Please complete this form in preparation for your first 1:1 "over the shoulder" coaching session with an Alteryx expert.
NAME
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First Name
Last Name
COMPANY EMAIL
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example@example.com
DEPARTMENT
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JOB TITLE
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HAVE YOU DOWNLOADED AND INSTALLED ALTERYX?
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Yes
No
YOUR USE CASE / ANALYTIC PROJECT
HIGH LEVEL OVERVIEW
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Pretend you're talking to a 5-year old (just kidding). Why is this analytic process important? What is problem are you trying to solve? What question(s) are you answering?
TIME AND RESOURCES
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How many hours does it take? How often this analytic process done? We're looking for a baseline of FTE hours this process takes a year.
NEGATIVE IMPACTS
Example: Tedious, manual report that takes 8 hours a month in Excel; data inconsistencies leads to a lack of forecasting accuracy
SUCCESSFUL OUTCOMES IMPACTED
What needs to change or get better? A successful solution would deliver...
ROLES + TEAMS IMPACTED
Who cares about the results of the analysis? Who receives it?
DATA SOURCE PROFILE
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What data sources are you working with? How many files?
ANY DATA FILES YOU CAN SHARE AHEAD OF TIME?
Browse Files
This is optional and ideal if you have dummy data or a subset of data.
Cancel
of
QUESTIONS + TOPICS
*
What else do you want to cover?
Submit
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