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From Zero to Analytics Hero: User-Driven Alteryx Journey at JPMorgan Chase

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In this session, hear how JP Morgan Chase & Co organically expanded usage of Alteryx from a couple of users to over 1,000 in just over two years. Join this session to learn how different departments came together to implement a cultural shift within analytics and enabled Alteryx at a massive enterprise scale. See how JP Morgan created a real "buzz" around the Platform and built a thriving community of empowered analysts, all while maintaining governance and the controls necessary in a global financial organization. Leaders from different business lines share how they used the same solution to solve disparate problems unique to their areas. They also share some lessons learned and best practices developed along their path of growing a user-driven Alteryx community of excellence.

Jason Mack - Executive Director, JP Morgan Chase & Co.
Pawel Toczynski - VP, Data Analytics Manager, JP Morgan Chase & Co.

Published in: Data & Analytics
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From Zero to Analytics Hero: User-Driven Alteryx Journey at JPMorgan Chase

  1. 1. # A L T E R Y X 1 9 PRESENTED BY FROM ZERO TO ANALYTICS HERO: USER-DRIVEN ALTERYX JOURNEY AT JPMORGAN CHASE Jason Mack & Pawel Toczynski jason.m.mack@jpmchase.com pawel.toczynski@jpmorgan.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. Who are we? 2. Where we’ve been? 3. Where are we going? 4. What can you learn from us?
  4. 4. # A L T E R Y X 1 9 4 With Alteryx, I can use data to solve whatever problems come my way. JASON MACK When I use Alteryx, I feel like a data superhero! A L T E R Y X U S E R S I N C E 2 0 1 5
  5. 5. # A L T E R Y X 1 9 5 With Alteryx, I can sell insights instead of dreams. PAWEL TOCZYNSKI When I use Alteryx, I feel independent and empowered. A L T E R Y X U S E R S I N C E 2 0 1 4 #30
  6. 6. # A L T E R Y X 1 9 JP MORGAN CHASE & CO. Consumer & Community Banking Commercial Banking Corporate & Investment Bank Asset Management ▪ Middle Market Banking ▪ Corporate Client Banking ▪ Commercial Term Lending ▪ Real Estate Banking Consumer & Business Banking ▪ Consumer Banking ▪ Business Banking ▪ Chase Wealth Management Mortgage Banking ▪ Mortgage Production ▪ Mortgage Servicing ▪ Real Estate Portfolios Card, Merchant Services & Auto ▪ Credit Card ▪ Card Merchant Services ▪ Auto & Student Banking ▪ Investment Banking ▪ Treasury Services ▪ Lending Markets & Investor Services ▪ Fixed Income Markets ▪ Equity Markets ▪ Securities Services ▪ Credit Adjustments & Other ▪ Global Investment Management ▪ Global Wealth Management
  7. 7. # A L T E R Y X 1 9 PRE-ALTERYX ANALYTICS The ‘Prior Generation of Analytics’ Let’s build a workflow!
  8. 8. # A L T E R Y X 1 9 PRE-ALTERYX ANALYTICS
  9. 9. # A L T E R Y X 1 9 ALTERYX JOURNEY 9 CRAWL 1 Individual usage ~10 users WALK Departmental usage ~100 users 2 FLY Firm-wide excellence Mature, firm-wide community 4RUN Firm-wide usage 1,000+ users 3
  10. 10. # A L T E R Y X 1 9 STAGE 1 – CRAWL 10 1
  11. 11. # A L T E R Y X 1 9 WHAT IT LOOKED LIKE? 11 ▪ Need permission to get started: no self-downloaded trials here! ▪ Alteryx pioneers taking on career risk ▪ Individual contributors ▪ No servers or central support yet
  12. 12. # A L T E R Y X 1 9 WHAT WORKED WELL? 12 ▪ Lots of ad-hoc uses cases to pick from – play to the tool’s strengths ▪ Data prep for analytics dashboards ▪ Give it some runway if we’re gonna get off the ground ▪ Limited controls & oversight – no one else understands what I am doing ▪ High degree of creative freedom
  13. 13. # A L T E R Y X 1 9 CHALLENGES? WHAT OTHERS WERE ASKING 13 ▪ How do I collaborate within my team? ▪ How do I learn more? ▪ How do I explain the value of user experience? ▪ Will anyone believe me? WHAT WE WERE SEEING ▪ What is Alteryx, can you spell that? I thought the dashboard was in Tableau/Qlik… ▪ Does it not belong in IT? ▪ Don’t we already have a tool that does this? ▪ Why is it so expensive?
  14. 14. # A L T E R Y X 1 9 LESSONS LEARNED 14 Pick narrow / well-defined use cases to attack 1 Develop skills and working model 2 Prove the value / document your success – ‘always be closing’ 3
  15. 15. # A L T E R Y X 1 9 STAGE 2 - WALK 15 2
  16. 16. # A L T E R Y X 1 9 WHAT IT LOOKED LIKE? 16 ▪ Awareness of Alteryx steadily grows ▪ Moving beyond the individual data hero --> team enablement ▪ Starting to apply firm software development standards to Alteryx ▪ Brought in IT partners to the picture
  17. 17. # A L T E R Y X 1 9 WHAT WORKED WELL? 17 Use case Empowerment Governance
  18. 18. # A L T E R Y X 1 9 WE HAD A STRONG USE CASE 18 System Ops Employees TrackingManual Action i.e. touchpoint Audit Log 200+ 15,000+ 20,000,000+ … a month 200+ 20,000+ 10,000,000,000+ formats files lines of data
  19. 19. # A L T E R Y X 1 9 WE EMPOWERED THE USERS 19 ▪ Federate the model to scale the work
  20. 20. # A L T E R Y X 1 9 WE EMPOWERED THE USERS 20 ▪ Federate the model to scale the work ▪ Build a training program around concrete use case
  21. 21. # A L T E R Y X 1 9 WE EMPOWERED THE USERS 21 ▪ Federate the model to scale the work ▪ Build a training program around concrete use case ▪ Bring consultants to upskill internal staff
  22. 22. # A L T E R Y X 1 9 WE EMPOWERED THE USERS 22 ▪ Federate the model to scale the work ▪ Build a training program around concrete use case ▪ Bring consultants to upskill internal staff ▪ Create departmental communities
  23. 23. # A L T E R Y X 1 9 WE EMPOWERED THE USERS 23 ▪ Federate the model to scale the work ▪ Build a training program around concrete use case ▪ Bring consultants to upskill internal staff ▪ Create departmental communities ▪ Create environment for LOB champions to emerge
  24. 24. # A L T E R Y X 1 9 WE PROVIDED GOVERNANCE 24 ▪ Build frameworks & macros to standardize common processes ▪ Promote re-use of these standard components Components of the data feed management framework Hey guys, there is a macro for that!
  25. 25. # A L T E R Y X 1 9 CHALLENGES? WHAT OTHERS WERE THINKING 25 ▪ How do I repeat success elsewhere? ▪ How can I get more licenses? ▪ Should we get a server? WHAT WE WERE THINKING ▪ How do we prevent this getting out of hand? ▪ How does this fit into our existing toolset portfolio? ▪ How much did you say is a license again?
  26. 26. # A L T E R Y X 1 9 LESSONS LEARNED 26 Target similar users / teams for next phase of deployment 1 Empower others to solve their problems 2 Set the foundational principles for governance 3
  27. 27. # A L T E R Y X 1 9 STAGE 3 – RUN 27 3
  28. 28. # A L T E R Y X 1 9 WHAT IT LOOKS LIKE? 28 ▪ Going global at scale – 1,000+ users ▪ Standing up firm-wide servers ▪ Best COE is not appointed ▪ Bringing together the Alteryx champions – Alteryx Inspire 2018 (Anaheim)!
  29. 29. # A L T E R Y X 1 9 CHALLENGES? WHAT OTHERS WERE THINKING 29 ▪ How do we control the power? ▪ How do we manage & grow the firm-wide community? ▪ Too many license requests! WHAT WE WERE THINKING ▪ This is awesome ▪ I want a license, too! ▪ How can I learn the tool?
  30. 30. # A L T E R Y X 1 9 FIRM-WIDE COMMUNITY 30 ▪ Launch firm-wide chat rooms / discussion forums
  31. 31. # A L T E R Y X 1 9 FIRM-WIDE COMMUNITY 31 ▪ Launch firm-wide chat rooms / discussion forums (Symphony) ▪ Build an internal Alteryx portal (Alteryx @ JPMC)
  32. 32. # A L T E R Y X 1 9 FIRM-WIDE COMMUNITY 32 ▪ Launch firm-wide chat rooms / discussion forums (Symphony) ▪ Build an internal Alteryx portal (go/alteryx) ▪ Provide training programs (classroom, on-demand, webinars)
  33. 33. # A L T E R Y X 1 9 FIRM-WIDE STANDARDS 33 Cross-departmental governance 1 User-driven Center of Excellence 2 User-driven Alteryx standards 3
  34. 34. # A L T E R Y X 1 9 LICENSE MANAGEMENT 34 ▪ Still targeting the right use cases ▪ Training & Certification ▪ Using Alteryx to manage your user base!
  35. 35. # A L T E R Y X 1 9 STAGE 4 – FLY 35 4
  36. 36. # A L T E R Y X 1 9 WHAT DO WE THINK THIS LOOKS LIKE? 36 Data-driven organization 3 Consistent server environments 1 Engaged user community 4 Firm-wide standards & governance 2
  37. 37. # A L T E R Y X 1 9 37 A walk through the four stages of maturity in building a data literate community of Alteryx users in JP Morgan Chase & Co. – from individual users, through departmental spread to mature, firm-wide community. FROM ZERO TO ANALYTICS HEROES FIVE KEY POINTS Be passionate & sell Define strong use cases Empower the users Build communities Right governance, right time 1 2 4 5 3
  38. 38. # A L T E R Y X 1 9 BEFORE YOU LEAVE ATTENTION 38 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.
  39. 39. # A L T E R Y X 1 9 THANK YOU jason.m.mack@jpmchase.com 39 www.chase.com JASON MACK pawel.toczynski@jpmorgan.com @PToczynski www.jpmorgan.com PAWEL TOCZYNSKI @dataMack Icons made by Freepik, Scoot de Jonge, Smashicons from www.flaticon.com

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