Download PDF
How Brookson is transforming to a digital platform business with Alteryx
Technology Category
- Analytics & Modeling - Big Data Analytics
- Analytics & Modeling - Predictive Analytics
Applicable Industries
- Professional Service
Applicable Functions
- Business Operation
Use Cases
- Predictive Maintenance
Services
- Data Science Services
The Challenge
Brookson faced several challenges in their operations. They had no visibility across departments, which led to a high amount of time being spent on creating spreadsheets. They also had a high volume of internal work orders and a siloed customer experience. These challenges were hindering their ability to deliver customer experience excellence. They needed to improve accuracy and timeliness, reduce investment in administration, ensure tasks were done right the first time, and become less reactive and more proactive.
About The Customer
Brookson is a professional service provider that was facing challenges in digitizing their processes and improving customer experience. They were struggling with a lack of visibility across departments, a high amount of time spent on creating spreadsheets, a high volume of internal work orders, and a siloed customer experience. These challenges were hindering their ability to deliver customer experience excellence. They needed a solution that would help them overcome these challenges and transform their business into a digital platform.
The Solution
Brookson adopted the Alteryx Platform to overcome their challenges. They started by using a data warehouse and SQL driven Excel reporting. They used regular expressions to extract tax codes from unstructured emails and validate the accuracy of held data. They also analyzed unstructured data to move between work queues in CRM. As customers allocated transactions, match keys were built that then auto matched based on the probability of success, automating bookkeeping. They moved to a risk-based approach for assessing compliance of expense claims and swept bank statements to identify tax not paid to provide proactive advice. They also used unstructured data to predict churn and drive preventative action. They leveraged their capabilities to create new business lines in hospitality and traditional commercial accountancy.
Operational Impact
Related Case Studies.
Case Study
UBM plc: Taking the pulse of the business and engaging employees with a far-reaching strategic transformation
UBM, a leading global events business, was undergoing a significant strategic transformation named 'Events First'. As part of this transformation, the company was preparing to complete the largest acquisition in its history - Advanstar, a US-based events and marketing services business valued at more than USD970m. The company faced the risk of human capital flight if it was unable to effectively engage top talent with the new strategic direction. UBM needed to make significant structural, process and systems changes, uniting its previously autonomous regional businesses. The challenge was to ensure all of its employees were engaged and aligned with the new future vision.
Case Study
Wittmann EDV-Systeme launches IT monitoring services
Small and medium-sized businesses often lack the know-how and resources required for thorough IT system monitoring. Wittmann EDV-Systeme wanted to launch a solution to plug the gap – enabling it to improve its own competitiveness and that of its customers. IT landscapes are becoming ever more complex and outsourcing is gaining popularity, IT systems must nonetheless remain easy-to-use and extremely reliable at all times. Automated, round-the-clock system monitoring therefore represents an immensely valuable proposition for companies: downtime for business-critical applications can be avoided, and IT systems remain available at all times.
Case Study
Uncovering behavioral insight to help reward and retain the best employees
The HR services company, an IBM client, was facing the challenge of understanding the factors underlying personal employment choices. They wanted to offer their clients unprecedented insight into what motivates employees and prospective job candidates. However, their existing systems were not capable of handling the surging data volumes collected from a wide range of different data sources. With the total volume likely to keep on growing, the firm looked for a solution that could meet current needs and scale to meet tomorrow’s demands.
Case Study
Infosys achieves a 5–7 percent effort reduction across projects
Infosys, a global leader in consulting, technology, and outsourcing solutions, was facing significant challenges in application development and maintenance due to its distributed teams, changing business priorities and the need to stay in alignment with customer needs. The company used a mix of open source, home-grown and third-party applications to support application development projects. However, challenges resulting from distributed teams using manual processes increased as the company grew. It became more and more important for Infosys to execute its projects efficiently, so they could improve quality, reduce defects and minimize delays.
Case Study
Flex Contact Center: Supporting rapid business growth with IBM Connections Cloud and IBM Verse
Flex Contact Center, a professional services company offering telesales, call-center, anti-attrition, back-office, helpdesk and collection services, has grown rapidly since its establishment in 2009. With operations in 12 sites across two states and four cities in Brazil, the company employs more than 11,000 people. However, the company realized that to prevent barriers to future expansion, it was essential to make it as easy as possible for its people to work together effectively—even if they were based in separate geographical locations. Traditional approaches to collaboration—based on email and phone calls—threatened to reduce productivity. Flex Contact Center wanted to enable better collaboration and communication across its workforce, but did not want to make large investments in infrastructure.
Case Study
PureFluent: Connecting to partners and customers through the cloud for enhanced productivity
PureFluent, a translation services company, was facing challenges in managing its translation and document review processes. The company often received files in uneditable formats from customers, which required staff members to transfer text to word processing or spreadsheet documents. During the translation process, maintaining version control was a challenge because PureFluent sent work to hundreds of translators in multiple geographic locations. It was also time-consuming for staff to manage the large volume of emails and FTP transactions required to submit translations for customer review and ensure the integration of requested changes. Furthermore, staff were spending significant time hunting through their emails for specific attachments.
