ENABLING DATA DRIVEN DECISIONS WITH REALTIME INTELLIGENCE Adrian Loong BI Manager Ryan Newsome Reporting Developer
Note re data used in this presentation Please note that all data displayed in the dashboards is used to demonstrate Alteryx and Tableau s capability and is placeholder data, not actual amaysim data. 2
Introduction About amaysim amaysimis an Australian mobile virtual network operator established in November 2010. About us Adrian Loong BI Manager at amaysim Responsible for analytics strategy and execution across Finance, Retail Sales, Marketing and HR Expertise: Decision support / Management consulting for senior execs Visualisation, Financial analytics, Budgeting & Forecasting CPA Ryan Newsome Reporting Developer at amaysim Responsible for reporting and analysis requirements with Finance and Marketing stakeholders Expertise: SQL server - SSIS/SSRS AWS Redshift Alteryx
Strategy - Data driven decisions in real time 1. Knowledge is power 2. Smart management = happy customers & happy shareholders 3. Get a real competitive edge - stop looking back and start predicting the future
How amaysim has benefited from their analytics program Workforce Productivity We have a tight analytics team covering wide span of functions (Finance, Marketing Customer Retention & Acquisition, Sales Retail and Online, HR) By enabling line of business users to quickly build on a baseline of analytics, they can easily solve their own specific business problems quickly and do not have to wait on Business intelligence teams Reduced time to insight We are able to get the data we need faster. Projects that would have taken 2-3 weeks are now down to a day Data driven decision making Line of business users are able to get direct access to their own data in an easy visualisation enabling them to able to solve problems faster. People can look at the data, do some discovery, and then arrive at an answer
Agenda Business challenges Executive buy-in and funding Best of Breed products Redshift, Alteryx and Tableau Learnings from using Alteryx
amaysim have a wide variety of data sources and a lot of data being generated daily Source systems Databases Over 10 billion rows of data with nearly 20 million rows added daily Phone call SMS Internet data traffic Wide variety of data sources Alot of data being generated daily
Competition is intense in the mobile phone sector.. Major carriers MVNOs 8
We only have a small team covering a wide span of functions Finance Retail Sales Customer acquisition and retention HR Photo Source: http://www.timeshighereducation.co.uk/news/business-schools-not-first-port-of-call-for-managerial-recruits/2013863.article
Traditional tools are unable to keep up with speed and velocity of business demands, tools like Alteryx enable analysis within hours Traditional BI : Keep calm and please wait Analysis at the speed of business VS We need tools that empower us analyse at the speed of thought
Agenda Business challenges Executive buy-in and funding Best of Breed products Redshift, Alteryx and Tableau Learnings from using Alteryx
How do you get buy-in and engage the business? Photo Source: The Age http://www.theage.com.au/executive-style/style/stitched-up/homedelivered-style-for-timepoor-men-20150122-12vua1.html 12
1 Use Alteryx to address current pain points via doing short proof of concepts Use cases Exec Dashboard Finance Audit General Analytics Ad hoc deep dive Slice and Dice Wholesale Invoice Rec Current Pain Points No single source of truth for Execs No current and consistent data definitions Unable to extract raw XML from Call data files easily to establish a balance sheet position Business users do not have a holistic end to end view of the entire amaysim business. Certain users (eg: Marketing) have resorted to using their own analytics software Unable to extract raw XML from Call data files easily External Data Delivery Exact target (CRM) Datamarts Datarama (marketing) Monte (Scheduling) Commissions Processing Different data definitions between Optus and amaysim Identify opportunities to improve commissions processes 9
Alteryx is an intuitive workflow for data blending and advanced analytics, including spatial and predictive analytics in a simple and easy to use drag and drop interface 3 in 1 product Data preparation Spatial analytics Predictive analytics 16
2 Download Alteryx trial, spend a few hours going through online and product tutorials which are easy to follow http://pages.alteryx.com/free-trial.html trial.html Input / Output Preparation Pharsing Joining Summarizing Alteryx has great tutorials online and within the tools
3 Start small, deliver continuously My first Alteryxworkflow to extract XML, pharseit and combine data for audit Start small ( 1 designerlicense), prove value and extend outwards Iterate quickly & deliver continuously to get management buy-in Start small, iterate quickly and deliver business value 16
4 Do things that drive top line or bottom line performance CASE STUDY: REVENUE ASSURANCE Historically amaysim receives Call data record files from Optus which gets preprocessed before loading to internal IT applications. Alteryxwas used to perform independent revenue assurance on XML files to verify integrity of revenue accounts Optus XML 610_.gz 620_.gz Optus XML unzip 610_1.xml 610_2.xml 610_3.xml 610_4.xml 610_5.xml Pre- Processing 1 Combine all into 1 dataset CDR610_1 CDR610_2 CDR610_3 Source Systems 4 2 Eliminate duplicate CDRs 3 Business Rules Identify linked Data CDRs Re-calculate data rounding 5 Data Stores Load Redshift Visualistion Link it back to financial performance 17
5 Celebrate success: Keep building and iterating Where we started Existing tools require analysts to have coding experience Few disparate analysts using SQL to deliver analytical solutions Where we are now Using Best of Breed products Visualisation: Tableau Data blending: Alteryx Warehousing : Redshift Using Alteryx& Tableau to deliver : Revenue assurance Sim Sales Customer disconnections & churn Port-outs by carrier CDR analysis Where we will be Self serve analytics for all business users Real time P&L with slice and dice with visualisation Assurance over logic processing (Audit, Commissions) Advanced predictive analytics Churn propensity Customer behaviour
Agenda Business challenges Executive buy-in and funding Best of Breed products Redshift, Alteryx and Tableau Learnings from using Alteryx
BI stack Alteryx fits perfectly into our technology stack Time to load Reliability of Data Query performance Flexibility for slice/dice Visualisation performance Data definitions / governance Data exploration Source Data IT ELT/ETL Data Warehouse Business ETL Visualizer & Reporting ECC CDC used for real CRM time data replication CSC Slower to build Google analytics More reliable Sales POS The list goes on Redshift selected for reliability, processing power and scalability Alteryx desktop selected and deployed Gives our business the agility we need Business driven rather than IT driven Ability to do predictive analytics Tableau desktop & Server selected and deployed Self serve BI Business dashboarding Ability to do predictive analytics 20
Redshift gives us the speed and robustness to store and analyse vast volumes of data. Alteryx fuels Tableau visualisation, allowing us to quickly iterate gain insights in Tableau Comments Amazon Redshift Datamart 1 1 Tableau can be used to directly visualise and analyse big data directly from Redshift Source system 1 Source system 2 4 2 Alteryxcan be used to blend data which is not in the Redshift database Livechat Zendesk External data / Marketing data 2 Blend & enrich Clean the data Apply business rules Validate business rules in teams 3 Visualization 3 4 Alteryxcan apply and validate more complex business rules before visualizing outputs in Tableau Continuously iterate between Alteryxand Tableau when discovering more data
Tableau is excellent for collaboration We use Tableau server to share dashboards & insights and Tableau desktop is used extensively for slicing and dicing 22
Agenda Business challenges Executive buy-in and funding Best of Breed products Redshift, Alteryx and Tableau Learnings from using Alteryx
Learnings from using Alteryx Agility Simplicity Empathy Reliability Deliver insights fast Respond to change Step by step approach Keeps complexities simple Collaborate Share Knowledge Full visibility Trust in insights 24
Agility Getting answers faster Deliver insights fast Desired output with no/less code Self serve Little training required Answers fast http://windowsserver2012.itpro.co.uk/sites/microsoftwindowsserver2012/files/digital_vision.jpg 25
Agility Enabling us to stay competitive Respond to change Crunch and dissect billions of rows Fast delivery Actions from insights Stay competitive http://thumbs.dreamstime.com/z/veiled-chameleon-chamaeleo-calyptratus-isolated-white-background-31167141.jpg 26
Simplicity Easy to follow Step by step approach Easy to follow Quick data blending 27
Simplicity Making things simple Keeps complexities simple Compartmentalise Document Handover Not just 1 person 28
Simplicity Range of purposes Custom SQL Direct to.tde https://upload.wikimedia.org/wikipedia/commons/8/89/sliding_clamp_dna_complex_side.png 29
Empathy Building collaborative across business teams Collaboration Within the analytics team Business teams including Finance and Marketing http://www.assembledchaos.com/wp-content/uploads/2013/07/shutterstock_114146581.jpg 30
Empathy Driving a culture of knowledge sharing Knowledge sharing Understand others workflows Share process knowledge Recycle Save weeks of effort Continuous support http://static1.squarespace.com/static/51c83491e4b067b366fc00e3/t/54b88858e4b06e38ad5b7ceb/1421379675298/ 31
Reliability Transparency into data issues Full visibility Complete in depth visibility Trace data inconsistencies View / reutilise discarded data http://windowsserver2012.itpro.co.uk/sites/microsoftwindowsserver2012/files/digital_vision.jpg 32
Reliability Inspiring confidence in insights Trust in insights http://adaptivepath.org/uploads/images/hunchworks-trust-triplet.png 33
Enabling business success 1 Three Key Areas Executive buy-in and funding Key Observations Answer an important business question -Establish the value of Alteryx& Tableau early on by showcasing critical business issues in dashboard Keep the message simple and direct Go beyond dash boarding to engage business leaders on portfolio observations 2 Best of Breed products Redshift, Alteryx and Tableau Combine Redshift (Database), Alteryx(Data blending)and Tableau for Visualisation Tableau is excellent for collaboration We use Tableau server to share dashboards & insights and Tableau desktop is used extensively for slice and dicing ENABLING BUSINESS SUCCESS 3 Learnings from using Alteryx Democratisethe Opportunity -Gather people of interest together from Sales, product, marketing Make it relevant to different stakeholders -Include everyone & break down silos Celebrate success - Keep people involved and excited Three ingredients to enable business success
Thank you! 35