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Most engagements start with a 30-minute discovery call. No pitch deck — just a direct conversation about where manual data work is slowing your team down.
Data & analytics consulting · Alteryx specialist
Optimus Consulting automates the error-prone manual processes eating up your team's time — messy spreadsheets, reports rebuilt by hand every month, workflows only one person understands — and replaces them with governed, repeatable systems your business teams can run themselves. We do this using Alteryx, the enterprise platform built for exactly this kind of work.
Enterprise finance, HR, and analytics teams are stuck doing by hand what Alteryx was built to automate — burning hours, introducing errors, and creating fragile single-person dependencies that put your operations at risk.
Teams spend 30–60% of their time copying, reformatting, and reconciling data that Alteryx workflows can run in minutes — automatically, on a schedule.
When Alteryx processes live in one person's head — or worse, in undocumented Designer files — every vacation or departure becomes an operational risk.
In regulated industries, unaudited data workflows aren't just a technical problem — they're an audit finding and a compliance liability.
Powerful automation tools exist for exactly this — but without proper setup, training, and documentation, most business users still can't access them independently.
If any of this sounds like your team — buried in spreadsheets, rebuilding the same report every month, or not quite sure how last quarter's numbers got built — that's the problem we solve, regardless of what you'd call it.
Most Alteryx implementations get handed off as a black box — workflows that work until something breaks and nobody knows why. We build the opposite: fully documented, governed, and designed for your team to own long after the engagement ends.
From initial Alteryx Server setup to enterprise-wide workflow governance — end-to-end engagements or targeted interventions where you need them most.
Replace fragile manual processes with robust, scheduled Alteryx workflows. Automated data prep, reporting, and reconciliation — fully documented and ready for your team to maintain.
Setup, configuration, scheduling, and ongoing administration of Alteryx Server environments. Includes user management, permissions, and monitoring for enterprise-scale deployments.
Audit-ready standards for how Alteryx workflows are built, named, versioned, and maintained — across teams and regions. Designed for regulated industries where traceability is non-negotiable.
Structured training programs, workflow templates, and documentation that let your business teams use Alteryx Designer independently — without relying on a specialist for every request.
Hands-on experience across every major Alteryx product — from workflow development and Server administration to predictive analytics and the Intelligence Suite.
Optimus is led by a single Alteryx specialist with over a decade of enterprise analytics experience — across financial services, federal government, and Fortune 500 companies.
10+ years building Alteryx-led analytics infrastructure across financial services, federal government, and Fortune 500 environments. Deep hands-on expertise in Alteryx Designer and Server, paired with the organizational experience to make implementations stick — governance frameworks, documentation, and the training that turns a tool into a capability.
Alteryx certifications
Also works across
Upgraded enterprise Alteryx environment from v21.1 to v24.2, architected centralized Server deployment on AWS EC2/RDS/S3, and authored governance standards for intake, scheduling, and data validation adopted across multiple regional banks.
Provided Tier 3 analytical support for the Legal and Compliance Division, delivered structured training on audit-aligned controls and documentation standards, and championed GenAI-enabled analytics patterns to accelerate reporting.
Read the full case study →Migrated Alteryx analytics infrastructure to AWS EC2, built Power BI telemetry dashboards to monitor platform governance metrics, and optimized complex workflows and API integrations for financial reporting.
Integrated Snowflake with Alteryx Server for high-volume reconciliation, developed Python-based custom tools and macros, and led analytics training across Finance, IT, and operations — increasing self-service adoption and ensuring regulatory compliance.
Read the full case study →Built cross-platform analytics using Alteryx, Power BI, and Oracle OBIEE over seven years. Led enterprise Skills Taxonomy initiative for 7,500+ employees and automated mass HR data changes using Alteryx and Oracle HCM.
Migrated departmental workflows to Alteryx Server, built analytics apps for governance and audit, and designed high-efficiency workflows that reduced offer configuration processing time by over 90%.
A closer look at how specific engagements went — the situation, the actual constraints, and what changed as a result.
Legal and Compliance Division — embedded analytics support for the firm's global compliance metrics program.
Morgan Stanley's Legal and Compliance Division relies on a set of global compliance metrics to demonstrate ongoing monitoring and control effectiveness — reporting that ultimately supports audit and regulatory review. These metrics lived in Excel templates, manually rebuilt each cycle and transformed into PowerPoint decks for distribution.
Provided Tier 3 analytical support, unblocking analysts on complex logic in real time so reporting cycles didn't stall. Redesigned the workflow to treat analyst-entered notes as a governed input rather than a manual patch — moving the process out of Excel without removing the judgment it depended on. Delivered structured training on analytics best practices, audit-aligned controls, and documentation standards, closing the cross-department knowledge gap. Championed early adoption of GenAI-enabled analytics patterns to further accelerate reporting.
Facing a similar Excel-to-PowerPoint reporting grind, fragmented tooling across departments, or metrics that depend on analyst judgment? This is the exact class of problem Optimus Consulting solves.
Business Empowerment team — Snowflake integration, enterprise-wide Alteryx enablement, and a critical AWS pipeline migration.
RGA's Business Empowerment team supported Alteryx users across Finance, IT, and operations — a population that ranged from analysts opening Designer for the first time to advanced macro developers. At the same time, a critical set of custom macros pushed data into RGA's AWS environment on a file format and authentication method that wouldn't survive a looming platform upgrade.
Integrated Snowflake with Alteryx Server and implemented the Snowflake Bulk Loader to support governed, high-volume reconciliation data models. Rebuilt the custom AWS-bound macros around the Parquet file format and updated their authentication to work correctly across both Desktop and Server on the new Alteryx version — the centerpiece of the 21.4-to-24.1 upgrade. Used UiPath to automate select Alteryx Server tasks and support the broader upgrade rollout. Developed Python-based custom tools and macros to automate data cleansing, validation, and analytical review. As part of the Business Empowerment team, taught a full range of Alteryx-centric classes — from a beginner's introduction to the formula tool through advanced macro development — while also leading analytics roadmap planning and implementing data governance policies for regulatory compliance.
If you're staring down an Alteryx version upgrade with custom macros, legacy file formats, or authentication logic that might not survive it — or you need a training program that actually works for both brand-new and expert users at once — this is the exact class of problem Optimus Consulting solves.