creating customer analytics faster with alteryx and tableau

© 2015 Alteryx, Inc. | Confidential

Creating Customer Analytics Faster With Alteryx and TableauHosted byAndy Cooper – Solutions Engineer

© 2015 Alteryx, Inc. | Confidential© 2015 Alteryx, Inc. | Confidential

In Today’s Webinar1. Alteryx Overview2. Creating Customer Analytics Faster with Alteryx and Tableau: Jayson

Robinson, Reevoo3. Q&A (please use the WebEx Q&A panel during the presentation)

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Customer Success

Customers across the world

1000+Strong Foundation

Renewal rate with funds to support innovation

95%+Corporate Info.

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Leader in Data Blending and Advanced Analytics


Analytics Solution Must Deliver Business Insight Through Those Who Know the Business

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• Line of business focused• Understands business requirements• Analytic thinker• Accesses data, blends

and analyzes

• Drives business change• Consumes reports, analytic apps, and

analyst insight• Shares insights with colleagues,

management, etc.

Data Analyst Business Decision Maker


Legacy Analytics: Multi-Step, Multiple Tool Approach

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IT Staff Data Scientists Line-of-Business

Data BlendingPredictive &

Spatial AnalyticsProduction &

Output CreationData Access Prep

& CleansingDATA INTEGRATION

TOOLANALYTIC CODING APP CREATIONDATA QUALITY TOOL

Slow, long process Multiple tools and process steps

Expensive software

and labor


Intuitive workflow for

data blending and advanced

analytics leading to

deeper insights in hours, not

weeks Through Intuitive Workflow

Deeper Business Insight

In Hours Not Weeks

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Data Analyst

Single Workflow for Data Blending, Analytics and Reporting

• A drag and drop visual workflow - no programming required

• Seamless blending of internal, third party and cloud-based data

• 60+ built-in tools for spatial and R-based predictive analytics

• Simple creation of reports, data for visualization, or analytics apps

• User productivity in hours not days

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The Alteryx Solution For Analyst Enablement

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Share

All R

elev

ant

Data

Rapid design of predictive analyticswith unique spatial understanding

Consume everywhere

!

AnalyzeBlend & Prep

Access, cleanse, and blend data with 3rd party

content

Enrich

Packaged Market & Customer Data

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REEVOO & ALTERYX

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WHAT I’LL TALK ABOUTSome context on who we are and what we’re trying to do

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Our unique challenges and how we have approached the task

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An obligatory diagram of our tech architecture

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What we’ve achieved; what we’ve learned; what we’ll do nextReevooTM – Real reviews, from customers like you.

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WE ARE REEVOO.We’re really good at helping brands all over the world transform their businesses to revolve completely around their most important asset: their customers.

ReevooTM – Real reviews, from customers like you.

Peter Simpson

think we could extend the customer logos to four rows

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THE MISSION

“Build a leading commercial analytics and insight product for our

clients”


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OUR CHALLENGES


RESOURCE

A team of software engineers built and maintained our existing Analytics offering.

DISPARITY

Our clients have a wide range of implementation and nuances, making it hard to standardise.

CULTURE

There was a wide range of ‘data intelligence’ in the business, from low to high.

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THE JOURNEY SO FAR


Prototyping: can we do

it?Architecture

proposition: what would it look like?

Business case: we

should do itFunding: let’s do

it

Experimentation: how should we

do it?

Recruitment:

who will do it?

Build: we’re doing

it

Manage: we’re optimising

it

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OUR TECH STACK


mySQL

Google Analytics

Email Center

Amazon Redshift

myReevoo

Postgres

Core data tables

Config tables

Client reference

tables

Tableau Server

Alteryx

Alteryx

Alteryx

API

Dashboards

myReevoo

Client & user CRUD integration using Tableau REST API

Authentication handled by myReevoo and token requested from Tableau REST API

Reading live from Redshift database

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IT’S COMPLICATED


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RESULTS


Commercial• Able to blend and manipulate data from various sources for bespoke Insight work for

clients resulting in up-sell opportunity• A professional services team that can scope and execute on data requests rather than

involving software developers.

Culture• Professional Services now using Alteryx to push things through our APIs using Alteryx• Operations team now using Alteryx to automate some of the SQL queries they have

for internal reporting and performance monitoring• Asking ‘Can we do it in Alteryx?’ first on any client bespoke request

Resource• Client reporting as a product now completely outside of software engineering (except

integration with myReevoo)• Increased from 1 core user to 4 core users plus 3-4 casual users

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THINGS WE’VE LEARNED


• Just because you’ve built a workflow that works, doesn’t mean it will work when you schedule it – it can still go wrong. Test it in a schedule as well.

• If you’re building something complicated, try and make it as decoupled as possible. Don’t introduce unnecessary dependencies.

• The best way to get people to use it is to sit with them and solve a problem they have together.

• Don’t expect people who do not understand data will suddenly become data experts – they won’t. Use Alteryx to make the people who are data savvy more productive.

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WHAT’S NEXT?


Increase sophistication – using Alteryx to improve our reporting through predictive modelling and segmentation

App building – using Alteryx to build client-facing and internal apps such as data downloads

Extract complexity– using Alteryx to re-design some of our system and extract further complexity from our codebase

More teams – get more teams using it through training and lunch and learns

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TO RECAP

• We’re still on our journey with Alteryx. We’re still quite immature.

• It’s helped us with removing the dependency on our developers – that’s a big win.

• Non-technical people are doing complex stuff. That’s great.

• We’re slowly becoming more data intelligent across the business.

• There is more we can and will do.


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Thank you!We are Reevoo.


creating customer analytics faster with alteryx and tableau

Data & Analytics