Our commitment is to reach your goals and cultivate long-lasting partnerships.

5,000+

Projects

1,000+

Clients

95%

Retention

12

Years

Who We Are

Capitalize is a data, analytics and AI consulting firm that helps organizations turn information into insight and insight into action. We solve real business problems—not just implement tools. Our teams work side-by-side with yours to design, build, and support solutions that are practical and focused on measurable outcomes.

 

  • Deep technical + domain expertise – Consultants who can talk strategy with executives and get hands-on in the data with your technical teams.

  • End-to-end delivery – From data strategy and architecture to build, rollout, and managed services, we stay with you through the full lifecycle.

  • Practical, usable solutions – We prioritize adoption, usability, and performance so your teams actually use what we build.

How We Work With You

We’re not a “build it and disappear” consulting shop. We work side-by-side with your stakeholders to understand your goals, design practical solutions, and transfer knowledge as we go.

 

  • Business-first, tool-agnostic – We start with outcomes, then recommend the right mix of platforms like Power BI, Alteryx, Snowflake, and others.
  • Hands-on experts – Our consultants design, build, and optimize solutions every day. You work directly with practitioners.
  • Enablement built in – Training, documentation, and adoption support are baked into our projects so your team can own and extend the solution.

Proven Results That Move Businesses Forward

Capitalize delivers measurable impact across automation, analytics, and data integration. Our clients achieve meaningful time savings, operational cost reductions, and streamlined processes that accelerate performance.

50K+

Hours saved

$10M+

Operational Savings

5K+

Workflows Designed

Industries we work with

No matter your industry, if you run on data, we can help. From healthcare and financial services to manufacturing, retail, and beyond, our team understands how to adapt analytics, AI, and automation to your unique business model and challenges.

Services & Technologies

We help organizations turn disconnected data, manual processes, and scattered tools into a connected analytics ecosystem that drives smarter decisions every day. 

AI & Advanced Analytics

We design and deploy practical AI and advanced analytics solutions that turn your data into predictions, recommendations, and always-on decision support.

Business Intelligence

We design and deliver intuitive, self-service BI dashboards and reports that give your teams real-time visibility into performance and empower faster, data-driven decisions.

Data Strategy & Advisory

We build clear, actionable data strategies that align technology, governance, and analytics with your business goals and KPIs.

Data Engineering & Integration

We architect and implement modern data platforms and pipelines that deliver trusted, high-quality data to the right people and systems, at the right time.

Process Automation

We automate manual, spreadsheet-driven processes so your teams can focus on high-value work while your workflows run reliably in the background.

Managed Services

We provide ongoing support, optimization, and enhancement of your analytics, data, and automation solutions so they stay healthy, secure, and continuously improving.

Training / Mentoring

We offer practical, customized training to help teams successfully adopt and scale AI, analytics, and automation technologies

Alteryx Health Check

We assess the health and performance of your Alteryx environment and deliver actionable recommendations to optimize performance, reduce risk, and ensure your Alteryx platform is delivering maximum value.

Alteryx Managed Services

Our Alteryx Managed Services deliver proactive support and optimization so your team can focus on insights while we handle the platform.

Alteryx Lifecycle Governance

Our Alteryx Lifecycle Governance defines version control, promotion processes, access controls, and deployment standards to manage workflows across development, test, and production environments.

Featured Insights

ARTICLES & REPORTS

The Future of Intelligent Automation with Agentic AI and UiPath

Explore the future of intelligent automation as UiPath integrates agentic AI, transforming traditional RPA into adaptive, autonomous systems.

ARTICLES & REPORTS

What is RAG (Retrieval Augmented Generation)?

This article breaks down how Retrieval Augmented Generation (RAG) securely connects enterprise data with large language models to deliver accurate, business-ready AI insights without hallucinations.

ARTICLES & REPORTS

Supercharging Power BI: Harnessing the Power of ChatGPT for Advanced Data Visualization and Analysis

In this video, we will see how we can use ChatGPT to analyze and document applied steps in the Power Query Editor

ARTICLES & REPORTS

Enhancing Your Workflow Management with Alteryx and Workflow Admin Manager

This article explores how Workflow Admin Manager (WAM) empowers Alteryx users to audit, document, orchestrate, and mass-update workflows at scale for dramatically improved efficiency and governance.

Trusted Brands

Webinars

Catch up on the latest webinars to learn real-world techniques that elevate your analytics and automation initiatives.

Scaling Workday Adaptive Planning: Lessons from Schellman’s FP&A Team
Introducing the One-Click Alteryx Health Check — Powered by WAM
What’s really happening inside your Alteryx environment? This session walks through how the One-Click Alteryx Health Check uncovers performance issues, governance gaps, and usage trends in one clear view.

AuditGeneral TechnologyTechnology (IT)

Alteryx +GenAI: 5 Real-World Use Cases Explained
See how Alteryx and GenAI work together in real-world scenarios to eliminate manual data work and unlock valuable insights from unstructured data.

General TechnologyHR/Workforce AnalyticsMarketingTechnology (IT)

Watchtower for Alteryx — The Always-On Safety Net for Your Workflows
Watchtower monitors the data inside your Alteryx workflows in real time—flagging broken rules, missing records, and unexpected changes before bad data reaches reports or leadership. See how leaders are using it to reinforce trust in their numbers.

General TechnologyTechnology (IT)

“AI” to ROI in 45 Days – Less Hype. More Help.
A practical blueprint for turning “AI” from a buzzword into a business plan that actually works.

AccountingCustomer SupportGeneral TechnologyHR/Workforce AnalyticsMarketingPurchasing/Supply Chain/LogisticsTechnology (IT)

Our Technology Platforms

Contact Us

Whether you’re exploring AI, automating workflows, or modernizing your data environment, our team is here to help you find the right path forward. Tell us what you’re working on—and we’ll show you how Capitalize can accelerate results.