business analysts to self-serve.
  • Unify internal operations: Accelerate modernization & facilitate enterprise-wide legacy system integration.

 

Describe the working solution

"Fuel new business growth by centralizing processes & remove system silos, link manual processes together."

 

This solution has three parts to it.

  • First, we programmed our pricing algorithm using Alteryx to "learn" the insurability of a prospective customer.
  • Second, we overlaid this system on our CRM data to create sales recommendations nationwide.
  • Third, we deployed this recommender system with our Alteryx private gallery to provide real-time access to our sales teams.

MPG Private Gallery Snapshot.jpeg

 

Today, from anywhere in the country, our sales personnel can request a report for a customer they are prospecting and receive a consistent, reliable recommendation in a matter of seconds with little manual intervention.

 

"Drive consistent pricing and risk-evaluation:  Remove data supply bottle-necks & empower business analysts to self-serve."

 

In an insurance company, actuaries and underwriters are responsible for pricing insurance policies and evaluating insurance risks of applicants. These complex decisions rely on many data inputs - some of which are internally available, but in other cases come from external sources (e.g. government websites, third party resources).

 

Today, we have been able to significantly reduce the data supply bottle-necks by configuring the Alteryx server to be the bridge between the data sources and our actuaries and underwriters. Each person along the pricing and risk evaluation process now gets “analysis-ready” data consistently and timely from the private gallery, a virtual buffet of self-serve apps for all data needs.

 

"Unify internal operations: accelerate modernization -- facilitate enterprise-wide legacy system integration."

 

In 2015, MedPro Group decided to scale up investments in modernizing legacy systems to a new web-based system. The challenge was to move data from our legacy systems into the new web-based system and vice versa. Additionally, the software solution needed to have a short learning curve and be flexible and transparent enough that key business leaders managing this modernization would be able to perform the data migration tasks.

 

Alteryx was a great fit in this case. Not only were business leaders able to program processes in Alteryx in a relatively short timeframe, we scaled up with ease and accelerated modernization by deploying on the private server for analysts to use in a self-serve, reliable environment.

 

Describe the benefits you have achieved

"We have connected systems, processes and employees to one another and made the benefits of that interconnectivity available to every employee."

 

We have been using the private gallery and server since July, 2015. What started as a proof of concept and experiment is now a fully functional production-grade experience. The list of systems that have been connected, processes that have been automated and employees who are finding value out of our private gallery and server is growing rapidly.

 

Here's a view into some of the measurable benefits we have achieved in just nine months -

  • 94: The number of apps published to the private gallery to date.
  • 6951: The number of times an app has run on the gallery. That's 26 runs a day over 9 months!
  • 15: The percentage of employees who are served with this consistent, reliable self-serve platform.

 

And our goal? Move that needle to 100% with Alteryx in the months to come!

Author: Jim Kunce, SVP & Chief Actuary

Company: MedPro Group

 

Awards Category: Best Use of Server

 

Describe the problem you needed to solve 

MedPro Group, Berkshire Hathaway's dedicated healthcare liability solution, is the nation's highest-rated healthcare liability carrier - according to A.M. Best (A++ as of 5/27/2015). We have been providing professional liability insurance to physicians, dentists and other healthcare providers since 1899. Today, we have insurance operations in all 50 states, the District of Columbia and are growing internationally. With such great size of operations and diversity of insurance products, it is a challenge to connect systems, processes and employees with one another.

 

Regardless of an insurance carrier's size and scale, its long-term success depends on:

 

  • Continued new business growth
  • Consistent pricing and risk-evaluation
  • Unified internal operations

Our challenge was to lay the analytical foundation necessary for an ever-growing insurance company to execute on these three objectives. We identified the following three action items and linked them to the drivers of long-term success.

 

  • Fuel new business growth by:  Centralizing processes & remove system silos, link manual processes together.
  • Drive consistent pricing and risk-evaluation: Remove data supply bottle-necks & empower business analysts to self-serve.
  • Unify internal operations: Accelerate modernization & facilitate enterprise-wide legacy system integration.

 

Describe the working solution

"Fuel new business growth by centralizing processes & remove system silos, link manual processes together."

 

This solution has three parts to it.

  • First, we programmed our pricing algorithm using Alteryx to "learn" the insurability of a prospective customer.
  • Second, we overlaid this system on our CRM data to create sales recommendations nationwide.
  • Third, we deployed this recommender system with our Alteryx private gallery to provide real-time access to our sales teams.

MPG Private Gallery Snapshot.jpeg

 

Today, from anywhere in the country, our sales personnel can request a report for a customer they are prospecting and receive a consistent, reliable recommendation in a matter of seconds with little manual intervention.

 

"Drive consistent pricing and risk-evaluation:  Remove data supply bottle-necks & empower business analysts to self-serve."

 

In an insurance company, actuaries and underwriters are responsible for pricing insurance policies and evaluating insurance risks of applicants. These complex decisions rely on many data inputs - some of which are internally available, but in other cases come from external sources (e.g. government websites, third party resources).

 

Today, we have been able to significantly reduce the data supply bottle-necks by configuring the Alteryx server to be the bridge between the data sources and our actuaries and underwriters. Each person along the pricing and risk evaluation process now gets “analysis-ready” data consistently and timely from the private gallery, a virtual buffet of self-serve apps for all data needs.

 

"Unify internal operations: accelerate modernization -- facilitate enterprise-wide legacy system integration."

 

In 2015, MedPro Group decided to scale up investments in modernizing legacy systems to a new web-based system. The challenge was to move data from our legacy systems into the new web-based system and vice versa. Additionally, the software solution needed to have a short learning curve and be flexible and transparent enough that key business leaders managing this modernization would be able to perform the data migration tasks.

 

Alteryx was a great fit in this case. Not only were business leaders able to program processes in Alteryx in a relatively short timeframe, we scaled up with ease and accelerated modernization by deploying on the private server for analysts to use in a self-serve, reliable environment.

 

Describe the benefits you have achieved

"We have connected systems, processes and employees to one another and made the benefits of that interconnectivity available to every employee."

 

We have been using the private gallery and server since July, 2015. What started as a proof of concept and experiment is now a fully functional production-grade experience. The list of systems that have been connected, processes that have been automated and employees who are finding value out of our private gallery and server is growing rapidly.

 

Here's a view into some of the measurable benefits we have achieved in just nine months -

  • 94: The number of apps published to the private gallery to date.
  • 6951: The number of times an app has run on the gallery. That's 26 runs a day over 9 months!
  • 15: The percentage of employees who are served with this consistent, reliable self-serve platform.

 

And our goal? Move that needle to 100% with Alteryx in the months to come!

Author:  Brodie Ruttan  (@BrodieR), Lead Analytics & Special Projects In-2CRev-28px-R.png

Company: Downer New Zealand

 

Awards Category: Name Your Own - Best Use of Alteryx SharePoint Integration

 

Describe the problem you needed to solve

I work for the largest services company in New Zealand, Downer NZ Ltd. Water services, Telecommunications, Power, Gas, Mining, Roads, Rail, Airports, Marine, and Defense etc. Our Work Streams are business to business and business to government and as such there are many different, disparate, aged data sources to work with. While we are progressing work streams on to new platforms, many of the databases and information systems we use are very dated and to keep developing them is cost prohibitive.

To keep providing our customers with the increased level of service they desire we need to keep capturing new metrics, but can't spend the money to further develop aged systems. How can we implement a solution to capture these new metrics without additional costs, and can we use the learning provided from capturing this data to develop the new information systems to operate these work streams?

 

Describe the working solution

What we have implemented at Downer is a solution whereby we develop SharePoint lists to sit alongside our current information systems to gather supplementary data about the work we do and seamlessly report on it. An example of this would be if one of our technicians is at site a Cell Mast Site (think cell/mobile phone transmitting tower) and needs to report that the work cannot be completed, but the site has been "Made Safe." "Made Safe" is not a Boolean expression available in our current information systems. This is where Alteryx comes in and provides the value. Alteryx is capable of pulling the data out of the aged system and pushing the required job details into SharePoint. Once data has been added to the SharePoint list, Alteryx can then blend the data seamlessly back into exports for reporting and monitoring purposes.

Brodie_Screenshot_Workflow.png

Describe the benefits you have achieved

Our business now has the capability of expanding legacy systems seamlessly using Alteryx and SharePoint. The cost of implementing the solution is limited only to the licensing costs of Alteryx and a SharePoint environment. Considering both of these licensing costs are sunk, we are capable of expanding systems using only the cost of time, which when using Alteryx and SharePoint is minimal. The cost benefit is immense, to upgrade or expand a legacy information system is a hugely expensive effort with little benefit to show. Legacy information systems in our environment mostly need to be migrated rather than upgraded. While we build these lists to expand our capability and keep our customers satisfied we also get the benefits of lessons learned when developing the new platform. Any information gathered in SharePoint, using Alteryx, needs to be planned for when the new information system is stood up, which saves the effort and cost of additional business analyst work.

 

We have also expanded this capability using Alteryx to pull out multi-faceted work projects for display in Gantt views in SharePoint and then to pull the updated information back into the host systems.

 

Brodie_Screenshot.png

Author: Scott Elliott (@scott_elliott) , Senior Consultant

Company: Webranz Ltd

 

Awards Category: Best Use of Alteryx Server

 

We are using the server to store Alteryx Apps that get called by the "service bus" and perform calculations and write the results into a warehouse where growers can log into a web portal and check the results of the sample.

 

Describe the problem you needed to solve 

Agfirst BOP is a agricultural testing laboratory business  that perform scientific measurement on Kiwifruit samples it receives from 2500 growers around New Zealand. In peak season it tests up to 1000 samples of 90 fruit per day. The sample test results trigger picking of the crop, cool storage, shipping and sales to foreign markets. From the test laboratory the grower receives notification of the sample testing being completed. They log into a portal to check the results. Agfirst BOP were looking for a new technology to transform the results from the service bus up to the web portal which gave them agility around modifying or adding tests.

 

Describe the working solution

We take sample measurement results from capture  devices. These get shipped to a landing warehouse. There is a trigger which calls the Alteryx Application residing on the Alteryx server for each sample and test type.  The Alteryx App then performs a series of calculations and publishes the results into the results warehouse. The grower is now able to login to the web portal and check their sample. Each App contains multiple batch macros which allow processing sample by sample. Some of the tests have a requirement for the use of advanced analytics. These tests call R as part of the App.  The use of macros is great as it provide amazing flexibilty and agility to plug in or plug out new tests or calculations. Having it on Alteryx Server allows it to be enterprise class by giving it the ability to be scaled and flexible at the same time. As well as being fully supported by the infrastructure team as it is managed within the data centre rather than on a local desktop.

 

App:

 

Agfirst APP.jpg

 

Batch Macro:

 

Agfirst Batch Macro.jpg

 

Describe the benefits you have acheived

The benefits realised include greater agility around adding/removing sample tests via the use of Macros. We are able to performed advanced analytics by calling R and it futures proofs the business by enabling them to choose any number of vendors and not be limited by the technology because of the ability of Alteryx to blend multiple sources. It gives them amazing flexibility around future technology choices and it is all supported and backed up by the infrastructure team because it sits within the datacentre and they have great comfort in knowing it's not something sitting under someones desk.

Author:  Brodie Ruttan  (@BrodieR), Lead Analytics & Special Projects In-2CRev-28px-R.png

Company: Downer New Zealand

 

Awards Category: Name Your Own - Best Use of Alteryx SharePoint Integration

 

Describe the problem you needed to solve

I work for the largest services company in New Zealand, Downer NZ Ltd. Water services, Telecommunications, Power, Gas, Mining, Roads, Rail, Airports, Marine, and Defense etc. Our Work Streams are business to business and business to government and as such there are many different, disparate, aged data sources to work with. While we are progressing work streams on to new platforms, many of the databases and information systems we use are very dated and to keep developing them is cost prohibitive.

To keep providing our customers with the increased level of service they desire we need to keep capturing new metrics, but can't spend the money to further develop aged systems. How can we implement a solution to capture these new metrics without additional costs, and can we use the learning provided from capturing this data to develop the new information systems to operate these work streams?

 

Describe the working solution

What we have implemented at Downer is a solution whereby we develop SharePoint lists to sit alongside our current information systems to gather supplementary data about the work we do and seamlessly report on it. An example of this would be if one of our technicians is at site a Cell Mast Site (think cell/mobile phone transmitting tower) and needs to report that the work cannot be completed, but the site has been "Made Safe." "Made Safe" is not a Boolean expression available in our current information systems. This is where Alteryx comes in and provides the value. Alteryx is capable of pulling the data out of the aged system and pushing the required job details into SharePoint. Once data has been added to the SharePoint list, Alteryx can then blend the data seamlessly back into exports for reporting and monitoring purposes.

Brodie_Screenshot_Workflow.png

Describe the benefits you have achieved

Our business now has the capability of expanding legacy systems seamlessly using Alteryx and SharePoint. The cost of implementing the solution is limited only to the licensing costs of Alteryx and a SharePoint environment. Considering both of these licensing costs are sunk, we are capable of expanding systems using only the cost of time, which when using Alteryx and SharePoint is minimal. The cost benefit is immense, to upgrade or expand a legacy information system is a hugely expensive effort with little benefit to show. Legacy information systems in our environment mostly need to be migrated rather than upgraded. While we build these lists to expand our capability and keep our customers satisfied we also get the benefits of lessons learned when developing the new platform. Any information gathered in SharePoint, using Alteryx, needs to be planned for when the new information system is stood up, which saves the effort and cost of additional business analyst work.

 

We have also expanded this capability using Alteryx to pull out multi-faceted work projects for display in Gantt views in SharePoint and then to pull the updated information back into the host systems.

 

Brodie_Screenshot.png

Quantum Spatial Logo Light Blue Q Gray Type on White.jpgAuthor: Pamela Rooney (@prooney) - Business Analyst

Team Members: HeatherAnn Bromell, Amar Shabbir, Dusty Evely, Julio Ramirez

Company: Quantum Spatial, Inc.

Business Partner: Slalom Consulting, Matt Ewalt

 

Awards Category: Best Value Driven with Alteryx

 

Our ERP is great for a lot of things, but it’s not great for tracking historical data. The Enterprise Systems team was charged with creating a way to track project Estimates-at-Complete (EAC) on a week to week basis so that Finance could understand variances in EAC and know where to look if a project EAC varies greatly from its baseline EAC.

 

By automating a weekly pull of project data, not only were we able to greatly impact Finance’s ability to track EACs, but we were also able to create a suite of reports for PMs using Tableau so that they can more easily get in front of large variances in EAC and be proactive in reining in project costs. Being able to accurately track the progress of EAC over the life of projects both helps keep EACs in check, and provides a trail of breadcrumbs to follow in case a project does “go off the rails.”

 

Awards Category: From Zero to Hero

 

A year ago, QSI had no formal BI system in place and the Enterprise Systems team had never heard of Alteryx. Slalom Consulting was engaged for BI advice and they demonstrated how Alteryx could provide value both as a tool for everyday workflows that can be automated to stakeholders and also as a builder of BI resources itself.

 

We were able to start delivering value to the Finance team with smaller workflows almost immediately, but our EAC Snapshot database (described below) has been the “game-changer” that everyone hoped it would be when we had thought it up over a year ago.

 

Additionally, since our ERP and CRM don’t “talk to” each other, we’ve started to bridge gaps in the project life cycle data collection and created the ability to smoothly report on projects from opportunity stage to project closeout.

 

Describe the problem you needed to solve

For years, QSI has been hampered by the inability of our ERP to hold historical data as a “snapshot” of where projects were in their execution at a particular point in time. Project EACs (Estimates at Complete or EAC = Job to Date or JTD + Estimate to Complete or ETC) were visible, but only as of “right now.” Senior leadership wanted the Enterprise Systems team to figure out a way to show EAC variance over time – that is, did the project perform better or worse as time progressed?

 

We were contemplating ways to do this when were introduced to Alteryx by our BI consultant from Slalom Consulting. We immediately saw potential for this to be the answer to our historical data problems. Using Alteryx, we could create a workflow that would take a “snapshot” of all project data each week and use that to compare project data week to week.

 

Since setting up this workflow, stakeholders in Production as well as Finance and Data Acquisition have found immense value in the data being captured each week. In addition to this, pieces of the EAC Snapshot workflow have been used as the basis of a number of reports with completely separate final outputs.

 

Describe the working solutionqsi 1.pngThis is the entire SQL table creation workflow.

For the EAC Snapshot (and most other workflows), QSI pulls data from the ERP SQL tables and transforms those data in a number of ways.  Figuring out the SQL tables was half the battle with this workflow.  Inputs include:

 

Baseline (all joined in the workflow down to the task and resource level)

  • Consultants (all subcontractors being used on a project)
  • Expenses (all expenses from those working on the project)
  • Labor (all labor for a project)
  • Units (all acquisition assets used on a project – aircraft and sensors)

Job to Date (all joined in the workflow down to the task and resource level)

  • Consultants
  • Expenses
  • Labor
  • Units

Estimate to Complete (all joined in the workflow down to the task and resource level)

  • Consultants
  • Expenses
  • Labor
  • Units

Along the way, qualitative data such as project manager, account manager, and subvertical are added in addition to data from several custom data keys that are stored in Google Sheets. Date filters are used to show the data “as of the end of the previous week” so that we can easily define fiscal periods and make sure all data are appropriately accounted for.

 

qsi 2.png

 The workflow is run and the output table is written to our SQL server in early hours of Thursday mornings for two reasons: on Thursdays, we can be sure that all timesheets and units have been submitted for the previous week, and so as not to hit the database too hard during working hours.

 

Following the scheduled run of the workflow, a second workflow is run to retrieve the data from the EAC Snapshot database and convert it into a .tde so that Tableau can easily digest it. The EAC is then compared to the project baseline for variance in gross margin. There is also a trend version which shows changes week to week. Several other calculations give insight to how a project has progressed over time.

 

Describe the benefits you have achieved

For the EAC Snapshot (and most other workflows), QSI pulls data from the Deltek Vision SQL tables and transforms those data in a number of ways. Figuring out the SQL tables was half the battle with this workflow.

 

If the Enterprise Systems team were attempting to collect these data each week without Alteryx, it would take many, many hours per week. Maybe 40? Thank goodness we never had to try it. PMs save time because they no longer have to try to cobble together several reports to get some of the information they need. Also, they no longer have to try to root around in hard-to-read ERP reports to get to their bottom line.

 

Considering that none of us is a DBA, constructing this database without Alteryx would be scary at best and impossible at worst. The success of this endeavor has Enterprise Systems considering ways that Alteryx could help with client deliverables in our production environment.

CRC_logo.pngAuthor: Renilton Soares de Oliveira - Executive Director, Conjecto

Team Members: Ricardo Mendes, Roberto Teófilo, Valter Cazassa

Company: Central de Recuperação de Crédito - CRC

Business Partner: Conjecto

 

Awards Category: From Zero to Hero

First of all, as far as we know, CRC was the first Alteryx customer in Brazil. Therefore, we were starting using Alteryx from Zero not just from a single company perspective, but also we were starting a journey that was inspiring for several other companies in Latin America. In fact, CRC’s success story was shared in the first two Alteryx User Group meetings in Brazil.

 

After starting using Alteryx in early 2014, in less than one month we have eliminated all the risky, time-consuming manual activities of one of the most important data blending processes which usually took four days of hard work of a CRC's line of business (LOB) analyst. Now, using Alteryx workflows, the whole process runs in less than 15 minutes, which has brought significant productivity improvements and more accurate results not only for this particular process, but also for several others that depend upon it. The extraordinary results obtained in the first Alteryx use case at CRC had sparked new initiatives to explore other opportunities with data blending and advanced data analytics. Alteryx is now an essential part of CRC business operations.

 

Awards Category: Best Value Driven with Alteryx

In 2015, just two years after started using Alteryx, CRC has experienced almost 30% revenue growth and a reduced 15% in its headcount. That’s a remarkable accomplishment for our business and we have no doubt that Alteryx solutions and Conjecto analytics services have played a very important role to make that happen. We love the independence and flexibility that Alteryx brought to our LOB analysts. Our users are much more productive and CRC is now a more data-driven company that it used to be. That was a big boost to our business.

 

Describe the problem you needed to solve

When CRC first started using Alteryx in the first quarter of 2014, the company was beginning a rapid expansion of its business activities that eventually led it to bring more strategic accounts to its customer base and, as a natural consequence, more data sources and complexity to its operations. In this challenging scenario, it would be virtually impossible to reach its goals without innovative, effective solutions for data analysis and decision support in different levels of the organization.

 

Alteryx solutions have been extremely helpful for us to solve different, relevant business problems. A major challenge for CRC prior to using Alteryx solutions was the need to quickly and effectively improve the productivity of daily critical and complex business processes based on data blending from different, heterogeneous sources with huge amount of information that could not be handled timely and appropriately with traditional software systems. Moreover, CRC operations performance was looking for effective ways to use machine learning algorithms to improve business performance without paying expensive software infrastructure and hiring expensive data science experts.

 

Describe the working solution

Alteryx solutions have been extremely helpful for us to solve different, relevant business problems. A major challenge for CRC that was solved with Alteryx software was the productivity of daily critical and complex business processes based on data blending from different, heterogeneous sources with huge amount of information that could not be handled timely and appropriately with traditional software systems.

 

CRC has also implemented more advanced analytics based on Alteryx predictive and spatial tools. One of the main business problems that we have successfully solved with those tools is identifying which are the individuals or companies that are most likely will respond positively to an action that will eventually lead them to paying their debts. That’s pretty much what we need to do on a daily basis to get better results to our customers and to our organization.

 

Regarding data blending functionality, CRC has taken advantage of most of data prep tools, including data preparation, parse, join, transform, developer, and inDatabase. To implement advanced analytics applications and macros, our team has used predictive (e.g., boosted, logistic regression, and decision tree models) and grouping tools (for unsupervised learning).

 

Describe the benefits you have achieved

In fact, all sponsors for this initiative recognize the extraordinary results with what have been accomplished thus far regarding business growth and customer satisfaction. Business and decision making processes have been greatly improved which had a profound impact corporate results. In 2015, just two years after started using Alteryx, CRC has experienced almost 30% revenue growth and a reduced 15% in its headcount. That’s a remarkable accomplishment and we have no doubt that Alteryx solutions and Conjecto analytics services have played a very important role to make that happen. Nowadays, CRC is well-known in Brazil as one of the most analytics-driven company in financial services. 

 

CRC-1.png