Driver	Lavanya Davluri Igor Rahal Linkewitsch
Approver	Igor Rahal Linkewitsch
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	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

Planning

Phase 1 - Weekly Execution

Phase 2 - Executive Summary/ Loyalty

Feature 1

Planning - Project

Planning - Weekly Execution

Planning - Executive Summary

iOS app

Weekly Exec - Report Build

Tableau Build

Exec Sum - Report Build

New Bar

AA-2661 - Getting issue details... STATUS

🥅 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 Davluri Igor 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>

Process

🏗️ Phases

Phase 1	Phase 2	Phase 3
Weekly Execution - Automation	Executive Summary and Loyalty	TBD
Weekly Execution	TBD	TBD

Business Intelligence - Project Plan ( WIP )