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.
- On Demand
Scaling Workday Adaptive Planning: Lessons from Schellman’s FP&A Team
- On Demand
Introducing the One-Click Alteryx Health Check — Powered by WAM
AuditGeneral TechnologyTechnology (IT)
- On Demand
Alteryx +GenAI: 5 Real-World Use Cases Explained
General TechnologyHR/Workforce AnalyticsMarketingTechnology (IT)
- On Demand
Watchtower for Alteryx — The Always-On Safety Net for Your Workflows
General TechnologyTechnology (IT)
- On Demand
“AI” to ROI in 45 Days – Less Hype. More Help.
AccountingCustomer SupportGeneral TechnologyHR/Workforce AnalyticsMarketingPurchasing/Supply Chain/LogisticsTechnology (IT)
Our Technology Platforms
