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Implementing individualized analytics solutions to deliver high-impact results

We help organizations implement software, automate processes, and analyze data.

Our dedication lies in establishing a partnership to suggest the solution that aligns best with your business' specific needs.

Our remote team spans across the US and Canada and brings decades of experience to every project as they work with best-in-class technology like Alteryx, UiPath, Workday Adaptive Planning, Snowflake, Tableau, PowerBI, and many others.

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

3.7 Mil+

Hours saved

5X

Alteryx Partner of the Year

99%

Customer Satisfaction

12

Years

We’ve spent countless hours finding solutions for our clients.

Many of our experts have lived in the shoes of our clients, experiencing the day-to-day frustrations of lengthy and time consuming processes. We’re invested in discovering customized solutions to meet the unique needs of each of our clients and we can do the same for your organization. 

 

Meet our team below!

Meet The Team
JT Morris

Manager, Advanced Analytics Practice Lead
Shawn Mock

Senior Manager, Analytics
Johnathan Couch

Senior Manager & Data Visualization Practice Lead
Jessica Thomas

Manager, Alteryx Practice Lead
Travis Haworth

Manager of Offce of Finance Transformation
Andrew Trettel

Manager, Office of Finance Practice Lead
Christopher McKay

Manager, FP&A Practice Lead
Torend Ebner

Manager, RPA Practice Lead
Kao Yang

Manager, Data Strategy Practice Lead
David Giang

Manager
Myisha Henderson

Manager, Marketing
Rebecca Lopez

Sales Operation Manager
April Anderson

Customer Success Manager
Ella Francka

Human Resource Manager
Ella Francka

Human Resource Manager
Shawn Mock

Senior Manager, Analytics
Johnathan Couch

Senior Manager & Data Visualization Practice Lead
JT Morris

Manager, Advanced Analytics Practice Lead
Jessica Thomas

Manager, Alteryx Practice Lead
Travis Haworth

Manager of Offce of Finance Transformation
Andrew Trettel

Manager, Office of Finance Practice Lead
Christopher McKay

Manager, FP&A Practice Lead
Torend Ebner

Manager, RPA Practice Lead

Interested to learn more?

Contact our team to learn how we can help.

Contact Us
JT Morris

Manager, Advanced Analytics Practice Lead

Shawn Mock is an experienced Analytics Professional with more than five years of Software Pre-Sales Engineering experience and more than seven years of Sales Operations, BI, and Process Improvement experience in the CPG and Retail industry. He is passionate about using data to optimize work and life. Shawn believes that great solution delivery starts with “having an analyst’s mind and a servant’s heart.”

 

While Shawn has an MBA in Marketing/Entrepreneurship, much of his knowledge comes from putting analytics to work, in real-world business scenarios. His impressive career at Alteryx Inc. and Dr. Pepper Snapple Group showcases his talent for mentoring, delivering compelling solutions, and fostering valuable partnerships, making him an asset for Capitalize’s Analytics and Pre-Sales teams.

Shawn Mock

Senior Manager, Analytics

Shawn Mock is an experienced Analytics Professional with more than five years of Software Pre-Sales Engineering experience and more than seven years of Sales Operations, BI, and Process Improvement experience in the CPG and Retail industry. He is passionate about using data to optimize work and life. Shawn believes that great solution delivery starts with “having an analyst’s mind and a servant’s heart.”

 

While Shawn has an MBA in Marketing/Entrepreneurship, much of his knowledge comes from putting analytics to work, in real-world business scenarios. His impressive career at Alteryx Inc. and Dr. Pepper Snapple Group showcases his talent for mentoring, delivering compelling solutions, and fostering valuable partnerships, making him an asset for Capitalize’s Analytics and Pre-Sales teams.

Johnathan Couch

Senior Manager & Data Visualization Practice Lead

Shawn Mock is an experienced Analytics Professional with more than five years of Software Pre-Sales Engineering experience and more than seven years of Sales Operations, BI, and Process Improvement experience in the CPG and Retail industry. He is passionate about using data to optimize work and life. Shawn believes that great solution delivery starts with “having an analyst’s mind and a servant’s heart.”

 

While Shawn has an MBA in Marketing/Entrepreneurship, much of his knowledge comes from putting analytics to work, in real-world business scenarios. His impressive career at Alteryx Inc. and Dr. Pepper Snapple Group showcases his talent for mentoring, delivering compelling solutions, and fostering valuable partnerships, making him an asset for Capitalize’s Analytics and Pre-Sales teams.

Jessica Thomas

Manager, Alteryx Practice Lead

Shawn Mock is an experienced Analytics Professional with more than five years of Software Pre-Sales Engineering experience and more than seven years of Sales Operations, BI, and Process Improvement experience in the CPG and Retail industry. He is passionate about using data to optimize work and life. Shawn believes that great solution delivery starts with “having an analyst’s mind and a servant’s heart.”

 

While Shawn has an MBA in Marketing/Entrepreneurship, much of his knowledge comes from putting analytics to work, in real-world business scenarios. His impressive career at Alteryx Inc. and Dr. Pepper Snapple Group showcases his talent for mentoring, delivering compelling solutions, and fostering valuable partnerships, making him an asset for Capitalize’s Analytics and Pre-Sales teams.

Travis Haworth

Manager of Offce of Finance Transformation

Shawn Mock is an experienced Analytics Professional with more than five years of Software Pre-Sales Engineering experience and more than seven years of Sales Operations, BI, and Process Improvement experience in the CPG and Retail industry. He is passionate about using data to optimize work and life. Shawn believes that great solution delivery starts with “having an analyst’s mind and a servant’s heart.”

 

While Shawn has an MBA in Marketing/Entrepreneurship, much of his knowledge comes from putting analytics to work, in real-world business scenarios. His impressive career at Alteryx Inc. and Dr. Pepper Snapple Group showcases his talent for mentoring, delivering compelling solutions, and fostering valuable partnerships, making him an asset for Capitalize’s Analytics and Pre-Sales teams.

Andrew Trettel

Manager, Office of Finance Practice Lead

Shawn Mock is an experienced Analytics Professional with more than five years of Software Pre-Sales Engineering experience and more than seven years of Sales Operations, BI, and Process Improvement experience in the CPG and Retail industry. He is passionate about using data to optimize work and life. Shawn believes that great solution delivery starts with “having an analyst’s mind and a servant’s heart.”

 

While Shawn has an MBA in Marketing/Entrepreneurship, much of his knowledge comes from putting analytics to work, in real-world business scenarios. His impressive career at Alteryx Inc. and Dr. Pepper Snapple Group showcases his talent for mentoring, delivering compelling solutions, and fostering valuable partnerships, making him an asset for Capitalize’s Analytics and Pre-Sales teams.

Christopher McKay

Manager, FP&A Practice Lead

Shawn Mock is an experienced Analytics Professional with more than five years of Software Pre-Sales Engineering experience and more than seven years of Sales Operations, BI, and Process Improvement experience in the CPG and Retail industry. He is passionate about using data to optimize work and life. Shawn believes that great solution delivery starts with “having an analyst’s mind and a servant’s heart.”

 

While Shawn has an MBA in Marketing/Entrepreneurship, much of his knowledge comes from putting analytics to work, in real-world business scenarios. His impressive career at Alteryx Inc. and Dr. Pepper Snapple Group showcases his talent for mentoring, delivering compelling solutions, and fostering valuable partnerships, making him an asset for Capitalize’s Analytics and Pre-Sales teams.

Torend Ebner

Manager, RPA Practice Lead

Shawn Mock is an experienced Analytics Professional with more than five years of Software Pre-Sales Engineering experience and more than seven years of Sales Operations, BI, and Process Improvement experience in the CPG and Retail industry. He is passionate about using data to optimize work and life. Shawn believes that great solution delivery starts with “having an analyst’s mind and a servant’s heart.”

 

While Shawn has an MBA in Marketing/Entrepreneurship, much of his knowledge comes from putting analytics to work, in real-world business scenarios. His impressive career at Alteryx Inc. and Dr. Pepper Snapple Group showcases his talent for mentoring, delivering compelling solutions, and fostering valuable partnerships, making him an asset for Capitalize’s Analytics and Pre-Sales teams.

Kao Yang

Manager, Data Strategy Practice Lead

Shawn Mock is an experienced Analytics Professional with more than five years of Software Pre-Sales Engineering experience and more than seven years of Sales Operations, BI, and Process Improvement experience in the CPG and Retail industry. He is passionate about using data to optimize work and life. Shawn believes that great solution delivery starts with “having an analyst’s mind and a servant’s heart.”

 

While Shawn has an MBA in Marketing/Entrepreneurship, much of his knowledge comes from putting analytics to work, in real-world business scenarios. His impressive career at Alteryx Inc. and Dr. Pepper Snapple Group showcases his talent for mentoring, delivering compelling solutions, and fostering valuable partnerships, making him an asset for Capitalize’s Analytics and Pre-Sales teams.

David Giang

Manager

Shawn Mock is an experienced Analytics Professional with more than five years of Software Pre-Sales Engineering experience and more than seven years of Sales Operations, BI, and Process Improvement experience in the CPG and Retail industry. He is passionate about using data to optimize work and life. Shawn believes that great solution delivery starts with “having an analyst’s mind and a servant’s heart.”

 

While Shawn has an MBA in Marketing/Entrepreneurship, much of his knowledge comes from putting analytics to work, in real-world business scenarios. His impressive career at Alteryx Inc. and Dr. Pepper Snapple Group showcases his talent for mentoring, delivering compelling solutions, and fostering valuable partnerships, making him an asset for Capitalize’s Analytics and Pre-Sales teams.

Myisha Henderson

Manager, Marketing

Shawn Mock is an experienced Analytics Professional with more than five years of Software Pre-Sales Engineering experience and more than seven years of Sales Operations, BI, and Process Improvement experience in the CPG and Retail industry. He is passionate about using data to optimize work and life. Shawn believes that great solution delivery starts with “having an analyst’s mind and a servant’s heart.”

 

While Shawn has an MBA in Marketing/Entrepreneurship, much of his knowledge comes from putting analytics to work, in real-world business scenarios. His impressive career at Alteryx Inc. and Dr. Pepper Snapple Group showcases his talent for mentoring, delivering compelling solutions, and fostering valuable partnerships, making him an asset for Capitalize’s Analytics and Pre-Sales teams.

Rebecca Lopez

Sales Operation Manager

Shawn Mock is an experienced Analytics Professional with more than five years of Software Pre-Sales Engineering experience and more than seven years of Sales Operations, BI, and Process Improvement experience in the CPG and Retail industry. He is passionate about using data to optimize work and life. Shawn believes that great solution delivery starts with “having an analyst’s mind and a servant’s heart.”

 

While Shawn has an MBA in Marketing/Entrepreneurship, much of his knowledge comes from putting analytics to work, in real-world business scenarios. His impressive career at Alteryx Inc. and Dr. Pepper Snapple Group showcases his talent for mentoring, delivering compelling solutions, and fostering valuable partnerships, making him an asset for Capitalize’s Analytics and Pre-Sales teams.

April Anderson

Customer Success Manager

Shawn Mock is an experienced Analytics Professional with more than five years of Software Pre-Sales Engineering experience and more than seven years of Sales Operations, BI, and Process Improvement experience in the CPG and Retail industry. He is passionate about using data to optimize work and life. Shawn believes that great solution delivery starts with “having an analyst’s mind and a servant’s heart.”

 

While Shawn has an MBA in Marketing/Entrepreneurship, much of his knowledge comes from putting analytics to work, in real-world business scenarios. His impressive career at Alteryx Inc. and Dr. Pepper Snapple Group showcases his talent for mentoring, delivering compelling solutions, and fostering valuable partnerships, making him an asset for Capitalize’s Analytics and Pre-Sales teams.

Ella Francka

Human Resource Manager

Shawn Mock is an experienced Analytics Professional with more than five years of Software Pre-Sales Engineering experience and more than seven years of Sales Operations, BI, and Process Improvement experience in the CPG and Retail industry. He is passionate about using data to optimize work and life. Shawn believes that great solution delivery starts with “having an analyst’s mind and a servant’s heart.”

 

While Shawn has an MBA in Marketing/Entrepreneurship, much of his knowledge comes from putting analytics to work, in real-world business scenarios. His impressive career at Alteryx Inc. and Dr. Pepper Snapple Group showcases his talent for mentoring, delivering compelling solutions, and fostering valuable partnerships, making him an asset for Capitalize’s Analytics and Pre-Sales teams.

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