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Predicting Our Best Customers with Alteryx andTableau
Naveen Jain & ManjuDevadas
Agenda
Who We Are
©2005 Pluto7 and/or itsaffiliates.Allrightsreserved.Pluto7 Confidential 03
KeyHighlights
 Predictive Solutions...
Core Expertise
Visualization / BI / Cloud
Big Data / ETL / Data Blending
Predictive Analytics
4©2005 Pluto7 and/or itsaffi...
Background
• 9th largest Credit Union in the country (based on asset being managed)
• 370,000 Members, Primarily US focuse...
Business Drivers & Challenges
Drivers
• Maintain focus and grow strategically
• Create amazing member and employee experie...
Roadmap To Excellence
Q2 2014 –
Joined First Tech,
created business
case, showed ROI
and gained
executive approval,
develo...
Self Service BI
Analytics
COE
Deposits
Power Users
Contact
Center
Power Users
Consumer
Lending
Power Users
Investments
Pow...
Technical Architecture
Employees
Visualization & Analytics
(BI Tools)
Members and Prospects
Traditional Channel
Web, Mobil...
Architecture
© 2013 Pluto7 and/or its affiliates. All rights reserved. Pluto7 Confidential 11
Publish
Dashboards
to Server...
Results - Life Time Value ( LTV )
Margin ($)
Retention
Likelihood
High LTV
Medium LTV
Medium LTV
Low LTV
Learn From and
Ac...
Results – Consumer Lending
Segment 1 Segment 2 Segment 3 Segment 4 Segment 5 Segment 6
Insights
• 218% more LTV than Avera...
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
A...
• OurValue is through Deep Businessunderstanding + Right amount of Technology
• Track record of taking ideas to Life with ...
Contact Us
17©2005 Pluto7 and/or itsaffiliates.Allrightsreserved.Pluto7 Confidential
Phone
1-(408)-824-9213
Email
contact@...
ThankYou
Contact@pluto7.com
www.pluto7.com
© 2013 Pluto7 and/or its affiliates. All rights reserved. Pluto7 Confidential 19
Alteryx Server
End Users
Salesforce, Shar...
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First Tech Presentation at Tableau Conference

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First Tech Presentation at Tableau Conference

  1. 1. Predicting Our Best Customers with Alteryx andTableau Naveen Jain & ManjuDevadas
  2. 2. Agenda
  3. 3. Who We Are ©2005 Pluto7 and/or itsaffiliates.Allrightsreserved.Pluto7 Confidential 03 KeyHighlights  Predictive Solutions E.g. Forecast in a box  Big Data, BI, Salesforce and VCP Focus  Solutions, Frameworkand Methodology driven  Fortune500 EndCustomer Base  Founded in 2005 Overview Pluto7 is agrowing Analytics Solutions company headquartered in the heart of Silicon Valley. Ourmain focus is design Simpler Business solutions with deep understanding intoEnterprise specific needs Oursenior resources in North America andIndia bringthought leadership with most relevant experience andexposureAgile Business Solutions Enabling Internet of Things
  4. 4. Core Expertise Visualization / BI / Cloud Big Data / ETL / Data Blending Predictive Analytics 4©2005 Pluto7 and/or itsaffiliates.Allrightsreserved.Pluto7 Confidential
  5. 5. 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
  6. 6. 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
  7. 7. 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
  8. 8. 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 AnalyticsCOE Responsibilities • Data Governance • Tools andTechnologies • Training • Best Practices • Terms andTerminologies Power Users Responsibilities • Get AdvanceTraining • Guide fellow analysts in appropriate usage of technologies and data • Deal with day-to-day business issues
  9. 9. Technical Architecture Employees Visualization & Analytics (BI Tools) Members and Prospects Traditional Channel Web, 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 Sites Paid 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)
  10. 10. 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
  11. 11. Results - Life Time Value ( LTV ) Margin ($) Retention Likelihood 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
  12. 12. 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
  13. 13. Alteryx Module – Sample Only © 2013 Pluto7 and/or its affiliates. All rights reserved. Pluto7 Confidential 14
  14. 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
  15. 15. • OurValue is through Deep Businessunderstanding + Right amount of Technology • Track record of taking ideas to Life with data insights E.g.Newproducts, Demand tracking • ThoughtLeadership in Big Data & Predictive Analytics E.g. OurExperts speak at trade shows • Proventrack record on building with solution frameworks and Methodologies E.g.C2ROI • Technology trendsidentification before most in the market andequip ourcustomers • We have a Passionfor Corporate Training • Focused Delivery. Webelieve averagedelivery quality is as good as losing a customer • Close to a decade ofPredictive Analytics Experience E.g.Statistical modeling, Forecasting Pluto7 - How Are We Different ? 16©2005 Pluto7 and/or itsaffiliates.Allrightsreserved.Pluto7 Confidential
  16. 16. Contact Us 17©2005 Pluto7 and/or itsaffiliates.Allrightsreserved.Pluto7 Confidential Phone 1-(408)-824-9213 Email contact@pluto7.com Web www.pluto7.com Naveen Jain Naveen.jain@firsttechfed.com Manju Devadas ( Pluto7 ) Manju@pluto7.com
  17. 17. ThankYou Contact@pluto7.com www.pluto7.com
  18. 18. © 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

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