Please complete this form in preparation for your first 1:1 "over the shoulder" coaching session with an Alteryx expert.
HAVE YOU DOWNLOADED AND INSTALLED ALTERYX?
YOUR USE CASE / ANALYTIC PROJECT
HIGH LEVEL OVERVIEW
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
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.
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
What data sources are you working with? How many files?
ANY DATA FILES YOU CAN SHARE AHEAD OF TIME?
This is optional and ideal if you have dummy data or a subset of data.
QUESTIONS + TOPICS
What else do you want to cover?
Should be Empty: