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ALTERYX + TABLEAU Powering monthly rolling forecasting Mark Thompson Director of Data Services The General Scott Truesdale Asst. Accounting Manager The General
1. Intro: 1. Purpose 2. Presenters, The General, Alteryx 3. Harmony Between Alteryx + Tableau 4. History A G E N DA 5. The 3 E s Excellence, Efficiency, Enablement 2. The Business Case 1. Legacy Forecast Planning 2. The Business Problem 3. The Solution 3. Summary 1. Nuggets 2. A Technical Key 4. Questions
W H Y A R E W E H E R E?
S E A R C H F O R T H E FA B L E D P U R P L E - W I N G E D P E G A S U S
Director of Data Services Masters in International Business: Finance & IT M A R K T H O M P S O N Liaison between functional areas Finance: IT guy sitting in Operations Data guy: spin it from data to information Spreadsheet super-user turned Alteryx & Tableau super-fan
Assistant Accounting Manager S C O T T T R U E S D A L E Bachelor s of Science in Accountancy, Clemson University Master s candidate at Texas A&M Commerce Process workflow analyst Systems integrations liaison
1. Selling insurance for 50+ years 2. 1,400 employees 3. American Family Insurance affiliate 4. Writing in 47 states & DC 5. Over 250% growth since 2013
DATA C H A O S & A N A LY T I C S H I D D E N D AT A M U L T I P L E I N P U T S M O D E L I N G I N E F F I C I E N C I E S W A S T E D E F F O R T S 37% 60%+ $60B 87% Analyst time spent searching for data Models have five or more different data sources Per year on repetitive manual spreadsheet work Data science models are only partially deployed IDC, The State of Data Discovery and Cataloging HBR, Data Blending: A Powerful Method for Faster, Easier Decisions IDC, The State of Self-Service Data Preparation and Analysis Using Spreadsheets Rexer Analytics Data Science Survey, 2017 10
M O D E R N E N D - TO- E N D A N A LY T I C S P L AT F O R M C O M M U N I T Y D I S C O V E R + C O L L A B O R A T E P R E P + A N A L Y Z E / M O D E L S H A R E + S C A L E / G O V E R N D E P L O Y + M A N A G E D A T A S C I E N C E & A N A L Y T I C S C U L T U R E
THE ALTERYX DIFFERENCE REPEATABLE WORKFLOWS Automate time-consuming, manual data tasks into real-time, repeatable analytic workflows.
THE ALTERYX DIFFERENCE CODE-FRIENDLY +CODE-FREE Intuitive drag and drop user interface for both code-free modeling as well as codefriendly advanced analytics.
THE ALTERYX DIFFERENCE FLEXIBLE & DIVERSE Start with what you need and expand over time. We support vast data inputs and outputs for your business needs.
THE ALTERYX DIFFERENCE ANALYTICS DEPLOYED We cover the complete, end-toend analytics process - model development to deployment
THE ALTERYX DIFFERENCE EASE OF USE OUR TRUE NORTH Ease-of-use translates into unmatched time-to-insight for the citizen data scientist - minutes not weeks.
THE ALTERYX DIFFERENCE SCALE + GOVERNANCE Deliver security, collaboration and governance as you scale analytics for the enterprise.
BLIND DATE
DATA EXCEL LEGACY WORLD
ALTERYX THE FIT
ALTERYX TABLEAU VISUALIZATION
Improved query accuracy & quality Improved transparency E XC E L L E N C E Improved understanding Standardized tools Standardized process, practices and format Standardized connection strings
Speed of development Speed of execution E F F I C I E N C Y Report automation KPI hours saved Touch free, end-to-end Data to consumption Automation, team doesn t work weekends/holidays Speed of information to consumer; ready when they are Reporting that wasn t possible before
Organizational education E N A B L E M E N T Empower self-serve, end-user analysis Robust analytics for the analysts Server applications for the business user non-analysts
THE BUSINESS CASE Prior Case
Legacy planning: 4 channels
Legacy planning: spaghetti spreadsheets
Legacy planning: the dreaded arrival of annual planning
Legacy planning: manual effort
THE BUSINESS CASE The Problems We Wanted to Solve
Huge, annual, uphill effort to get started, followed by hanging on for the ride
Ownership could be less than obvious
Simplification needed
Capture product manager input
Maximize transparency
Capture data from the source
Hurry up, and wait
THE BUSINESS CASE Solution: Alteryx + Tableau
THE TEAM! THE TEAM! THE TEAM! Forecast team: visionary, technical, and empowered
I do not code. I Alteryx.
Alteryx: runs with data from over 2 dozen sources and counting
Alteryx: fires data to create 408 Excel tabs across 51 files
Familiar tool for Product Manager input California Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Calculations Jan-17 Feb-17 Mar-17 Apr-17 May-17 Jun-17 Jul-17 Aug-17 Sep-17 Oct-17 Nov-17 Dec-17 2017 Jan-18 Feb-18 Mar-18 Apr-18 May-18 Jun-18 Jul-18 Aug-18 Sep-18 Oct-18 Nov-18 Dec-18 2018 Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 2019 Jan-20 Feb-20 Mar-20 Apr-20 May-20 Jun-20 Jul-20 Aug-20 Sep-20 Oct-20 Nov-20 Dec-20 2020 Jan-21 Feb-21 Mar-21 Apr-21 May-21 Jun-21 Jul-21 Aug-21 Sep-21 Oct-21 Nov-21 Dec-21 2021 Jan-22 Feb-22 Mar-22 Apr-22 May-22 Jun-22 Jul-22 Aug-22 Sep-22 Oct-22 Nov-22 Dec-22 2022 Jan-23 Feb-23 Mar-23 Apr-23 May-23 Jun-23 Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 2023 Section 1: Initial National Cable Impressions Served Population Percent Non-Served Population Percent Total Population Percent Percent of the State Served Total Impressions Forecasted Change in Resonation Impressions per Quote Total Quotes Close Rate New Business Count Renewal Opportunities Total Renewal Business Count Total New Business Cancels Term6 Total New Business Cancels Term12 Total Renewal Cancels Term6 Total Renewal Cancels Term12 Total Cancel Count Seasonality Endorsement Count Seasonality Renewal Business Count Cancel Count (net of reins) Endorsement Count Average New Business Premiums Average Renewal Premiums Average Cancellation Premiums Average Endorsement Premiums National Assumptions Policies Inforce (PIF) New Business Premiums Renewal Premiums Cancellation Premiums Endorsement Premiums Direct Written Premium Section 2: Adjustments Served Population Percent Spot Impressions Radio Impressions Impressions per Quote Close Rate Renewal Business Count Cancel Count (net of reins) Endorsement Count Average New Business Premiums PM Input Section 3: Adjusted Calculations National Cable Impressions Served Population Percent Non-Served Population Percent Total Population Percent Percent of the State Served Total Impressions Forecasted Change in Resonation Impressions per Quote Total Quotes Close Rate Monthly Seasonality Weighting Close Rate New Business Count Renewal Opportunities Total Renewal Business Count Total New Business Cancels Term6 Total New Business Cancels Term12 Total Renewal Cancels Term6 Total Renewal Cancels Term12 Total Renewal Business Count Cancel Count (net of reins) Endorsement Count Average New Business Premiums Average Renewal Premiums Average Cancellation Premiums Average Endorsement Premiums Adjusted Results Policies Inforce (PIF) New Business Premiums Renewal Premiums Cancellation Premiums Endorsement Premiums Direct Written Premium Direct Written Premium Change Policies Inforce (PIF) Change
Alteryx: captures 1,122 Excel named ranges from 51 files
Alteryx at Hyper speed: 1.5 million records!
Data Sources Alteryx: Captures data > 24 sources Excel: PM s input State by Channel detail Alteryx: Captures Updated Data from 1122 Named Ranges Alteryx Publishes Data and creates 8 Tabs on 51 Spreadsheets = 408 Tabs Alteryx: Publishes 1.5M Records to Tableau Hyper File each month!
N E X T S T E P S
Please complete the session survey from the Session Details screen in your TC18 app
1. Use the right tool 2. Elevator Venn where things fit 3. Alteryx Unlimited data sources 4. Tableau HYPER files 5. Seamlessly creates a work of art 6. Alteryx Download the Tableau Template
A L T E R Y X Tableau Server Tool configuration ALTERYX.COM/TCKIT
ALTERYX Tableau Server Tool configuration
Please complete the session survey from the Session Details screen in your TC18 app
QUESTIONS MTHOMPSON@TheGeneral.com STRUESDALE@TheGeneral.com
THANK YOU MTHOMPSON@TheGeneral.com STRUESDALE@TheGeneral.com