first tech presentation at tableau conference
TRANSCRIPT
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
© 2013 Pluto7 and/or its affiliates. All rights reserved. Pluto7 Confidential 11
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
© 2013 Pluto7 and/or its affiliates. All rights reserved. Pluto7 Confidential 14
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 ?
16© 2005 Pluto7 and/or its affiliates. All rights reserved. Pluto7 Confidential
Contact Us
17© 2005 Pluto7 and/or its affiliates. All rights reserved. Pluto7 Confidential
Phone1- (408)-824-9213
Webwww.pluto7.com
Naveen Jain
Manju Devadas ( Pluto7 )
Thank [email protected]
© 2013 Pluto7 and/or its affiliates. All rights reserved. Pluto7 Confidential 19
Alteryx Server
End Users
Salesforce, SharePoint Integration with Tableau
Server
Architecture – Alterxy and Tableau