Automating Business Proccesses with R

At ixpantia we help organizations to become their most innovative and data-driven selves through personalized coaching and knowledge transfer, continuous and transparent code handover and the implementation of an efficient and cooperative data culture. To bring the results of data analysis to business processes and decision making, we usually need to automate their execution. Often this means that we need a daily process to write, for example, predicted values to a database.

The possibilities to add value to organizations through the use of tools that are available to us in R are legion. This value lies not only in advanced analytics, but also in the power of dynamic (automated) reports and pre-calculated values that combine multiple formal and informal data sources. The value of R for automating these tasks is often so high because the domain experts themselves are writing it, and can iterate at high speeds to answer to changes in their business context.

In this talk we will share some of the experiences we have had automating tasks with R. We will also present the pragmatic approach to run and monitor scheduled tasks that we have developed. This approach is based on Rmarkdown, a taskscheduler (such as cron) and a Shiny to monitor task execution and completion.

Transcript

1. Automating business processes with R R in the Wild
2. Pleased to meet you Frans van Dunné Twitter - @fransvandunne Github - @FvD Email - frans@ixpantia.com www.ixpantia.com
3. Summary • Data driven innovation to quickly adapt to change • API's to use and reuse existing tools • Role and interaction with IT will change • Domain experts + R can impact topline (if we let them) • Monitoring and metrics
4. Data Driven Innovation Process steps Data Mapping Exploratory Data Analysis Inventory of Opportunities Prioritization of Opportunities Innovation Route Common Frame of Reference
5. Opportunity prioritization Criterion Description Strategic value Is this initiative aligned with our strategic objectives? Scope Will it have measurable impact on multiple areas or customers? Feasibility Can we do this in the short term with a small investment? Data Are the required data available and accessible?
6. Case: Use zoom attention spans CRM Zoom Data Email marketing platform Zoom CRM Data
7. Case: Use zoom attention spans CRM Email marketing platform Zoom
8. Case: Use zoom attention spans CRM Email marketing platform Zoom API = Application Program Interface A set of instructions that allow you to send and receive data to and from software applications
9. GET POST
10. IT Analytics User authentication (SSO) Servers and DB infrastructure Cloud based IaaS Access to data sources Reports Dashboards Interactive applications APIs Emails R Python TensorFlow Containers Julia
11. Interoperability of systems and teams Dashboard API TI Analítica & IA
12. library(httr) GET(...) POST(...) github.com/ixpantia
13. Small steps, with impact
14. Process monitoring Dashboard Proceso 4 Proceso 1 Proceso 2 Proceso 3 Proceso 5 Proceso 6
15. Summary
16. Data Driven Innovation Process 1. Map data sources available in your organization 2. Do exploratory data analysis in close contact with knowledge-holders 3. Organize Go|No-Go meetings 4. Interview key stakeholders to make an inventory of opportunities 5. Prioritize opportunities and suggest how to execute them 6. The more people share a common data language (R) the more opportunities you will seize
17. Thank you! ¡Gracias! hola@ixpantia.com | www.ixpantia.com We are hiring!