Case study 2

Case Study

Improving Strategic Decision-Making by Reducing Time-to-Insight

Goals

Deliver real-time and on-demand market analytics to a team of 50+ analysts and business operators

Solution

Build an analytic infrastructure using Alteryx & Tableau to blend, model, and store all data sources, and visualize results.

Impact

Strategic planning was transformed from an annual activity to a critical aspect of their day-to-day decision-making process

ABOUT THIS PROJECT

An Inside Sales Team at a Fortune 1000 company needed to build an analytic infrastructure that enabled real-time reporting on KPIs, specifically agent performance metrics and sales conversion rates, and democratize data across their organization.

SCOPE OF WORK

The Solution

By utilizing the power of Alteryx, we were able to integrate all call-center and CRM-related data in real-time. These workflows completely automate the process of ingesting, cleansing, and storing data from 3rd party and internal applications (utilizing their APIs) into a centralized repository. Alteryx performs all of the data manipulations and disseminates individualized excel reports to the entire sales organization via email. Real-time reporting dashboards were deployed to Tableau Online where Sales leaders are able to access them on-demand

Build an analytic infrastructure that allows real-time reporting on key performance metrics and democratizes data across the organization

Build an analytic infrastructure using Alteryx & Tableau to blend, model, and store all data sources, and visualize results.

Because our client was able to utilize real-time dashboards and democratized data to monitor call center performance, they were to increase their lead conversion significantly.

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