Scaling Workday Adaptive Planning: Lessons from Schellman’s FP&A Team
Standing up Workday Adaptive Planning is just the beginning—scaling it to meet the demands of a fast-moving, services-driven business is where the real transformation happens.
Watch the webinar to go behind the scenes with Don Lichter, Schellman’s VP of Finance, and Evan Decker, FP&A Manager, to see how …
Introducing the One-Click Alteryx Health Check — Powered by WAM
Many Alteryx users operate with blind spots, leading to inefficiencies, performance issues, and overlooked risks.
That’s why we’re launching the One-Click Alteryx Health Check — a free service powered by Workflow Admin Manager (WAM) to give you clear, actionable insight into what’s working, what’s broken, and what’s putting you …
Alteryx +GenAI: 5 Real-World Use Cases Explained
Is your team struggling to keep up with endless manual data tasks? Are valuable insights buried in unstructured data, locked away in documents, text, and disparate systems, requiring countless hours of manual effort to extract and analyze?
Capitalize understands the challenges businesses face in turning raw information into actionable …
Watchtower for Alteryx — The Always-On Safety Net for Your Workflows
Your Alteryx workflows are vital to your business—but every day they run without oversight, you risk costly errors slipping through unnoticed. A single missed change, a renamed table, a missing file, or a new data format can cause ripple effects that distort reports, delay decisions, misstate key financial metrics, and …
“AI” to ROI in 45 Days – Less Hype. More Help.
Everyone’s talking about “AI” but few are seeing real results. This session cuts through the noise to show what it actually takes to turn AI into impact — in just 45 days.
Listen in on this conversation led by Jordan Eckersley, AI & Analytics Architect and JT Morris, Senior Manager, …
From Manual to Automated: How Blue Sky Bank’s Controller Leveraged Alteryx and BlackLine to Drive Efficiency and Compliance
See above for an insightful webinar featuring Zach Allen, SVP & Corporate Controller at Blue Sky Bank, along with Capitalize’s Brian Zahn, Managing Partner, and Andrew Trettel, Office of Finance Manager.
Together, they’ll take you through Blue Sky Bank’s journey of integrating Alteryx and BlackLine to transform and …
Transforming Banking with UiPath: Enhancing Risk Management and Accounting Accuracy
Get ready to step up your finance game with intelligent automation! Our upcoming webinar will equip you with insights on how software robots can transform monotonous and repetitive tasks like invoice processing, financial reporting, and compliance verification into efficient, real-time operations. Learn how UiPath can make your finance department work …
Mastering SAP S/4HANA Migration with Theobald Software
If you work with SAP, a migration to S/4HANA is probably top of mind for you. But trying to sample, test, and migrate your legacy SAP data to S4 is no easy task. Transitioning your legacy SAP data to S/4HANA involves careful planning and the right tools.
Watch the …
Governing and Scaling Alteryx Workflows with Transparency and Control
Like embarking on a cross-country road trip, accelerating your Alteryx journey requires a concerted plan, seamless execution, and vigilant maintenance. Watch the webinar below to hear how we equip our clients with strategies and best practices to navigate the Alteryx ecosystem at scale.
Learn from Capitalize’s experts, having deployed …
From Data to Dollars: Maximizing Sales and Marketing ROI with Auto Insights
As a sales or marketing team leader, your daily activities are driven by metrics. KPIs such as Conversion Rates, Sales Team Activity, Pipeline Metrics, Campaign Responses, and Forecasted Dollars inform your decisions and actions.
In a perfect world, all your critical KPIs would live in a single dashboard with …