Put Capitalize’s 20+ years of Governance experience to work for you. Our comprehensive Alteryx Lifecycle Governance service allows your team have the right blend of control & organization while still maintaining the powerful self-service/citizen development strengths of Alteryx.
What is Lifecycle Governance?
Due to the nature of Alteryx being primarily a self-service tool, it can create some potential governance challenges that are more complex than standard IT technology deployments. As your organization’s use of Alteryx increases and becomes a more prominent line of business system, we feel it is important to consider thinking through the different Alteryx components and their “lifecycles” across people, processes and technology in order to appropriately mitigate risks and proactively avoid issues before they occur. After observing this need across 100’s of clients, Capitalize is now offering Alteryx Lifecycle Governance services developed from our unique deep experience with Alteryx and our company’s deep knowledge in developing such methodologies.
Why Alteryx Lifecycle Governance Services?
Lifecycle
Governance
Services
People
- Who should have access?
- How do they get onboarded?
- How do we ensure they still need a license?
- What happens if they leave?
Process
- How do we document workflows?
- What is the change management process?
- Who owns the workflow and how do we communicate issues with them?
- How do we ensure workflows are still needed and continue to be tested if the sources/targets change?
Technology
- How do we push out desktop licenses/upgrades?
- What's the process for keeping up with Server releases?
- What should we do for backup/recovery?
- What's the process for bringing on a new, critical, data source(SAP/Oracle Financials)?
People
- Who should have access?
- How do they get onboarded?
- How do we ensure they still need a licensed?
- What happens if they leave?
Process
- How do we document workflows?
- What is the change mamgement process?
- Who owns the workflow and how do we communicate issues with them?
- How do we ensure workflows are still needed and continue to be tested if the sources/targets change?
Technology
- How do we push out desktop licenses/upgrades?
- What's the process for keeping up with Server releases?
- What should we do for backup/recovery?
- What's the process for bringing on a new,crirical, data source(SAP/Oracle Financials)?
Lifecycle Governance Services?
People
- Who should have access?
- How do they get onboarded?
- How do we ensure they still need a licensed?
- What happens if they leave?
Process
- How do we document workflows?
- What is the change mamgement process?
- Who owns the workflow and how do we communicate issues with them?
- How do we ensure workflows are still needed and continue to be tested if the sources/targets change?
Technology
- How do we push out desktop licenses/upgrades?
- What's the process for keeping up with Server releases?
- What should we do for backup/recovery?
- What's the process for bringing on a new,crirical, data source(SAP/Oracle Financials)?
This is just a small subset of the questions we ask in order to gain a better understanding of your organization’s Alteryx maturity and the dependencies that Alteryx has. This allows us to tailor a unique solution to our clients that is targeted to improve the governance of Alteryx in the categories that we mutually agree will be most beneficial.
There are five key areas that make up Lifecycle Governance with Alteryx:
Users
Data Sources
Support
Workflows
Technology
Users
Data Sources
Support
Workflows
Technology
Our team examines each Lifecycle area to identify where you are today and make recommendations on where you should be tomorrow. These recommendations are developed in concert with client to ensure alignment on Alteryx governance goal and agreement on priorities with your organization.
The primary objective of the outcome is ensuring a "Right Sized" governance model to provide order, consistency, and oversight to ensure that you are getting the most out of Alteryx without creating unnecessary overhead.
Below we have outlined the different Alteryx Lifecycles, which is a high-level view of the functional areas that we cover in our assessment and program planning.
ALteryx Lifecycles
Why is this important?
Lifecycle Governance is a system of checks and balances that provide a long-term program roadmap of everything from training to troubleshooting role changes and change requests. It prioritizes future objectives, while ensuring that no steps are missed that could potentially alter the functionality, productivity, or security of your Alteryx environment.
Alteryx Workflow Provisioning
Who can create a new workflow? What types of workflows are allowed?
User Management/Security
Who is responsible for granting access to licenses, data sources, cross departments? What patterns should be followed?
Environment Management
Do we have a development, test and production environment? What is the promotion process?
Data Source Management
What is the plan for cataloging data sources? Integration tools leveraged?
Change Management
How are requests for new and significant changes resolved?
Staffing and Training
What staff is needed to support our Alteryx footprint? What training will they require?
Development Standards
What standards should our development teams follow?
Approvals
Who is responsible for approvals – workflows, data owners, system owners, schedules, etc.?
Monitoring
How is system health monitored?
Backup and Recovery
Frequency, granularity, supporting SLAs