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How Brookson is Transforming to a Digital Platform Business with Alteryx
Technology Category
- Analytics & Modeling - Big Data 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
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