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Alteryx > 实例探究 > 使用 Alteryx 自动化项目 EAC 跟踪和报告:案例研究
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Historical Snapshot of Project Estimate-at-Complete: A Quantum Spatial Case Study

技术
  • 功能应用 - 企业资源规划系统 (ERP)
  • 基础设施即服务 (IaaS) - 云数据库
适用行业
  • 金融与保险
用例
  • 租赁金融自动化
  • 时间敏感网络
挑战
QSI 的 ERP 系统无法将历史数据作为项目进展的“快照”,从而阻碍了跟踪项目完成估算 (EAC) 和了解差异的能力。企业系统团队需要一个解决方案来每周跟踪 EAC 并为 PM 创建报告以主动管理项目成本。
关于客户
Quantum Spatial, Inc. (QSI) 是一家之前没有正式的 BI 系统并且从未听说过 Alteryx 的公司。他们聘请 Slalom Consulting 提供 BI 建议,并实施 Alteryx 来解决历史数据跟踪挑战。 QSI 的企业系统团队负责实施该解决方案。
解决方案
该团队实施了 Alteryx(一种工作流自动化工具),从 ERP SQL 表中提取项目数据,并每周创建项目数据的“快照”。然后使用该数据每周比较项目绩效并跟踪 EAC 差异。此外,Alteryx 还用于弥合 ERP 和 CRM 系统之间数据收集的差距,从而实现从机会阶段到项目收尾的项目顺利报告。
运营影响
  • The implementation of Alteryx has been a game-changer for QSI. The ability to take a 'snapshot' of all project data each week has greatly improved the Finance team's ability to track EACs and has also enabled the creation of a suite of reports for Project Managers using Tableau. This has allowed Project Managers to more easily identify large variances in EAC and be proactive in controlling project costs. Furthermore, the success of this endeavor has led the Enterprise Systems team to consider other ways that Alteryx could be used, including potentially helping with client deliverables in the production environment.
数量效益
  • Significant time savings: Without Alteryx, data collection would take approximately 40 hours per week.
  • Improved efficiency: Project Managers save time as they no longer have to compile several reports to get the information they need.
  • Enhanced data accessibility: Project Managers no longer have to navigate through hard-to-read ERP reports to get to their bottom line.

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