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Creating Measurable Returns for Global Commercial Functions With Alteryx

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Discover how the Business Intelligence team at Apex Tool Group partnered with global commercial teams to provide over $2M in annual cost savings and provide increased value to external customers with Alteryx. This session explores various projects where the BI team used previously underutilized data and turned it into easy-to-use, productive analytics. Apex Tool Group also shares how the BI team was able to connect SAP & BW to SalesForce via Alteryx to put up-to-date and accurate data in the hands of their commercial teams. All of this allowed for increased revenue, cost savings, and better decision-making. Listen in to get fresh ideas on how you can prove your value to your commercial teams with Alteryx.

John Mcclelland, Director, Global Business Intelligence - Apex Tool Group

Published in: Data & Analytics
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Creating Measurable Returns for Global Commercial Functions With Alteryx

  1. 1. # A L T E R Y X 1 9 PRESENTED BY CREATING MEASUREABLE RETURNS FOR COMMERCIAL FUNCTIONS WITH ALTERYX John McClelland - Director, Global Business Intelligence john.mcclelland@apextoolgroup.com @johnmmcclelland linkedin.com/in/mcclellandjohnm McClelland
  2. 2. # A L T E R Y X 1 9 2 With Alteryx, value can be created from previously unusable data. JOHN MCCLELLAND A L T E R Y X U S E R S I N C E 2 0 1 7
  3. 3. # A L T E R Y X 1 9 BAREFOOTING WORKFLOW 3
  4. 4. # A L T E R Y X 1 9 4 TODAY’S AGENDA 1. Who Is Apex Tool Group? 2. Bringing Point Of Sale (POS) Reporting Internal 3. Information To The Commercial Team 4. Sharing With Our Customers 5. Recap And What’s Next? 6. Questions
  5. 5. # A L T E R Y X 1 9 WHO IS APEX TOOL GROUP? 5 $1.4B REVENUE 7,500 ASSOCIATES 66% 13% 12% 8% N O R T H A M E R I C A L A T I N A M E R I C A A S I A & A U S T R A L I A E U R O P E
  6. 6. # A L T E R Y X 1 9 WHO IS APEX TOOL GROUP? 6
  7. 7. # A L T E R Y X 1 9 2 AND 3 STEP SELLING 7 Distributor / Retailer End User
  8. 8. # A L T E R Y X 1 9 8 BRING POS REPORTING INTERNAL
  9. 9. # A L T E R Y X 1 9 9 HOW WE GOT BUY-IN
  10. 10. # A L T E R Y X 1 9 10 EVERY MONTH 54 EXCEL FILES 11 CUSTOMERS >33MB 50 SELLERS $$$
  11. 11. # A L T E R Y X 1 9 11 Accuracy RepeatableFast Cost Savings Easy
  12. 12. # A L T E R Y X 1 9 OUR WORKFLOW 12 • Make it scalable • Decide on desired output fields • Do the best with what you have • Prove function • Get ready for mass requests! • Go for better, not perfect
  13. 13. # A L T E R Y X 1 9 13 99.826%PART NUMBER IDENTIFICATION ACCURACY
  14. 14. # A L T E R Y X 1 9 14
  15. 15. # A L T E R Y X 1 9 15 Start: ~ 60 Days Pilot: 2 days 95% Reduction Full Scale: < 30 Minutes 99.97% Reduction 2
  16. 16. # A L T E R Y X 1 9 16
  17. 17. # A L T E R Y X 1 9 17 $2.9M ANNUALLY PRODUCTIVITY SAVINGS REVENUE GENERATION COST SAVINGS
  18. 18. # A L T E R Y X 1 9 18 13 CUSTOMERS & GROWING ~50 SELLERS 2017 - PRESENT
  19. 19. # A L T E R Y X 1 9 OUR WORKFLOW 19 • Went too big – tried to do too much • Start with success and build up • Do the best with what you have • Prove function • Establish goal and timeline • Go for better, not perfect
  20. 20. # A L T E R Y X 1 9 20 95%+PART NUMBER IDENTIFICATION ACCURACY
  21. 21. # A L T E R Y X 1 9 21
  22. 22. # A L T E R Y X 1 9 22 Start: Non-Existent Pilot: 2 days Full Scale: < 30 Minutes 2
  23. 23. # A L T E R Y X 1 9 23 Previous: 1 day Full Scale: Instant 1
  24. 24. # A L T E R Y X 1 9 24
  25. 25. # A L T E R Y X 1 9 25 $1.2M ANNUALLY PRODUCTIVITY SAVINGS REVENUE GENERATION COST SAVINGS
  26. 26. # A L T E R Y X 1 9 26 • MOVE DATA STORAGE TO BW • SHARE MORE REPORTING WITH MARKETING / SALES • ADD MORE CUSTOMERS • CREATE MORE CUSTOMER SPECIFIC REPORTING
  27. 27. # A L T E R Y X 1 9 27 • MULTIPLE FORMAT TYPES AND REPORTING STRUCTURES • GOING FOR PERFECT RIGHT AWAY • PROJECT SCOPE-CREEP • SHAREHOLDER BUY-IN • USER BUY IN
  28. 28. # A L T E R Y X 1 9 28 INFORMATION TO THE COMMERCIAL TEAM
  29. 29. # A L T E R Y X 1 9 29
  30. 30. # A L T E R Y X 1 9 INCREASE FUNCTIONALITY OF SFDC 30
  31. 31. # A L T E R Y X 1 9 EASY, MOBILE EXPERIENCE 31
  32. 32. # A L T E R Y X 1 9 DIRECT TRAINING EFFORTS 32
  33. 33. # A L T E R Y X 1 9 33 SHARING WITH OUR CUSTOMERS
  34. 34. # A L T E R Y X 1 9 PROVIDING VALUE TO OUR CUSTOMERS 34
  35. 35. # A L T E R Y X 1 9 PROVIDING VALUE TO OUR CUSTOMERS 35
  36. 36. # A L T E R Y X 1 9 CUSTOMER FEEDBACK 36 “This is POWERFUL stuff” Executive Vice President, Distributor “You’ve gone from driving a horse & buggy to driving a Ferrari” Executive Vice President, Distributor
  37. 37. # A L T E R Y X 1 9 TOP 5 TOOLS 37 SAP BW Read Tool (DVW Analytics) Directory Union Publish to Tableau Server Batch Macros
  38. 38. # A L T E R Y X 1 9 38 FIVE KEY POINTS Know Your Business – you’ll add more value to the data Don’t Start With “What Would You Like To See” – provide value thru influence & ideas Engage Commercial Team Throughout The Process Get Better, Not Perfect – “The beginning is the most important part of the work” - Plato Market Your Program Internally 1 2 4 5 3
  39. 39. # A L T E R Y X 1 9 QUESTIONS 39
  40. 40. # A L T E R Y X 1 9 THANK YOU john.mcclelland@apextoolgroup.com 40 (704) 682-8356 JOHN MCCLELLAND
  41. 41. # A L T E R Y X 1 9 COMPLETE SESSION SURVEYS ATTENTION 41 We want your feedback! Be sure to complete session surveys within the mobile app after this session. Surveys are anonymous, and we rely on your opinion for improvement

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