Analytic Process Automation

THE TOP THINGS TO LOOK FOR IN AN ANALYTIC PROCESS AUTOMATION PLATFORM ANALYTICS DATA SCIENCE BUSINESS PROCESS AI/ML ANALYTIC PROCESS AUTOMATION

10 ESSENTIAL CRITERIA IN EVALUATING AN ANALYTIC PROCESS AUTOMATION PLATFORM 1 Unified analytics, data science, and process automation INTRODUCTION 2 Transparent self-service diagnostic, predictive, and prescriptive analytics 3 Accessible data science, AI, and machine learning with guided learning paths THE PROVEN ACCELERANT FOR Intelligent process automation DIGITAL TRANSFORMATION 4 for automated actions The need to amplify human output and upskill people, Data discovery from all sources, automate complex and tedious business processes, and 5 diverse applications, and bots democratize access to data and analytics in one unified approach has driven the emergence of a new category of Actionable outcomes to software called Analytic Process Automation (APA). 6 applications and stakeholders APA platforms have been proven across organizations Workforce engagement via a self- globally to accelerate data-driven business outcomes 7 service, human-centered experience across every line of business and industry vertical. But not all Analytic Process Automation platforms are 8 An open community exchange for alike. In order to achieve quick wins and transformative learning and sharing business outcomes outcomes across the organization, look for these 9 ROI across top line, bottom line, ten criteria when evaluating platforms. efficiency gains, and workforce upskilling 10 Demonstrated success and solutions in every department and industry 222 ANALALANALTERYYYTIC PTIC PX ANALROCESS AROCESS AYTIC PROCESS AUUTTOMAOMATION BUTION BUUTOMAYYTION BUERS GUIDEERS GUIDEYERS GUIDE

1 UNIFIED ANALYTICS, DATA SCIENCE, AND PROCESS AUTOMATION The scope of digital transformation and automation has shifted from one where analytics, data science, process automation, and the upskilling of people were separate organizational initiatives, to the realization that transformative outcomes mandate that these pillars converge into a single automation platform. Organizations looking to automate analytics, data science, optimize processes, and empower people to self-serve must consider platforms that unify all capabilities into one platform for a simple user experience. Instead of six to eight different point tools for data preparation, analytics, reporting, and business process automation, which results in a disconnected experience with slow or misaligned outcomes, Analytic Process Automation (APA) platforms converge all automation capabilities in one. The scope of automation provided by Analytic Process Automation shifts from individual discrete data and process tasks to unified analytics, data science, and business process automation, with an engaging user experience to enable rapid workforce upskilling. 3 ANALYTIC PROCESS AUTOMATION BUYERS GUIDE

2 TRANSPARENT SELF-SERVICE DIAGNOSTIC, PREDICTIVE, AND PRESCRIPTIVE ANALYTICS Analytic Process Automation platforms must provide self-service capabilities A first-time user can experience results from data access that simplify diagnostic, predictive, prescriptive, and location/geospatial to diagnostic, predictive, prescriptive, or geospatial analytics. In each area of analytics, users should not need specialized skills. analytics, and automate processes via visual, guided An entire analysis including high-frequency automated reporting, predictive steps. The result is a view of the entire business process analytics including modeling options, and prescriptive analytics should be that reflects faster, completely automated outcomes. achievable via an automated drag-and-drop experience. A best-in-class Analytic Process Automation Data Predictive Explainable Geospatial platform should enable any Blending Auto ML AI Analytics user across the organization DIVERSE Process LIMITLESS to achieve results in hours DATA AND Automation BUSINESS or days without requiring APPLICATION OUTCOMES any specialized skillset. INPUTS Data Prep Publishing & Profiling App Controls APA platforms provide hundreds Diagnostic Prescriptive Code-Free of drag-and-drop automation Reporting Analytics Data Science building blocks, enabling users to deliver outcomes in hours. 4 ANALYTIC PROCESS AUTOMATION BUYERS GUIDE

ACCESSIBLE DATA 3 SCIENCE, AI, AND AN ENGAGING, MACHINE LEARNING SELF-SERVICE WITH GUIDED LEARNING PATH LEARNING PATHS END HERE APA platforms are human-centered, designed for citizen access rather UP NEXT than requiring the skills of highly-trained specialists or depending on IT. Drag-and-Drop 8 Self service begins with an outcome-focused mindset that starts with the Data Science business goal, and users who have these skills are rapidly able to learn 6 the platform in hours to quickly deliver ROI. 5 7 APA platforms uniquely enable people to upskill themselves at a personalized pace via self-service data science, AI, and guided machine learning. A platform that delivers this learning pathway creates the ability 5 for users to progress from simple automation to full analytics and process automation, from reporting the past to predicting the future, to modeling 4 scenarios and ultimately transforming business insights and enabling actionable outcomes. 2 “ 3 The catapulting of my career over the past year is, no exaggeration, 100% due to my participation in the Community lessons and challenges. I can honestly say that the ceiling on my career has 1 been shattered because of the things I can now do with Alteryx. START HERE Sr. Consultant, Business Solutions T-Mobile “ 5 ANALYTIC PROCESS AUTOMATION BUYERS GUIDE

4 INTELLIGENT PROCESS AUTOMATION FOR AUTOMATED ACTIONS EXAMPLES OF ANALYTIC-CENTRIC BUSINESS PROCESSES: Best-in-class APA platforms should enable creating a data- driven, intelligent business process (and GUI-based workflow automation) through an extensive array of automation building Demand forecasting and blocks that let users assemble and fully automate a data-driven supply chain automation business process to speed outcomes and trigger daily actions Daily merchandising and without requiring manual management. sales optimization Tax and audit automation APA should not be confused with Robotic Process Employee flight risk Automation (RPA). RPA automates repetitive tasks via Continuous patient monitoring bots, while APA automates a data-centric business and fast response process involving data tasks, steps, and data science Logistics and on-time delivery algorithms. APA can take inputs from bots and publish analytic outcomes directly to bots and RPA systems. AND MORE 6 ANALYTIC PROCESS AUTOMATION BUYERS GUIDE

Outcomes from these data-driven processes can be published to stakeholders, dashboards, documents, bots, and RPA systems, and directly into enterprise applications for automated actions. One of the biggest benefits of an APA platform is that people are freed from manual data collection, preparation, and constantly managing manual hand-offs in data-driven business processes. APA automates both repetitive and complex processes. This creates transformational efficiency gains by reducing analytic cycle times from weeks or days to hours or minutes. ORGANIZATIONS GLOBALLY ARE EXPERIENCING TRANSFORMATIONAL PROCESS EFFICIENCIES LEADING GROCERY CHAIN 757% efficiency gain RETAILER 99.4% on-time delivery on orders GLOBAL MEDIA COMPANY 2,880 times faster campaign results 7 ANALYTIC PROCESS AUTOMATION BUYERS GUIDE

5 DATA DISCOVERY AUTOMATING FROM ALL SOURCES, ASSET INPUTS DIVERSE APPLICATIONS, Files, Docs AND BOTS RPA Bots APA platforms automate data access and data prep from Data dozens of data sources, cloud platforms, PDFs, text files, Platforms and application assets including ERP, CRM, ITSM, HCM applications, and more. Data access and prep is a drag- and-drop experience, easing the access and prep of data Applications and business logic from diverse sources and enterprise applications both within and external to an organization. Cloud Additionally, the data and application connections are Sources supported in a way where data outcomes can be fed back into the system in an automated and repeatable way for further analytic processing and discovery of new business outcomes. Logic The purpose of integrated data access and prep in an APA platform is to streamline and automate the pipeline of data into an analytic business process while maintaining governance, security, and granular visibility to data lineage. Inputs from dozens of internal and external data sources and applications with automated asset discovery, prep, and profiling of data and applications. 88 ANALANALYYTIC PTIC PROCESS AROCESS AUUTTOMAOMATION BUTION BUYYERS GUIDEERS GUIDE

6 ACTIONABLE OUTCOMES TO APPLICATIONS AUTOMATING OUTCOMES FOR AND STAKEHOLDERS PEOPLE AND TO APPLICATIONS BI Applications To impact organizational change and enable fast action and RPA smarter decisions, the APA platform must automate business outcomes directly into applications and stakeholders via a variety of output formats, including visual BI dashboards, Stakeholders enterprise applications, bots that take action, AI systems, business-ready documents, mobile apps, email systems, and more, as well as to stakeholders internal and external to the organization. Production AI The automation extends to automated actions triggered in apps, bots, mobile devices, and more. Stakeholders can Enterprise also view outcomes in BI dashboards, business-ready Apps & API’s documents, text messages, emails, and more. By automatically triggering actions via these outputs, APA Business-Ready platforms fully automate business processes end-to-end. Docs, Email... This achieves true digital transformation and enables the business to drive faster data-driven outcomes and better decisions. Outputs to dozens of internal and external formats and stakeholders enable a truly automated end-to-end process. 9 ANALYTIC PROCESS AUTOMATION BUYERS GUIDE

7 WORKFORCE ENGAGEMENT VIA A SELF-SERVICE, HUMAN- CENTERED EXPERIENCE An APA platform accelerates the upskilling of people, enabling anyone with domain knowledge to automate data-centric business processes. This self-service platform leverages an organization’s data assets to drive analytics, data science, and automate business processes to achieve end-to-end automation in record time. A human-centered APA platform is specifically designed for “citizen access” rather than requiring highly-trained specialists or IT. A suite of automation building blocks allow users to start anywhere and advance their outcomes without limitation. APA platforms are also proven to deliver quick wins across use cases or critical business initiatives. These quick wins then rationalize deeper investments and confirm a sure path to digital transformation success. THE PATH TO UPSKILLING IS PERSONAL AND SCALABLE LARGE SERVICES COMPANY 50,000 consultants upskilled AUTOMOTIVE COMPANY 4,000 people upskilled FINANCIAL SERVICES ORGANIZATION 2,000–4,000+ upskilled 10 ANALYTIC PROCESS AUTOMATION BUYERS GUIDE

AN OPEN COMMUNITY A VIRTUOUS CYCLE OF 8 EXCHANGE FOR SHARING OUTCOMES LEARNING AND SHARING AND ASPIRING TO ACHIEVE MORE BUSINESS OUTCOMES Best-in-class APA platforms offer a rich community exchange populated with thousands of solutions to business problems and reusable solution templates so users can learn from others and share their business outcomes to help others accelerate their own initiatives. The APA Community brings together the collective intelligence of people working together and the open and transparent sharing of best practices and outcomes. A collaborative community of users rooted in Analytic Process Automation creates a social network supporting each other to drive faster outcomes and fuels the perpetual learning and upskilling of people. This, in turn, drives everyone to keep reaching higher and accelerate business outcomes. “ I learned Alteryx from reading other people’s questions and replies in the Community and attempting to solve new questions, deepen my knowledge, and optimize my results. They say knowledge is power, but I believe knowledge is only powerful when shared. Analyst Informatica “ 11 ANALYTIC PROCESS AUTOMATION BUYERS GUIDE

9 ROI ACROSS TOP LINE, BOTTOM LINE, EFFICIENCY GAINS, AND FAST WORKFORCE UPSKILLING TRANSFORMING BUSINESS OUTCOMES TRANSFORMING WORKFORCES TOP LINE GROWTH EFFICIENCY GAINS Top 5 Retailer — $1.5 billion sales increase by Large National Retailer — 99.4% on-time automating daily merchandising, including pricing deliveries and 11% cost savings across parcel and assortment planning for 1000’s of stores deliveries and inbound freight costs F500 Manufacturer — $40 million revenue Top 5 Grocery Chain — 757% efficiency gain growth by automating the customer lifetime value via supply chain automation including pricing (LTV) process and marketing campaigns automation and inventory optimization by location BOTTOM LINE RETURNS PERPETUAL UPSKILLING Top 3 Airline — $80 million return to the Big 4 Consulting Firm — 50,000 people bottom line through discovery of unused credit upskilled across accounting, finance, tax, and optimization of customer loyalty programs audit, HR, and client service delivery Healthcare Provider — $20 million in annual savings Top 50 Global Bank — 2,000 people by reducing unwarranted clinical variations in upskilled across trading, finance, portfolio healthcare delivery management, and client services 12 ANALYTIC PROCESS AUTOMATION BUYERS GUIDE

DEMONSTRATED SUCCESS Best-in-class APA platforms enable limitless business outcomes for every line 10 AND SOLUTIONS IN EVERY of business and industry vertical. Whether in the CDO, CIO, CFO, CHRO, CMO, CRO, DEPARTMENT AND INDUSTRY CCO or CISO organizations, APA platforms enable limitless use cases so organizations can jump-start their automation journey. EXAMPLE SOLUTIONS CUSTOMER HUMAN FINANCE MARKETING CUSTOMER BUSINESS SALES & INFORMATION SUCCESS RESOURCES SERVICE OPERATIONS SUPPORT TECHNOLOGY Consumer Employee Trading & Marketing 360 Incident Supply-Chain Sales Network Behavior Flight Risk Liquidity Attribution Management Automation Trends Analysis Customer Affirmative Capital Omni-Channel 360 Inventory Sales Security Engagement Action Forecasting Response Right-sizing Maximization Analytics Pricing Recruiting Daily Customer 360 HCM Logistics Sales Cost Optimization Science Reconciliation 360 Optimization Performance Analysis Targeting & Predictive Tax Predictive Predictive Labor Geographic Vendor Segmentation NPS Automation Conversion Churn Optimization Trends Consolidation Loyalty Program Performance Audit Campaign Response Time Cost CRM Staffing Analytics Management & Compliance Response Impact Optimization 360 Efficiencies Sentiment Training & Risk Segmentation Call Center Capacity Forecasting CapEx Analysis Compliance Assessment Analytics Planning Forecasting More ... More ... More ... More ... More ... More ... More ... More ... 1313 ANALANALYYTIC PTIC PROCESS AROCESS AUUTTOMAOMATION BUTION BUYYERS GUIDEERS GUIDE

SEE THE ALTERYX APA PLATFORM IN ACTION and experience the power of unified analytics, data science, and process automation in one ANALYTIC PROCESS AUTOMATION PLATFORM (APA) AUTOMATING AUTOMATING OUTCOMES ASSET INPUTS FOR PEOPLE AND TO APPLICATIONS Files, Docs BI Applications Data Predictive Explainable Geospatial Bots Blending Auto ML AI Analytics RPA Data Process Stakeholders Platforms Automation Applications Production AI Data Prep Publishing & Profiling App Controls Cloud Enterprise Sources Diagnostic Prescriptive Code-Free Apps & API’s Reporting Analytics Data Science Logic Business-Ready Docs, Email... HUNDREDS OF ANALYTICS + DATA SCIENCE + PROCESS AUTOMATION BUILDING BLOCKS SO YOU CAN START ANYWHERE 141414 ANALALANALTERYYYTIC PTIC PX ANALROCESS AROCESS AYTIC PROCESS AUUTTOMAOMATION BUTION BUUTOMAYYTION BUERS GUIDEERS GUIDEYERS GUIDE

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