First Tech Presentation at Tableau Conference

Predicting Our Best Customers with Alteryx and Tableau

Naveen Jain & Manju Devadas

Agenda

Who We Are

© 2005 Pluto7 and/or its affiliates. All rights reserved. Pluto7 Confidential 03

Key Highlights

Predictive Solutions E.g. Forecast in a box

Big Data, BI, Salesforce and VCP Focus

Solutions, Framework and Methodology driven

Fortune 500 End Customer Base

Founded in 2005

Overview

Pluto7 is a growing Analytics Solutions company headquartered in the heart of Silicon Valley.

Our main focus is design Simpler Business solutions with deep understanding into Enterprise specific

needs

Our senior resources in North America and India bring thought leadership with most relevant experience and exposureAgile Business Solutions

Enabling Internet of Things

Core Expertise

Visualization / BI / Cloud

Big Data / ETL / Data Blending

Predictive Analytics

4© 2005 Pluto7 and/or its affiliates. All rights reserved. Pluto7 Confidential

Background

• 9th largest Credit Union in the country (based on asset being managed)

• 370,000 Members, Primarily US focused

• Serve various hi tech customers like Microsoft, HP, Cisco and many more

• Founded in the 1950s

• Dynamic management team with an aspiration to become the most admired credit union in the nation

Business Drivers & Challenges

Drivers• Maintain focus and grow strategically

• Create amazing member and employee experiences

• Engineer and maintain operational excellence

• Demonstrate industry leadership

• Develop and retain a world class team of employees

Challenges• Technology - Legacy BI and Marketing Platform with limited capability to run real time

analytics and create member engagement

• People – Knowledge of Industry Leading Technologies

• Processes – Agile Methodology, Self Service BI, Data Governance

Roadmap To Excellence

Q2 2014 –

Joined First Tech, created business

case, showed ROI and gained

executive approval, developed LTV

model

Q3 2014 – Procured Alteryx, Tableau, Eloqua. Deployed and went live with sales funnel and

overview dashboard, data governance, self

service BI

Q4-2014 –

Sales enablement, deploy Eloqua and execute on the low hanging marketing

campaigns

Q1-Q2 2015 –Nurture campaigns,

lead scoring, segmentation,

web/mobile targeting

Q3-Q4 2015 –Advanced targeting

for members and prospects on third

party sites

Self Service BI

Analytics COE

Deposits Power Users

Contact Center

Power Users

Consumer Lending

Power Users

Investments Power Users

Mortgage Power Users

Finance Power Users

Operations

Analytics COE Responsibilities• Data Governance• Tools and Technologies• Training• Best Practices• Terms and Terminologies

Power Users Responsibilities• Get Advance Training• Guide fellow analysts in appropriate

usage of technologies and data• Deal with day-to-day business

issues

Technical Architecture

Employees

Visualization & Analytics(BI Tools)

Members and Prospects

Traditional ChannelWeb, Mobile, eMail, SMS, Call Center &

Branch

BranchCall Center

Digital Investments & Insurance

Web Analytics OSI MRM Lending QB I-3 Maxarr PSCU Cview DB Touche

Social Listening, Survey*

Online Banking

OAO Akcelerant eFlow Satmatrix Live Chat*

Experian and Others …

Other Third Party

Third Party SitesPaid Ad, Paid Search,

Retargeting

Data Management Platform (Centralized Database, Normalized Audience View, Audience Segmentation, Scoring, Profiling, Modeling, etc)

Email & Branch Campaigns

Offline Events(Marketing Automation)

Online, Mobile & 3rd Party Site

Campaigns (Analytics, Tagging &Targeting)

Operational Channels

eAlerts, eStatements, Monthly statements, ATMs, ATM receipts,

Social Campaigns

(Listening & Publishing)

Architecture


Publish Dashboards to Server

Tableau Interactors

Alteryx Server

End Users

Salesforce, SharePoint Integration with Tableau

Server

Alteryx Data Blending Tableau – Self Service BI

Results - Life Time Value ( LTV )

Margin ($)

RetentionLikelihood

High LTV

Medium LTV

Medium LTV

Low LTV

Learn From and Acquire More

Improve

Improve or Invest Strategically

Improve

LTV Comprises of Retention Rate and Margin

Results – Consumer Lending

Segment 1 Segment 2 Segment 3 Segment 4 Segment 5 Segment 6

Insights• 218% more LTV than Average.

• Margins are 33% higher and

• Life is 110% Longer

Next Steps• Look at LTV for a member/household

instead of an account

• Find correlation between attributes including transaction data, demographics and other third party data

Alteryx Module – Sample Only


Next Steps

Technology• Deploy Full platform for Business Intelligence, Data Visualization, Marketing Automation and Web

Analytics/Target• Build appropriate integrations to bring in relevant data to execute and show quick results in agile manner

Process• Agile Development• Enable robust governance process for data management • Provide Management consulting advice on Roadmap definition • Corporate training leading to empower business units for self-service BI

People• Build deep relationship with Consulting partner such as Pluto7 who bring in industry best practices and

know how• Build a team of high energy, passionate and driven people who can really make a difference and impact

the top line and bottom line

• Our Value is through Deep Business understanding + Right amount of Technology

• Track record of taking ideas to Life with data insights E.g. New products, Demand tracking

• Thought Leadership in Big Data & Predictive Analytics E.g. Our Experts speak at trade shows

• Proven track record on building with solution frameworks and Methodologies E.g. C2ROI

• Technology trends identification before most in the market and equip our customers

• We have a Passion for Corporate Training

• Focused Delivery. We believe average delivery quality is as good as losing a customer

• Close to a decade of Predictive Analytics Experience E.g. Statistical modeling, Forecasting

Pluto7 - How Are We Different ?


Contact Us


Phone1- (408)-824-9213

[email protected]

Webwww.pluto7.com

Naveen Jain

[email protected]

Manju Devadas ( Pluto7 )

[email protected]

mailto:[email protected]

mailto:[email protected]

Thank [email protected]


Alteryx Server

End Users

Salesforce, SharePoint Integration with Tableau

Server

Architecture – Alterxy and Tableau

First Tech Presentation at Tableau Conference

Documents

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