Versions Compared

Old Version 20

changes.mady.by.user Lavanya Davluri

Saved on

compared with

New Version Current

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 Zahra Lakhani

Contributors

Lavanya Davluri Igor Rahal Linkewitsch Grace Jin (Deactivated) 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

...

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%2299880195708333333333334%2C%22rowIndex%22%3A1%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%2220229801980198019802%2C%22pageLink%22%3A%7B%7D%7D%2C%7B%22rowIndex%22%3A0%2C%22startDate%22%3A%222022-03-13%2023%3A20%3A11%22%2C%22id%22%3A%225c61981c21%2007%3A39%3A12%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%20Weekly%20Execution%22%2C%22description%22%3A%22%22%2C%22duration%22%3A2%2C%22pageLink%22%3A%7B%7D%7D%2C%7B%22rowIndex%22%3A0%2C%22startDate%22%3A%222022-0405-04%2004%3A19%3A36%22%2C%22id%22%3A%2244f0d4f701%2023%3A20%3A11%22%2C%22id%22%3A%220d104f62-fd367d52-4b624895-8d38aeb2-8397311a7e01%22%2C%22title%22%3A%22Planning%20-%20Executive%20Summary%22%2C%22description%22%3A%22%22%2C%22duration%22%3A15a4816d4bc78%22%2C%22title%22%3A%22Phase%202%20Planning%22%2C%22description%22%3A%22%22%2C%22duration%22%3A2.9504950495049505%2C%22pageLink%22%3A%7B%7D%7D%5D%7D%2C%7B%22title%22%3A%22Phase%201%200297029702970297%2C%22pageLink%22%3A%7B%7D%7D%5D%7D%2C%7B%22title%22%3A%22AA%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%20Build%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%222022-0304-21%2004%3A19%3A36%22%2C%22id%22%3A%228f1941f504%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%20Report%20Build%22%2C%22description%22%3A%22%22%2C%22duration%22%3A3.99009900990099%2C%22pageLink%22%3A%7B%7D%7D%2C%7B%22rowIndex%22%3A1%2C%22startDate%22%3A%22202298019801980198%2C%22pageLink%22%3A%7B%7D%7D%2C%7B%22rowIndex%22%3A1%2C%22startDate%22%3A%222022-0305-28%2004%3A19%3A36%22%2C%22id%22%3A%22597b0b5808%2020%3A00%3A35%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%222022-64cbd2461d84%22%2C%22title%22%3A%22Tableau%20Build%22%2C%22description%22%3A%22%22%2C%22duration%22%3A1.0396039603960396%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%22c2dca85f-d6e9-4a2f-80b4-11ae2937e0b6%22%2C%22title%22%3A%22Understand%20Requirements%22%2C%22description%22%3A%22%22%2C%22duration%22%3A1.99009900990099%2C%22pageLink%22%3A%7B%7D%7D%5D%7D%2C%7B%22title%22%3A%22QA%20%2FDocumentation%20and%20Handoff%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%3A1%2C%22startDate%22%3A%222022-04-10%2021%3A40%3A23%22%2C%22id%22%3A%221cd3fb4318%2001%3A00%3A00%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-c31e61f27a84%22%2C%22title%22%3A%22Talk%20to%20Team%20Members%22%2C%22description%22%3A%22%22%2C%22duration%22%3A1.00990099009901%2C%22pageLink%22%3A%7B%7D%7D%2C%7B%22rowIndex%22%3A0%2C%22startDate%22%3A%222022-03-28%2001%3A00%3A00%22%2C%22id%22%3A%229c077362-e980-4076-957d-042715ad3e82%22%2C%22title%22%3A%22QA%20Requirements%22%2C%22description%22%3A%22%22%2C%22duration%22%3A1%2C%22pageLink%22%3A%7B%7D%7D%2C%7B%22rowIndex%22%3A0%2C%22startDate%22%3A%222022-04-18%2002%3A39%3A48%22%2C%22id%22%3A%220479b50c24%2023%3A20%3A11%22%2C%22id%22%3A%222a5a634e-8149ff71-461b48af-82f296e8-07812b600640%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%222018d23bf381bfc3%22%2C%22title%22%3A%22QA%20Reports%22%2C%22description%22%3A%22%22%2C%22duration%22%3A2.01980198019802%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
hash61a72a835ee54a693a38ca7014c4abbd768cfb5bf6f790f009dba45817f47c57

💡 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>

...

Panel
panelIconId1f517
panelIcon:link:
panelIconText🔗
bgColor#EAE6FF

Reference materials