The team at Neogenesis recommended Alteryx, the analytics platform they use internally to replace Excel spreadsheets and automate reporting processes. “We talked to many vendors and researched a lot of technologies,” said Mahmoud AlQadi, Product Manager for Neogensis. “We found Alteryx to be most useful because of it’s simple interface and high processing power,” said AlQadi.
During a proof of concept phase, the BI team tested the automation process using a small set of reports to determine the best way to convert the data using Alteryx. “We work with our customer’s subject matter experts to recommend and prioritize use cases based on business needs,” said AlQadi.
The Neogenesis team then trained the BI teams to build workflows and create reports using multiple data sources including Excel, Oracle and SQL server. The integrator also guided the BI team with the strategy to best execute and finalize the technical architecture. All reports are now directed to Alteryx, where joins and advanced calculations are completed, output files sent to the correct databases and then tables created that connect to PowerBI.