Skip to content
Capitalize Analytics
MENUMENU
  • Services
    • Vendors
      • ABBYY
      • Alteryx
      • BlackLine
      • Casabase
      • Databricks
      • DataRobot
      • Dremio
      • DVW Analytics
      • IBM Cognos
      • Matillion
      • Power BI
      • SnapLogic
      • Snowflake
      • Tableau
      • Tibco
      • UiPath
      • Vertica
      • Workday Adaptive Planning
    • Services
      • Custom Report Development
      • Data Integration
      • Cloud Data Warehousing
      • Project Management
      • Software Implementation
      • Software Selection
      • Training/Mentoring
      • Alteryx Lifecycle Governance
      • Alteryx Health Assessment
      • Alteryx Managed Services
      • Advanced Analytics
    • Products
      • iGB
      • Workflow Admin Manager (WAM)
      • Watchtower
  • Functional Areas
    • Accounting
    • Audit
    • FP&A
    • Workforce Analytics
    • Marketing
    • Supply Chain, Purchasing & Logistics
    • Quality and Maintenance
    • Sales Operations
    • Tax
    • Technology (IT)
  • Industries
    • Distribution
    • Financial Services
    • Healthcare
    • Hospitality
    • Manufacturing
    • Retail
    • Oil & Gas
      • Software Selection
      • Software Implementation
      • Quorum
      • W Energy
    • Public Sector
      • Education
      • Government
  • Webinars
  • Resources
        • Blog
        • Webinars
        • Events
        • Testimonials

        • Latest Blog

          • Capitalize Named Recipient of the Alteryx Partner Awards

            Capitalize Named Recipient of the Alteryx Partner Awards

            Capitalize celebrated for their exceptional contributions in the 2025 Alteryx Partner Awards   Dallas, TX — May 22, 2025 — Capitalize was recently named a Partner …Read More »

        • Latest Webinar

          • Transforming Accounting Operations through Automation and AI with Alteryx

            Transforming Accounting Operations through Automation and AI with Alteryx

            Accounting and finance teams are under growing pressure to do more with less. Manual reconciliations, disconnected systems, and outdated AP/AR workflows slow operations, increase risk, …Read More »

        • Testimonials

          Midstream Account Manager 

          “Capitalize is able to help us with all our reporting changes and updates promptly and on time every time. They are a great resource for our team and are willing to always go the extra mile and train us on the changes they are making for us.”

           

          Midstream Account Manager 

          Director, Data and Analytics 

          We are starting to see the power of the Alteryx tool and the value of Capitalize consulting. Shout out to [the consultants] for [their] knowledge of the Alteryx tool, willingness to learn our complex workflows and help us through knowledge transfer due to employee turnover. Could not have done it without you.
          Director, Data and Analytics 

          Telecommunication Fleet Management Leader 

          I’m extremely thankful for the professionalism and work done by Capitalize! The consultants were able to simplify and streamline a lot of fleet data into an easy-to-read dashboard so we could use it right away for analyzing purposes. The dashboard will save a lot of time creating our replacement lists and will allow us to analyze the fleet quickly and effortlessly.

          Without their knowledge and guidance, we couldn’t be able to use the fleet data for it’s intended purpose, now we can.  Great work!

          Telecommunication Fleet Management Leader 

          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

          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

          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

          Energy Plant Accounting Manager 

          [The] Capitalize support [team] has provided much-needed support through company transitions, system upgrades, report configurations, and user testing/training. I highly recommend the team for any implementation or maintenance that a company might be in search of.

          Energy Plant Accounting Manager 

          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

          Contract Administrator 

          Capitalize has been a key to the success of our transition to our new plant accounting software. The assistance provided by the team members at Capitalize have been extremely valuable, from implementation to our current ad-hoc support. We have enjoyed and truly appreciate all the friendly, helpful, and knowledgeable support provided by Capitalize.

          Contract Administrator 

          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

          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

          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

          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

          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

          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

          Senior Manager – Business Analytics  

          The Capitalize team did a fantastic job for us over the past several months. Our Retail Gas Forecast project would not have been a success without their assistance and hard work.

          Senior Manager – Business Analytics  

          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

          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

          Energy Plant Accounting Manager 

          Capitalize was instrumental in the success of Colt’s transition to a new cloud-based plant accounting software, W Energy. The consultants demonstrated extensive knowledge of the legacy and new cloud-based system. In addition, they built an effective interface to our ERP system, which streamlines our monthly close process. Capitalize followed a detailed project plan and met all deadlines. This made the implementation a success. Furthermore, Capitalize continues to provide ad-hoc support on an ongoing basis, which is extremely helpful.

          Energy Plant Accounting Manager 

          Regulatory Accountant

          Capitalize is great!! I found the consultants to be very knowledgeable. They were able to assist me in solving the problems I was having with creating my reports in W.
          Regulatory Accountant  

          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

          Plant Accounting Supervisor 

          We have worked with Capitalize for multiple years now. Whether we have gas plant accounting questions or need a variety of reports developed, they are always quick to respond and provide timely and accurate solutions. They are second to none.

          Plant Accounting Supervisor 
  • Company
    • About Us
    • Meet The Team
    • Core Values
    • Careers
    • Contact
    • Trust Center
  • Offerings
    • Services
    • Business Process Improvement and Analytics Consulting
    • Industries
    • Resources
  • About Us
    • Partners
    • Meet The Team
    • Core Values
    • Careers
    • Contact

Functional Areas

CONTACT US

Accounting

READ MORE

Audit

READ MORE

FP&A

READ MORE

Workforce Analytics

READ MORE

Marketing

READ MORE

Supply Chain, Purchasing & Logistics

READ MORE

Quality and Maintenance

READ MORE

Sales Operations

READ MORE

Tax

READ MORE

Technology (IT)

READ MORE

Testimonials

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

Telecommunication Fleet Management Leader 

I’m extremely thankful for the professionalism and work done by Capitalize! The consultants were able to simplify and streamline a lot of fleet data into an easy-to-read dashboard so we could use it right away for analyzing purposes. The dashboard will save a lot of time creating our replacement lists and will allow us to analyze the fleet quickly and effortlessly.

Without their knowledge and guidance, we couldn’t be able to use the fleet data for it’s intended purpose, now we can.  Great work!

Telecommunication Fleet Management Leader 

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 Account Manager 

“Capitalize is able to help us with all our reporting changes and updates promptly and on time every time. They are a great resource for our team and are willing to always go the extra mile and train us on the changes they are making for us.”

 

Midstream Account Manager 

Senior Manager – Business Analytics  

The Capitalize team did a fantastic job for us over the past several months. Our Retail Gas Forecast project would not have been a success without their assistance and hard work.

Senior Manager – Business Analytics  

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

Director, Data and Analytics 

We are starting to see the power of the Alteryx tool and the value of Capitalize consulting. Shout out to [the consultants] for [their] knowledge of the Alteryx tool, willingness to learn our complex workflows and help us through knowledge transfer due to employee turnover. Could not have done it without you.
Director, Data and Analytics 

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

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

Plant Accounting Supervisor 

We have worked with Capitalize for multiple years now. Whether we have gas plant accounting questions or need a variety of reports developed, they are always quick to respond and provide timely and accurate solutions. They are second to none.

Plant Accounting Supervisor 

Energy Plant Accounting Manager 

Capitalize was instrumental in the success of Colt’s transition to a new cloud-based plant accounting software, W Energy. The consultants demonstrated extensive knowledge of the legacy and new cloud-based system. In addition, they built an effective interface to our ERP system, which streamlines our monthly close process. Capitalize followed a detailed project plan and met all deadlines. This made the implementation a success. Furthermore, Capitalize continues to provide ad-hoc support on an ongoing basis, which is extremely helpful.

Energy Plant Accounting Manager 

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

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

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

Energy Plant Accounting Manager 

[The] Capitalize support [team] has provided much-needed support through company transitions, system upgrades, report configurations, and user testing/training. I highly recommend the team for any implementation or maintenance that a company might be in search of.

Energy Plant Accounting Manager 

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

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

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

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

Contract Administrator 

Capitalize has been a key to the success of our transition to our new plant accounting software. The assistance provided by the team members at Capitalize have been extremely valuable, from implementation to our current ad-hoc support. We have enjoyed and truly appreciate all the friendly, helpful, and knowledgeable support provided by Capitalize.

Contract Administrator 

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

Regulatory Accountant

Capitalize is great!! I found the consultants to be very knowledgeable. They were able to assist me in solving the problems I was having with creating my reports in W.
Regulatory Accountant  
Preloader Image
Pioneer Natural Resources
Kearney_Logo.svg
angelo-gordon
Tobasco
Tupperware_Brands_Corporation_logo.svg
main-logo-dt-better-mex
Kaiser-Permanente-Logo
Tripadvisor-Logo
ulta
symbolmark
hallmark
marathonpetroleum
Jet_Linx_logo_PMS_no_tagline-655
Frontier-Airlines-Logo-2001-2014
magellan_midstream_partners__l_p__logo
exxon
Kinetik-400x270-logo
download
Motorola-Logo
WE_Vertical@3x
CPS_logo_2728_Blue-01
bnsf-logo
Big-Lots-Emblem
2560px-Groupon_Logo.svg
1280px-Weatherford_International_Logo.svg
1280px-OGE_Logo.svg
1280px-National-Oilwell-Varco-Logo.svg
1200px-Filmrise.svg
USRC-Horizontal-Logo--FullColor-RGB Logo
asrc
Texas Trust Credit Unionlogo
XTO Energy
Sweetgreen_logo.svg
Splunk_logo.svg
riveronlogohirespng
phillips 66
04
cci
rbi_logo
hilcorp
oxy
Colorado Coalition for the Homeless
sasktel
nabors
Capture
06
F&G_Annuities_&_Life
ryan-global-logo
vmware-logo-transparent-png-1
Integrity Marketing Group
enable
Globe Life
Spirent
Sysco-Logo-Color1
Texas-Tech-Logo (1)
the-hartford-2_toe
nov
xavuni
scgts
ugies2

FIND US HERE

Capitalize- Dallas

2626 Cole Avenue, Suite 300

Dallas, TX 75204

Capitalize- Houston

2101 CityWest Blvd, 2nd Floor

Houston, TX 77042

Capitalize- Denver

1550 Wewatta St. 2nd Floor

Denver, CO 80246

Capitalize- Toronto

176 Yonge St

6th Floor

Toronto, ON M5C 2L7

Phone: 214-531-3904

Fax: 855-552-2915

Email: info@capitalizeconsulting.com

Let’s Be Sociable

  • linkedin
  • twitter
  • youtube
  • Services
    • Vendors
      • ABBYY
      • Alteryx
      • BlackLine
      • Casabase
      • Databricks
      • DataRobot
      • Dremio
      • DVW Analytics
      • IBM Cognos
      • Matillion
      • Power BI
      • SnapLogic
      • Snowflake
      • Tableau
      • Tibco
      • UiPath
      • Vertica
      • Workday Adaptive Planning
    • Products
      • iGB
      • Workflow Admin Manager (WAM)
      • Watchtower
    • Services
      • Custom Report Development
      • Data Integration
      • Cloud Data Warehousing
      • Project Management
      • Software Implementation
      • Software Selection
      • Training/Mentoring
      • Alteryx Lifecycle Governance
      • Alteryx Health Assessment
      • Alteryx Managed Services
      • Advanced Analytics
  • Functional Areas
    • Accounting
    • Audit
    • FP&A
    • Workforce Analytics
    • Marketing
    • Supply Chain, Purchasing & Logistics
    • Quality and Maintenance
    • Sales Operations
    • Tax
    • Technology (IT)
  • Industries
    • Oil & Gas
      • Software Selection
      • Software Implementation
      • Quorum
      • W Energy
    • Financial Services
    • Healthcare
    • Hospitality
    • Retail
    • Distribution
    • Manufacturing
    • Public Sector
      • Education
      • Government
  • Webinars
  • Resources
    • Blog
    • Webinars
    • Events
    • Testimonials
  • Company
    • About Us
    • Meet The Team
    • Core Values
    • Careers
    • Contact
    • Trust Center
  • Offerings
    • Services
    • Business Process Improvement and Analytics Consulting
    • Industries
    • Resources
  • About Us
    • Partners
    • Meet The Team
    • Core Values
    • Careers
    • Contact
© 2022 Capitalize Consulting | Web Design by Red Spot Design

Privacy Policy

This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish.Accept Reject Read More
Privacy & Cookies Policy

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Non-necessary
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.
SAVE & ACCEPT