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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

AA-2661 - Getting issue details... STATUS

🎯 Objective

🗓️ Timeline

07-Mar202214-Mar21-Mar28-Mar04-Apr11-Apr18-Apr25-Apr02-May09-MayKick-OffCheck- In with Alan and ZahraSprint 1Alignment Meeting
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

💡 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>

(blue star)  Process

🏗️ Phases

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

Reference materials

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