Alteryx Features
Reports (14)
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Reports Interface
Reports interface for standard and self-service reports is intuitive and easy to use.
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Steps to Answer
Requires a minimal number of steps/clicks to answer business question.
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Graphs and Charts
Offers a variety of attractive graph and chart formats.
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Score Cards
Score cards visually track KPI's.
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Dashboards
Provides business users an interface to easily design, refine and collaborate on their dashboards
Customizable Reports
Alter the layout and content of reports
Marketing Reports
Reports specific to marketing and associated campaigns
Sales Reports
Reports specific to sales analysis for trends and strategies
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Interactive Reports
Edit and personalize data view as needed
Customizable Reports
Alter the layout and content of reports
Customizable Reports
Alter the layout and content of reports
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Customizable Dashboard
Alter the layout and content of dashboards
Self Service (10)
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Calculated Fields
Using formulas based on existing data elements, users can create and calculate new field values.
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Data Column Filtering
Business users have the ability to filter data in a report based on predefined or automodeled parameters.
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Data Discovery
Users can drill down and explore data to discover new insights.
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Search
Ability to search global data set to find and discover data.
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Collaboration / Workflow
Ability for users to share data and reports they have built within the BI tool and outside the tool through other collaboration platforms.
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Automodeling
Tool automatically suggests data types, schemas and hierarchies.
Natural Language Search
Ability to interact with the application using human languages such as English
Visual Discovery
Process of visually navigating data and applying analytics to detect patterns, gain insight, and answer specific business queries.
Data Blending
Merge data from multiple sources to a single data set
Data Blending
Merge data from multiple sources to a single data set
Advanced Analytics (8)
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Predictive Analytics
Analyze current and historical trends to make predictions about future events.
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Data Visualization
Communicate complex information clearly and effectively through advanced graphical techniques.
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Big Data Services
Ability to handle large, complex, and/or siloed data sets.
Real-Time Analytics
Analyze and gain insights into data in real-time
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Real-Time Analytics
Analyze and gain insights into data in real-time
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Building Reports (8)
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Data Transformation
Converts data formats of source data into the format required for the reporting system without mistakes.
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Data Modeling
Ability to (re)structure data in a manner that allows extracting insights fast and accurate.
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WYSIWYG Report Design
Provides business users an interface to easily design and refine their dashboards and reports. (What You See Is What You Get)
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Integration APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Real-Time Data
Receive data and information in real time
Real-Time Data
Receive data and information in real time
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Statistical Tool (3)
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Scripting
Supports a variety of scripting environments
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Data Mining
Mines data from databases and prepares data for analysis
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Algorithms
Applies statistical algorithms to selected data
Data Analysis (4)
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Analysis
Analyzes both structured and unstructured data
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Data Interaction
Interacts with data to prepare it for visualizations and models
Time Series Analysis
Series of data points indexed in time order
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
Decision Making (5)
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Modeling
Offers modeling capabilities
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Data Visualizations
Creates data visualizations or graphs
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Report Generation
Generates reports of data performance
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Data Unification
Unifies information on a singular platform
Customizable Reports
Alter the layout and content of reports
Model Development (7)
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Language Support
Supports programming languages such as Java, C, or Python. Supports front-end languages such as HTML, CSS, and JavaScript
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Drag and Drop
Offers the ability for developers to drag and drop pieces of code or algorithms when building models
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Pre-Built Algorithms
Provides users with pre-built algorithms for simpler model development
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Model Training
Supplies large data sets for training individual models
Database Support
Supports common databases such as MySQL and Oracle
Multi-Language
Manage and support multiple languages
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Feature Engineering
Transforms raw data into features that better represent the underlying problem to the predictive models
Machine/Deep Learning Services (5)
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Computer Vision
Offers image recognition services
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Natural Language Processing
Offers natural language processing services
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Artificial Neural Networks
Offers artificial neural networks for users
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Natural Language Understanding
Offers natural language understanding services
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Deep Learning
Provides deep learning capabilities
Deployment (2)
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Application
Allows users to insert machine learning into operating applications
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Scalability
Provides easily scaled machine learning applications and infrastructure
Data Transformation (5)
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Real-Time Analytics
Facilitates analysis of high-volume, real-time data.
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Data Querying
Allows user to query data through query languages like SQL.
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Predictive Analytics
Predict future data based on historical data sets
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Connectivity (11)
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Hadoop Integration
Aligns processing and distribution workflows on top of Apache Hadoop
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Spark Integration
Aligns processing and distribution workflows on top of Apache Spark
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Multi-Source Analysis
Integrates data from multiple external databases.
Real-Time Data
Receive data and information in real time
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
What-if Analysis
Provides varying estimates based on different scenarios
Statistical Analysis
Apply statistical/mathematical models to sets of data
Data Blending
Merge data from multiple sources to a single data set
Ad hoc Analysis
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Operations (6)
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Data Visualization
Processes data and represents interpretations in a variety of graphic formats.
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Data Workflow
Strings together specific functions and datasets to automate analytics iterations.
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Governed Discovery
Isolates certain datasets and facilitates management of data access.
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Embedded Analytics
Allows big data tool to run and record data within external applications.
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Notebooks
Use notebooks for tasks such as creating dashboards with predefined, scheduled queries and visualizations
Data Discovery
Discover and connect variety of data sources to the application for analysis
Cartography (5)
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Geographic Maps
Visualize locations on a map
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Vector Mapping
Create a map made up of points and lines that may have additional information assigned to them.
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Data Visualization
Ability to translate data and metrics into charts, graphs, and other ways to communication information.
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Overlaying
Visualize different forms of data in one single image.
Data Mapping
Track the management and flow of data throughout the organization
Analysis (7)
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Predictive Analytics
Predict future data based on historical data sets
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Distance Analysis
Select a point on the map and display data within a certain radius.
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Spatial Analysis
Use data to gather information about a specific location's geographic features.
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Data Stream
Study data in live time to analyze any changes happening in the location.
Demographic Data
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
Trade Area Analysis
Reporting (4)
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Data Transformation
The ability to convert the format of source data to one required for the reporting system.
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WYSIWYG Design
Easily design and refine dashboards and reports.
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API Integrations
Integrating APIs that allow you to customize your tool as needed.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Data Source Access (3)
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Breadth of Data Sources
Provides a wide range of possible data connections, including cloud applications, on-premise databases, and big data distributions, among others
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Ease of Data Connectivity
Allows businesses to easily connect to any data source
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API Connectivity
Offers API connections for cloud-based applications and data sources
Data Interaction (8)
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Profiling and Classification
Permits profiling of data sets for increased organization, both by users and machine learning
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Metadata Management
Indexes metadata descriptions for easier searching and enhanced insights
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Data Modeling
Tools to (re)structure data in a manner that enables quick and accurate insight extraction
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Data Joining
Allows self-service joining of tables
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Data Blending
Provides the ability to combine data sources into one data set
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Data Quality and Cleansing
Allows users and administrators to easily clean data to maintain quality and integrity
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Data Sharing
Offers collaborative functionality for sharing queries and data sets
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Data Governance
Ensures user access management, data lineage, and data encryption
Data Exporting (3)
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Breadth of Integrations
Provides a wide range of possible integrations, including analytics, data integration, master data management, and data science tools
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Ease of Integrations
Allows businesses to easily integrate with analytics, data integration, master data management, and data science tools
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Data Workflows
Operationalizes data workflows to easily scale repeatable preparation needs
Management (2)
Reporting
View ETL process data via reports and visualizations like charts and graphs.
Auditing
Record ETL historical data for auditing and potential data correction needs.
Functionality (7)
Extraction
Extract data from the designated source(s) like relational databases, JSON files, and XML files.
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Transformation
Cleanse and re-format extracted data to the needed target format.
Loading
Load reformatted data into target database, data warehouse, or other storage location.
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Automation
Arrange ETL processes to occur automatically on needed time schedule (e.g., daily, weekly, monthly).
Scalability
Capable of scaling processing power up or down based on ETL volume.
Non-Relational Transformations
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
System (6)
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Data Ingestion & Wrangling
Gives user ability to import a variety of data sources for immediate use
Real-Time Data
Receive data and information in real time
Programming Language Support
Supports programming languages such as Java, C, or Python. Supports front-end languages such as HTML, CSS, and JavaScript
Drag and Drop
Offers the ability for developers to drag and drop pieces of code or algorithms when building language models
Pre-Built Algorithms
Provides users with pre-built algorithms for simpler model development
Customizable Models
Allows user to build custom language models
Data Ingestion (3)
Big Data Processing
Processes large data sets
Unstructed Data Processing
Processes unstructured data
Processing of Various File Types
Gives user ability to upload or process various types of files
Presentation (3)
Report Creation
Outputs fluent reports based on the inputted data
Charts and Graphs
Outputs easy to read charts and graphs based on the inputted data
Tailored Content
Grants ability to change generated content based on audience
Data Preparation (2)
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Connectors
Ability to connect the analytics platform with a wide range of connector options for common data sources, including popular enterprise applications.
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Data Governance
Connects to enterprise data governance software, or provides integrated data governance features to avoid misuse of data
Data Modeling and Blending (4)
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Data Querying
Using formulas based on existing data elements, users can create and calculate new field values
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Data Filtering
Business users have the ability to filter data in a report based on predefined or automodeled parameters.
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Data Blending
Allows the user to combine data from multiple sources into a functioning dataset.
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Generative AI (13)
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AI Text Generation
Allows users to generate text based on a text prompt.
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AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Text Generation
Allows users to generate text based on a text prompt.
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AI Text Generation
Allows users to generate text based on a text prompt.
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AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
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AI Text Generation
Allows users to generate text based on a text prompt.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
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AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
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AI Text-to-Image
Provides the ability to generate images from a text prompt.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Integration - Machine Learning (2)
Integration
Supports integration with multiple data sources for seamless data input.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Learning - Machine Learning (3)
Training Data
Enhances output accuracy and speed through efficient ingestion and processing of training data.
Actionable Insights
Generates actionable insights by applying learned patterns to key issues.
Algorithm
Continuously improves and adapts to new data using specified algorithms.
Agentic AI - Analytics Platforms (8)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Multi-step Planning
Ability to break down and plan multi-step processes
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Cross-system Integration
Works across multiple software systems or databases
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Adaptive Learning
Improves performance based on feedback and experience
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Natural Language Interaction
Engages in human-like conversation for task delegation
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Proactive Assistance
Anticipates needs and offers suggestions without prompting
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Decision Making
Makes informed choices based on available data and objectives
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Agentic AI - Data Science and Machine Learning Platforms (8)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Deployment & Integration - Analytics Platforms (6)
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No-code Dashboard Builder
Enables non-technical users to build dashboards through intuitive, drag-and-drop interfaces
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Report Scheduling and Automation
Enables automated report generation and scheduled delivery to stakeholders
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Embedded Analytics and White-labeling
Allows dashboards and analytics to be embedded into external apps with branding flexibility
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Data Source Connectivity
Supports integration with major data sources like cloud data warehouses, SQL/NoSQL databases, and SaaS applications
Multiple Data Sources
Allows users to manage data from a number of sources
Query Builder
Tool that allows users to create and execute database queries without needing to know the underlying syntax of the database
Performance & Scalability - Analytics Platforms (3)
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Large data handling and Query Speed
Efficiently processes large datasets with minimal lag and ensures high performance under load
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Concurrent User Support
Maintains performance and uptime during high traffic from multiple users or teams
Database Support
Supports common databases such as MySQL and Oracle
Advanced Analytics & Modeling - Analytics Platforms (3)
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Data Modeling and Governance
Supports semantic data layers, role-based access controls, and metadata governance
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Notebook and Script Integration
Integrates with Jupyter, Python, or R for custom analytics and modeling
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Built-in Predictive and Statistical Models
Provides native tools for statistical analysis, forecasting, and trend prediction
Agentic AI Capabilities - Analytics Platforms (4)
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Auto-generated Insights and Narratives
Uses AI to generate textual summaries, key takeaways, and data stories from dashboards
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Natural Language Queries
Allows users to query data and build reports using conversational or plain language
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Proactive KPI Monitoring and Alerts
Detects and notifies users about KPI anomalies or significant metric changes in real time
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AI Agents for Analytical Follow-ups
Recommends next questions, analyses, or exploration paths using autonomous AI agents
Personalized Intelligence - Analytics Platforms (5)
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Behavioral Learning for Contextual Query Refinement
Learns from historical user interactions to improve and personalize query results over time
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Role-based Insight Personalization
Tailors dashboard views and suggestions based on user roles, access levels, and past behavior
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Conversational and Prompt-based Analytics
Supports AI-driven exploration via prompts or multi-turn conversations for iterative querying
Ad hoc Query
One-off queries made on an as-needed basis
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Data Ingestion & Preparation - Low-Code Machine Learning Platforms (3)
Automatic Data Profiling & Quality Assessment
Analyzes incoming datasets to surface missing values, distributions, outliers, and data quality issues automatically
Multi‑Source Connector Support
Enables users to ingest data from diverse sources (databases, APIs, cloud storage, spreadsheets) without custom coding
Schema Drift / Change Detection
Automatically alerts users when incoming data’s schema deviates from expected structure over time
Model Construction & Automation - Low-Code Machine Learning Platforms (3)
Guided Algorithm & Hyperparameter Recommendation
Suggests or auto‑selects candidate algorithms and hyperparameters based on dataset characteristics
Code Extensibility
Allows users to insert custom code (e.g. Python, R, SQL) or custom modules into pipeline stages for flexibility
Automated Feature Engineering
Automatically proposes or applies derived features to improve model performance
Data Connectivity and Prep - Agentic Analytics (2)
Data Source Connectivity
Connects structured and unstructured data for unified analysis.
Automated Data Preparation
Uses AI to clean, join & prep data with little manual input
AI Agent Management - Agentic Analytics (2)
Agent Configuration & Goals
Allows users set goals & rules for agent behavior.
Continuous Learning & Feedback
Improves agents via outcome learning & feedback.
Autonomous Insight Generation - Agentic Analytics (3)
Continuous Pattern Detection
Detects trends, anomalies & patterns without manual queries.
Multi‑Step Reasoning
Breaks down complex analysis into logical steps.
Predictive & Prescriptive Analytics
Generates forecasts & action suggestions from data signals
Interaction and Workflow - Agentic Analytics (3)
Natural Language Query and Conversational Analytics
Helps users ask questions in natural language & get answers.
Action Triggering & Workflow Orchestration
Triggers workflows or actions based on agent analysis.
Explainability & Audit Trails
Shows reasoning paths to explain how insights were made
Additional Functionality (273)
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Secure Data Storage
Securely stores data to prevent data loss or breaches
Data Import/Export
Import and export data to and from software applications
Customizable Branding
Add customized logos and colors to align with company branding
Dashboard Creation
Creation and customization of dashboards
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Real-Time Reporting
Active reporting of data and metrics
Metadata Management
Collect and maintain structured information that describes data or content
Forecasting
Form predictions based on past and present data/trends
Data Storage Management
Manage and store data in a database
Ad hoc Analysis
Ad hoc Reporting
Generate one-off reports that meet information requirements
Data Migration
Move from one database to another, or upgrade the version of database software being used
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Self Service Data Preparation
Access, combine, transform, and store data without the help of an IT department
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Data Mapping
Track the management and flow of data throughout the organization
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Sales Trend Analysis
Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
Widgets
An extended application or connector that enables users to perform additional services with their current set of tools
Storytelling
Ability to present data insights in the form of a story to the audience
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Financing Management
Financing arranged by the dealership
Self-service Analytics
Generate reports on your own without IT involvement
KPI Monitoring
Tracking the status of previously identified performance measurements
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
API
Application programming interface that allows for integration with other systems/databases
Data Integration
Combining data from different sources and providing a unified view
Scorecards
Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions
Data Management
Ability to handle large datasets
Task Management
Create, manage and track all task activities and progression
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Data Connectors
Connect to big data sources
Data Visualization
Graphical representation of data
Profitability Analysis
Evaluate the degree to which business operations bring monetary gains
Project Tracking
Monitor the progress of projects from start to finish
Strategic Planning
At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them
Goal Setting/Tracking
Establish measurable goals and objectives and track their progress over a specific period of time
Publishing/Sharing
Share pre-configured sets of data organized and presented in a specific manner with the organization
Predictive Analytics
Predict future data based on historical data sets
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Templates
Sample files or documents that could be customized as needed or used as is
Mobile Access
Access software remotely via mobile devices
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Workflow Management
Create, design and manage workflows for repetitive tasks
Financial Reporting
Generate reports to assess the financial performance of an organization
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
OLAP
Online Analytical Processing technology for performing high-speed complex queries or multidimensional analysis on large volumes of data
Single Sign On
Allow users to access multiple services after entering their login credentials once
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Customizable Reports
Alter the layout and content of reports
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
Semantic Search
Data Storage Management
Manage and store data in a database
Ad hoc Reporting
Generate one-off reports that meet information requirements
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Predictive Analytics
Predict future data based on historical data sets
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Data Mapping
Track the management and flow of data throughout the organization
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Statistical Analysis
Apply statistical/mathematical models to sets of data
Categorization/Grouping
Organize and group data or items based on various criteria
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
Data Profiling
Examines, analyzes, and organizes data to create relevant summaries or graphs.
Linked Data Management
Data Visualization
Graphical representation of data
API
Application programming interface that allows for integration with other systems/databases
Multiple Data Sources
Allows users to manage data from a number of sources
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Data Import/Export
Import and export data to and from software applications
Data Capture and Transfer
Import, collect, and capture data from multiple sources
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Data Connectors
Connect to big data sources
Ad hoc Analysis
Text Mining
Transforming unstructured text into a structured format to identify meaningful patterns and new insights
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Predictive Modeling
Analyzing historical and current data and generating a model to help predict future outcomes.
Real-Time Analytics
Analyze and gain insights into data in real-time
Configurable Workflow
Configure existing workflows to meet your organization's needs
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Endpoint Management
Track status, assign actions, and control access to systems for devices within the organization
No-Code
Drag and drop/visual interfaces that allow non-tech users to build without writing code
Data Preparation
Transforming raw data to run it through machine learning algorithms to uncover insights or make predictions.
Auditing
Examine established processes and records to ensure accuracy, compliance, and policy adherence
Big Data Analytics
Examine large amounts of data to uncover hidden patterns, correlations, and other insights
ML Algorithm Library
Share, track, and store machine learning models and data.
Data Management
Ability to handle large datasets
Activity Tracking
Track and document all activities across devices, networks, and other systems
Data Security
Protect sensitive data for digital privacy
Workflow Management
Create, design and manage workflows for repetitive tasks
Data Analysis Tools
Analyze survey results via statistical testing or crosstabs directly within the software
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Data Mapping
Track the management and flow of data throughout the organization
ETL
Process of extracting, transforming, and loading data
Big Data Analytics
Examine large amounts of data to uncover hidden patterns, correlations, and other insights
Data Quality Control
Establish guidelines about how much and what kind of data can be stored in the repository
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Data Connectors
Connect to big data sources
Ad hoc Reporting
Generate one-off reports that meet information requirements
Customizable Reports
Alter the layout and content of reports
Alerts/Escalation
System alerts about the need to escalate an issue or request
Templates
Sample files or documents that could be customized as needed or used as is
Forecasting
Form predictions based on past and present data/trends
Data Migration
Move from one database to another, or upgrade the version of database software being used
Data Transformation
Translate EDI formats into data suitable for use with company applications.
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
API
Application programming interface that allows for integration with other systems/databases
Data Cleansing
Removes data that is incomplete, inaccurate, or irrelevant from a dataset
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Dashboard Creation
Creation and customization of dashboards
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
Data Security
Protect sensitive data for digital privacy
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
No-Code
Drag and drop/visual interfaces that allow non-tech users to build without writing code
High Volume Processing
Process and analyze large volume of data
Database Support
Supports common databases such as MySQL and Oracle
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Customizable Reports
Alter the layout and content of reports
Ad hoc Reporting
Generate one-off reports that meet information requirements
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Real-Time Analytics
Analyze and gain insights into data in real-time
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Activity Tracking
Track and document all activities across devices, networks, and other systems
Geocoding
Converting human-readable addresses into geographic coordinates
Widgets
An extended application or connector that enables users to perform additional services with their current set of tools
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Behavioral Analytics
Track and analyse user behavior within a system or network
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Data Import/Export
Import and export data to and from software applications
Multi-Location
Manage and support multiple locations
Database Support
Supports common databases such as MySQL and Oracle
2D/3D Designing
Designs generated in either 2D or 3D format
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Geofencing
Virtual perimeter for a real-world geographic area
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Single Sign On
Allow users to access multiple services after entering their login credentials once
CAD Tools
Computer aided design to create precision drawings or technical illustrations
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Location Tracking
Identify the physical location of an individual, asset, device, etc.
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Mobile Access
Access software remotely via mobile devices
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Heatmaps
A visual display that uses a color spectrum to show how visitors interact with areas of a web page
Route Optimization
Finding the most optimal routes for drivers based on various factors and constraints
Predictive Modeling
Analyzing historical and current data and generating a model to help predict future outcomes.
Configurable Workflow
Configure existing workflows to meet your organization's needs
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Data Import/Export
Import and export data to and from software applications
API
Application programming interface that allows for integration with other systems/databases
Predictive Analytics
Predict future data based on historical data sets
Data Visualization
Graphical representation of data
Endpoint Management
Track status, assign actions, and control access to systems for devices within the organization
Multiple Data Sources
Allows users to manage data from a number of sources
No-Code
Drag and drop/visual interfaces that allow non-tech users to build without writing code
Data Preparation
Transforming raw data to run it through machine learning algorithms to uncover insights or make predictions.
Auditing
Examine established processes and records to ensure accuracy, compliance, and policy adherence
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Big Data Analytics
Examine large amounts of data to uncover hidden patterns, correlations, and other insights
ML Algorithm Library
Share, track, and store machine learning models and data.
Data Management
Ability to handle large datasets
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Activity Tracking
Track and document all activities across devices, networks, and other systems
Data Connectors
Connect to big data sources
Data Security
Protect sensitive data for digital privacy
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Workflow Management
Create, design and manage workflows for repetitive tasks
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Demand Forecasting
Forecast customer demand using historical insights and simulations
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
For Healthcare
Software designed for the healthcare industry
Forecasting
Form predictions based on past and present data/trends
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Decision Support
Tools that provide relevant information at specific times to support judgments and courses of action
Modeling & Simulation
Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Multiple Data Sources
Allows users to manage data from a number of sources
For Retail
For Retail Stores
For Education
Used for educational purposes
Data Discovery
Discover and connect variety of data sources to the application for analysis
Graphical Workflow Editor
Create, design and modify the flow and processes of tasks in a project
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Business Rules Management
Define and maintain business rules that determine workflow capabilities and criteria
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Natural Language Processing
Process and analyze human language in text or audio form
Data Transformation
Translate EDI formats into data suitable for use with company applications.
Data Clustering
Clustering or grouping objects based on data similarities
API
Application programming interface that allows for integration with other systems/databases
Data Blending
Merge data from multiple sources to a single data set
Data Classification
Grouping log entries based on similar attributes.
Workflow Management
Create, design and manage workflows for repetitive tasks
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Data Mapping
Track the management and flow of data throughout the organization
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Integration Management
Identify which applications need to exchange data and enable these data connections
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Ad hoc Analysis
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
API
Application programming interface that allows for integration with other systems/databases
Match & Merge
Looking at data from different sources and finding possible duplicates, or identical matches
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Metadata Management
Collect and maintain structured information that describes data or content
Pipeline Management
Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
Job Scheduling
Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments
Dashboard Creation
Creation and customization of dashboards
Data Storage Management
Manage and store data in a database
Multiple Data Sources
Allows users to manage data from a number of sources
Data Import/Export
Import and export data to and from software applications
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Data Quality Control
Establish guidelines about how much and what kind of data can be stored in the repository
Data Connectors
Connect to big data sources
Customizable Reports
Alter the layout and content of reports
Single Sign On
Allow users to access multiple services after entering their login credentials once
Version Control
Track revisions and updates made to files and navigate between different versions
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Accounting Integration
Integrate with a third-party accounting system
Real-Time Data
Receive data and information in real time
eCommerce Management
Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Data Visualization
Graphical representation of data
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Real-Time Analytics
Analyze and gain insights into data in real-time
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Data Replication
Process of copying and storing data in more than one site or node
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Database Support
Supports common databases such as MySQL and Oracle
Workflow Management
Create, design and manage workflows for repetitive tasks
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Predictive Analytics
Predict future data based on historical data sets
Data Migration
Move from one database to another, or upgrade the version of database software being used
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Data Analysis Tools
Analyze survey results via statistical testing or crosstabs directly within the software
Specialized or Emerging Capabilities
Provide specialized, emerging, or cross-functional capabilities that enhance processes, workflows, or decision-making
Distinct AI Functionality
Have features and use cases that do not fit into existing AI software categories
Niche Application
Address unique or niche requirements not covered by mainstream software solutions
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