Ingersoll Rand turns rich survey data into actionable insight in hours, not weeks

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See how Ingersoll Rand have used data blending and advanced analytics to turn rich Customer Experience survey data into actionable insight for their organization in hours instead of weeks.

Transcript of Ingersoll Rand turns rich survey data into actionable insight in hours, not weeks

© 2014 Alteryx, Inc. | Confidential

Ingersoll Rand turns rich survey data into actionable insight in hours, not weeksPresented by…

Sean Otto, Snr Customer Satisfaction Analyst, Ingersoll Rand

Michael Nealey, Snr Customer Satisfaction Analyst, Ingersoll Rand

Brian Dirking, Director of Product Marketing, Alteryx

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Customer Success

Customers across the world

500+Strong Foundation

Renewal rate with funds to support innovation

95%+Corporate Info.

Leader in Data Blending and Advanced Analytics

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Intuitive workflow for

data blending and advanced

analytics leading to deeper insights in hours, not

weeks Through Intuitive Workflow

Deeper Business Insight

In Hours Not Weeks

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Rep

ort

The Alteryx Solution For Analyst Enablement

All Relevant Data

Access, cleanse, and blend data with unique packaged data options

Rapid design of predictive analytics with unique spatial

understanding

Packaged Market & Customer Data

Consumerize the use of sophisticated analytics

Enrich

An

aly

ze

Ble

nd

Text

© 2014 Alteryx, Inc. | Confidential

© 2014 Alteryx, Inc. | Confidential

© 2014 Alteryx, Inc. | Confidential

The Tableau RevolutionFast and easy analytics for everyone

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The Alteryx + Tableau Solution

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Ingersoll Rand turns rich survey data into actionable insight in hours, not weeksSean Otto & Michael Nealey

Snr Customer Satisfaction Analysts

Ingersoll Rand

© 2014 Alteryx, Inc. | Confidential

Who We Are

• A $10 billion diversified industrial company

• Over 40,000 employees worldwide

• About 75 manufacturing facilities worldwide

• Operations in every major geographic region

• Strategic brands are #1 or #2 in their markets

© 2014 Alteryx, Inc. | Confidential

Ingersoll Rand: Market-leading Brands

Our Brand Promise: We inspire progress by unleashing the potential of people and technologies. Our people, products, systems and services make everyday living healthier, safer, more energy efficient, productive and comfortable—enabling our customers to achieve real progress and create a positive impact in their world.

WorldwideCommercial and Residential HVAC

Equipment

Manufacturer of golf cars and utility

vehicles

Worldwide transport refrigeration

Air compressors, air and power tools

Comfort and Climate Control Brands

Industrial Brands

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Overview

• Background• What is CX / CEM• Why is there a business need?

• How Alteryx solves our pain• Some show and tell around the process

• Where we are going

Goal: 1) to help you understand CX

2) how a tool like Alteryx enables your organization to more quickly communicate and adapt to the changing needs of CX

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What do we do?

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Customer Experience (CX) Program

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Customer Experience Process

Listen

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Customer Experience Process

Interpret

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Customer Experience Process

React

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Customer Experience Process

Monitor

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CX is operations support

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The frustration of a small team

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What do we do today?

Listen Interpret React Monitor

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Alteryx – what it does for us

It does everything an out-of-the-box CEM can doWithout IT support

• Pre-survey preparation (10 hours monthly savings):• Cleans up CRM data• Dispatches data back to office for further verification (using email tool)

• Survey launch (using API connection to our survey tool) (1 hour monthly savings):• Creates panels in survey tool• Sends out surveys & schedules (and sends out) reminders

• Survey follow-up (2 hours monthly savings):• Formats and distributes near-live survey completion notification (email tool)

• Survey reporting (4 hours monthly savings):• Readies, prepares data• Output to Tableau .tde file

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Interpret

Raw, aggregated, non-aggregated

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React

Email tool to send follow-up / resolution forms

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Monitor

Bring it all together, add value

© 2014 Alteryx, Inc. | Confidential

Monitor

Bring it all together, add value

© 2014 Alteryx, Inc. | Confidential

Next Steps – Download the Alteryx Visual Analytics Kit

• Alteryx.com/kit

• Includes sample Alteryx analytics workflows and Tableau visualizations

• Analytics workflows including survey data, predictive workflows such as A/B testing and market basket analysis, and multi-channel analytics

• Download Alteryx and Tableau trial

© 2014 Alteryx, Inc. | Confidential© 2014 Alteryx, Inc. | Confidential

Questions and AnswersThank you for your participation today