Case study 2
Case Study
Improving Strategic Decision-Making by Reducing Time-to-Insight
Goals
Deliver real-time and on-demand market analytics to a team of 50+ analysts and business operators
Solution
Build an analytic infrastructure using Alteryx & Tableau to blend, model, and store all data sources, and visualize results.
Impact
Strategic planning was transformed from an annual activity to a critical aspect of their day-to-day decision-making process
ABOUT THIS PROJECT
An Inside Sales Team at a Fortune 1000 company needed to build an analytic infrastructure that enabled real-time reporting on KPIs, specifically agent performance metrics and sales conversion rates, and democratize data across their organization.
SCOPE OF WORK
- Reporting & Analytics
- Self-Service Analytics
The Solution
By utilizing the power of Alteryx, we were able to integrate all call-center and CRM-related data in real-time. These workflows completely automate the process of ingesting, cleansing, and storing data from 3rd party and internal applications (utilizing their APIs) into a centralized repository. Alteryx performs all of the data manipulations and disseminates individualized excel reports to the entire sales organization via email. Real-time reporting dashboards were deployed to Tableau Online where Sales leaders are able to access them on-demand
Build an analytic infrastructure that allows real-time reporting on key performance metrics and democratizes data across the organization
Build an analytic infrastructure using Alteryx & Tableau to blend, model, and store all data sources, and visualize results.
Because our client was able to utilize real-time dashboards and democratized data to monitor call center performance, they were to increase their lead conversion significantly.
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