• In progress

    • Business Intelligence - Project Plan

    Owned by Lavanya Davluri, created
    Last updated: Aug 23, 2023
    2 min read

    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

    in progress

    https://rbictg.atlassian.net/browse/AA-2661

    Objective

    Timeline

    07-Mar202214-Mar21-Mar28-Mar04-Apr11-Apr18-Apr25-Apr02-May09-MayKick-OffCheck- In with Alan and ZahraSprint 1Alignment Meeting
    Planning
    AA - Build
    QA /Documentation and Handoff

    Feature 1

    Planning - Project

    Planning - Weekly Execution

    Phase 2 Planning

    iOS app

    Weekly Exec - Report Build

    Tableau Build

    Understand Requirements

    Talk to Team Members

    QA Requirements

    QA Reports

    Plan

    Stage

    Objective

    Key results

    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 Davluri @Igor Rahal Linkewitsch

    • 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

    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

    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

    Reference materials