capitalizeconsulting.com
Open in
urlscan Pro
72.167.87.11
Public Scan
Submitted URL: http://www.capitalizeanalytics.com/
Effective URL: https://capitalizeconsulting.com/
Submission: On October 10 via manual from MX — Scanned from US
Effective URL: https://capitalizeconsulting.com/
Submission: On October 10 via manual from MX — Scanned from US
Form analysis 1 forms found in the DOM
POST
<form enctype="multipart/form-data" method="post" class="frm-show-form frm_ajax_submit frm_pro_form " id="form_mbta8" data-token="75c4ac379778f11924a8cbca714d79d1" data-hs-cf-bound="true" style="overflow-x: visible;">
<div class="frm_form_fields ">
<fieldset>
<legend class="frm_screen_reader">Contact Us</legend>
<div class="frm_fields_container">
<input type="hidden" name="frm_action" value="create">
<input type="hidden" name="form_id" value="3">
<input type="hidden" name="frm_hide_fields_3" id="frm_hide_fields_3" value="">
<input type="hidden" name="form_key" value="mbta8">
<input type="hidden" name="item_meta[0]" value="">
<input type="hidden" id="frm_submit_entry_3" name="frm_submit_entry_3" value="a4d1b53423"><input type="hidden" name="_wp_http_referer" value="/">
<div id="frm_field_14_container" class="frm_form_field form-field frm_required_field frm_top_container frm_full">
<label for="field_5snaj" class="frm_primary_label">First Name <span class="frm_required">*</span>
</label>
<input type="text" id="field_5snaj" name="item_meta[14]" value="" data-reqmsg="First Name cannot be blank." aria-required="true" data-invmsg="Text is invalid" aria-invalid="false">
</div>
<div id="frm_field_15_container" class="frm_form_field form-field frm_required_field frm_top_container frm_full">
<label for="field_staai" class="frm_primary_label">Last Name <span class="frm_required">*</span>
</label>
<input type="text" id="field_staai" name="item_meta[15]" value="" data-reqmsg="Last Name cannot be blank." aria-required="true" data-invmsg="Text is invalid" aria-invalid="false">
</div>
<div id="frm_field_16_container" class="frm_form_field form-field frm_required_field frm_top_container frm_full">
<label for="field_rbah4" class="frm_primary_label">Company <span class="frm_required">*</span>
</label>
<input type="text" id="field_rbah4" name="item_meta[16]" value="" data-reqmsg="Company cannot be blank." aria-required="true" data-invmsg="Text is invalid" aria-invalid="false">
</div>
<div id="frm_field_17_container" class="frm_form_field form-field frm_required_field frm_top_container frm_full">
<label for="field_woao6" class="frm_primary_label">Email <span class="frm_required">*</span>
</label>
<input type="email" id="field_woao6" name="item_meta[17]" value="" data-reqmsg="Email cannot be blank." aria-required="true" data-invmsg="Email is invalid" aria-invalid="false">
</div>
<div id="frm_field_18_container" class="frm_form_field form-field frm_required_field frm_top_container frm_full">
<label for="field_osa8i" class="frm_primary_label">Phone <span class="frm_required">*</span>
</label>
<input type="tel" id="field_osa8i" name="item_meta[18]" value="" data-reqmsg="Phone cannot be blank." aria-required="true" data-invmsg="Phone is invalid" aria-invalid="false"
pattern="((\+\d{1,3}(-|.| )?\(?\d\)?(-| |.)?\d{1,5})|(\(?\d{2,6}\)?))(-|.| )?(\d{3,4})(-|.| )?(\d{4})(( x| ext)\d{1,5}){0,1}$">
</div>
<div id="frm_field_19_container" class="frm_form_field form-field frm_required_field frm_top_container frm_full">
<label for="field_gkwzs" class="frm_primary_label">I'm interested in ... <span class="frm_required">*</span>
</label>
<select name="item_meta[19]" id="field_gkwzs" data-reqmsg="I'm interested in ... cannot be blank." aria-required="true" data-invmsg="I'm interested in ... is invalid" aria-invalid="false">
<option value="Alteryx">Alteryx</option>
<option value="Alteryx Governance/WAM">Alteryx Governance/WAM</option>
<option value="BlackLine">BlackLine</option>
<option value="Business Analytics">Business Analytics</option>
<option value="Capitalize CARE Prepaid Consulting">Capitalize CARE Prepaid Consulting</option>
<option value="Cognos">Cognos</option>
<option value="Data Integration">Data Integration</option>
<option value="Data Warehousing">Data Warehousing</option>
<option value="iGB">iGB</option>
<option value="PowerBI">PowerBI</option>
<option value="PowerSchool K12 & Cognos">PowerSchool K12 & Cognos</option>
<option value="Predictive Analytics">Predictive Analytics</option>
<option value="Project Management">Project Management</option>
<option value="Reporting and/or Dashboards">Reporting and/or Dashboards</option>
<option value="Tableau">Tableau</option>
<option value="UIPath">UIPath</option>
<option value="Workday Adaptive Planning">Workday Adaptive Planning</option>
<option value="Other">Other</option>
</select>
</div>
<div id="frm_field_20_container" class="frm_form_field form-field frm_top_container frm_full">
<label for="field_1ehp5" class="frm_primary_label">Comments <span class="frm_required"></span>
</label>
<textarea name="item_meta[20]" id="field_1ehp5" rows="5" data-invmsg="Comments is invalid" aria-invalid="false"></textarea>
</div>
<div id="frm_field_810_container" class="frm_form_field form-field frm_none_container">
<label for="g-recaptcha-response" id="field_7ed38_label" class="frm_primary_label">reCAPTCHA <span class="frm_required" aria-hidden="true"></span>
</label>
<div id="field_7ed38" class="g-recaptcha" data-sitekey="6LfJirYiAAAAANj9TkoV4UCfYuLr05MxkctZHAPA" data-size="invisible" data-theme="light" data-callback="frmAfterRecaptcha">
<div class="grecaptcha-badge" data-style="bottomright"
style="width: 256px; height: 60px; display: block; transition: right 0.3s; position: fixed; bottom: 14px; right: -186px; box-shadow: gray 0px 0px 5px; border-radius: 2px; overflow: hidden;">
<div class="grecaptcha-logo"><iframe title="reCAPTCHA" width="256" height="60" role="presentation" name="a-yo7kabwuofxg" frameborder="0" scrolling="no"
sandbox="allow-forms allow-popups allow-same-origin allow-scripts allow-top-navigation allow-modals allow-popups-to-escape-sandbox allow-storage-access-by-user-activation"
src="https://www.google.com/recaptcha/api2/anchor?ar=1&k=6LfJirYiAAAAANj9TkoV4UCfYuLr05MxkctZHAPA&co=aHR0cHM6Ly9jYXBpdGFsaXplY29uc3VsdGluZy5jb206NDQz&hl=en&v=aR-zv8WjtWx4lAw-tRCA-zca&theme=light&size=invisible&cb=1batwykevq8q"
data-lf-yt-playback-inspected-dzlr5a59xzyaboq2="true" data-lf-vimeo-playback-inspected-dzlr5a59xzyaboq2="true"></iframe></div>
<div class="grecaptcha-error"></div><textarea id="g-recaptcha-response" name="g-recaptcha-response" class="g-recaptcha-response"
style="width: 250px; height: 40px; border: 1px solid rgb(193, 193, 193); margin: 10px 25px; padding: 0px; resize: none; display: none;"></textarea>
</div><iframe data-lf-yt-playback-inspected-dzlr5a59xzyaboq2="true" data-lf-vimeo-playback-inspected-dzlr5a59xzyaboq2="true" style="display: none;"></iframe>
</div>
</div>
<input type="hidden" name="item_key" value="">
<div class="frm__655cbe5cc18e1">
<label for="frm_email_3"> If you are human, leave this field blank. </label>
<input id="frm_email_3" type="text" class="frm_verify" name="frm__655cbe5cc18e1" value="" autocomplete="off">
</div>
<input name="frm_state" type="hidden" value="08ewwvrj6qySZsucmAUlujVhQAG6DndffEBwwgfp2Vs4OpLtOqIw7W7bitwDJgjq">
<div class="frm_submit">
<button class="frm_button_submit frm_final_submit" type="submit" formnovalidate="formnovalidate">Submit</button>
</div>
</div>
</fieldset>
</div>
<p style="display: none !important;" class="akismet-fields-container" data-prefix="ak_"><label>Δ<textarea name="ak_hp_textarea" cols="45" rows="8" maxlength="100"></textarea></label><input type="hidden" id="ak_js_1" name="ak_js"
value="1728579447903">
<script>
document.getElementById("ak_js_1").setAttribute("value", (new Date()).getTime());
</script>
</p>
</form>Text Content
Skip to content
MENUMENU
* Services
* Vendors
* ABBYY
* Alteryx
* BlackLine
* Casabase
* Databricks
* DataRobot
* Dremio
* DVW Analytics
* IBM Cognos
* Matillion
* Power BI
* SnapLogic
* Snowflake
* Tableau
* Tibco
* UiPath
* Vertica
* Workday Adaptive Planning
* Services
* Custom Report Development
* Data Integration
* Cloud Data Warehousing
* Project Management
* Software Implementation
* Software Selection
* Training/Mentoring
* Alteryx Lifecycle Governance
* Alteryx Health Assessment
* Alteryx Managed Services
* Advanced Analytics
* Products
* iGB
* Workflow Admin Manager (WAM)
* Watchtower
* Functional Areas
* Accounting
* Audit
* FP&A
* Workforce Analytics
* Marketing
* Supply Chain, Purchasing & Logistics
* Quality and Maintenance
* Sales Operations
* Tax
* Technology (IT)
* Industries
* Distribution
* Financial Services
* Healthcare
* Hospitality
* Manufacturing
* Retail
* Oil & Gas
* Software Selection
* Software Implementation
* Quorum
* W Energy
* Public Sector
* Education
* Government
* Webinars
* Resources
* * * Blog
* Webinars
* Events
* Testimonials
* * LATEST BLOG
* WORKFLOW ADMIN MANAGER (WAM): HOW TO SOLVE FOR ALTERYX EXTERNAL
AUDIT AND IT EFFICIENCY
Read More »
* LATEST WEBINAR
* 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, …Read More »
* * TESTIMONIALS
APRIL A. LONG, SENIOR MANAGER PLANT ACCOUNTING, ARM ENERGY
“I have worked with Capitalize for several years, at multiple companies
in the Midstream sector. They have assisted me on both Quorum products
and Waterfield products. They are quick to respond, and they quickly
assess problems and provide solutions. I’ve seen them come up with
creative and innovative solutions to issues I thought were completely
hopeless. When I’m up against a deadline, and I know it’s going to be
difficult, I want Capitalize on call.”
April A. Long, Senior Manager Plant Accounting, ARM Energy
DIRECTOR, DATA AND ANALYTICS
We are starting to see the power of the Alteryx tool and the value of
Capitalize consulting. Shout out to [the consultants] for [their]
knowledge of the Alteryx tool, willingness to learn our complex
workflows and help us through knowledge transfer due to employee
turnover. Could not have done it without you.
Director, Data and Analytics
SENIOR MANAGER – BUSINESS ANALYTICS
The Capitalize team did a fantastic job for us over the past several
months. Our Retail Gas Forecast project would not have been a success
without their assistance and hard work.
Senior Manager – Business Analytics
MIDSTREAM ACCOUNT MANAGER
“Capitalize is able to help us with all our reporting changes and
updates promptly and on time every time. They are a great resource for
our team and are willing to always go the extra mile and train us on
the changes they are making for us.”
Midstream Account Manager
PLANT ACCOUNTING SUPERVISOR
We have worked with Capitalize for multiple years now. Whether we have
gas plant accounting questions or need a variety of reports developed,
they are always quick to respond and provide timely and accurate
solutions. They are second to none.
Plant Accounting Supervisor
ENERGY PLANT ACCOUNTING MANAGER
[The] Capitalize support [team] has provided much-needed support
through company transitions, system upgrades, report configurations,
and user testing/training. I highly recommend the team for any
implementation or maintenance that a company might be in search of.
Energy Plant Accounting Manager
SHANA FINNEGAN, CHIEF OPERATING OFFICER, TIES
“Capitalize Analytics was instrumental in the successful implementation
of the TIES core HR, Payroll, and Financial systems. TIES, a
collaborative of over 20 Minnesota Districts, had unique requirements
in meeting the needs of their districts. Capitalize Analytic’s guidance
enabled us to meet those unique requirements.”
Shana Finnegan, Chief Operating Officer, TIES
ENERGY PLANT ACCOUNTING MANAGER
Capitalize was instrumental in the success of Colt’s transition to a
new cloud-based plant accounting software. The consultants demonstrated
extensive knowledge of the legacy and new cloud-based system. In
addition, they built an effective interface to our ERP system, which
streamlines our monthly close process. Capitalize followed a detailed
project plan and met all deadlines. This made the implementation a
success. Furthermore, Capitalize continues to provide ad-hoc support on
an ongoing basis, which is extremely helpful.
Energy Plant Accounting Manager
REVENUE ACCOUNTANT
“Our team had some very complex statements and government reports that
had to look a very specific way. Capitalize helped us build the reports
so that we have a hard time telling if they are the original form or
the new Cognos-based form! We were very happy with their ability to
communicate with our team and ensure we met all of our requirements.”
Revenue Accountant
THOMAS JANOUSEK, VP QUALITY & COMPLIANCE, BURRELL BEHAVIORAL HEALTH
“Capitalize did an excellent job assisting us with our data
implementation needs. Their educational and hands-on approach made
content extremely clear and relatable.”
Thomas Janousek, VP Quality & Compliance, Burrell Behavioral Health
DIRECTOR OF BUSINESS INTELLIGENCE AND REPORTING, MID-ATLANTIC ACADEMIC
MEDICAL AND HEALTH SYSTEM
“My group was charged to enable self-service reporting to the medical
center’s business user community. Capitalize worked with us to develop
reports using Alteryx workflows and publishing them to the Alteryx
Gallery, Alteryx’s cloud based application, for access by the business
user; to meet her/his specific data analysis requirement based on a
specific data set.”
Director of Business Intelligence and Reporting, Mid-Atlantic Academic
Medical and Health System
JOSEPH DEADY, SUPERVISOR OF ACCOUNTING, UNIONVILLE-CHADDS FORD SCHOOL
DISTRICT
“Four key staff members of our finance/human resources/payroll team
recently took the Report Studios Fundamentals for eFinancePLUS class
with Capitalize Analytics, and we couldn’t be happier with the outcome.
The training took our basic knowledge of Cognos and grew it into what
will ultimately be a big benefit to our school district. The reports
that we will be able to put together with the information from the
training will be a huge time saver, especially during my two busiest
times of the year (budget and audit). The only complaint that we had is
that we didn’t sign up for the training sooner.”
Joseph Deady, Supervisor of Accounting, Unionville-Chadds Ford School
District
REGULATORY ACCOUNTANT
Capitalize is great!! I found the consultants to be very knowledgeable.
They were able to assist me in solving the problems I was having with
creating my reports in W.
Regulatory Accountant
DAVA CLARK, PROGRAMMER/ANALYST, CY-FAIR ISD
“The Report Studio Advanced course provides so much information! Each
chapter had something new for me and I can’t wait to go back and
enhance my previously written reports! I really enjoyed myself in the
class and thought the pace was perfect.”
Dava Clark, Programmer/Analyst, Cy-Fair ISD
JAMIE ZEIGLER, TREASURER, TCCSA
“Cognos provides the outcomes that make eFinancePLUS attractive to Ohio
school treasurers. The features of this program will make our everyday
tasks much more simplified and readable to a non-financial user. The
training provided by this company make Cognos a necessity for the
business functions of education.”
Jamie Zeigler, Treasurer, TCCSA
CHIEF FINANCIAL OFFICER, MIDWEST VISION AND EYE CARE SPECIALIST FIRM
“We wanted to build a waterfall analysis using a large amount of data
to calculate collections percentages for our providers; then using this
data, look at key trends; all of which proved to be completely
unmanageable in excel. Capitalize came in to understand what we wanted
to automate, then worked with us to build workflows in Alteryx. What
took weeks to calculate in excel, now takes seconds.”
Chief Financial Officer, Midwest Vision and Eye Care Specialist Firm
SENIOR COMMERCIAL REP
“Our nominations come in at all hours of the day and night and we need
to be alerted when that happens. We also need to be alerted if a
nomination hasn’t been confirmed. Capitalize Analytics helped us use
event-driven reports to monitor the database for new nominations (or
unconfirmed ones) and let us know they were out there. We no longer
have to remember to check all of the time. Very helpful.”
Senior Commercial Rep
PAULA PETERS, TECHNOLOGY DEPARTMENT, HUMBLE ISD, TX
“The Consulting/Report Studio Training for eSchool classes and
take-home manuals were excellent! The manuals describing how to add
custom features to Cognos reports were so helpful with step-by-step
instructions for success! When Hurricane Harvey flooded our Humble
Independent School District office building I really missed having the
materials. Capitalize Analytics provided me with new copies…they are
awesome! I definitely recommend these courses to other schools using
Cognos and eSchoolPLUS!”
Paula Peters, Technology Department, Humble ISD, TX
CEO – SOFTWARE COMPANY
“Capitalize is our preferred partner for delivering data analytics and
business intelligence solutions to our clients. Their team has deep
expertise and a focus on partnership and customer service which makes
them ideal to work with. The value they add to their customers goes far
beyond their technical skills, as their consultative approach helps
clients realize the true potential of their data.”
CEO - Software Company
CONTRACT ADMINISTRATOR
Capitalize has been a key to the success of our transition to our new
plant accounting software. The assistance provided by the team members
at Capitalize have been extremely valuable, from implementation to our
current ad-hoc support. We have enjoyed and truly appreciate all the
friendly, helpful, and knowledgeable support provided by Capitalize.
Contract Administrator
TELECOMMUNICATION FLEET MANAGEMENT LEADER
I’m extremely thankful for the professionalism and work done by
Capitalize! The consultants were able to simplify and streamline a lot
of fleet data into an easy-to-read dashboard so we could use it right
away for analyzing purposes. The dashboard will save a lot of time
creating our replacement lists and will allow us to analyze the fleet
quickly and effortlessly.
Without their knowledge and guidance, we couldn’t be able to use the
fleet data for it’s intended purpose, now we can. Great work!
Telecommunication Fleet Management Leader
ASSISTANT CONTROLLER
“In our experience Capitalize is the group to call if you have an
emergency. They seem to work miracles and go way above and beyond to
ensure we get what we need. There are times that we know what we are
asking is pretty aggressive and Capitalize has stepped up to the plate
to ensure our success every time. Best service we’ve ever experienced.”
Assistant Controller
MIDSTREAM CONTROLLER
“We worked with Capitalize Analytics on a dashboard based on our SCADA
system. Our system can be difficult to work with but their team brought
a few out-of-the-box ideas that made getting our dashboard online and
to our iPads a reality. We’ve never had this type of insight at our
fingertips.”
Midstream Controller
* Company
* About Us
* Meet The Team
* Core Values
* Careers
* Contact
* Offerings
* Services
* Business Process Improvement and Analytics Consulting
* Industries
* Resources
* About Us
* Partners
* Meet The Team
* Core Values
* Careers
* Contact
*
*
*
slider1
FOCUS ON THE WILDLY IMPORTANT.
Our Consulting and Analytics Services can help you reach your Goals.
CONTACT US TODAY
X
Contact Us
First Name *
Last Name *
Company *
Email *
Phone *
I'm interested in ... * AlteryxAlteryx Governance/WAMBlackLineBusiness
AnalyticsCapitalize CARE Prepaid ConsultingCognosData IntegrationData
WarehousingiGBPowerBIPowerSchool K12 & CognosPredictive AnalyticsProject
ManagementReporting and/or DashboardsTableauUIPathWorkday Adaptive PlanningOther
Comments
reCAPTCHA
If you are human, leave this field blank.
Submit
Δ
FEATURED RESOURCES
STREAMLINING INTERNAL HR PROCESSES FOR SPLUNK
Splunk’s HR Team Uses AI to Drive Employee Satisfaction The video below
showcases how Capitalize Analytics revolutionized Splunk's internal processes
and insights extraction by seamlessly...
READ MORE
WORKFLOW ADMIN MANAGER (WAM): HOW TO SOLVE FOR ALTERYX EXTERNAL AUDIT AND IT
EFFICIENCY
READ MORE
UNLOCKING THE POWER OF GENERATIVE AI WITH DATABRICKS
The business landscape is evolving fast, and if you're not using Generative AI
(GenAI) and Machine Learning (ML) right now, you’re not just behind –...
READ MORE
ACCOUNTING AUTOMATION: LEVERAGING ALTERYX AND POWER BI FOR EFFICIENT
RECONCILIATION
Accurate and timely reconciliation is a critical component of accounting.
Whether it's aligning journal entries with invoices or reconciling financial
reports from different platforms, this...
READ MORE
BREAKING DOWN DATA SILOS IN ACCOUNTING: INTEGRATING POINT OF SALE DATA INTO YOUR
RECONCILIATION SYSTEM
In the retail and restaurant industries, managing finances efficiently is
crucial for success. However, data silos – where information is isolated within
separate systems –...
READ MORE
FEATURED WEBINARS
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,...
READ MORE
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...
READ MORE
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...
READ MORE
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...
READ MORE
CAPITALIZE ANALYTICS
Capitalize is your go-to partner for all your technology needs.
CAPITALIZE CONSULTING
We offer a variety of consulting services for all sizes of businesses.
TESTIMONIALS
MIDSTREAM ACCOUNT MANAGER
“Capitalize is able to help us with all our reporting changes and updates
promptly and on time every time. They are a great resource for our team and are
willing to always go the extra mile and train us on the changes they are making
for us.”
Midstream Account Manager
THOMAS JANOUSEK, VP QUALITY & COMPLIANCE, BURRELL BEHAVIORAL HEALTH
“Capitalize did an excellent job assisting us with our data implementation
needs. Their educational and hands-on approach made content extremely clear and
relatable.”
Thomas Janousek, VP Quality & Compliance, Burrell Behavioral Health
SENIOR MANAGER – BUSINESS ANALYTICS
The Capitalize team did a fantastic job for us over the past several months. Our
Retail Gas Forecast project would not have been a success without their
assistance and hard work.
Senior Manager – Business Analytics
ENERGY PLANT ACCOUNTING MANAGER
Capitalize was instrumental in the success of Colt’s transition to a new
cloud-based plant accounting software. The consultants demonstrated extensive
knowledge of the legacy and new cloud-based system. In addition, they built an
effective interface to our ERP system, which streamlines our monthly close
process. Capitalize followed a detailed project plan and met all deadlines. This
made the implementation a success. Furthermore, Capitalize continues to provide
ad-hoc support on an ongoing basis, which is extremely helpful.
Energy Plant Accounting Manager
DAVA CLARK, PROGRAMMER/ANALYST, CY-FAIR ISD
“The Report Studio Advanced course provides so much information! Each chapter
had something new for me and I can’t wait to go back and enhance my previously
written reports! I really enjoyed myself in the class and thought the pace was
perfect.”
Dava Clark, Programmer/Analyst, Cy-Fair ISD
CONTRACT ADMINISTRATOR
Capitalize has been a key to the success of our transition to our new plant
accounting software. The assistance provided by the team members at Capitalize
have been extremely valuable, from implementation to our current ad-hoc support.
We have enjoyed and truly appreciate all the friendly, helpful, and
knowledgeable support provided by Capitalize.
Contract Administrator
DIRECTOR, DATA AND ANALYTICS
We are starting to see the power of the Alteryx tool and the value of Capitalize
consulting. Shout out to [the consultants] for [their] knowledge of the Alteryx
tool, willingness to learn our complex workflows and help us through knowledge
transfer due to employee turnover. Could not have done it without you.
Director, Data and Analytics
REVENUE ACCOUNTANT
“Our team had some very complex statements and government reports that had to
look a very specific way. Capitalize helped us build the reports so that we have
a hard time telling if they are the original form or the new Cognos-based form!
We were very happy with their ability to communicate with our team and ensure we
met all of our requirements.”
Revenue Accountant
CEO – SOFTWARE COMPANY
“Capitalize is our preferred partner for delivering data analytics and business
intelligence solutions to our clients. Their team has deep expertise and a focus
on partnership and customer service which makes them ideal to work with. The
value they add to their customers goes far beyond their technical skills, as
their consultative approach helps clients realize the true potential of their
data.”
CEO - Software Company
PAULA PETERS, TECHNOLOGY DEPARTMENT, HUMBLE ISD, TX
“The Consulting/Report Studio Training for eSchool classes and take-home manuals
were excellent! The manuals describing how to add custom features to Cognos
reports were so helpful with step-by-step instructions for success! When
Hurricane Harvey flooded our Humble Independent School District office building
I really missed having the materials. Capitalize Analytics provided me with new
copies…they are awesome! I definitely recommend these courses to other schools
using Cognos and eSchoolPLUS!”
Paula Peters, Technology Department, Humble ISD, TX
ENERGY PLANT ACCOUNTING MANAGER
[The] Capitalize support [team] has provided much-needed support through company
transitions, system upgrades, report configurations, and user testing/training.
I highly recommend the team for any implementation or maintenance that a company
might be in search of.
Energy Plant Accounting Manager
SHANA FINNEGAN, CHIEF OPERATING OFFICER, TIES
“Capitalize Analytics was instrumental in the successful implementation of the
TIES core HR, Payroll, and Financial systems. TIES, a collaborative of over 20
Minnesota Districts, had unique requirements in meeting the needs of their
districts. Capitalize Analytic’s guidance enabled us to meet those unique
requirements.”
Shana Finnegan, Chief Operating Officer, TIES
DIRECTOR OF BUSINESS INTELLIGENCE AND REPORTING, MID-ATLANTIC ACADEMIC MEDICAL
AND HEALTH SYSTEM
“My group was charged to enable self-service reporting to the medical center’s
business user community. Capitalize worked with us to develop reports using
Alteryx workflows and publishing them to the Alteryx Gallery, Alteryx’s cloud
based application, for access by the business user; to meet her/his specific
data analysis requirement based on a specific data set.”
Director of Business Intelligence and Reporting, Mid-Atlantic Academic Medical
and Health System
TELECOMMUNICATION FLEET MANAGEMENT LEADER
I’m extremely thankful for the professionalism and work done by Capitalize! The
consultants were able to simplify and streamline a lot of fleet data into an
easy-to-read dashboard so we could use it right away for analyzing purposes. The
dashboard will save a lot of time creating our replacement lists and will allow
us to analyze the fleet quickly and effortlessly.
Without their knowledge and guidance, we couldn’t be able to use the fleet data
for it’s intended purpose, now we can. Great work!
Telecommunication Fleet Management Leader
JAMIE ZEIGLER, TREASURER, TCCSA
“Cognos provides the outcomes that make eFinancePLUS attractive to Ohio school
treasurers. The features of this program will make our everyday tasks much more
simplified and readable to a non-financial user. The training provided by this
company make Cognos a necessity for the business functions of education.”
Jamie Zeigler, Treasurer, TCCSA
ASSISTANT CONTROLLER
“In our experience Capitalize is the group to call if you have an emergency.
They seem to work miracles and go way above and beyond to ensure we get what we
need. There are times that we know what we are asking is pretty aggressive and
Capitalize has stepped up to the plate to ensure our success every time. Best
service we’ve ever experienced.”
Assistant Controller
SENIOR COMMERCIAL REP
“Our nominations come in at all hours of the day and night and we need to be
alerted when that happens. We also need to be alerted if a nomination hasn’t
been confirmed. Capitalize Analytics helped us use event-driven reports to
monitor the database for new nominations (or unconfirmed ones) and let us know
they were out there. We no longer have to remember to check all of the time.
Very helpful.”
Senior Commercial Rep
JOSEPH DEADY, SUPERVISOR OF ACCOUNTING, UNIONVILLE-CHADDS FORD SCHOOL DISTRICT
“Four key staff members of our finance/human resources/payroll team recently
took the Report Studios Fundamentals for eFinancePLUS class with Capitalize
Analytics, and we couldn’t be happier with the outcome. The training took our
basic knowledge of Cognos and grew it into what will ultimately be a big benefit
to our school district. The reports that we will be able to put together with
the information from the training will be a huge time saver, especially during
my two busiest times of the year (budget and audit). The only complaint that we
had is that we didn’t sign up for the training sooner.”
Joseph Deady, Supervisor of Accounting, Unionville-Chadds Ford School District
APRIL A. LONG, SENIOR MANAGER PLANT ACCOUNTING, ARM ENERGY
“I have worked with Capitalize for several years, at multiple companies in the
Midstream sector. They have assisted me on both Quorum products and Waterfield
products. They are quick to respond, and they quickly assess problems and
provide solutions. I’ve seen them come up with creative and innovative solutions
to issues I thought were completely hopeless. When I’m up against a deadline,
and I know it’s going to be difficult, I want Capitalize on call.”
April A. Long, Senior Manager Plant Accounting, ARM Energy
CHIEF FINANCIAL OFFICER, MIDWEST VISION AND EYE CARE SPECIALIST FIRM
“We wanted to build a waterfall analysis using a large amount of data to
calculate collections percentages for our providers; then using this data, look
at key trends; all of which proved to be completely unmanageable in excel.
Capitalize came in to understand what we wanted to automate, then worked with us
to build workflows in Alteryx. What took weeks to calculate in excel, now takes
seconds.”
Chief Financial Officer, Midwest Vision and Eye Care Specialist Firm
REGULATORY ACCOUNTANT
Capitalize is great!! I found the consultants to be very knowledgeable. They
were able to assist me in solving the problems I was having with creating my
reports in W.
Regulatory Accountant
PLANT ACCOUNTING SUPERVISOR
We have worked with Capitalize for multiple years now. Whether we have gas plant
accounting questions or need a variety of reports developed, they are always
quick to respond and provide timely and accurate solutions. They are second to
none.
Plant Accounting Supervisor
MIDSTREAM CONTROLLER
“We worked with Capitalize Analytics on a dashboard based on our SCADA system.
Our system can be difficult to work with but their team brought a few
out-of-the-box ideas that made getting our dashboard online and to our iPads a
reality. We’ve never had this type of insight at our fingertips.”
Midstream Controller
FIND US HERE
CAPITALIZE- DALLAS
2626 Cole Avenue, Suite 300
Dallas, TX 75204
CAPITALIZE- HOUSTON
2101 CityWest Blvd, 2nd Floor
Houston, TX 77042
CAPITALIZE- DENVER
1550 Wewatta St. 2nd Floor
Denver, CO 80246
CAPITALIZE- TORONTO
176 Yonge St
6th Floor
Toronto, ON M5C 2L7
Phone: 214-531-3904
Fax: 855-552-2915
Email: info@capitalizeconsulting.com
LET’S BE SOCIABLE
* linkedin
* twitter
* youtube
* Services
* Vendors
* ABBYY
* Alteryx
* BlackLine
* Casabase
* Databricks
* DataRobot
* Dremio
* DVW Analytics
* IBM Cognos
* Matillion
* Power BI
* SnapLogic
* Snowflake
* Tableau
* Tibco
* UiPath
* Vertica
* Workday Adaptive Planning
* Products
* iGB
* Workflow Admin Manager (WAM)
* Watchtower
* Services
* Custom Report Development
* Data Integration
* Cloud Data Warehousing
* Project Management
* Software Implementation
* Software Selection
* Training/Mentoring
* Alteryx Lifecycle Governance
* Alteryx Health Assessment
* Alteryx Managed Services
* Advanced Analytics
* Functional Areas
* Accounting
* Audit
* FP&A
* Workforce Analytics
* Marketing
* Supply Chain, Purchasing & Logistics
* Quality and Maintenance
* Sales Operations
* Tax
* Technology (IT)
* Industries
* Oil & Gas
* Software Selection
* Software Implementation
* Quorum
* W Energy
* Financial Services
* Healthcare
* Hospitality
* Retail
* Distribution
* Manufacturing
* Public Sector
* Education
* Government
* Webinars
* Resources
* Blog
* Webinars
* Events
* Testimonials
* Company
* About Us
* Meet The Team
* Core Values
* Careers
* Contact
* Offerings
* Services
* Business Process Improvement and Analytics Consulting
* Industries
* Resources
* About Us
* Partners
* Meet The Team
* Core Values
* Careers
* Contact
*
*
*
© 2022 Capitalize Consulting | Web Design by Red Spot Design
Privacy Policy
This website uses cookies to improve your experience. We'll assume you're ok
with this, but you can opt-out if you wish.Accept Reject Read More
Privacy & Cookies Policy
Close
PRIVACY OVERVIEW
This website uses cookies to improve your experience while you navigate through
the website. Out of these, the cookies that are categorized as necessary are
stored on your browser as they are essential for the working of basic
functionalities of the ...
Necessary
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly.
This category only includes cookies that ensures basic functionalities and
security features of the website. These cookies do not store any personal
information.
Non-necessary
Non-necessary
Any cookies that may not be particularly necessary for the website to function
and is used specifically to collect user personal data via analytics, ads, other
embedded contents are termed as non-necessary cookies. It is mandatory to
procure user consent prior to running these cookies on your website.
SAVE & ACCEPT