Alteryx Case Studies How Brookson is Transforming to a Digital Platform Business with Alteryx

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	How Brookson is Transforming to a Digital Platform Business with Alteryx Alteryx

How Brookson is Transforming to a Digital Platform Business with Alteryx

Alteryx

Technology Category	Analytics & Modeling - Big Data Analytics
Applicable Industries	Professional Service
Applicable Functions	Business Operation
Use Cases	Predictive Maintenance
Services	Data Science Services
Challenge	Brookson faced several challenges in their operations. They had no visibility across departments, which led to a high amount of time being spent on creating spreadsheets. They also had a high volume of internal work orders and a siloed customer experience. These challenges were hindering their ability to deliver customer experience excellence. They needed to improve accuracy and timeliness, reduce investment in administration, ensure tasks were done right the first time, and become less reactive and more proactive. Read More
About Customer	Brookson is a professional service provider that was facing challenges in digitizing their processes and improving customer experience. They were struggling with a lack of visibility across departments, a high amount of time spent on creating spreadsheets, a high volume of internal work orders, and a siloed customer experience. These challenges were hindering their ability to deliver customer experience excellence. They needed a solution that would help them overcome these challenges and transform their business into a digital platform. Read More
Solution	Brookson adopted the Alteryx Platform to overcome their challenges. They started by using a data warehouse and SQL driven Excel reporting. They used regular expressions to extract tax codes from unstructured emails and validate the accuracy of held data. They also analyzed unstructured data to move between work queues in CRM. As customers allocated transactions, match keys were built that then auto matched based on the probability of success, automating bookkeeping. They moved to a risk-based approach for assessing compliance of expense claims and swept bank statements to identify tax not paid to provide proactive advice. They also used unstructured data to predict churn and drive preventative action. They leveraged their capabilities to create new business lines in hospitality and traditional commercial accountancy. Read More Log in to view content
Contents

Technology Category

Analytics & Modeling - Big Data Analytics

Applicable Industries

Professional Service

Applicable Functions

Business Operation

Use Cases

Predictive Maintenance

Services

Data Science Services

Challenge

Brookson faced several challenges in their operations. They had no visibility across departments, which led to a high amount of time being spent on creating spreadsheets. They also had a high volume of internal work orders and a siloed customer experience. These challenges were hindering their ability to deliver customer experience excellence. They needed to improve accuracy and timeliness, reduce investment in administration, ensure tasks were done right the first time, and become less reactive and more proactive.

About Customer

Brookson is a professional service provider that was facing challenges in digitizing their processes and improving customer experience. They were struggling with a lack of visibility across departments, a high amount of time spent on creating spreadsheets, a high volume of internal work orders, and a siloed customer experience. These challenges were hindering their ability to deliver customer experience excellence. They needed a solution that would help them overcome these challenges and transform their business into a digital platform.

Solution

Brookson adopted the Alteryx Platform to overcome their challenges. They started by using a data warehouse and SQL driven Excel reporting. They used regular expressions to extract tax codes from unstructured emails and validate the accuracy of held data. They also analyzed unstructured data to move between work queues in CRM. As customers allocated transactions, match keys were built that then auto matched based on the probability of success, automating bookkeeping. They moved to a risk-based approach for assessing compliance of expense claims and swept bank statements to identify tax not paid to provide proactive advice. They also used unstructured data to predict churn and drive preventative action. They leveraged their capabilities to create new business lines in hospitality and traditional commercial accountancy.

Impact #1	Improved accuracy and timeliness in operations
Impact #2	Reduced investment in administration and greater investment in advisory
Impact #3	Tasks are done right the first time

Impact #1

Improved accuracy and timeliness in operations

Impact #2

Reduced investment in administration and greater investment in advisory

Impact #3

Tasks are done right the first time

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Overview

How Brookson is Transforming to a Digital Platform Business with Alteryx

Operational Impact