Alteryx services

Capitalize on process automation and deeper data analytics capabilities

Getting true insight from data is a challenge for companies in all industries. Many businesses conduct key operations within spreadsheets, but those can get bogged down and crash as they grow, and they lack logic, transparency and scalability. Alteryx is a platform that can bring the power of automation to your critical processes, increasing your agility and delivering timely, accurate insights that drive enhanced decision making and growth.

Alteryx is an end-to-end solution that brings advanced analytics and automation capabilities to businesses in any industry and users at every skill level. It’s designed to enable end users to generate valuable insights without having an information technology background or knowing how to code.

Accelerate your digital transformation

Alteryx sits in the middle of your technology stack, connecting with your existing technology, including robotic process automation tools or Tableau. It creates a seamless, comprehensive foundation to discover, analyze, and understand your data.

Gain deeper insights instantly

Business teams often spend up to 80% of their time manually prepping and gathering data, leaving only 20% of their time to analyze it, which can take days or even weeks. But Alteryx enables users to view data in real-time, spend more time analyzing it, and gain deeper business insights.

Get the results that drive change—faster

Effective data insights mean more now than ever before. Alteryx enables your users to gather the data they need when they need it, whether the goal is to strengthen operations, generate sales, increase efficiency—or all of the above.

By working with RSM, you can expect:

Certified service you can trust

RSM’s team of over 20 Alteryx certified developers has supported all areas of the finance function—tax, audit, financial planning and analysis, accounting, treasury, accounts payable/receivable—to enhance data analytics and automate processes as a strategy to increase margins. In addition, we have worked with clients to leverage Alteryx to enhance supply chain processes and have supported the office of the chief data officer with data migration, data quality and data management solutions. Our team has deep experience with clients in a variety of industries, including manufacturing, financial services, government contracting and more.

Worldwide, just over 40 individuals have earned the Alteryx Designer Expert designation. To illustrate our dedication to developing leading Alteryx solutions, three of those individuals are members of RSM’s team. With our background and insight, our team develops powerful Alteryx analytics and automation solutions that can drive your business success.

Experienced implementation, integration and governance

The RSM team can implement governance guidelines, leveraging the organization and structure of Alteryx to provide the biggest return on investment. In addition, while Alteryx normally hosts the platform’s infrastructure, we are also trained to implement the cloud product within your own infrastructure.

Once Alteryx is established, not everyone has the internal resources or bandwidth to learn the solution and manage it moving forward. Depending on your specific needs, we can provide comprehensive training to enable your team to provide better customer service internally, or we can provide ongoing oversight and management.

A unique perspective on best practices

In addition to implementing and managing Alteryx for our clients, we are also an Alteryx user. RSM has used Alteryx to transform many of our internal business processes. We have been where you are, and we take the knowledge from our journey and apply it to your unique needs.

Maximized Alteryx functionality

Alteryx is an excellent tool for automating business processes, and many firms focus on that functionality. However, we also utilize its full potential for data-related projects such as data migration and data quality efforts. Our depth of solutions enables you to take full advantage of the Alteryx platform.

RSM and Alteryx: Next-level solutions and support

RSM has deep experience with the full spectrum of Alteryx capabilities, including:

  • Data migration
  • Process automation
  • Reconciliations
  • Payroll analytics
  • Accounts payable analytics
  • Tax research and development credit calculations
  • Indirect and direct sales tax calculations
  • Post-transaction deal analytics
  • Risk-oriented analytics
  • Accounting Standards Codification 606 revenue recognition
  • Profit distribution waterfall calculations
  • Custom development

Getting started with Alteryx

Our practice has a deep understanding of many types of technology and how they can support multiple lines of business. Other firms may have an Alteryx team but may lack the professionals who understand how the technology intersects with your business goals.

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