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Starting an Internal Alteryx User Group

TaylorM
Alteryx Alumni (Retired)
Created

UPDATED: 2/18/2020

 

What is an Internal Alteryx User Group?

An opportunity for Alteryx users to meet internally within their organization to share use cases, workflows, tips & tricks and best practices. An internal Alteryx User Group enables users to connect with peers in other teams, departments and offices in their organization to gain insights on how to leverage Alteryx.

 

How often do users meet and what are topics of discussion?

Internal Alteryx User Groups get together quarterly or monthly for one hour in-person and/or via WebEx, Skype or Microsoft Teams. Meeting frequency does vary so it’s recommended to survey the user base. See below for link to the Internal Playbook that contains many resources to get you started!

 

Let’s Get Started!

Here are the steps to launch your Internal User Group:

  1. Build a User Group Leadership Committee: Get a group of Alteryx enthusiasts to collaborate and lead, think about having User Group leaders representing different departments
  2. Download the resources below: Quarterly updated resources designed to help you and your leadership stay organized: Meeting Deck, Speaker Deck, Meeting Announcement Template and Meeting Recap Template
  3. Connect Alteryx users internally: Create an internal community (Slack, Private LinkedIn Group, or Internal Intranet) so users can collaborate before and after meetings and to stay up to date on past and future meetings.
  4. Survey Alteryx users: Determine desired topics, current benefits, challenges and meeting frequency. 
  5. Plan Meetings: Follow the Internal Playbook - Meeting Deck

 

Best Practices: How to make your user group fun, engaging, and ensure growth

  • Constantly poll your attendees
    • Most commonly individuals stop attending because the user group is not valuable to their needs.
  • Set expectations with the attendees
    • The user group is for all Alteryx users within your organization. The Internal User Group is a community. It's a safe space for all to come together to ask questions and learn from each other. Although the user group leaders plan and execute meetings, the community needs to participate to help provide direction and content (speakers).
    • This is very important to discuss at each meeting as it will help secure future speakers and topics.
  • Think 5 steps ahead
    • Plan meetings for the entire year to provide the best chance for high attendance.
    • Always be looking for presenters. 
    • Think about a contingency plan for the leadership team if a leader needs to step away from the group. 
  • Make meetings fun
    • We recommend incorporating trivia or live polling during virtual meetings. Kahoot! and Mentimeter have been very popular platforms to use.
    • Utilizing Alteryx Academy and the Weekly Challenges to challenge and up level Alteryx skills.
      • Tip: Challenge the user group to complete the weekly challenge before meetings. Discuss at the meeting results.
    • Use the power of swag to encourage behaviors
      • Challenge the group to complete a weekly challenge and select 3 winners
      • Pick 5 names from attendees who filled out a meeting survey

 

Questions? DM: @LaurenU 

 

All the best,

User Group Team

Attachments
Comments
Atabarezz
13 - Pulsar

I'd like to setup one for finance analytics,

risk analytics, for banking and insurance professionals to benefit especially...

TaylorM
Alteryx Alumni (Retired)

Hi @Atabarezz, Sounds great! We have similar best practices for industry user groups. I'll follow-up.

Atabarezz
13 - Pulsar

Thanks Taylor,

 

  • I've done credit analytics for SME's and corporates,
  • behavioral segmentation for banks
  • credit card data analytics for payment systems,
  • Insurance claims analytics for car insurance,
  • psychometric credit risk assessments for retail banking,
  • Investment portfolio optimizations for wealth tech

 

so willing to share a lot...

Tharashasank
8 - Asteroid

i would like setup one for our Internal group In Juniper Networks Bangalore. Can you please help me in this.

 

Thanks,

Tharashasank

TatianaS
Alteryx Alumni (Retired)

HI @Tharashasank!

 

Thank you so much for reaching out. Internal User Groups are a great way of connecting colleagues to share knowledge and best practices. I will reach out to you directly to learn more.

T_Willins
13 - Pulsar
13 - Pulsar

I figure I should advertise our new internal user group:

 

AYX NKE license plate.jpg

 

CatherineM
Alteryx Alumni (Retired)

@T_Willins - this is an AWESOME license plate. Thank you so much for sharing!!!

Faye_Karas
6 - Meteoroid
I'm interested in creating an internal user group and would like some guidance. The objective is to share ideas and best practices .
cgoodman3
12 - Quasar
12 - Quasar

What’s the link for the internal user group playbook? The link in the main post takes me to a resources page, which then links back to this post.

LaurenU
Alteryx Alumni (Retired)

Hey @cgoodman3, sorry for the confusion. Before the year end the team and I did some reorganizing and it looks like the resources for Internal groups was removed. I have added them all here to this article. Let me know if you need any additional support from me. 

cgoodman3
12 - Quasar
12 - Quasar

Thanks @LaurenU I’ll take a look through the resources, looking forward to getting the first one set up 🙂

LaurenU
Alteryx Alumni (Retired)

Best of luck to you @cgoodman3 ! 

cgoodman3
12 - Quasar
12 - Quasar

Any suggestions from the people here of a fun group activity that can be done virtually? I’ve done a quiz previously but looking for some inspiration.

 

We can make use of virtual white boards and break out rooms, looking for something people can do as a group, but max time is about 20 mins.

 

I was thinking people dragging images of tools to build a workflow or something like that, instead of getting people in Designer.

 

@LaurenU @ChrisS 

LaurenU
Alteryx Alumni (Retired)

Hey @cgoodman3 ! I'm seeing quizzes, virtual white boards, and breakout rooms quiet popular.  If you are looking for Alteryx related games, our friends who lead the St. Louis Alteryx User Group are pros. @ADerbak is a creative genius when it comes to quick games. He's put together: Alteryx Community Quiz and Guess that Tool.

 

I remember years ago, I was talking to @chris_love. And he was doing a similar exercise of printing out physical copies of the tools and building out workflows on a whiteboard. 😀

 

Raffle drawings for completed surveys have done well for some orgs. And long shot here since we are in COVID times, what about volunteering together? 

 

Anyone else have fun suggestions?

cgoodman3
12 - Quasar
12 - Quasar

Yeah I was thinking about doing something like build a workflow with virtual cards. We did that in person at the London user group and there were options of fastest solve, fewest tools etc. 

 

I’m trying to find things that users can do directly on the virtual white board instead of switching between applications.