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Small Wins: Organically Growing Automated Business Intelligence in Your Organization

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Releasing analysts from the drudgery of operational and repetitive tasks can deliver better results for the business, and yet proving the initial ROI to the business to secure the resources needed to implement new tools is often the linchpin to achieving greater success. At Intuit, rather than trying to move the entire company into automation wholesale, they started small with one analyst successfully automating over 20 hours a week of burdensome operational work, and then scaled her results across an entire analytics team, and ultimately, across the global analytics organization. Using her initial, small wins as a starting point, they organically grew a base of users who evangelized iron-proof use cases that broke through organizational red-tape and established a robust business case demonstrating that Alteryx was a critical business necessity.

Krysten Dell - Salesforce Business Analyst, Intuit

Published in: Data & Analytics
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Small Wins: Organically Growing Automated Business Intelligence in Your Organization

  1. 1. # A L T E R Y X 1 9 PRESENTED BY SMALL WINS: ORGANICALLY GROWING AUTOMATED BI IN YOUR ORGANIZATION Krysten Dell Krysten_Dell@intuit.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 With Alteryx, I can focus on what’s really important, like providing the business with the information they need to make decisions. KRYSTEN DELL When I use Alteryx, I feel empowered to quickly test and implement without hesitation and strategically expand data backed decisions. A L T E R Y X U S E R S I N C E 2 0 1 6
  4. 4. # A L T E R Y X 1 9 WHAT WOULD YOU DO WITH AN EXTRA 20 HOURS? 4 A strategic approach to automation provides a positive impact back to the business.
  5. 5. # A L T E R Y X 1 9 5 TODAY’S AGENDA • Key Takeaways • Breakdown of the problem • My journey • The birth of a project • Build out your use case • Final notes / Q&A •
  6. 6. # A L T E R Y X 1 9 6 Having a strategy for expanding your data should always include how to manage new data sources and existing ones that might not be perfect. Anything that is repetitive should be pushed onto Alteryx to set it and forge it. Analysts/Scientist are too valuable to be cleaning and prepping. Build your ROI by picking the biggest business problems that automation can solve. A BUSINESS FIRST APPROACH FIVE KEY POINTS Create your data strategy. Automate your Operations – Start with your biggest pain point. Move the prep from your analyst What is the biggest business problem? Solve away! 1 2 4 5 3 Tie the key points exactly to the slides.
  7. 7. # A L T E R Y X 1 9 7 WHAT’S THE BIG DEAL? There are many tasks that analysts and scientists take on that aren’t necessarily in the “job description.” This can reduce the amount of time spent bringing money back into the business. ANALYSTS AREN’T ANALYZING
  8. 8. # A L T E R Y X 1 9 80%79% THE MOST EXPENSIVE TALENT IS PREPPING DATA 8 HBR2 Data Science time spent on Data Prep FORBES1 Data Science time spent on Data Prep
  9. 9. # A L T E R Y X 1 9 9 60% 19% 9% 4% 3% 5% Cleaning And Organizing Collecting Data Mining Data for Patterns Refining Algorithms Building Training Sets Other WHAT A DATA SCIENTIST REALLY DOES 1 Average %ofTimeSpent
  10. 10. # A L T E R Y X 1 9 10 THE DARK SIDE OF DATA MARKET SIZE OF DATA 2016 HBR3 $136B COST OF BAD DATA 2016 HBR3 $3.1T SR ANALYST SALARY Glassdoor4 $88K
  11. 11. # A L T E R Y X 1 9 11 DATA STRUCTURE DATA ENGINEER REPORTING ANALYST • Visualizations • Reporting DATA ANALYST DATA SCIENTIST • Builds data pipelines • Leads data organization • Leads data structure and cleansing • Forecasts • Insights • Strategy • Modeling • Advanced Modeling • Personalization • Recommendations
  12. 12. # A L T E R Y X 1 9 12 BAD DATA IS A BIG PAIN. As analysts we want to know everything and get our hands on all of the data. Sometimes that comes at a cost, and without the right tools it can cause pain points where you might not realize. MY JOURNEY TO AUTOMATION
  13. 13. # A L T E R Y X 1 9 WHAT THIS ANALYST REALLY DID RUN THE BUSINESS: OPERATIONAL TASKS 13 • Disparate data sources • Reporting that required daily data cleaning • Ad hoc reports that seemed to need the same data over and over • Lead sources that weren’t integrated in the CRM Run The Business (RTB) Ad hoc equests Lack of integration Excel/Database comparison Daily cleaning for reports 95%
  14. 14. # A L T E R Y X 1 9 14 DOES YOUR CURRENT STATE LOOK SIMILAR? EXCEL DATABASES CRM PRIORITIZATION
  15. 15. # A L T E R Y X 1 9 THE ORIGINAL 15
  16. 16. # A L T E R Y X 1 9 NO TIME LEFT FOR ANALYTICS 16 Run the business 95%
  17. 17. # A L T E R Y X 1 9 17 TODAY’S AGENDA Key Takeaways Breakdown of the problem My Journey The Birth of a Project Build out your use case Final Notes / Q&A
  18. 18. # A L T E R Y X 1 9 PROJECT ASIMOV: AUTOMATE EVERYTHING. 18 WE MADE AUTOMATION A PRIORITY We created a strategy that included automation of manual and repetitive tasks. We put data first and then set out to find a tool that would support us in our journey.
  19. 19. # A L T E R Y X 1 9 THE ORIGINAL 19
  20. 20. # A L T E R Y X 1 9 IT’S ALL GREEK TO ME 20
  21. 21. # A L T E R Y X 1 9 WHERE IT ALL BEGAN 21
  22. 22. # A L T E R Y X 1 9 DECREASED TIME FROM ACTION TO INSIGHTS THE DOWNLOAD TOOL 22 • Pull data from any web source with a URL or API credentials • Pull large text files from the web that you cannot download easily • Download/push files to a secure FTP channel What this tool means? • No data source is unobtainable* • There is no maximum number of rows allowed • There is no need to push a file to the web
  23. 23. # A L T E R Y X 1 9 IT STARTS WITH YOUR DATA STRATEGY DATA STRATEGY 23 What are you intending to accomplish? • Start with the repetitive • What is your biggest thorn? • What is your end goal? ALTERYX STRATEGY Lay a Proper Foundation for Data • What do you currently have?? • What is the future of your data? • Is your data easy to use? • Always be forward thinking.
  24. 24. # A L T E R Y X 1 9 TITLE - UPDATE 24 Data strategyAutomation
  25. 25. # A L T E R Y X 1 9 BECOME FORWARD THINKING THE PAST 25 What can it be? • Data at the push of a button • Leads loaded within hours of interaction • Expanded analytics and lead prioritization • New tests and time spent expanding the business THE FUTURE What was it? • Spreadsheets, spreadsheets, spreadsheets • Hours spent scrubbing and rescrubbing data • Luke warm leads • Time and missed opportunity • Massive undertaking for minimal conversion
  26. 26. # A L T E R Y X 1 9 WHAT WOULD YOU DO WITH AN EXTRA 20 HOURS? 26 “Automate yourself out of your current job and start focusing on the work you really want…” Realize the time savings and business benefits of automation.
  27. 27. # A L T E R Y X 1 9 27 BUILD YOUR OWN USE CASE. Build a compelling story around why automation is necessary for moving the business into the future. WHAT BENEFIT DOES AUTOMATION BRING THE BUSINESS?
  28. 28. # A L T E R Y X 1 9 WHERE SHOULD YOU START? BEGIN BUILDING OUT YOUR STRATEGY 28 Getting started is the hardest part, but that is where a strategy comes in handy: • What is your current state? • What does the future look like? • What is your biggest pain point? • What is the business’ biggest pain point? • What are your next steps?
  29. 29. # A L T E R Y X 1 9 29 CURRENT STATE EXCEL DATABASES CRM PRIORITIZATION
  30. 30. # A L T E R Y X 1 9 30 ENHANCED STATE EXCEL DATABASES CRM PRIORITIZATION
  31. 31. # A L T E R Y X 1 9 EASE THE PAIN FOR THE BUSINESS WHAT IS YOUR BIGGEST PAIN POINT? 31 • What does the business wish for, but they can’t have? • What has been a challenge for the business to overcome in regards to operations? • Make it hard for them to give up what you’ve given them WHAT IS THE BUSINESS BIGGEST PAIN POINT? • What is the thing that takes the most amount of your time? • What are the manual/repetitive tasks that you’re always asked to do? • Are there any ad hoc requests that come in?
  32. 32. # A L T E R Y X 1 9 360 TO 3 32
  33. 33. # A L T E R Y X 1 9 33
  34. 34. # A L T E R Y X 1 9 YOU AREN’T LIMITED TO THE TYPE ON DATA INPUT DATA 34 • Input tools are multi-faceted • Able to pull in multiple data types into one workflow • ie. ODBC, XLSX, CSV, XML, JSON • Import KML map files for joining to data • Most inputs can be joined using the common join relationships
  35. 35. # A L T E R Y X 1 9 USE YOUR DATA MORE EFFECTIVELY 35 • Join data irrespective of original source • Sample data and build tests • Fuzzy Matching which can be used to match emails, names, accounts together despite not having the exact same name JOIN, FUZZY MATCHING, GROUPS, SAMPLES
  36. 36. # A L T E R Y X 1 9 TAKE THE SHOW ON THE ROAD 36 • Tell your stakeholders what you’ve done • Show the business the workflows and their impact • Share workflows with your peers. • Grow your Alteryx expertise. • Expand what you are doing –Model away! VOICE YOUR WORK
  37. 37. # A L T E R Y X 1 9 YOU AREN’T LIMITED TO THE TYPE ON DATA PREDICTIVE TOOLS 37 Alteryx comes with the most common built-in predictive tools grouped into use cases. • Data investigation • Predictive modeling • AB testing • Time series • Predictive grouping
  38. 38. # A L T E R Y X 1 9 BRING IN WORK YOU’VE ALREADY DONE 38 • Alteryx has connectors for both R and Python • Use the R tool to run a personal R script against the data that you have organized • Use the Python tool to run a python script with an interactive Jupyter Notebook R AND PYTHON CONNECTOR
  39. 39. # A L T E R Y X 1 9 ENDLESS POSSIBILITIES DEVELOPER TOOLS 39 • Alteryx has tools for additional development needs you may have • Download tool – easily build APIs with no coding required • Publish to Tableau Server • Use Apache Spark code you use in other data sources • Google Sheet/Facebook connector for input
  40. 40. # A L T E R Y X 1 9 40 • Having a strategy for expanding your data should always include how to manage new data sources and existing ones that might not be perfect • Anything that is repetitive should be pushed onto Alteryx to set it and forget it • Analysts/Scientist are too valuable to be cleaning and prepping. • Build your ROI by picking the biggest business problems that automation can solve A BUSINESS FIRST APPROACH FIVE KEY POINTS Create your data strategy. Automate your Operations – Start with your biggest pain point. Move the prep from your analyst. What is the biggest business problem? Solve away! 1 2 4 5 3
  41. 41. # A L T E R Y X 1 9 BEFORE YOU LEAVE ATTENTION 41 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.
  42. 42. # A L T E R Y X 1 9 THANK YOU Krysten_Dell@intuit.com 42 (214) 885-3699 https://www.linkedin.com/in/krystendell/ KRYSTEN DELL
  43. 43. # A L T E R Y X 1 9 43 APPENDIX
  44. 44. # A L T E R Y X 1 9 REFERENCE LINKS 44 1. HBR – What Data Scientist Really Do, According to 35 Data Scientists 2. FORBES – Cleaning Big Data: Most Time-Consuming, Least Enjoyable Data Science Task, Survey Says 3. HBR – Bad Data Costs the U.S. $3 Trillion Per Year 4. Glassdoor – Senior Business Analyst Salaries
  45. 45. # A L T E R Y X 1 9 MY STEPS TO GETTING STARTED PICK THE WORKFLOW YOU WANT TO START WITH 45 1. Write out what you currently do in Excel, or any other manual task 2. Determine what would be the 1. Easiest to start 2. Takes the longest time for you to complete 3. Begin bringing tools into your canvas and build your workflow
  46. 46. # A L T E R Y X 1 9 USE THE COMMUNITY 46 Alteryx Community I started with the Weekly Challenge to learn building workflows and using new tools. • I looked at previous challenges and tried to answer them myself. This will force you to learn creative ways to solve problems. • Pick one that sounds interesting to you! The Interactive Lessons are another great resource. • You can choose what would be most applicable to your current situation and learn from there!

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