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2020-07-24 Stand-up notes
- Jules Levin
Analytics
Date
Jul 24, 2020
Participants
@Jules Levin
@Brad Fernandes (Unlicensed)
@Lori Stirling (Deactivated)
@Griffin Homan (Deactivated)
@apirami.kumaradevan
Standing Agenda
Progress against plan
Outstanding actions
Blockers
Focus for next week
Focus for following week
General
Discussion
Progress against plan
How much should users be able to do with reports - users create their own, provide templates, or team creates for users. Could allow users to run reports and not export. Don’t want people to be able to export as need to be aware of privacy at least initially
Could allow people to do drag and drop to create reports but need to ensure users are trained first
Need to think about reporting strategy (may need interim phase post go-live and then hand over to future state). Ask Yeng say 3-5 reports that everyone wants and embed those reports. Campaign and appeals. What are three components that they want to engage so embed the data and free up time so that the users can go to system to get the info.
Ask DOs and support teams what are the 3 thing that you wish you see in the system without having to ask for reports.
Lori loading glossary of terms into PRD org for reference.
Outstanding Actions
None
Blockers
Errors with loading conversion data
Focus for next week
Finish data conversion testing
Annual fund Process workshop
Blue sky process workshop
Advance export for 2nd round of conversion testing
Focus for following week
TBC.
Action items
Decisions
Proceed with Advance datadump next week for 2nd data conversion