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     * * LATEST BLOG
         
         
          * SCALING ALTERYX SERVER WITH USER-MANAGED MONGODB
            
            There are many advanced configurations available within Alteryx
            depending on the size and scale of the implementation. One important
            option for scaling, fault tolerance, and …Read More »
       
       * LATEST WEBINAR
         
         
          * WAM! YOUR ALTERYX GOVERNANCE, MAINTENANCE, AND REPORTING CHALLENGES
            ARE SOLVED – UPCOMING WEBINAR (JUNE 23)
            
            Is your organization beginning to have challenges around managing
            your Alteryx workflows? How do you handle changes, like database,
            formulas, filters, and file names en …Read More »
     
     * * TESTIMONIALS
         
         
         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
         
         
         
         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
         
         
         
         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
         
         
         
         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
         
         
         
         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
         
         
         
         JULIE ELDER, DBA, NORTHWEST ISD
         
         “Our district needed to send every student a report at the end of the
         year. Normally, we would print and mail them all. In a few hours, I
         used Cognos bursting to email each student’s report. The class I took
         last summer paid for itself in postage we saved!”
         
         Julie Elder, DBA, Northwest 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
         
         
         
         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
         
         
         
         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
         
         
         
         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
         
         
         
         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
         
         
         
         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
         
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CONTACT US TODAY



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CAPITALIZE CONSULTING

We offer a variety of consulting services for all sizes of businesses.





TESTIMONIALS


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



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



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



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



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



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



JULIE ELDER, DBA, NORTHWEST ISD

“Our district needed to send every student a report at the end of the year.
Normally, we would print and mail them all. In a few hours, I used Cognos
bursting to email each student’s report. The class I took last summer paid for
itself in postage we saved!”

Julie Elder, DBA, Northwest 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



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



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



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 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



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



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


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FIND US HERE



CAPITALIZE- DALLAS

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Dallas, TX 75204

CAPITALIZE- HOUSTON

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CAPITALIZE- DENVER

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Denver, CO 80246

CAPITALIZE- TORONTO

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Toronto, ON M5A 1R6, Canada

Phone: 214-531-3904

Fax: 855-552-2915

Email: info@capitalizeconsulting.com


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     * Vertica
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   * Products
     * iGB
     * Workflow Admin Manager
   * Services
     * Custom Report Development
     * Data Integration
     * Data Warehousing
     * Ongoing Support: CARE
     * Project Management
     * Software Implementation
     * Software Selection
     * Training – Mentoring
 * Functional Areas
   * Accounting
   * Audit
   * FP&A
   * HR/Workforce Analytics
   * Marketing
   * Purchasing/Supply Chain/Logistics
   * Quality and Maintenance
   * Sales Operations
   * Tax
   * Technology (IT)
 * Industries
   * Oil & Gas
     * Software Selection
     * Software Implementation
     * Enertia
     * P2 Energy
     * Peloton
     * Quorum
     * W Energy
   * Financial Services
   * Healthcare
   * Hospitality
   * Distribution
   * Manufacturing
   * Public Sector
     * Education
       * ChromeInsight
       * PowerSchool K-12
     * Government
 * Webinars
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   * Webinars
   * Testimonials
 * Company
   * About Us
   * Meet The Team
   * Core Values
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   * Consulting
   * Industries
   * Resources
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   * Partners
   * Meet The Team
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   * Contact
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