A leading healthcare solutions provider faced growing complexities in managing data and extracting actionable insights. Their legacy systems hindered productivity, created inefficiencies in comparing premiums with real-time impacts and posed challenges in forecasting and lead identification. By implementing tailored Alteryx workflows, we transformed their data processes, enabling accurate health insurance cost estimation and lead scoring. The results included accelerated model creation, significantly reduced analytics time, and enhanced operational efficiency, leveraging industrialized machine learning and low-code tools.
The Challenge
Addressing legacy limitations to unlock productivity
The client’s legacy systems constrained their ability to efficiently handle data and extract meaningful insights. Challenges included:
- Extensive manual data processing that slowed operations
- Persistent duplicate order issues within middleware
- Language barriers in a European B2B portal that restricted usability
- Limited ability to optimize Conga (Apttus) CLM, resulting in high licensing costs and security vulnerabilities
- A lack of synchronization between their B2C system and new retail POS, which risked diminishing customer satisfaction
These obstacles created inefficiencies and hampered their ability to leverage data for strategic decision-making.
The Objective
Empowering users and Enhancing Decision-Making
The partnership was aimed at addressing these legacy system challenges and enabling streamlined operations. This included resolving productivity constraints and empowering business users, domain consultants, data analysts and data scientists to utilize efficient data engineering, predictive analytics and business intelligence tools.
The Solution
Transformative Alteryx workflows for optimized processes and actionable insights
We implemented Alteryx workflows to address the client’s core needs:
- Health insurance cost estimation: By analyzing data such as age, medical history, chronic conditions and physical characteristics, Alteryx enabled accurate pricing of health insurance policies. The workflows streamlined data gathering, pre-processing and predictive modeling, providing insurers with actionable insights into premium pricing factors.
- Lead scoring and management: The workflows integrated data from multiple sources—lead origin, quality and profile, website activity and assigned predictive scores to assess conversion likelihood. This approach optimized lead prioritization, enhanced conversion rates and consolidated pre-processing and scoring tasks within a single platform.
The Impact
Elevated efficiency, improved collaboration and strengthened decision-making
The solution delivered measurable improvements across the board:
- Enabled 20x faster diagnostic model creation, accelerating decision-making across teams
- Reduced data preparation effort by 44% weekly using Alteryx AutoML, boosting operational efficiency
- Empowered business users with low-code/no-code tools, enhancing self-service analytics
- Scaled machine learning across the organization, optimizing workflows and fostering cross-team collaboration
