Driver

Approver

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

colour	Yellow
title	in 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

server	System JIRA
serverId	255417eb-03fa-3e2f-a6ba-05d325fec50d
key	AA-2661

🎯 Objective

...

🗓️ Timeline

Roadmap Planner

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pagelinks
title	Roadmap%20Planner
hash	61a72a835ee54a693a38ca7014c4abbd

Info

Jira Legacy

server	System JIRA
serverId	255417eb-03fa-3e2f-a6ba-05d325fec50d
key	AA-2661

🥅 Objective

...

768cfb5bf6f790f009dba45817f47c57

💡 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
QA Shawn Hou (Deactivated) Igor Rahal Linkewitsch Lavanya Davluri	QA code/Logic QA Data
Dashboarding Zhiyi Wang JinZhao Wang	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

panelIconId	1f517
panelIcon	:link:
panelIconText	🔗
bgColor	#EAE6FF

Reference materials

Working folder: Business Intelligence
Planning PPT: https://rbioffice.sharepoint.com/:p:/t/THDigitalandLoyaltyAnalyticsandOffers/EexawlMdFOBHq6p6hZ3ogxEBc6ozlFpZkVZwk7-_Diw65w?e=K1pUjE
Link to dashboard https://reportingnew.rbi.com/#/views/WeeklyExecutionReportV3/Home?:iid=1

Versions Compared

Old Version 15

New Version Current

Key

\uD83E\uDD14 Problem Statement

🎯 Scope

\uD83D\uDDD3 Timeline

🎯 Objective

🗓️ Timeline

🥅 Objective

💡 Plan

Phase 1 - Weekly Execution - Automation

🤔 Problem Statement

👾 Scope

Reference materials

Page Comparison

Versions Compared

Old Version 15

New Version Current

Key

\uD83E\uDD14 Problem Statement

🎯 Scope

\uD83D\uDDD3 Timeline

🎯 Objective

🗓️ Timeline

🥅 Objective

💡 Plan

Phase 1 - Weekly Execution - Automation

🤔 Problem Statement

👾 Scope

Reference materials