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This document summarizes the notes & achievements of the onboarding week with Accenture. On top of that, we can use this document as a reference for future onboarding of Accenture employee |
Resources
Figma: RBI - CRM Services – Figma
Airtable: Getting Started: Directory - Airtable
Sharepoint: Onboarding Materials
Agenda
MONDAY - APRIL 29 | ||||
Time BR | Time ZH | Agenda | Detail | Who |
10 - 10:30 | 3.00 - 3:30 | Kickoff | Teams presentation (both ACN and RBI), transition timeline review; | All ACN + RBI management teams |
10.30 - 11:30 | 3.30 - 4.30 | Brand Immersion - BK | RBI presentation of brand guidelines and creative strategy for CRM | ACN creative +RBI creative teams |
12.00 -13.00 | 6.00 - 7.00 | Brand Immersion - BK | RBI presentation of brand guidelines and creative strategy for CRM | ACN creative +RBI creative teams |
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TUESDAY - APRIL 30 | ||||
Time |
| Agenda | Detail | Who |
11.30 - 12.30 | 4.30 - 5.30 | Processes Immersion | Processes deep dive - accenture management team assessment/ questions after 1st analysis | ACN management + RBI management teams |
10.00 -11.00 | 3.00 - 4.00 | Brand Immersion - FH | RBI presentation of Figma files/current templates, copy and content blocks; | ACN creative +RBI BK creative teams |
12.30 - 13.30 | 5.30 - 6.30 | Data/Tech Immersion | Data deep dive - accenture data team assessment/ questions after 1st analysis | ACN analytics and operation +RBI data analytics teams |
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| Hold - timing for agenda alignments for last two days | ACN management + RBI management teams | |
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THURSDAY - MAY 2nd | ||||
Time |
| Agenda | Detail | Who |
11 - 1.30 | 5 - 6.30 | Data/Tech Immersion | RBI overview of Braze - current journeys and setups + new guidelines | ACN analytics and operation +RBI data analytics teams |
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FRIDAY - MAY 3rd | ||||
Time |
| Agenda | Detail | Who |
9.30 - 10.30 | 2.30 - 3.30 | Immersion Summary | Accenture presentation to validate general understanding of the program, processes and challenges, as well as preview of new workflows to be developed during the following week. | ACN management + RBI management teams |
8-9.30 | 1-2.30 | Braze | Journeys Set u p | |
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Access has been provided as “viewers to the below email addresses”
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- Braze Access
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Access has been provided as with dedicated Agency permission (no publishing rights, data export etc)
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- Create a channel
- Top 5 issues we are experiencing and they could help us with
- Data Q&A
Events are color coded according to the source (if they are FE or BE).
All the events got to mParticle we use mParticle API to send events to Amplitude
Our app is a web app so we can track the same events we have on web
The RBI Cognito ID we have on AWS can merge FE & BE
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We have a centralized repository for:
our assets (ideally, a library that is filtrable by market or topic and can be accessed by our clients)
our insights (A/B test results)
We have a structured and standardized template for performance reporting, differentiating
Monthly meeting
Quarterly meeting
Note: we should try to simplify reporting to make a clear connection with sales impact
Q&A
- Ways of working and tools definition?
- Documentation?
Resources
Onboarding timeline: 20240206 CRM Transition Timeline.xlsx
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