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Self-Serve Analytics and Marketing List (PHASE 1 (Front end tool (Tableau)…
Self-Serve Analytics and Marketing List
PHASE 1
Defined Data Solution (Data Reservoir Ph 1)
Data solution that meets the needs of marketing, analytics and operations
Marketing List Requirements
Capture Requirement
7 Operational Reports
Replicate Report from Data solution
Test the report
Persmissions
Standardized logic built in to link data
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Data solution is fully supported, agreed-upon down time
Develop SLA
Define future state process
Who will support it?
Priority
Capture current state
Change requests are properly prioritized and timely
Develop/Capture Change Request Process
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Data solution is built with an approved data dictionary
Build Data Dictionary
Great Score
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Discount Reporting
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Retention Reporting
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COD/Pending Reporting
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Client Connect Reporting
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DM Instant Refund
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OSR
Data Dictionary
Report Definition
Report Definition
Marketing List
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Front end tool (Tableau) Implemented
Solution must be capable of managing different levels of access to client information
Capture different levels of access (current state)
Define level of access
Capture access levels on Tableau
Automate process of providing permission or access
Automate termination of access based on job status
Manual intervention for access
Data Export Acess
Solution must be available and supported by IT for at least one year
Create support/maintenance plan
Warranty Period
Solutions need to interface that is easily understandable for end users, with available training
Training
UX Design
Documentation
UAT
Definitions are readily available
Capture standardized definitions
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Standard rules and processes are programmed in the background
Capture current business rules and processes
Implement rules
Identify where the rules will be maintained (Tableau or Data Solution)
Standard SLAs and change request process outlined
Must be minimal incremental cost
Capture System/Hardware Requirements
Capture organizational standards/requirements
Capture number of licences required and permissions
Viewer Licence Number
Editor
Documented Business Rule and Processes
Standard Request Document
Data QA checkpoints - IT and operational
Develop QA Strategies
IT
Marketing
Process maps: Marketing Creative, List and Analytic requests
Document Current State Process/Procedures
Document Marketing List request process
Outside Tableue
Inside Tableau
Document Analytics Request
Outside Tableau
Inside Tableau
Vacation processes and expectations are set for Primary and Secondary Staff
Develop Process???
Internal, Compliant repository for tracking and client data file storage
Record management
How to handle personal identifier. E.g. SIN
Data logic is standardized across product and departments, where possible
Data Governance (what is a client etc)
Training Roll-Out
Standard, National training needs to be available to users
Develop Training Strategies
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Training needs to be focused on how end users can find answers to their questions
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Training needs to explain what the data means
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Training needs to be available for different learning styles and channels
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Adopted Nationally
End users accessing the tool before asking analytics
Develop Process/Procedures
End users confident in the data being presented
Develop Test Plan
Data Governance
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Change Management practices used to drive adoption and engagement
Develop Change Management Strategies
Survey
Develop Training Plan
Develop Coms Plan
Reward Plan
Create measure options
PHASE 2+3
Data Reservoir
Enterprise wide CRM Software
Enterprise wide data governance
High employee engagement and performance
Establish Change Management Practices