Brookson 如何利用 Alteryx 转型为数字平台企业
公司规模
Mid-size Company
地区
- Europe
国家
- United Kingdom
产品
- Alteryx Platform
技术栈
- Data Warehouse
- SQL
- Excel Reporting
实施规模
- Enterprise-wide Deployment
影响指标
- Customer Satisfaction
- Productivity Improvements
技术
- 分析与建模 - 大数据分析
适用行业
- Professional Service
适用功能
- 商业运营
用例
- 预测性维护
服务
- 数据科学服务
关于客户
Brookson 是一家专业服务提供商，在数字化流程和改善客户体验方面面临挑战。他们面临着部门间缺乏可视性、创建电子表格花费大量时间、内部工作订单量大以及客户体验孤立的问题。这些挑战阻碍了他们提供卓越客户体验的能力。他们需要一种解决方案来帮助他们克服这些挑战并将业务转变为数字平台。
挑战
Brookson 在运营中面临多项挑战。他们无法跨部门查看信息，因此需要花费大量时间创建电子表格。他们还拥有大量内部工作订单和孤立的客户体验。这些挑战阻碍了他们提供卓越客户体验的能力。他们需要提高准确性和及时性，减少管理投资，确保任务一次正确完成，减少被动反应，提高主动性。
解决方案
Brookson 采用 Alteryx 平台来克服挑战。他们首先使用数据仓库和 SQL 驱动的 Excel 报告。他们使用正则表达式从非结构化电子邮件中提取税务代码并验证所保存数据的准确性。他们还分析了非结构化数据以在 CRM 中的工作队列之间移动。当客户分配交易时，会构建匹配键，然后根据成功概率自动匹配，从而实现簿记自动化。他们转向基于风险的方法来评估费用报销的合规性，并扫描银行对账单以确定未缴纳的税款，以提供主动建议。他们还使用非结构化数据来预测客户流失并推动预防行动。他们利用自己的能力在酒店业和传统商业会计领域开辟了新的业务线。
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