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- - - Latest Blog
      Tips for Creating Data-Independent Workflows in Alteryx
      October 17, 2019
      Most of the time, you’ll start creating a workflow with a single data source (or set of sources) in mind. Therefore, you build your references, …Read More »
    - Latest Webinar
      Optimizing Sales Operations with Alteryx, Tableau, and Snowflake
      Sales Operations is inundated with questions about pipeline, revenue, and commissions daily, sometimes hourly! Historical analysis by sales rep, region, and/or client is a constant …Read More »
  - - Testimonials
      Chief Financial Officer, Midwest Vision and Eye Care Specialist Firm
      “We wanted to build a waterfall analysis using a large amount of data to calculate collections percentages for our providers; then using this data, look at key trends; all of which proved to be completely unmanageable in excel. Capitalize came in to understand what we wanted to automate, then worked with us to build workflows in Alteryx. What took weeks to calculate in excel, now takes seconds.”
      
      Chief Financial Officer, Midwest Vision and Eye Care Specialist Firm
      Thomas Janousek, VP Quality & Compliance, Burrell Behavioral Health
      “Capitalize did an excellent job assisting us with our data implementation needs. Their educational and hands-on approach made content extremely clear and relatable.”
      Thomas Janousek, VP Quality & Compliance, Burrell Behavioral Health
      Julie Elder, DBA, Northwest ISD
      “Our district needed to send every student a report at the end of the year. Normally, we would print and mail them all. In a few hours, I used Cognos bursting to email each student’s report. The class I took last summer paid for itself in postage we saved!”
      Julie Elder, DBA, Northwest ISD
      Shana Finnegan, Chief Operating Officer, TIES
      “Capitalize Analytics was instrumental in the successful implementation of the TIES core HR, Payroll, and Financial systems. TIES, a collaborative of over 20 Minnesota Districts, had unique requirements in meeting the needs of their districts. Capitalize Analytic’s guidance enabled us to meet those unique requirements.”
      Shana Finnegan, Chief Operating Officer, TIES
      Assistant Controller
      “In our experience Capitalize is the group to call if you have an emergency. They seem to work miracles and go way above and beyond to ensure we get what we need. There are times that we know what we are asking is pretty aggressive and Capitalize has stepped up to the plate to ensure our success every time. Best service we’ve ever experienced.”
      Assistant Controller
      Jamie Zeigler, Treasurer, TCCSA
      “Cognos provides the outcomes that make eFinancePLUS attractive to Ohio school treasurers. The features of this program will make our everyday tasks much more simplified and readable to a non-financial user. The training provided by this company make Cognos a necessity for the business functions of education.”
      Jamie Zeigler, Treasurer, TCCSA
      April A. Long, Senior Manager Plant Accounting, ARM Energy
      “I have worked with Capitalize for several years, at multiple companies in the Midstream sector. They have assisted me on both Quorum products and Waterfield products. They are quick to respond, and they quickly assess problems and provide solutions. I’ve seen them come up with creative and innovative solutions to issues I thought were completely hopeless. When I’m up against a deadline, and I know it’s going to be difficult, I want Capitalize on call.”
      April A. Long, Senior Manager Plant Accounting, ARM Energy
      Paula Peters, Technology Department, Humble ISD, TX
      “The Consulting/Report Studio Training for eSchool classes and take-home manuals were excellent! The manuals describing how to add custom features to Cognos reports were so helpful with step-by-step instructions for success! When Hurricane Harvey flooded our Humble Independent School District office building I really missed having the materials. Capitalize Analytics provided me with new copies…they are awesome! I definitely recommend these courses to other schools using Cognos and eSchoolPLUS!”
      Paula Peters, Technology Department, Humble ISD, TX
      Director of Business Intelligence and Reporting, Mid-Atlantic Academic Medical and Health System
      “My group was charged to enable self-service reporting to the medical center’s business user community. Capitalize worked with us to develop reports using Alteryx workflows and publishing them to the Alteryx Gallery, Alteryx’s cloud based application, for access by the business user; to meet her/his specific data analysis requirement based on a specific data set.”
      Director of Business Intelligence and Reporting, Mid-Atlantic Academic Medical and Health System
      Joseph Deady, Supervisor of Accounting, Unionville-Chadds Ford School District
      “Four key staff members of our finance/human resources/payroll team recently took the Report Studios Fundamentals for eFinancePLUS class with Capitalize Analytics, and we couldn’t be happier with the outcome. The training took our basic knowledge of Cognos and grew it into what will ultimately be a big benefit to our school district. The reports that we will be able to put together with the information from the training will be a huge time saver, especially during my two busiest times of the year (budget and audit). The only complaint that we had is that we didn’t sign up for the training sooner.”
      Joseph Deady, Supervisor of Accounting, Unionville-Chadds Ford School District
      Senior Commercial Rep
      “Our nominations come in at all hours of the day and night and we need to be alerted when that happens. We also need to be alerted if a nomination hasn’t been confirmed. Capitalize Analytics helped us use event-driven reports to monitor the database for new nominations (or unconfirmed ones) and let us know they were out there. We no longer have to remember to check all of the time. Very helpful.”
      Senior Commercial Rep
      Revenue Accountant
      “Our team had some very complex statements and government reports that had to look a very specific way. Capitalize helped us build the reports so that we have a hard time telling if they are the original form or the new Cognos-based form! We were very happy with their ability to communicate with our team and ensure we met all of our requirements.”
      Revenue Accountant
      CEO – Software Company
      “Capitalize is our preferred partner for delivering data analytics and business intelligence solutions to our clients. Their team has deep expertise and a focus on partnership and customer service which makes them ideal to work with. The value they add to their customers goes far beyond their technical skills, as their consultative approach helps clients realize the true potential of their data.”
      CEO - Software Company
      Midstream Controller
      “We worked with Capitalize Analytics on a dashboard based on our SCADA system. Our system can be difficult to work with but their team brought a few out-of-the-box ideas that made getting our dashboard online and to our iPads a reality. We’ve never had this type of insight at our fingertips.”
      Midstream Controller
      Dava Clark, Programmer/Analyst, Cy-Fair ISD
      “The Report Studio Advanced course provides so much information! Each chapter had something new for me and I can’t wait to go back and enhance my previously written reports! I really enjoyed myself in the class and thought the pace was perfect.”
      Dava Clark, Programmer/Analyst, Cy-Fair ISD
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Testimonials

Shana Finnegan, Chief Operating Officer, TIES

“Capitalize Analytics was instrumental in the successful implementation of the TIES core HR, Payroll, and Financial systems. TIES, a collaborative of over 20 Minnesota Districts, had unique requirements in meeting the needs of their districts. Capitalize Analytic’s guidance enabled us to meet those unique requirements.”

Shana Finnegan, Chief Operating Officer, TIES

Chief Financial Officer, Midwest Vision and Eye Care Specialist Firm

“We wanted to build a waterfall analysis using a large amount of data to calculate collections percentages for our providers; then using this data, look at key trends; all of which proved to be completely unmanageable in excel. Capitalize came in to understand what we wanted to automate, then worked with us to build workflows in Alteryx. What took weeks to calculate in excel, now takes seconds.”

Chief Financial Officer, Midwest Vision and Eye Care Specialist Firm

Jamie Zeigler, Treasurer, TCCSA

“Cognos provides the outcomes that make eFinancePLUS attractive to Ohio school treasurers. The features of this program will make our everyday tasks much more simplified and readable to a non-financial user. The training provided by this company make Cognos a necessity for the business functions of education.”

Jamie Zeigler, Treasurer, TCCSA

Paula Peters, Technology Department, Humble ISD, TX

“The Consulting/Report Studio Training for eSchool classes and take-home manuals were excellent! The manuals describing how to add custom features to Cognos reports were so helpful with step-by-step instructions for success! When Hurricane Harvey flooded our Humble Independent School District office building I really missed having the materials. Capitalize Analytics provided me with new copies…they are awesome! I definitely recommend these courses to other schools using Cognos and eSchoolPLUS!”

Paula Peters, Technology Department, Humble ISD, TX

Dava Clark, Programmer/Analyst, Cy-Fair ISD

“The Report Studio Advanced course provides so much information! Each chapter had something new for me and I can’t wait to go back and enhance my previously written reports! I really enjoyed myself in the class and thought the pace was perfect.”

Dava Clark, Programmer/Analyst, Cy-Fair ISD

Julie Elder, DBA, Northwest ISD

“Our district needed to send every student a report at the end of the year. Normally, we would print and mail them all. In a few hours, I used Cognos bursting to email each student’s report. The class I took last summer paid for itself in postage we saved!”

Julie Elder, DBA, Northwest ISD

Senior Commercial Rep

“Our nominations come in at all hours of the day and night and we need to be alerted when that happens. We also need to be alerted if a nomination hasn’t been confirmed. Capitalize Analytics helped us use event-driven reports to monitor the database for new nominations (or unconfirmed ones) and let us know they were out there. We no longer have to remember to check all of the time. Very helpful.”

Senior Commercial Rep

Thomas Janousek, VP Quality & Compliance, Burrell Behavioral Health

“Capitalize did an excellent job assisting us with our data implementation needs. Their educational and hands-on approach made content extremely clear and relatable.”

Thomas Janousek, VP Quality & Compliance, Burrell Behavioral Health

CEO – Software Company

“Capitalize is our preferred partner for delivering data analytics and business intelligence solutions to our clients. Their team has deep expertise and a focus on partnership and customer service which makes them ideal to work with. The value they add to their customers goes far beyond their technical skills, as their consultative approach helps clients realize the true potential of their data.”

CEO - Software Company

Assistant Controller

“In our experience Capitalize is the group to call if you have an emergency. They seem to work miracles and go way above and beyond to ensure we get what we need. There are times that we know what we are asking is pretty aggressive and Capitalize has stepped up to the plate to ensure our success every time. Best service we’ve ever experienced.”

Assistant Controller

Joseph Deady, Supervisor of Accounting, Unionville-Chadds Ford School District

“Four key staff members of our finance/human resources/payroll team recently took the Report Studios Fundamentals for eFinancePLUS class with Capitalize Analytics, and we couldn’t be happier with the outcome. The training took our basic knowledge of Cognos and grew it into what will ultimately be a big benefit to our school district. The reports that we will be able to put together with the information from the training will be a huge time saver, especially during my two busiest times of the year (budget and audit). The only complaint that we had is that we didn’t sign up for the training sooner.”

Joseph Deady, Supervisor of Accounting, Unionville-Chadds Ford School District

Director of Business Intelligence and Reporting, Mid-Atlantic Academic Medical and Health System

“My group was charged to enable self-service reporting to the medical center’s business user community. Capitalize worked with us to develop reports using Alteryx workflows and publishing them to the Alteryx Gallery, Alteryx’s cloud based application, for access by the business user; to meet her/his specific data analysis requirement based on a specific data set.”

Director of Business Intelligence and Reporting, Mid-Atlantic Academic Medical and Health System

April A. Long, Senior Manager Plant Accounting, ARM Energy

“I have worked with Capitalize for several years, at multiple companies in the Midstream sector. They have assisted me on both Quorum products and Waterfield products. They are quick to respond, and they quickly assess problems and provide solutions. I’ve seen them come up with creative and innovative solutions to issues I thought were completely hopeless. When I’m up against a deadline, and I know it’s going to be difficult, I want Capitalize on call.”

April A. Long, Senior Manager Plant Accounting, ARM Energy

Midstream Controller

“We worked with Capitalize Analytics on a dashboard based on our SCADA system. Our system can be difficult to work with but their team brought a few out-of-the-box ideas that made getting our dashboard online and to our iPads a reality. We’ve never had this type of insight at our fingertips.”

Midstream Controller

Revenue Accountant

“Our team had some very complex statements and government reports that had to look a very specific way. Capitalize helped us build the reports so that we have a hard time telling if they are the original form or the new Cognos-based form! We were very happy with their ability to communicate with our team and ensure we met all of our requirements.”

Revenue Accountant

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Dallas, TX 75204

Capitalize Consulting

2101 CityWest Blvd., First Floor

Houston, TX 77042

Phone: 214-531-3904

Fax: 855-552-2915

Email: info@capitalizeconsulting.com

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