技术
- 功能应用 - 企业资源规划系统 (ERP)
- 基础设施即服务 (IaaS) - 云数据库
适用行业
- 金融与保险
用例
- 租赁金融自动化
- 时间敏感网络
关于客户
Quantum Spatial, Inc. (QSI) 是一家之前没有正式的 BI 系统并且从未听说过 Alteryx 的公司。他们聘请 Slalom Consulting 提供 BI 建议,并实施 Alteryx 来解决历史数据跟踪挑战。 QSI 的企业系统团队负责实施该解决方案。
挑战
QSI 的 ERP 系统无法将历史数据作为项目进展的“快照”,从而阻碍了跟踪项目完成估算 (EAC) 和了解差异的能力。企业系统团队需要一个解决方案来每周跟踪 EAC 并为 PM 创建报告以主动管理项目成本。
解决方案
该团队实施了 Alteryx(一种工作流自动化工具),从 ERP SQL 表中提取项目数据,并每周创建项目数据的“快照”。然后使用该数据每周比较项目绩效并跟踪 EAC 差异。此外,Alteryx 还用于弥合 ERP 和 CRM 系统之间数据收集的差距,从而实现从机会阶段到项目收尾的项目顺利报告。
运营影响
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