Alteryx Health Assessment for Continuous Improvement

Our team has years of experience analyzing, benchmarking, and improving clients’ Alteryx ecosystems to optimize and expand return on investment.

Why is an Alteryx Health Assessment needed?

Alteryx users recognize and understand the power of Alteryx to provide democratized access to critical data, unlock time savings with automation, and drive insights from advanced analytics capabilities when using the platform.

 

However, the robust functionality and usability across an organization’s business-critical processes results in organizations consistently wondering, Are we using Alteryx to the best of its abilities?”  

 

To answer this complex question, Capitalize draws on our experience and expertise as the seven-time Alteryx North American Partner of the Year with over 1,000 implementations to develop a multifaceted, 360° review of the Alteryx Ecosystem providing organizations with actionable insights.

Benefits of an Alteryx Health Assessment

Most accounting teams work across multiple systems that don’t talk to each other. Because these systems don’t fully integrate or don’t meet all accounting needs, teams are forced to build “off-system” processes — usually in Excel.

The result? Endless spreadsheets, fragile formulas, manual copy/paste, and late nights at close. No technology will replace accountants — but the right technology will replace a huge portion of this manual, repetitive work.

  

Journey

The Power of Alteryx

Alteryx customers recognize and understand the power of Alteryx to:

  • Provide democratized access to official data
  • Unlock time savings with automation
  • Drive insights from advanced analytics capabilities

  

Challenge

Are we Using Alteryx to the Best of its Abilities?

The robust functionality and range of usability across an organization comes with costs:

 

  • Large financial and structural investment
  • Opens various business risks
  • Vast optionality in structure, implementation, and use

  

Solution

Alteryx Health Assessment

Capitalize has used its experience and expertise as the 7X Alteryx Partner of the Year with over 1,000 implementations to develop a multifaceted, 360° review of the Alteryx ecosystem, providing customers:

  • Insights into current Alteryx usage
  • Opportunities for the hard cost savings
  • Recommendation to mitigate business risk

Optimize Your Alteryx Potential with a
Comprehensive Health Assessment

An Alteryx Health Assessment is essential for organizations aiming to maximize their use of Alteryx’s capabilities. As a 7x Alteryx North American Partner of the Year with extensive implementation experience, Capitalize conducts a thorough evaluation to provide actionable insights that enhance efficiency and effectiveness across the Alteryx Ecosystem.

Auditable Workflow Identification

Mitigate compliance risk via identification of “in scope,” auditable workflows.

Standardized Documentation & Review

Mitigate compliance risk through consistent documentation and formalized review procedures.

Access Controls & Security Governance

Mitigate security risk through data source authentication, workflow access management, and Roles & Permissions review.

Workflow & Query Optimization

Reduction in server usage costs through optimized workflows and more efficient query design.

License Utilization Optimization

Alteryx license optimization driven by detailed Designer usage analysis.

Lifecycle Alignment & Efficiency Gains

Increased time savings through realignment of workflows across the Alteryx lifecycle.

Standardized Operating Procedures

Increase Alteryx adoption by creating clear, repeatable Standard Operating Procedures.

Consistent Onboarding & Training

Increase performance through standardized onboarding and structured training processes.

Controlled Data Source Alignment

Increase usage by aligning data sources with established internal controls.

Job & Queue Management Optimization

Drive efficiency enhancements through improved job scheduling and queue management.

Server Configuration Optimization

Increase performance—including speed and concurrent usage — through targeted server configuration tuning.

Scalability & Capacity Planning

Deliver clear scalability recommendations based on performance analysis aligned to current and future needs.

What are the Alteryx Health Assessment Components?

Assess

As a leading provider of Business Intelligence solutions and consulting services, we empower you to make better decisions. We bring together industry knowledge and management best practices to provide a winning combination for our clients. Our wealth of knowledge about the various solutions available for your industry is specifically applied for your situation.

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Don’t leave the potential of your Alteryx ecosystem untapped. Contact us today to schedule your Alteryx Health Assessment and start optimizing your data processes for better performance and efficiency.