Case Study: Thomson Reuters cuts month-end cost assurance time from 24–30 hours to 24 minutes with Alteryx

Thomson Reuters - Customer Case Study

Thomson Reuters’ Controllership team, led by Cheryl Erickson, needed to streamline a Sarbanes‑Oxley–driven month‑end cost assurance review that required running GL line‑item queries, mapping master data, and building pivots across six corporate organizations. The manual process ran twice daily over six days and consumed 24–30 hours each month, limiting analysts’ time for higher‑value review during the critical close period.

The team automated the workflow using scheduled Oracle reports, Alteryx (Filter, Join, Union, Unique, Select) to map GL and master‑data files, and Excel macros to produce final pivots, writing results to macro‑enabled workbooks. The end‑to‑end job now runs in about 24 minutes per month, eliminating the 24–30 hour burden, accelerating adoption of Alteryx across finance, improving cross‑team collaboration, and freeing analysts to focus on value‑add analysis.

Thomson Reuters

Cheryl Erickson

Sr. Manager, Finance