An Alteryx migration case study: rebate processing, without the renewal

A UK-based pharmaceutical sourcing organisation ran a 50-seat Alteryx Designer and Server deployment that touched some of the most sensitive numbers in the business: rebate calculations and admin-fee invoice processing worth material revenue, feeding off SAP HANA delta loads and a handful of external APIs.

None of that was a nice-to-have workflow. It was the kind of process where a wrong number reaches a supplier invoice, and getting it wrong is expensive in a way that goes well beyond IT. That is exactly the kind of estate where teams tend to freeze, because the risk of touching it feels higher than the cost of leaving it alone.

Inventory before anything else moves

As with every engagement, we started with a free two-week Lock-in Assessment: every workflow, every macro, every scheduler dependency and Server artifact, catalogued and classified by migration complexity. In this estate, the standard data preparation work, joins, filters, aggregations, and formula tools, made up the large majority of the workflows and translated cleanly to SQL. The genuinely sticky logic, the rebate and fee calculations with real business rules embedded in them, was a smaller, well-defined slice that needed closer attention.

That split is what let us put a fixed price and a fixed timeline on the exit before committing to it, rather than discovering the true scope halfway through a migration.

Converting the sticky part without guessing

We converted the workflows into Airflow DAGs and dbt models running on Snowflake, integrated with the same SAP HANA delta loads and external APIs the Alteryx workflows depended on. For the rebate and admin-fee logic, deterministic parsing handled the structural parts of each workflow, and AI-assisted conversion handled the dense formula logic, with every output checked rather than assumed correct.

Every migrated workflow ran side by side with its Alteryx original through our parity harness. Row-level and aggregate equivalence had to match before a single pipeline was allowed to go live, which meant the finance team could sign off on the migration using their own numbers, not our assurance.

The result

• A 50-seat Alteryx Designer and Server estate migrated to Airflow, dbt, and SQL on Snowflake
• Business-critical rebate and admin-fee invoice processing preserved with signed-off row-level parity
• SAP HANA delta loads and external API integrations carried over intact
• Full lineage and version control on workflows that previously existed only inside Alteryx
• A 3-7% annual renewal escalator and seat-count negotiation removed from the roadmap for good

The workflows now run on open infrastructure, in version control, with full lineage. Whatever Alteryx's ownership or pricing looks like at the next renewal, that no longer determines whether the client's rebate processing keeps working.