Worked collaboratively with the team responsible for maintaining the existing solution in Excel as well as the stakeholders who would leverage the output of the forecasts to make decisions to understand the business logic and business impact of the new workflow
Employing nearly 5,600 people worldwide, the client is a U.S. based workforce management software and services company headquartered in Massachusetts. The client is a leading provider of workforce management and human capital management cloud solutions, offering the industry’s most powerful suite of tools and services to manage and engage an entire workforce from pre-hire to retire.
With a planned move to a SaaS model, the client had a need to measure the bottom line impact of migrating current customers to the cloud and providing prospective customers with the appropriate products and services to meet their unique needs. The calculations used in this process were variable by platform, product, and several other factors, and when done in Excel were time consuming and error prone due to a need to apply business rules to many scenarios.
With the help of Alteryx to automate and bring flexibility to the revenue forecasting process, Ironside was able to optimize the calculations and produce a series of datasets to power visual insight, with a self-documented, visually represented workflow that eases supportability.
Discovery & Analysis
Develop First Iteration
Develop Second Iteration
KEYS TO SUCCESS
By automating their business forecasting process, the client now has the ability to:
Alteryx is an end-to-end platform that unifies the analytic experience, enabling organizations to break data barriers and solve business problems faster. It provides the analytic flexibility that business analysts, data scientists, and IT need to discover, prep, analyze, and operationalize analytic models through a collaborative and governed platform.