As one of our most able clients, Gavin Guy (Head of Technology, Saltgate) delivered an excellent presentation at our 2025 community event about how they have worked with us in the past for their payment system project.
He then continued to give an idea of how they have continued to innovate, utilising their Alteryx capabilities for further use cases.
They demonstrated the true impact of being data-driven and what can be achieved with an empowered team, equipped with the best tools for the job!
Here are some of his top tips for data driven organisations to follow in their footsteps:
Build the Foundation
Engage with Continuum regularly – Collaboration drives success.
Get certified – Complete the Alteryx Foundation Course.
Understand & Control Your Data
Master your inputs and outputs – Know your data flow inside out.
Think about governance – Ensure compliance and data security.
Optimize & Automate
Leverage APIs – Unlock integration and automation.
Harness the power of macros – Simplify and scale your processes.
Schedule smart workflows – Run heavy jobs out of hours for efficiency.
Innovate and apply creative thinking – Find smarter solutions.
He also provided their step by step process to greatness!
Partnered with Continuum (2022): Kickstarted Alteryx Server to support the payment system project.
Enabled API integration: Built custom functionality to bridge gaps in the new people system.
Streamlined payment workflows: Aggregated data from multiple banking platforms and enriched it using providers such as IBAN.com.
Automated AML checks: Developed API-driven workflows to pass screening results into the vPoint workflow.
Connected critical systems: Created a suite of workflows supporting payment operations
Scaled automation: Delivered 96 Server Workflows, 17 Analytic Apps, and 38 Scheduled Workflows.
Expanded adoption across teams: Supporting Administration, Accounting, Compliance, Finance, People, IT, and other teams.
Empowered innovators: Five Technology & Innovation team members using Alteryx Designer daily.
Invested in capability development: Trained by Continuum, completing the Alteryx Foundation Course and progressing toward Alteryx Designer Advanced Certification.