Client Success Story

State Government Client
An analytics solution that looks at patterns in payment data to identify potential erroneous payments & identify process improvement opportunities to avoid future erroneous payments. This allows for a better understanding of the cause and creates better business processes to save time & money.

Payment Processing Analytics

Alteryx, a modern analytics tool, in conjunction with a big data platform, was used to build out an initial solution.  Once the results of the quick proof of concept were deemed highly valuable, the client invested in fully automating and operationalizing the solution. This allows the client to put forth a marginal investment to determine value, prior to fully investing in a solution moving forward.
Payment Processing Analytics

Background

A Navigator state government client wanted to conduct a quick proof of concept to determine if there is value in building an analytics solution that could look at patterns in their payment data in order to identify potential erroneous payments, and identify opportunities for process improvements to avoid making future erroneous payments. This state’s payment data sources were complex, with large volumes of data being required from disparate locations to identify these patterns. This solution required more than just systematic SQL checks with source system queries. Therefore, modern analytics tools like Alteryx, in conjunction with a big data platform were used to build out the initial solution.  Once the results of the quick proof of concept were deemed highly valuable, the client then decided to invest in fully automating and operationalizing the solution. This allow the client to put forth a marginal investment up front to determine value, prior to fully investing in a solution moving forward.

Challenge

In order to get a quality view of the complex data for conducting this analysis, data wrangling, cleansing, and transformation was required on large volume data sets. Also, some of the data for analysis was not linkable on common join keys, which required fuzzy matching logic to conduct analysis. The client wanted a quick turnaround for proof of concept results to see if there was value, so being agile, as opposed to using waterfall methodology, and having analysts begin exploring and prototyping was critical with pure IT developers building out the solution. 

Approach

Navigator’s approach to the solution was to use Alteryx to iteratively build out rapid prototype solutions to search for erroneous payment patterns on the client’s big data platform, and present the results to the business subject matter experts to determine the value and usability of the results. Fuzzy matching logic was used on fields like vendor names, invoice IDs, dates, and amounts to enhance the analysis, in addition to SQL logic. After each iteration and review, the requirements were fine-tuned to provide more focused results that could be more easily consumed by end users. Once the results of these advanced workflows were satisfactory to the end user and they determined that there was value in the solution, the approach was then to fully automate and operationalize the Alteryx workflows for the end users. The initial solution was flexible and scalable so that enhancements to the solution could be easily built out in future iterations as the end users continue to learn more by using the initial solution.

Results

After a month of iterations of data analysis, exploration and prototyping using Alteryx and its modern technical capabilities, the client confirmed, with minimal investment up front, that it was worth investing in fully building out this scalable solution. The client now has better information for understanding potential erroneous payments, and what is typically causing these erroneous payments, so that they can incorporate better business processes to save money and operate more efficiently.