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Alight + Alteryx: Reimagining How People and Organizations Thrive

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Learn how Alight uses a grassroots campaign and several pilots to excite a workforce to reimagine the possibilities. Then see how Alteryx unlocks the power of their data to deliver services with improved quality and reduced effort, all while enhancing the team's ability to provide value-added solutions and insights. In this session, hear how Alteryx makes it easier to adapt to and care for each client. Additionally, learn how Alteryx saved Alight 400 hours in a payroll-conversion reconciliation process by alllowing automation to validate 1 million payroll deductions, transforming a multi-week review process for health and insurance plans into a single-day review.

Brian Davis - Director, Alight Solutions
Grant Jollands - Senior Practice Manager, Alight Solutions

Published in: Data & Analytics
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Alight + Alteryx: Reimagining How People and Organizations Thrive

  1. 1. # A L T E R Y X 1 9 PRESENTED BY ALIGHT & ALTERYX: REIMAGINING HOW PEOPLE AND ORGANIZATIONS THRIVE. Brian Davis Brian.Davis.6@alight.com Grant Jollands Grant.Jollands@alight.com
  2. 2. # A L T E R Y X 1 9 COMPLETE SESSION SURVEYS ATTENTION 2 You were handed a survey as you entered the room. It should take less than 2 minutes to complete Please return your completed surveys B E F O R E YO U L E AV E the room Surveys are anonymous, and we rely on your opinion for improvement
  3. 3. # A L T E R Y X 1 9 3 TODAY’S AGENDA 1. About us 2. How we found the light 3. Our journey implementing Alteryx
  4. 4. # A L T E R Y X 1 9 4 With Alteryx, I can…stop, collaborate and listen. BRIAN DAVIS When I use Alteryx, I feel like, ‘if there was a problem, yo, I’ll solve it’. A L T E R Y X U S E R S I N C E 2 0 1 6
  5. 5. # A L T E R Y X 1 9 5 With Alteryx, I can…turn an idea into reality. GRANT JOLLANDS When I use Alteryx, I feel…creative. A L T E R Y X U S E R S I N C E 2 0 1 7
  6. 6. # A L T E R Y X 1 9 6 Health & Wealth Solutions and Benefits Administration Human Capital Management Solutions ALIGHT SOLUTIONS ABOUT US
  7. 7. # A L T E R Y X 1 9 OUR ENVIRONMENT HEALTH BENEFITS ADMINISTRATION TOTAL BENEFITS ADMINISTRATION (TBA) PLATFORM 7 • Platform designed to help our clients and their people navigate the complexities of their employer sponsored health and wealth benefits • Multi-instance deployment (around 200 instances) • Common architecture across all instances • Isolated environments • High level of customization based on client specific requirements
  8. 8. # A L T E R Y X 1 9 HOW WE FOUND THE LIGHT… I MEAN ALTERYX 8 I NEED A FASTER COMPUTER… I thought I needed a solid state drive to handle my data • MS Access was taking 30 minutes to 1 hour to complete a task
  9. 9. # A L T E R Y X 1 9 PATIENT ZERO 9 Objective Statement: Complete 100% validation while reducing effort • Reduce effort and increase confidence in complex calculations to enable client team to focus the project team resources on value added solutions for our clients Solution: • Alteryx enabled 1 user to automate pricing validations and increasing speed to deliver. Improving accuracy while reducing effort. The rate structure is on the highly complex with over 50 variances in pricing formulas to account for • 8 hours to review and iterate on results vs. hundreds of hours of manual review and inspection both internally and externally 600 HOURS SAVED ANNUALLY 100% COVERAGE THE FIRST USE CASE
  10. 10. # A L T E R Y X 1 9 OPPORTUNITIES • Self-service reporting and analytic capability • Ability to offer insightful observations and supporting solutions • Control and confidence in our services • Ability to focus on analysis rather than requesting and waiting for data • Refined outputs • Speed to deliver • Demand for custom reporting (high effort and long lead times) • Errors by improved inspection • Demand for manual inspection • Risk of process failure due to knowledge transfer • Time waiting for insights due to handoffs REDUCE INCREASE
  11. 11. # A L T E R Y X 1 9 WHERE DID WE START ALIGHT USER BASE 11 96% 1% 1% 1% 1% No Experience Novice Intermediate Advanced Expert % of Potential Users
  12. 12. # A L T E R Y X 1 9 12 The steps we are taking and what we learned HOW WE ARE GROWING OUR JOURNEY
  13. 13. # A L T E R Y X 1 9 ALTERYX ADOPTION WHERE WE ARE Get started Use cases Monitor and adjust Grow Target unique opportunities • Training/ enablement • A-Team • Governance • Eliminate barriers • Packaged solutions • Custom solutions • Impactful advisors • Patient zero
  14. 14. # A L T E R Y X 1 9 GETTING STARTED • In person training classes – Level of impact: Low • Virtual training classes – Level of impact: Low • One on One training – Level of Impact: High Lessons learned: • Training use cases were not relevant to daily work • Sample workflows tailored to our environment (learn from what we have already learned) • Real work examples connected more with the user base GROW THE USER BASE
  15. 15. # A L T E R Y X 1 9 CREATE A LEARNING ENVIRONMENT • Expert level coaching by appointment • Promote within to build upper management support • Attend leadership meeting • Shareable presentations 65% 5% 3% 3% 1% 15% 1% 3% 3% None User Novice Intermediate Advanced Expert % of Potential Users New Percentage of Users GENIUS BAR
  16. 16. # A L T E R Y X 1 9 HELP IS ON THE WAY • A group of experienced users form different roles and areas of the business • Focused on solving business problems • Driving adoption and actively searching for challenges to solve with Alteryx THE A-TEAM Lessons learned: • Demo solutions - Asking users to try something new is more effective when they see it the results first hand • Make solutions mandatory or the only option will grow adoption
  17. 17. # A L T E R Y X 1 9 GETTING STARTED GROW THE USER BASE • Demos - Asking users to try something new is more effective when they see results first-hand • Make solutions mandatory or the only option will grow adoption LESSONS LEARNED • In person training classes – Low impact • Virtual training classes – Low impact • One-on-one training – High impact
  18. 18. # A L T E R Y X 1 9 GOVERNANCE AND WORKSTREAMS 18 Alteryx Adoption Packaged Solutions Training Use cases Alteryx adoption Packaged solutions • Define workstreams that align to your objectives • Identify clear ownership and allow colleagues to focus on specific outcomes • Focus on enabling business capabilities DIVIDE AND CONQUER
  19. 19. # A L T E R Y X 1 9 EMPOWERING COLLEAGUES 19 Problem: How do I access my data with Alteryx? Solution: Custom Macros • SQL macro – Run multiple queries against TBA system with one tool • FTP macro – Pull vendor files into Alteryx • Transformed a process that typically took 5-10 min to 30 seconds 50% 5% 3% 3% 1% 25% 1% 3% 3% None User Novice Intermediate Advanced Expert % of Potential Users New Percentage of Users ELIMINATE BARRIERS
  20. 20. # A L T E R Y X 1 9 PACKAGED SOLUTIONS EMPLOYER REPORTING VERIFICATION 20 • Implemented process across 40 clients, demonstrating an increased ability to detect data and system issues ENROLLMENT AGGREGATE DATA INSPECTION • Implemented process across 200 clients eliminating manual verification How can we exploit our common system architecture by developing Alteryx solutions that require little to no customization when deployed across all instances of our system for various clients? 2,000 HOURS SAVED
  21. 21. # A L T E R Y X 1 9 CUSTOM SOLUTIONS PAYROLL VALIDATION IMPROVEMENT 21 Objectives: • Increase the quality of the payroll processing • Establish a payroll compare process between Alight and the payroll provider Validation includes: • Arrears • Large deductions split over multiple pay checks • Pay frequency changes Solution: Created an inbound payroll actuals response file and using custom FTP macro built a repeatable H&I deduction compare process 1M + PAYROLL DEDUCTIONS VALIDATED 100% COVERAGE
  22. 22. # A L T E R Y X 1 9 SHARING IS CARING 22 One location to share • Newsletter and alerts • Best practices • Log of cases • Ideas/requests for use cases • Training videos • Monthly meeting to promote usage and share use cases 50% 5% 3% 3% 1% 25% 1% 3% 3% None User Novice Intermediate Advanced Expert % of Potential Users New Percentage of Users INTERNAL SHAREPOINT
  23. 23. # A L T E R Y X 1 9 BE AN IMPACTFUL ADVISOR PROVIDE VALUE ADDED SOLUTIONS 23 • Impact of communications on participant activity • Support more targeted personalized communications • Data conversion validation • Client specific insights to support a conversation • Vendor platform reconciliations • Custom dashboards TIMELY, DATA DRIVEN INSIGHTS CREATE OPPORTUNITIES FOR ALIGHT TO PARTNER WITH OUR CLIENTS ON SOLUTIONS
  24. 24. # A L T E R Y X 1 9 BEFORE YOU LEAVE ATTENTION 24 B E F O R E YO U L E AV E … Please take a moment to complete your evaluation survey. Hand it to the room monitors on your way out.
  25. 25. # A L T E R Y X 1 9 THANK YOU Brian.Davis.6@alight.com 25 BRIAN DAVIS Grant.Jollands@alight.com GRANT JOLLANDS

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