With this type of project, the traditional approach is based on very shallow business knowledge, which can be very expensive – it’s all analysis. There’s a third pillar, too, and that’s the broadest, most basic and hardest to crack – the one that deals with data management. By tackling this project, Alteryx switched up the focus, giving greater relevance to the Business. Alteryx looked for a tool that could be used by the business side of the Company, a platform that any business user could take advantage of. With this approach in mind, the goal was to democratize data analysis and management.
Based on the key objective, which consists of the transformation of the Internal Audit Directorate, Merlin Properties set out other objectives. These included the digitization and automation of key processes within their Internal Audit, the definition of dynamic scorecards on key processes and creating scorecards to track the status of Internal Audit work. All this had to be done semi-automatically, a process that would run without the need for external intervention. To do this, beyond incorporating the most appropriate technology, Alteryx put a lot of work into training the Merlin Properties team, making them all individual participants and leaders of the transformation.
Other global objectives were included in the project. These were to democratize data analytics techniques, to reduce costs and maximize all available resources, to automate recurring tasks and focus instead on higher value ones, integrating internal and external data sources to achieve better value in terms of its analysis, and others including the generation of adaptable and modulable reviews according to the client in question and generating impact for the Company’s Stakeholders.