“We have been an Alteryx customer for over four years,” Milrine states. “We started our journey by rolling out Alteryx into the operational areas of our business with the straightforward remit of ‘have a go and see what you can do.’ Quickly, the star users began to emerge, improving processes and creating business value. This led us to creating a dedicated internal Alteryx development team, now of seven developers who have all come from within the business, and have all been trained up on the Platform.”
“With this dedicated, ‘hacker mentality’ team, we’ve been able to automate a workflow that includes financial and tax advice from our accountants directly to the customer. It allows the accountant to not only target customers, but become analysts themselves and customer engagement experts, rather than spending their time in the background having to talk about calculations or bookkeeping,” he says.
With the data cataloging capabilities of the Alteryx Platform, the Brookson team was able to go beyond automated bookkeeping to providing automated advice. The algorithm generates targeted SMS messages and emails to customers and outputs them to their CRM system for delivery. “It’s crazy that we used to spend about 80% of our time bookkeeping and 20% of our time engaging with customers. But now with Alteryx, we’ve reversed that and have become an 80% customer advisory company with just 20% spent on bookkeeping,” Milrine says.
“Through this process, it has enabled us to give our customers better experiences. That’s why successful leaders at our company do more than their job description. They roll up their sleeves, learn new technologies, and work across departments together to solve problems and to help us scale. The individuals working on this project were so focused and energized that they broke down walls to continuously improve business process. They overcame resistance from both IT and data traditionalists, and continually delivered workflows saving 10s of thousands of pounds at velocity that was simply too compelling to argue against. It became clear this was a capability where we needed to invest more.”
“It is not just the developers’ employee journey that has changed,” Milrine says. “The wider business can leverage Alteryx apps and workflows to make data-driven decisions as part of their day – job without the analytics expertise. It takes away repetitive Excel-based processes, and the apps deliver insight and advisory information to better serve the customer. And since Alteryx is inherently transparent, everyone in the organization has seen the level of complexity and velocity you can reach within the Platform.”
“Alteryx has transformed the careers of so many individuals at our company,” Milrine says. “I believe they have one of the most exciting roles in the organization delivering high-velocity digital transformation, and what they do is recognized as golden at all levels of our organization. Alteryx will be a fundamental solution for them to use going forward and they will become rock-stars of business.”
- 80% bookkeeping
- 20% customer engagement
- 20% bookkeeping
- 80% customer engagement