Turning Up
Predictive.
“I have seen the future and it is very much like the present, only longer.” — Kehlog Albram
The Lifecycle of Model Building
In this use case, we demonstrate the journey from raw organizational data to a production-ready predictive engine. For OnePlus Systems, the business challenge was clear: increase renewal rates without increasing organizational costs. To do this, we had to move beyond intuition and build a model that could target “at-risk” members with surgical precision.
I. Business Understanding
The most important part of the process is the question. You cannot solve a problem if you don’t know the question. Success in this phase is collaborative, requiring a deep dive with experts across business units to identify what we know and what we don’t. During this phase, we categorized stakeholders into three archetypes:
II. Demystifying the Data
We unified disparate sources—CRM data, demographics, purchase history, and three years of marketing automation clicks and opens. Before modeling, the data required significant “prepping” to ensure accuracy.
Technical Strategy: R-based models do not tolerate blanks or nulls. We utilized the Field Summary Tool to identify data gaps and the Summarize Tool—the “salt” of Alteryx—to aggregate transaction-level data into a single member-view record.
III. Evaluation & The “Smell Test”
We tested our predictions against a 40% validation sample—testing the model’s prediction against the “truth” of historical data. While multiple models were tested, the Forest Model emerged as the clear winner for its ability to predict “False” (Non-Members) at a 96% rate.
| Predictive Algorithm | Overall Accuracy |
|---|---|
| Forest Model | 95.75% |
| Decision Tree | 95.25% |
| Logistic Step Model | 87.14% |
| Boosted Model | 11.64% |
Beyond statistical accuracy, we applied the “Smell Test.” Does the result make sense intuitively? If it doesn’t, we go back to the model. Partners on the business side often have a deep feel for what is “right,” and aligning the model with their intuition is critical for long-term buy-in.
IV. Deployment
Remember: building a model does nothing unless it is actually deployed. We moved the module into production to score data in real-time, allowing the organization to trigger automated emails for likely renewals and personal calls for at-risk members.
Key Takeaways
You don’t have to be a classically trained data scientist to build high-impact models. Anyone can become a “Citizen Data Scientist” with the right tools and a structured process. Don’t be intimidated by the terminology—focus on the insight, the learning, and answering the business question.