Discover the journey of starting an analytics center of excellence with Jared Carolo from BDO, as he discusses upskilling, Alteryx benefits, and strategies for managing burnout. Explore the efficiency of Alteryx in data analytics, navigating challenges, building trust, embracing automation, and the steps to establish a successful analytics center.
Transitioning from Excel to Alteryx can streamline processes and centralize analytics teams.
Establishing a center of excellence requires building trust, upskilling employees, and managing emotional stress.
Deep dives
Transition from Excel to Altrix
Jared Carolo shares his experience transitioning from Excel to Altrix, emphasizing the efficiency and advantages Altrix offers in data analytics. He discusses encountering Altrix at a previous company and the impact it had on streamlining processes, leading to the centralization of an analytics team. The visual nature of Altrix and its ability to facilitate collaboration among team members stood out as significant benefits.
Automating Excel Work at BDO
Jared Carolo details the numerous Excel tasks observed at BDO and the process of automating these tasks using Altrix. He highlights the challenges faced with manual Excel processes in recurring tasks and the significant time-saving capabilities of Altrix, particularly in the reconciliation process. The implementation of Altrix led to substantial efficiency improvements and automation of complex data tasks, revolutionizing the workflow at BDO.
Center of Excellence and Change Management
Jared Carolo reflects on the challenges faced in establishing a center of excellence and driving change management within the company. He discusses the importance of building trust, emphasizing the need for patience, adaptability, and a focus on stakeholders' needs. By investing in upskilling employees, Jared highlights the benefits of internal development and creating a supportive environment for embracing automation and analytics technology.
Personal Challenges and Avoiding Burnout
Jared Carolo shares personal challenges encountered during the change management process, emphasizing the importance of patience and managing emotional stress. By focusing on the positive impact of automation and client satisfaction, Jared finds motivation in making tasks easier for others. Practicing mindfulness, self-assessment, and adjusting tactics help Jared avoid burnout and stay on track amidst the challenges.
Ever thought about starting an analytics center of excellence from the ground up? We are joined by Jared Carollo, Director of Analytics and Innovation in the Accounting Advisory & Outsourcing group at BDO, as he walks us through the importance of upskilling and his tips for building a center of excellence in your own company! From blowing coworkers' minds with how easy processes can become using Alteryx Designer to tips on avoiding burnout, you won't want to miss this informative episode.
Panelists:
Jared Carollo - Director of Analytics and Innovation in the Accounting Advisory & Outsourcing group @ BDO - @Carolloj, LinkedIn
This episode was produced by Megan Bowers, Mike Cusic, and Matt Rotundo. Special thanks to Andy Uttley for the theme music and Mike Cusic for the for our album artwork.
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