Preface ixAcknowledgments xiiiAbout the Authors xvIntroduction 1Chapter 1 Setting the Stage 9Chapter 2 Emerging AI and Data Analytics Tooling and Disciplines 25Chapter 3 Why Governance Is Essential and the Self-Service Data Analytics Governance Gap 51Chapter 4 Self-Service Data Analytics Project Governance 89Chapter 5 Self-Service Data Analytics Risk Governance 139Chapter 6 Self-Service Data Analytics Capabilities in Action with Alteryx 179Chapter 7 Process Discovery: Identify Opportunities, Evaluate Feasibility, and Prioritize 221Chapter 8 Opportunity Capture and Heatmaps 269Glossary 307Index 317
NATHAN E. MYERS, MBA, CPA, Six Sigma Black Belt, has over 20 years in public accounting and investment banking experience at flagship organizations including Ernst & Young, Morgan Stanley, UBS Investment Bank, Credit Suisse, and JP Morgan. After receiving both his BS and MBA in Accounting from Indiana University, much of his career has been spent in finance functions as controller and as change manager for products such as FX spot, forwards, and options, securities lending, margin, and equity finance at global investment banks. In the recent past, his career has evolved from building scalable controls and delivering strategic technology change, to putting data analytics tooling into the hands of users to drive aggressive digital transformation.GREGORY KOGAN, CPA, is a professor of practice in accounting at Long Island University focusing on teaching undergraduate and graduate courses in accounting and finance. He has experience as an auditor at Ernst & Young and as a controller at Tiger Management. He received his MBA in Accounting from Rutgers Business School and a BS in Computer Science from Rutgers University.