Establishing Alteryx Competencies - Skills, Methods and ... · Technology infrastructure, maintenance, data management, architecture framework technology framework, automation library

Establishing Alteryx Competencies - Skills, Methods and Integration

KPMG

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Confidential and Proprietary

Agenda

- Welcome and Introductions

- Alteryx Overview

- Why set up an Alteryx CoE?

- Skills needed

- Methods

- System and other software integration

- Q&A

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Objectives1) Enable your department to use Alteryx most effectively

2) Consider how you can improve efficiency and grow the department's knowledge base

3) Leverage Alteryx in combination with your existing process, data sources, and other systems such as ONESOURCE.

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Introductions

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Ken JaslowManaging Director, Tax Ignition, KPMG

Professional and Industry ExperienceKen is a Tax Managing Director at KPMG’s Ignition Center, where he leads a team of professionals that assist clients in redesigning tax processes and the design and implementation of tax software.Ken originally joined KPMG in 1995 and rejoined the firm in 2013 after spending two-plus years working at a Fortune 100 insurance company. During his career Ken has spent time in our Federal, M&A and Tax Technology and Ignition practices. For the past 15 years, he has specialized in working with clients to deploy process and technology solutions to improve the efficiency of the tax function and to manage risk.


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Josh MarottiSenior Manager, Tax Ignition, KPMG

Professional and Industry ExperienceJosh is a senior manager at KPMG’s Ignition Center, where he focuses on the design and delivery of analytics, automation, and integrative technology for the tax function. Josh utilizes his background in strategy development, data and analytics, and process improvement methodologies to identify pain points and develop end-to-end technology solutions. Focus areas include tax data management, tax process automation and integration, tax analytics, and tax department technology strategy. Josh has a Master of Science in Analytics and is certified in multiple analytics and automation technologies.

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Amit RingshiaManaging Director, Tax Ignition, KPMG

Professional and Industry ExperienceAmit is a Managing Director at KPMG Ignition Center. He has 17+ years’ experience delivering technology driven tax transformations. Amit focuses on solutions in areas of tax data analytics, intelligent automation and electronic collaboration. He is responsible for assisting in technical aspects of projects including solution design, development, infrastructure, governance models, management and migration. He has architected solutions that integrate multiple tax technologies with company technologies to optimize efficiencies for an effective tax function. He leads teams with experience in software development and tax domain.


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Alteryx Overview

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Self-service data and analytics

Share

Enrich

Prep and Blend Analyze

What is Alteryx?

Source files(xlsx, csv, etc.)

Databases

APIs

Outside data sources

Reporting

Visualization

Systems


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Why Alteryx?

Do this… … instead of this


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Where to use it? On any process that could benefit from:- Scalable and repeatable data processes - repetitive calculations or functions that need to be

performed quarter after quarter/ each year

- Auditability and knowledge transfer - know exactly what has been done with the data at every step and never modify the original data file

- Efficiency - significant manipulation of data such as combining many or extremely large files

- And many others

Example Tax Use Cases:- Trial Balances Transformation- Provision Automation- Fixed Assets Data Automation- R&D Credit Studies

Example General Use Cases:- Merging and comparing datasets- Transforming data formats- Combining multiple files- Advanced analytic applications

Why Alteryx for Tax?


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Why set up an Alteryx CoE?

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What is a CoE?

Gov

erna

nce

Mod

elCoE Provides the methodology, expertise, governance, operating, and organizational structure which form the foundation for continuous business process

improvement through automation.

Centralized automation services thorough a Center of Excellence can span the full automation lifecycle – starting with Strategy and continuing through Execution, Operations and Continuous Improvement

Automation & Tool Strategy

Strategy Roadmap & Implementation

Pipeline Prioritization Strategy

Architecture Definition

Met

hodo

logy

Ope

ratin

g M

odel

Gove

rnan

ce M

odel

Standards Methods & Tools /Knowledge Mgmt

Execute

Operate

Enhance

Baseline Enable Grow Optimize

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Benefits of creating a focus around Alteryx (and other tools)

Organizational Structure and Governance

Pipeline and Delivery

Management

Technology

Vendor Management

Performance and Risk

Management

People and Competencies

Automation Software

The COE is the governing body responsible for establishing, maintaining, and continuously improving the following aspects of the program.

Organizational Structure and Governance

Pipeline and Delivery Management

Technology

Performance and Risk Management

People and Competencies

Vendor Management

Setting up CoE allows for consistent roles and responsibilities, better management of regulatory and compliance, and establishing guidelines, standards and policies

Demand management and prioritization, delivery methodology, execution teams, development and deployment, quality assurance, value management

Technology infrastructure, maintenance, data management, architecture framework technology framework, automation library management

KPI Setting and report definition, Report creation and publication, monitoring and corrective action, define and monitoring control framework, process analysis, audit and quality check.

Culture – Strategy alignment, Strategic workforce planning – hiring and training, performance management, work council support and communication

Vendor Selection, Contracting and license management, market intelligence and leading practice, vendor issue and risk management, relationship and performance

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Skills needed

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Establishing an environment for continuous learning

Establish expectations

Create a safe environment

to fail

Frequent feedback

Access to training and

resources

Peer-to-peer learning

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Training your current team or finding the right skillsets(Build vs Buy)

Assess current skillsets

Identify the skills gap Closing the skills gap

Build Buy

- Less initial investment- Increased influence over

direction- Opportunity for more in-house

learning- Less cultural risk

- More up front investment- Opportunity to drastically

increase skillsets- Speed to upskilling- Ability to drive significant

change

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Maintaining skills and elevating your department as a whole

Establish, facilitate, support, learn, enhance and govern

Provide tools, methods and standards that support and enable the automation of business processes

Assess, design, implement, test, deploy and maintain automation in alignment with an enterprise-wide strategy

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Methods

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When to use Alteryx vs other tools

- Data - Scale- Repeatability- Time constraints- ROI

Other Data & Automation Software

ExcelMS PowerSuite

Alteryx

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Developing and maintaining best practices

Identifying patterns

Building for re-use

Maintaining governance

Considering KPIs and

exceptions

“Design is not just what it looks like and feels like. Design is how it works.”

–Steve Jobs

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Creating a feedback mechanism

Requirements Build Testing Deployment

Continuous Improvement

1. Establish the process

2. Facilitate ease of access

3. Create positive environmental pressure

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System and other software integration

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Levering connectors

ONESOURCE SharePoint API Database Other

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Developing a process for connecting to systems and other data sources

Direct connection

Speed of access

Automatic scheduling

Risk of lack of review

Manual data connection

Increased transparency

Controlled jointly with strong process

Manually initiated

Key break points in your process

Identifying the need for human review

Stop-gates for decisions/analysis

Design for future automation

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Creating reusable tools and workflows

Leverage a templateUtilize

componentization and macros

Separate your data Limit your logic

1 2 3 4

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Demonstration

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Questions?

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Notice• Some or all of the services described herein may not be permissible for KPMG audit clients and

their affiliates or related entities.

• The following information is not intended to be “written advice concerning one or more Federal tax matters” subject to the requirements of section 10.37(a)(2) of Treasury Department Circular 230.

• The information contained herein is of a general nature and based on authorities that are subject to change. Applicability of the information to specific situations should be determined through consultation with your tax adviser.

• The KPMG name and logo are registered trademarks or trademarks of KPMG International.

• © 2019 KPMG LLP, a Delaware limited liability partnership and the U.S. member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (“KPMG International”), a Swiss entity. All rights reserved.

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Header

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Title SlideSubhead

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Skinny Header and Footer– Tax alignment with the organization– Desktop vs Server– Building a business case for Alteryx in Tax

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Sir John Doe, III Esq.John has been with Thomson Reuters since June 2015. John is a guy who does stuff with ONESOURCE for clients.Prior to joining Thomson Reuters, John was a Sr. Director of Stuff for That Corporation That You’ve Heard Of.John holds a Bachelor’s Degree in Accounting from That British University and an Associate’s Degree in Business Administration from That Other British University.

Being British, John enjoys football, drinking tea, and other fun things that Brits do.

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Content SlideHow to style text• Use the Increase List button to indent levels of text. Do not use the Bullets button.

Level 1• Level 2

‒ Level 3• Level 4

– Level 5

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2-Column slide

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Column 1 Column 2 Column 3

3-Column slide

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Column 1 Column 2

Column 3 Column 4

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Timeline examplePhase one Phase two Phase three

Project Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Step one step one step one

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Step three step three step three this step requires explanation and goes to two lines

Step four step four

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Map example

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Row information Cell information Cell information that extendsto two lines

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Cell information that extendsto three lines; cell information that extends to three lines

Row information Cell information that extendsto two lines





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Multiple-chart example

Overall measures Product and service touchpoint satisfaction

Overall satisfaction

Likelihood torecommend

Likelihood to continue using

4% 6%

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Customer relationship score

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57

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Interest andexposure, evaluate

Sales/accountmanagement

Purchase Billing

Contracts

Set up Installation,implementation

Order processing

Training

Usage Product

Support Product andtech support

Renew Renewal process

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Thomson Reuters color palette

• Our primary colors are built into the template’s color theme

• To access the secondary palette, select the appropriate swatch at right, go to any color pull-down menu and choose More Colors. Click OK and the swatch will appear in the left-most spot in your Recent Colors

Primary

Secondary

Documents

Establishing Alteryx Competencies - Skills, Methods and ... · Technology infrastructure, maintenance, data management, architecture framework technology framework, automation library