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ALTERYX + TABLEAU

Mark Thompson

Director of Data Services

The General

Powering monthly rolling forecasting

Scott Truesdale

Asst. Accounting Manager

The General

1. Intro:

1. Purpose

2. Presenters, The General, Alteryx

3. Harmony Between Alteryx + Tableau

4. History

5. The 3 E’s – Excellence, Efficiency, Enablement

2. The Business Case

1. Legacy Forecast Planning

2. The Business Problem

3. The Solution

3. Summary

1. Nuggets

2. A Technical Key

4. Questions

AGENDA

WHY ARE WE HERE?

SEARCH FOR THE FABLED

PURPLE-WINGED PEGASUS

Director of Data Services

• Masters in International Business: Finance & IT

• Liaison between functional areas

• Finance: IT guy sitting in Operations

• Data guy: spin it from data to information

• Spreadsheet super-user turned Alteryx & Tableau super-fan

M A R K

T H O M P S O N

Assistant Accounting Manager

• Bachelor’s of Science in Accountancy, Clemson

University

• Master’s candidate at Texas A&M Commerce

• Process workflow analyst

• Systems integrations liaison

S C O T T

T R U E S D A L E

1. Selling insurance for 50+ years

2. 1,400 employees

3. American Family Insurance affiliate

4. Writing in 47 states & DC

5. Over 250% growth since 2013

10

H I D D E N

D AT A

M U LT I P L E

I N P U T S

Analyst time spentsearching for data

Models have five or more different data sources

37%

W A S T E D

E F F O R T S

Data science models are only partially deployed

87%60%+

M O D E L I N G

I N E F F I C I E N C I E S

Per year on repetitive manual spreadsheet work

$60B

IDC, The State of Data Discovery and Cataloging HBR, Data Blending: A Powerful Method for Faster, Easier Decisions IDC, The State of Self-Service Data Preparation and Analysis Using SpreadsheetsRexer Analytics Data Science Survey, 2017

DATA CHAOS & ANALYTICS

D I S C O V E R +

C O L L A B O R A T E

P R E P +

A N A L Y Z E / M O D E L

S H A R E +

S C A L E / G O V E R N

D E P L O Y +

M A N A G E

D A T A S C I E N C E & A N A L Y T I C S C U L T U R E

C O M M U N I T Y

MODERN END-TO-END

ANALYTICS PLATFORM

THEALTERYXDIFFERENCE

REPEATABLE

WORKFLOWS

Automate time-consuming, manual data tasks into real-time, repeatable analytic workflows.

CODE-FRIENDLY

+CODE-FREE

Intuitive drag and drop user interface for both code-free modeling as well as code-friendly advanced analytics.

THEALTERYXDIFFERENCE

FLEXIBLE &

DIVERSE

Start with what you need and expand over time. We support vast data inputs and outputs for your business needs.

THEALTERYXDIFFERENCE

ANALYTICS

DEPLOYED

We cover the complete, end-to-end analytics process - model development to deployment

THEALTERYXDIFFERENCE

EASE OF USE –

OUR TRUE NORTH

Ease-of-use translates into unmatched time-to-insight for the citizen data scientist -minutes not weeks.

THEALTERYXDIFFERENCE

SCALE +

GOVERNANCE

Deliver security, collaboration and governance as you scale analytics for the enterprise.

THEALTERYXDIFFERENCE

BLIND DATE

LEGACY WORLD

DATA EXCEL

ALTERYX

THE FIT

TABLEAU

VISUALIZATION

ALTERYX

• Improved query accuracy & quality

• Improved transparency

• Improved understanding

• Standardized tools

• Standardized process, practices and format

• Standardized connection strings

EXCELLENCE

• Speed of development

• Speed of execution

• Report automation – KPI hours saved

• Touch free, end-to-end

• Data to consumption

• Automation, team doesn’t work weekends/holidays

• Speed of information to consumer; ready when they are

• Reporting that wasn’t possible before

EFFICIENCY

• Organizational education

• Empower self-serve, end-user analysis

• Robust analytics for the analysts

• Server applications for the business

user non-analysts

ENABLEMENT

Prior Case

THE BUSINESS CASE

Legacy planning:

4 channels

Legacy planning:

spaghetti spreadsheets

Legacy planning:

the dreaded arrival of

annual planning

Legacy planning:

manual effort

The Problems We Wanted to Solve

THE BUSINESS CASE

Huge, annual, uphill effort to

get started, followed by hanging

on for the ride

Ownership could

be less than

obvious

Simplification needed

Capture product

manager input

Maximize transparency

Capture data from the source

Hurry up,

and…wait

Solution: Alteryx + Tableau

THE BUSINESS CASE

Forecast team:

visionary, technical, and empowered

THE TEAM! THE TEAM! THE TEAM!

I do not code.

I Alteryx.

Alteryx: runs with data from

over 2 dozen sources and counting

Alteryx: fires data to create

408 Excel tabs across 51 files

Familiar tool for Product Manager input

California Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast

Section 1: Initial Calculations Jan-17 Feb-17 Mar-17 Apr-17 May-17 Jun-17 Jul-17 Aug-17 Sep-17 Oct-17 Nov-17 Dec-17 2017 Jan-18 Feb-18 Mar-18 Apr-18 May-18 Jun-18 Jul-18 Aug-18 Sep-18 Oct-18 Nov-18 Dec-18 2018 Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 2019 Jan-20 Feb-20 Mar-20 Apr-20 May-20 Jun-20 Jul-20 Aug-20 Sep-20 Oct-20 Nov-20 Dec-20 2020 Jan-21 Feb-21 Mar-21 Apr-21 May-21 Jun-21 Jul-21 Aug-21 Sep-21 Oct-21 Nov-21 Dec-21 2021 Jan-22 Feb-22 Mar-22 Apr-22 May-22 Jun-22 Jul-22 Aug-22 Sep-22 Oct-22 Nov-22 Dec-22 2022 Jan-23 Feb-23 Mar-23 Apr-23 May-23 Jun-23 Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 2023

National Cable Impressions

Served Population Percent

Non-Served Population Percent

Total Population Percent

Percent of the State Served

Total Impressions

Forecasted Change in Resonation

Impressions per Quote

Total Quotes

Close Rate

New Business Count

Renewal Opportunities Total

Renewal Business Count Total

New Business Cancels Term6 Total

New Business Cancels Term12 Total

Renewal Cancels Term6 Total

Renewal Cancels Term12 Total

Cancel Count Seasonality

Endorsement Count Seasonality

Renewal Business Count

Cancel Count (net of reins)

Endorsement Count

Average New Business Premiums

Average Renewal Premiums

Average Cancellation Premiums

Average Endorsement Premiums

Policies Inforce (PIF)

New Business Premiums

Renewal Premiums

Cancellation Premiums

Endorsement Premiums

Direct Written Premium

Section 2: Adjustments

Served Population Percent

Spot Impressions

Radio Impressions

Impressions per Quote

Close Rate

Renewal Business Count

Cancel Count (net of reins)

Endorsement Count

Average New Business Premiums

Section 3: Adjusted Calculations

National Cable Impressions

Served Population Percent

Non-Served Population Percent

Total Population Percent

Percent of the State Served

Total Impressions

Forecasted Change in Resonation

Impressions per Quote

Total Quotes

Close Rate Monthly Seasonality Weighting

Close Rate

New Business Count

Renewal Opportunities Total

Renewal Business Count Total

New Business Cancels Term6 Total

New Business Cancels Term12 Total

Renewal Cancels Term6 Total

Renewal Cancels Term12 Total

Renewal Business Count

Cancel Count (net of reins)

Endorsement Count

Average New Business Premiums

Average Renewal Premiums

Average Cancellation Premiums

Average Endorsement Premiums

Policies Inforce (PIF)

New Business Premiums

Renewal Premiums

Cancellation Premiums

Endorsement Premiums

Direct Written Premium

Direct Written Premium Change

Policies Inforce (PIF) Change

National Assumptions

PM Input

AdjustedResults

Alteryx: captures 1,122 Excel

named ranges from 51 files

Alteryx at Hyper speed:

1.5 million records!

Data Sources

Alteryx:

Captures data

> 24 sources

Alteryx PublishesData and creates

8 Tabs on 51 Spreadsheets

= 408 Tabs

Excel:

PM’s input State

by Channel detail

Alteryx:

Captures Updated

Data from

1122 Named Ranges

Alteryx:

Publishes 1.5M Records

to Tableau Hyper

File each month!

NEXT STEPS

Please complete the session

survey from the Session Details

screen in your TC18 app

1. Use the right tool

2. Elevator –Venn where things fit

3. Alteryx –Unlimited data sources

4. Tableau –HYPER files

5. Seamlessly creates a work of art

6. Alteryx –Download the Tableau Template

ALT E RYX

Tableau Server Tool configuration

ALTERYX.COM/TCKIT

ALTERYX Tableau Server Tool configuration

Please complete the

session survey from the

Session Details screen

in your TC18 app

QUESTIONSMTHOMPSON@TheGeneral.com

STRUESDALE@TheGeneral.com

MTHOMPSON@TheGeneral.com

STRUESDALE@TheGeneral.com

THANK YOU