Versions Compared

Old Version 15

changes.mady.by.user Lavanya Davluri

Saved on

compared with

New Version 16

changes.mady.by.user Lavanya Davluri

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Driver

Lavanya Davluri Igor Rahal Linkewitsch

Approver

Igor Rahal Linkewitsch

Contributors

Lavanya Davluri Igor Rahal Linkewitsch Grace Jin JinZhao Wang Anirudha Porwal Shawn Zou Zhiyi Wang

Informed - Phase 1

Scott Williams Amanda Khan (Deactivated) Adrian Monk

Objective

Automate reporting

Due date

2023-04-06

Key outcomes

Phase 1 - Automate Weekly execution

Status

Status
colourYellow
titlein progress

\uD83E\uDD14 Problem Statement

Our current manual reporting process for Report Weekly Execution Report is time-consuming and prone to errors. We need to replicate the manual report and create a fully automated process for collecting, analyzing, and presenting the data.

🎯 Scope

...

Must have:

...

  • Weekly execution - transactions and guest-level data

  • Replicate charts into tableau from the weekly execution deck

...

Nice to have:

...

  • Points reporting

  • Offer dashboard views

...

Not in scope:

...

  • App MAU and App Features

  • Special views of Weekly Execution ex. RUTW

\uD83D\uDDD3 Timeline

Jira Legacy
serverSystem JIRA
serverId255417eb-03fa-3e2f-a6ba-05d325fec50d
keyAA-2661

🎯 Objective

...

🗓️ Timeline

Roadmap Planner
maplinks
timelinetrue
source%7B%22title%22%3A%22Roadmap%20Planner%22%2C%22timeline%22%3A%7B%22startDate%22%3A%222022-03-07%2000%3A00%3A00%22%2C%22endDate%22%3A%222022-05-10%2000%3A00%3A00%22%2C%22displayOption%22%3A%22WEEK%22%7D%2C%22lanes%22%3A%5B%7B%22title%22%3A%22Planning%22%2C%22color%22%3A%7B%22lane%22%3A%22%23f6c342%22%2C%22bar%22%3A%22%23fadb8e%22%2C%22text%22%3A%22%23594300%22%2C%22count%22%3A1%7D%2C%22bars%22%3A%5B%7B%22title%22%3A%22Feature%201%22%2C%22description%22%3A%22This%20is%20the%20first%20bar.%22%2C%22startDate%22%3A%222021-10-23%2017%3A06%3A32%22%2C%22duration%22%3A8.708333333333334%2C%22rowIndex%22%3A3%2C%22id%22%3A%2299880195-7faf-4b2f-ac44-a38516c4cad5%22%2C%22pageLink%22%3A%7B%7D%7D%2C%7B%22rowIndex%22%3A0%2C%22startDate%22%3A%222022-03-06%2022%3A20%3A11%22%2C%22id%22%3A%225180f9cc-5707-4b7e-9e69-9c3bce33bb80%22%2C%22title%22%3A%22Planning%20-%20Project%22%2C%22description%22%3A%22Planning%20and%20Kick%20Off%22%2C%22duration%22%3A1.9801980198019802%2C%22pageLink%22%3A%7B%7D%7D%2C%7B%22rowIndex%22%3A1%2C%22startDate%22%3A%222022-03-13%2023%3A20%3A11%22%2C%22id%22%3A%225c61981c-0948-446f-ac45-9e737846d4e5%22%2C%22title%22%3A%22Planning%20-%20Weekly%20Execution%22%2C%22description%22%3A%22%22%2C%22duration%22%3A2%2C%22pageLink%22%3A%7B%7D%7D%2C%7B%22rowIndex%22%3A2%2C%22startDate%22%3A%222022-04-04%2004%3A19%3A36%22%2C%22id%22%3A%2244f0d4f7-fd36-4b62-8d38-8397311a7e01%22%2C%22title%22%3A%22Planning%20-%20Executive%20Summary%22%2C%22description%22%3A%22%22%2C%22duration%22%3A1.9504950495049505%2C%22pageLink%22%3A%7B%7D%7D%5D%7D%2C%7B%22title%22%3A%22Phase%201%20-%20Weekly%20Execution%22%2C%22color%22%3A%7B%22lane%22%3A%22%233b7fc4%22%2C%22bar%22%3A%22%236c9fd3%22%2C%22text%22%3A%22%23ffffff%22%2C%22count%22%3A1%7D%2C%22bars%22%3A%5B%7B%22title%22%3A%22iOS%20app%22%2C%22description%22%3A%22This%20is%20the%20third%20bar.%22%2C%22startDate%22%3A%222021-10-13%2021%3A23%3A10%22%2C%22duration%22%3A10.922619047619047%2C%22rowIndex%22%3A1%2C%22id%22%3A%22b10f9e72-539a-4a31-88bd-746bd09d7f1e%22%2C%22pageLink%22%3A%7B%7D%7D%2C%7B%22rowIndex%22%3A0%2C%22startDate%22%3A%222022-03-21%2004%3A19%3A36%22%2C%22id%22%3A%228f1941f5-7d04-4ac7-854c-406bd6900cab%22%2C%22title%22%3A%22Weekly%20Exec%20-%20Report%20Build%22%2C%22description%22%3A%22%22%2C%22duration%22%3A1.99009900990099%2C%22pageLink%22%3A%7B%7D%7D%2C%7B%22rowIndex%22%3A1%2C%22startDate%22%3A%222022-03-28%2004%3A19%3A36%22%2C%22id%22%3A%22597b0b58-80d5-4278-84e2-64cbd2461d84%22%2C%22title%22%3A%22Tableau%20Build%22%2C%22description%22%3A%22%22%2C%22duration%22%3A1%2C%22pageLink%22%3A%7B%7D%7D%5D%7D%2C%7B%22title%22%3A%22Phase%202%20-%20Executive%20Summary%2F%20Loyalty%22%2C%22color%22%3A%7B%22lane%22%3A%22%23654982%22%2C%22bar%22%3A%22%238c77a1%22%2C%22text%22%3A%22%23ffffff%22%2C%22count%22%3A1%7D%2C%22bars%22%3A%5B%7B%22rowIndex%22%3A0%2C%22startDate%22%3A%222022-04-10%2021%3A40%3A23%22%2C%22id%22%3A%221cd3fb43-afe5-4632-806f-c31e61f27a84%22%2C%22title%22%3A%22Exec%20Sum%20-%20Report%20Build%22%2C%22description%22%3A%22%22%2C%22duration%22%3A2.01980198019802%2C%22pageLink%22%3A%7B%7D%7D%2C%7B%22rowIndex%22%3A1%2C%22startDate%22%3A%222022-04-18%2002%3A39%3A48%22%2C%22id%22%3A%220479b50c-8149-461b-82f2-07812b600640%22%2C%22title%22%3A%22New%20Bar%22%2C%22description%22%3A%22%22%2C%22duration%22%3A1%2C%22pageLink%22%3A%7B%7D%7D%5D%7D%5D%2C%22markers%22%3A%5B%7B%22title%22%3A%22Marker%201%22%2C%22markerDate%22%3A%222018-10-05%2007%3A07%3A43%22%7D%2C%7B%22markerDate%22%3A%222019-03-15%2000%3A00%3A00%22%2C%22title%22%3A%22Marker%22%7D%2C%7B%22markerDate%22%3A%222022-03-07%2000%3A00%3A00%22%2C%22title%22%3A%22Kick-Off%22%7D%2C%7B%22markerDate%22%3A%222022-04-06%2001%3A14%3A15%22%2C%22title%22%3A%22Check-%20In%20with%20Alan%20and%20Zahra%22%7D%2C%7B%22markerDate%22%3A%222022-03-22%2000%3A17%3A13%22%2C%22title%22%3A%22Sprint%201%22%7D%2C%7B%22markerDate%22%3A%222022-03-17%2022%3A08%3A54%22%2C%22title%22%3A%22Alignment%20Meeting%22%7D%5D%7D
pagelinks
titleRoadmap%20Planner
hash61a72a835ee54a693a38ca7014c4abbd

...

...

🥅 Objective

...

💡 Plan

Stage

Objective

Key results

KPI Definitions

Lavanya Davluri

  •  Define KPI’s
  •  Design view
  •  Drill Down Details
  •  Setting a cadence

  • Reduction in Ad hoc requests

  • Teams have access to most tracked KPIs via dashboard

Introductions

Lavanya Davluri

  •  Introduce BI project
  •  Gather feedback on pain points  in current state reporting
  •  Get details on views needed

  • Excitement for dashboards

  • Buy in

Data Engineering

JinZhao Wang

Zhiyi Wang

  •  Translate requirements into datasets
  •  Create Pipelines for new sources

  • Fast, reliable and centralized report with well defined data

Dashboarding

  •  Create visualizations that are usable and fast
  •  Allow capacity to drill down and download

  • Consistent usage from intended audience

Documentation

Lavanya Davluri

  •  Document available dashboards
  •  Definitions, Owners and collaborators

  • Most questions are answered by the confluence page

Training/Handoff

Lavanya DavluriIgor Rahal Linkewitsch

  •  Onboard team members of the vertical to start using reporting from BI stream

  • Active usage on dashboards

  • Decrease in Ad-hoc data requests 

  • Ease of access to data

Ongoing Maintenance <TBD>

...

Phase 1

Phase 2

Phase 3

Weekly Execution - Automation

Executive Summary and Loyalty

TBD

Weekly Execution - Report

TBD

TBD

...

Phase 1 - Weekly Execution - Automation

🤔 Problem Statement

Our current manual reporting process for Report Weekly Execution Report is time-consuming and prone to errors. We need to replicate the manual report and create a fully automated process for collecting, analyzing, and presenting the data.

 👾 Scope

Must have:

  • Weekly execution - transactions and guest-level data

  • Replicate charts into tableau from the weekly execution deck

Nice to have:

  • Points reporting

  • Offer dashboard views

Not in scope:

  • App MAU and App Features

  • Special views of Weekly Execution ex. RUTW

...

Panel
panelIconId1f517
panelIcon:link:
panelIconText🔗
bgColor#EAE6FF

Reference materials