ingersoll rand turns rich survey data into actionable insight in hours, not weeks

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© 2014 Alteryx, Inc. | Confidential Ingersoll Rand turns rich survey data into actionable insight in hours, not weeks Presented by… Sean Otto, Snr Customer Satisfaction Analyst, Ingersoll Rand Michael Nealey, Snr Customer Satisfaction Analyst, Ingersoll Rand Brian Dirking, Director of Product Marketing, Alteryx

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See how Ingersoll Rand have used data blending and advanced analytics to turn rich Customer Experience survey data into actionable insight for their organization in hours instead of weeks.

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Page 1: Ingersoll Rand turns rich survey data into actionable insight in hours, not weeks

© 2014 Alteryx, Inc. | Confidential

Ingersoll Rand turns rich survey data into actionable insight in hours, not weeksPresented by…

Sean Otto, Snr Customer Satisfaction Analyst, Ingersoll Rand

Michael Nealey, Snr Customer Satisfaction Analyst, Ingersoll Rand

Brian Dirking, Director of Product Marketing, Alteryx

Page 2: Ingersoll Rand turns rich survey data into actionable insight in hours, not weeks

© 2014 Alteryx, Inc. | Confidential 2

Customer Success

Customers across the world

500+Strong Foundation

Renewal rate with funds to support innovation

95%+Corporate Info.

Leader in Data Blending and Advanced Analytics

Page 3: Ingersoll Rand turns rich survey data into actionable insight in hours, not weeks

© 2014 Alteryx, Inc. | Confidential 3

Intuitive workflow for

data blending and advanced

analytics leading to deeper insights in hours, not

weeks Through Intuitive Workflow

Deeper Business Insight

In Hours Not Weeks

Page 4: Ingersoll Rand turns rich survey data into actionable insight in hours, not weeks

© 2014 Alteryx, Inc. | Confidential

Rep

ort

The Alteryx Solution For Analyst Enablement

All Relevant Data

Access, cleanse, and blend data with unique packaged data options

Rapid design of predictive analytics with unique spatial

understanding

Packaged Market & Customer Data

Consumerize the use of sophisticated analytics

Enrich

An

aly

ze

Ble

nd

Text

Page 5: Ingersoll Rand turns rich survey data into actionable insight in hours, not weeks

© 2014 Alteryx, Inc. | Confidential

Page 6: Ingersoll Rand turns rich survey data into actionable insight in hours, not weeks

© 2014 Alteryx, Inc. | Confidential

Page 7: Ingersoll Rand turns rich survey data into actionable insight in hours, not weeks

© 2014 Alteryx, Inc. | Confidential

The Tableau RevolutionFast and easy analytics for everyone

Page 8: Ingersoll Rand turns rich survey data into actionable insight in hours, not weeks

© 2014 Alteryx, Inc. | Confidential

The Alteryx + Tableau Solution

Page 9: Ingersoll Rand turns rich survey data into actionable insight in hours, not weeks

© 2014 Alteryx, Inc. | Confidential

Ingersoll Rand turns rich survey data into actionable insight in hours, not weeksSean Otto & Michael Nealey

Snr Customer Satisfaction Analysts

Ingersoll Rand

Page 10: Ingersoll Rand turns rich survey data into actionable insight in hours, not weeks

© 2014 Alteryx, Inc. | Confidential

Who We Are

• A $10 billion diversified industrial company

• Over 40,000 employees worldwide

• About 75 manufacturing facilities worldwide

• Operations in every major geographic region

• Strategic brands are #1 or #2 in their markets

Page 11: Ingersoll Rand turns rich survey data into actionable insight in hours, not weeks

© 2014 Alteryx, Inc. | Confidential

Ingersoll Rand: Market-leading Brands

Our Brand Promise: We inspire progress by unleashing the potential of people and technologies. Our people, products, systems and services make everyday living healthier, safer, more energy efficient, productive and comfortable—enabling our customers to achieve real progress and create a positive impact in their world.

WorldwideCommercial and Residential HVAC

Equipment

Manufacturer of golf cars and utility

vehicles

Worldwide transport refrigeration

Air compressors, air and power tools

Comfort and Climate Control Brands

Industrial Brands

Page 12: Ingersoll Rand turns rich survey data into actionable insight in hours, not weeks

© 2014 Alteryx, Inc. | Confidential

Overview

• Background• What is CX / CEM• Why is there a business need?

• How Alteryx solves our pain• Some show and tell around the process

• Where we are going

Goal: 1) to help you understand CX

2) how a tool like Alteryx enables your organization to more quickly communicate and adapt to the changing needs of CX

Page 13: Ingersoll Rand turns rich survey data into actionable insight in hours, not weeks

© 2014 Alteryx, Inc. | Confidential

What do we do?

Page 14: Ingersoll Rand turns rich survey data into actionable insight in hours, not weeks

© 2014 Alteryx, Inc. | Confidential

Customer Experience (CX) Program

Page 15: Ingersoll Rand turns rich survey data into actionable insight in hours, not weeks

© 2014 Alteryx, Inc. | Confidential

Customer Experience Process

Listen

Page 16: Ingersoll Rand turns rich survey data into actionable insight in hours, not weeks

© 2014 Alteryx, Inc. | Confidential

Customer Experience Process

Interpret

Page 17: Ingersoll Rand turns rich survey data into actionable insight in hours, not weeks

© 2014 Alteryx, Inc. | Confidential

Customer Experience Process

React

Page 18: Ingersoll Rand turns rich survey data into actionable insight in hours, not weeks

© 2014 Alteryx, Inc. | Confidential

Customer Experience Process

Monitor

Page 19: Ingersoll Rand turns rich survey data into actionable insight in hours, not weeks

© 2014 Alteryx, Inc. | Confidential

CX is operations support

Page 20: Ingersoll Rand turns rich survey data into actionable insight in hours, not weeks

© 2014 Alteryx, Inc. | Confidential

The frustration of a small team

Page 21: Ingersoll Rand turns rich survey data into actionable insight in hours, not weeks

© 2014 Alteryx, Inc. | Confidential

What do we do today?

Listen Interpret React Monitor

Page 22: Ingersoll Rand turns rich survey data into actionable insight in hours, not weeks

© 2014 Alteryx, Inc. | Confidential

Alteryx – what it does for us

It does everything an out-of-the-box CEM can doWithout IT support

• Pre-survey preparation (10 hours monthly savings):• Cleans up CRM data• Dispatches data back to office for further verification (using email tool)

• Survey launch (using API connection to our survey tool) (1 hour monthly savings):• Creates panels in survey tool• Sends out surveys & schedules (and sends out) reminders

• Survey follow-up (2 hours monthly savings):• Formats and distributes near-live survey completion notification (email tool)

• Survey reporting (4 hours monthly savings):• Readies, prepares data• Output to Tableau .tde file

Page 23: Ingersoll Rand turns rich survey data into actionable insight in hours, not weeks

© 2014 Alteryx, Inc. | Confidential

Interpret

Raw, aggregated, non-aggregated

Page 24: Ingersoll Rand turns rich survey data into actionable insight in hours, not weeks

© 2014 Alteryx, Inc. | Confidential

React

Email tool to send follow-up / resolution forms

Page 25: Ingersoll Rand turns rich survey data into actionable insight in hours, not weeks

© 2014 Alteryx, Inc. | Confidential

Monitor

Bring it all together, add value

Page 26: Ingersoll Rand turns rich survey data into actionable insight in hours, not weeks

© 2014 Alteryx, Inc. | Confidential

Monitor

Bring it all together, add value

Page 27: Ingersoll Rand turns rich survey data into actionable insight in hours, not weeks

© 2014 Alteryx, Inc. | Confidential

Next Steps – Download the Alteryx Visual Analytics Kit

• Alteryx.com/kit

• Includes sample Alteryx analytics workflows and Tableau visualizations

• Analytics workflows including survey data, predictive workflows such as A/B testing and market basket analysis, and multi-channel analytics

• Download Alteryx and Tableau trial

Page 28: Ingersoll Rand turns rich survey data into actionable insight in hours, not weeks

© 2014 Alteryx, Inc. | Confidential© 2014 Alteryx, Inc. | Confidential

Questions and AnswersThank you for your participation today