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A multinational investment bank is one of the world’s leading financial service organizations. Despite advancements in digital, the organization continued to rely on manual processes. They were Excel-based and dependent on Microsoft Access for database needs. They also lacked a data governance framework, making it difficult to standardize processes and ensure data quality. As data volume continued to grow, they knew they needed to implement a modern, more efficient solution.
Their objectives were to:
Save time and reduce full-time employee cost
Create auditable, automated workflows with key operating procedures (KPOs) to eliminate key person dependency
Turn use cases into apps for company-wide use
Drive direct-from-source automation
Implement a data governance model
Enable the Alteryx user community
The organization turned to Keyrus for guided Alteryx development. Two of our Alteryx experts joined their team to onboard employees to the tool and assist with enablement by working with them on identified use cases in need of automation. The company had a list of 160 use cases across different departments, such as finance, treasury, tax, and risk. Employees could book time with our consultants for assistance with enablement and development.
Our team helped the company implement an Alteryx workflow called Automated Alteryx Documentor, which inputs the workflow XML and parses the information to create an organized report of distinct data sections for each stream of tools. The output of the Auto Documentor is a PDF that tells the story of the workflow. We customized it specifically for the organization so that they no longer have to manually compile Key Operating Procedure (KOP) documents for each use case.
After just five weeks, our team helped the organization complete 14 use cases equaling the work of 1.5 full-time employees per year and an ROI of 275%. Ten workbook processes were replaced, and as a result of training and support, the organization now has five subject matter experts to continue their work.
With 16 use cases still in progress, the company will save an additional 1 full-time employee yearly effort.
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The Keyrus team is excited to announce that we’ve been named one of the top 1000 companies on Clutch’s platform in 2022! This is the second year that Keyrus has been recognized by Clutch as a top company and B2B leader.
In 20 minutes, we’ll teach you how to use Alteryx Intelligence Suite to eliminate common problems and inefficiencies in accessing data from .pdf files. In the past, you’d need to run custom Python and complex parsing logic to get any usable data from a pdf. Now, you can parse PDFs with out-of-the-box features in Alteryx Intelligence Suite.
The cloud offers new opportunities to save you time and money, allowing you to shift focus from maintaining growing servers and upgrading infrastructure to making your data work for you and the success of your business. Watch the webinar and Q&A to learn how AWS, Tableau, and Keyrus worked together to help Red Ventures migrate to a powerful cloud BI tool that created new pathways for success and a modern data culture.
Keyrus & Anaplan Sponsor Life Science Gross-to-Net (GTN) Summit
Keyrus achieved Amazon Web Services (AWS) Data and Analytics Competency. To receive the designation, AWS Partners must possess deep AWS expertise and deliver solutions seamlessly on AWS.
Wednesday, November 9th, 2022 @ 12:00PM Central Time (US and Canada)
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