Alteryx specialist · enterprise analytics

Most teams drown in manual data work.
We build the Alteryx infrastructure to fix that.

Optimus Consulting specializes in Alteryx-led analytics solutions — automating error-prone manual processes, building governed and repeatable pipelines, and enabling your business teams to self-serve answers without waiting on IT or a data specialist.

Alteryx-led engagements delivered for

Federal Reserve Bank Morgan Stanley Fannie Mae TransAmerica Reinsurance Group of America Prime Therapeutics Comcast
The problem

Manual data work is costing you more
than you think

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.

Hours lost to manual reporting

Teams spend 30–60% of their time copying, reformatting, and reconciling data that Alteryx workflows can run in minutes — automatically, on a schedule.

Workflows only one person understands

When Alteryx processes live in one person's head — or worse, in undocumented Designer files — every vacation or departure becomes an operational risk.

No governance around your pipelines

In regulated industries, unaudited Alteryx workflows aren't just a technical problem — they're an audit finding and a compliance liability.

Business teams can't self-serve

Alteryx Server and Designer are powerful tools — but without proper setup, training, and documentation, most business users still can't access them independently.

Our approach

Built to outlast the person who built 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.

Typical Alteryx implementation
  • Workflows delivered with no documentation
  • Team can't modify or extend what was built
  • Server admin left to figure out on your own
  • Every change requires the consultant back
The Optimus approach
  • Full workflow documentation and knowledge transfer included
  • Built for your team to own, modify, and extend
  • Server administration, governance, and audit trails included
  • Training and enablement so teams self-serve from day one
Alteryx-led services

What we build

From initial Alteryx Server setup to enterprise-wide workflow governance — end-to-end engagements or targeted interventions where you need them most.

Automation

Workflow automation & data pipeline design

Replace fragile manual processes with robust, scheduled Alteryx workflows. Automated data prep, reporting, and reconciliation — fully documented and ready for your team to maintain.

Server admin

Alteryx Server administration

Setup, configuration, scheduling, and ongoing administration of Alteryx Server environments. Includes user management, permissions, and monitoring for enterprise-scale deployments.

Governance

Workflow governance & documentation

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.

Enablement

Training & self-service enablement

Structured training programs, workflow templates, and documentation that let your business teams use Alteryx Designer independently — without relying on a specialist for every request.

Alteryx product expertise

Deep across the full platform

Hands-on experience across every major Alteryx product — from workflow development and Server administration to predictive analytics and the Intelligence Suite.

Designer Desktop

  • Workflow development & optimization
  • Macro development (standard, batch, iterative)
  • Analytic apps & custom interfaces
  • Data blending & transformation
  • Custom tool development

Designer Cloud

  • Cloud-based workflow development
  • Team collaboration & shared workspaces
  • Cloud data source connectors
  • Migration from Desktop to Cloud
  • Cloud-native pipeline design

Alteryx One

  • Unified platform administration
  • User & workspace management
  • License administration & provisioning
  • Cross-product governance setup
  • Environment configuration & rollout

Alteryx Server

  • Server installation & configuration
  • Workflow scheduling & automation
  • Gallery management & publishing
  • User permissions & role management
  • API integration & monitoring

Intelligence Suite

  • Text mining & document processing
  • Sentiment analysis
  • Natural language processing (NLP)
  • Image recognition workflows
  • Unstructured data preparation

Predictive Suite

  • Predictive modeling & scoring
  • R-based statistical tools
  • Forecasting & time-series analysis
  • Model validation & deployment
  • Statistical analysis & reporting
Credentials

Deep Alteryx expertise. No generalists.

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.

SM

Shawn McDonald

Founder & principal, Optimus Consulting LLC

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

Designer Core Designer Advanced Server Administration Cloud Designer Enterprise Data Science

Also works across

Snowflake AWS Power BI Tableau SQL Python Azure Databricks
Federal Reserve Bank

Alteryx modernization & governance across regional banks

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.

Morgan Stanley

Alteryx Server administration for Legal & Compliance

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.

TransAmerica Life Insurance

Cloud migration & analytics infrastructure

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.

Reinsurance Group of America (RGA)

Snowflake integration & enterprise analytics enablement

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.

Fannie Mae

Enterprise analytics, HR technology & reporting

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.

Prime Therapeutics · Comcast

Workflow automation & platform administration

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%.

Ready to put Alteryx to work?

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.