Hall supports three different teams, each with a different focus. One team works with ideas to help the company innovate, another analyzes social media to improve customer service, and the third handles medical record requests (among other operational requests). Hall built custom reports for each of these teams, but running these reports required a couple of weeks to get the data and put the information together using legacy tools. Then he spent another 5 to 12 hours entering the results into a final report.
Hall had accepted that he would manage this labor-intensive reporting work until he got a request for a massive report with details on every team member, their function, and how they performed against an array of metrics. That additional request added another full week of preparation. Hall decided that he needed a solution to streamline this reporting process.
When Hall needed a solution to help with reporting and social media, he tried Alteryx. He already used Alteryx for other specific tasks, including doing some data parsing and filtering, so he decided to apply Alteryx to his full reporting function.
Hall applied Alteryx reporting tools to the complete process from input to output and set up self-service apps for his internal teams. He says, “A manager can go in and set the begin date and end date for whatever time they want to see, push the submit button, and out comes the report that they want. They can do it all by themselves.” The team member report is a huge workflow. But with Alteryx it only takes 30 seconds to run. The workflow has seven different inputs including spreadsheets and other flat files, two database connections, a connection to a SharePoint list, and more. Alteryx puts the data together through one workflow and creates a PDF of the report, complete with complex formatting.