Case Study: WestGroup Research achieves automated, scalable SMS survey collection and faster reporting with Alteryx

Automated SMS Survey System - Data Collection & Reporting

WestGroup Research, led by Director of Research Innovation Mark Gauzens, needed a way to deliver a scalable SMS survey program for a hospital network across 30 subcontractors while avoiding expensive manual processing or third‑party development. The key challenges were ingesting heterogeneous data feeds, applying complex eligibility and sampling rules across multiple groups, and producing timely, group‑specific reports without ballooning headcount or costs.

Using three Alteryx workflows, WestGroup automated file ingestion and standardization, record dispositioning, randomized sampling (up to 14 sends per subcontractor), API-driven 2‑way SMS delivery, periodic response pulls, and automated Tableau extract refreshes and PDF reports—plus daily Gmail summary notifications. The result was a secure, end‑to‑end solution that scaled across 30 partners, reduced manual effort and costs, improved data quality and reporting cadence, and helped win and retain the client.

WestGroup Research

Mark Gauzens

Director, Research Innovation