Mission Statement
Our client was a leading private equity and investment company, and the mission had been to transform their approach to reporting and data management by replacing manual processes with streamlined, automated workflows. Through the intelligent use of Alteryx and advanced data preparation techniques, we delivered a solution that ensured accuracy, consistency, and efficiency across every stage of the reporting cycle.
We went beyond automation by proactively analysing outputs to identify and resolve issues before they affected business performance, safeguarding the integrity of financial insights. By validating regional revenue structures against standardised templates, we created scalable frameworks that aligned operations and enabled confident decision‑making across diverse teams.
We also empowered our clients for long‑term success. Through tailored training and knowledge transfer, we equipped teams with the skills and confidence to independently manage, maintain, and enhance their workflows. Our mission had not only been to deliver immediate improvements but also to embed resilience, efficiency, and trust into the reporting culture, helping organisations unlock growth and focus on what mattered most.
Tools Used
Alteryx
NavOne
Power BI
Microsoft Dynamics
Group HR
Detailed Solution
To address the client’s needs, we leveraged Alteryx to fully automate the consolidation of timesheets and regional revenue data. This eliminated manual effort, reduced the risk of human error, and ensured a high level of accuracy in reporting. By streamlining this process, the client gained a reliable and efficient foundation for their operational data.
We then applied advanced data preparation techniques to cleanse and structure the information, making it fit for purpose and ready for downstream use. This step was critical in ensuring that the data could be trusted and consistently integrated into reporting workflows.
Beyond preparation, we conducted an in-depth analysis of the reporting outputs to proactively identify potential issues before they could impact business performance. This forward-looking approach allowed us to resolve discrepancies early and safeguard the integrity of the client’s reporting environment.
To reinforce consistency, we developed and documented a proof-of-concept workflow that validated regional revenue file structures against the reporting template. This ensured alignment across regions and provided a scalable framework for future reporting needs.
Finally, we delivered tailored training sessions to the client’s team, equipping them with the skills and confidence to independently manage, maintain, and enhance the workflows. By empowering the team, we ensured that the solution was not only effective in the short term but also sustainable in the long run.
Impact
Efficiency gains and reduced manual effort
Accuracy and reliability
Consistency across regions
Empowered teams and mitigated risks