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Workscope, a strategic investment of Alteryx Ventures, has joined the Alteryx Alliance program as a technology partner. We’re excited to share how using automated discovery and insights about the end-user computing environment can help companies find more opportunities to migrate workflows into the Alteryx platform.

 

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Workscope was established to address the challenges organizations face in managing spreadsheets, which are commonly used for functions such as data analysis, client reporting, and financial modeling. Amid a high volume of complex files and staff engaged in daily operations, it’s not easy for organizations to gain a macro-level understanding of organizational performance and to identify areas for improvement that challenge the status quo.

 

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To solve this problem, Workscope developed a platform that leverages automated discovery, diagnostics, AI, and machine learning to provide companies with live telemetry on user-generated applications like spreadsheets. This enables companies to easily identify existing files, understand their purpose and usage, and trace data flows between them.

 

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The advantage of these insights is that they allow companies to put a stop to hidden risks and help accelerate process transformation by pinpointing the best ROI opportunities for automation. All of this can help expedite the transition of manual processes into Alteryx automated workflows and improve operational efficiency.

 

Enterprise Discovery

 

Workscope Discovery enables users to automatically build an inventory and generate metadata insights for various types of files. Simply specify what you're looking for, and Workscope will automatically search and find it for you. This applies whether your data landscape consists of a few thousand files or millions.

 

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Find Repeatable Opportunities

 

The metadata insights from Workscope facilitate the identification of repeatable opportunities. Workscope automatically clusters files into groups, allowing you to identify spreadsheet models that are similar, identical, or duplicates.

Once you've pinpointed an initial workflow suitable for migration to Alteryx, you can find similar opportunities and prioritize them based on usage metrics within the organization. A significant advantage is that the provided metrics enable ROI evaluation and provide insight into broader impact before initiating changes to the status quo.

 

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Detailed Diagnostics

 

Upon identification, each spreadsheet file undergoes comprehensive analysis. Workscope provides valuable metadata insights, including the file's structure, data dependencies, complexity, health, and all objects, code, and information contained within.

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Decode Complexity & Identify Risks: automatically flags Excel models that are high-risk, complex, or contain errors. This proactive approach allows you to address issues before they escalate into costly errors.

 

Eliminate Redundancies: Identify duplicate files and data, streamlining your data management processes and enhancing operational efficiency.

 

Trace Your Data’s Journey: Understand data lineage and map how data is sourced and transformed across spreadsheets.

 

Safeguard Sensitive Information: Locate Personally Identifiable Information (PII), aiding in compliance and minimizing legal risks.

 

Understand Usage Patterns: Measure actual file usage, helping you identify processes that could benefit from automation and reduce manual workload.

 

Smoother Migration with Less Disruption

 

Migration to new platforms or processes frequently encounters challenges, primarily due to uncertainties in the existing files and model inventory. Workscope's diagnostics mitigate much of this uncertainty.

 

By offering a comprehensive view of existing assets, their usage, and complexity, Workscope enables more precise planning and resource allocation. The result is a migration process that is smoother and less disruptive to day-to-day operations.

 

As your business processes evolve, Workscope continues to provide real-time observability. It monitors how end-user-developed processes operate on the ground and identifies opportunities for further change.

 

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Finding Value Within the Data Ecosystem

 

There is a need for anyone within the organization to try and navigate the labyrinth of spreadsheets. Trying to tackle transformation in this manner is like trying to find a needle in a haystack—time-consuming, fraught with risk, and often misses the best opportunities.

 

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For the Maveryx Community, this brings an enormous opportunity by helping surface areas of the organization that are well suited for change, without causing expensive and complex data-gathering projects. Furthermore, Workscope will also contribute to an overall improved risk and governance posture for the organization.

 

Getting Started

 

Workscope offers two approaches to discovery, enabling the capture of files irrespective of their location—be it desktops, SharePoint, OneDrive, email attachments, or network drives.

 

The first is on-demand agentless discovery, which rapidly provides companies with visibility across their entire inventory. This option is optimal for quick insights without any end-user installation requirements.

 

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The second approach involves deploying an end-user agent, allowing for the collection of usage analytics for the files. This method provides more business context, detailing how many people use each file and the extent of its use in supporting internal operations.

 

Regardless of which approach you choose, Workscope delivers an automated, friction-free experience. There's no need for manual intervention, and the platform is designed to operate without affecting performance, either for the organizational infrastructure or for end-users.

 

Deploying Workscope is quick and straightforward.

  1. Decide whether you want to proceed with or without an end-user agent. Either way, installation can be completed in as little as 30 minutes.
  2. Run a high-level scan to assess the volume of files within scope, using metadata insights to pinpoint areas that merit further investigation.
  3. Utilize out-of-the-box reporting that will automatically rank files based on your specific use case, allowing you to prioritize and focus on opportunities with the highest impact and ROI.

 

Insights update in real-time, eliminating hundreds of hours spent on manual data-gathering. This allows your teams to execute cost-effective transformations, guided by accurate metrics. As a result, people can focus their time on tackling material risks, or process transformation opportunities that yield the highest ROI.

 

To learn more, visit www.workscope.com
Arrange a demo: info@workscope.com