Subido por gongupalli

The Y Customer Insights - Handover Doc - WJ

Anuncio
The Y Handover
Document
Created by Weiling Johnson
Date: 4th Sep 2020
Updated by Nee Trairattanasirikul
Updated date: 18th February 2021
Solution Changes
In this engagement, Data Addition ran and configured the customer insights tool to ingest customer
master data from 2 source systems:
•
•
Links – The Point-of-Sale application for recreation facilities
Qikkids – The application used to manage the children’s services business
This document should be read with the Handover Sheet and describes the solution built. It will also be
the onboarding document for the customer.
Business Stakeholders
Client Contact Noel Santos
Email
Client Contact
Phone
CAB Members Paul Berryman
Incident
Notification
Recipients
Change
Notification
Recipients
Service
Request
originators
Client
Authorisation
points
Client Escalation
Contact Email
Client Escalation
Contact Phone
Paul Berryman
Same as service request list
Same as service request list
Paul.Berryman <Paul.Berryman@ymcansw.org.au>;
Noel Santos <Noel.Santos@ymcansw.org.au>
Jason Gongupalli <Jason.Gongupalli@ymcansw.org.au>;
Arif Mohammed <Arif.Mohammed@ymcansw.org.au>
Paul Berryman
Internal Project Phase 1: Travis, Richard
Team
Phase 2 (enhancement): Sunny Rehill, Nee Trairattanasirikul
Data Addiction
Contact Email
Support Hours
support@dataaddiction.com.au
Data Addiction
escalation
Weiling Johnson ( weiling.johnson@dataaddiction.com.au / 0425 888 528)
Sydney 9am – 5pm
Page 2 of 21
Solution Overview
2 sources: Links and Qikkids – unified together – based on 3 rules below –
Page 3 of 21
•
Map
Page 4 of 21
•
Match
Page 5 of 21
•
Merge
Page 6 of 21
Databricks
Databricks scripts, enrichments are available as listed below.
https://teams.microsoft.com/l/file/57733BBA-EB2D-4F38-842A-11B07897AC3F?tenantId=ba43003a-491b-4811-8473d6fcde34296d&fileType=xlsx&objectUrl=https%3A%2F%2Fdataaddiction.sharepoint.com%2Fsites%2FYMCA2%2FShared%20Documents%2
FGeneral%2FManaged%20Services%2FHandover.xlsx&baseUrl=https%3A%2F%2Fdataaddiction.sharepoint.com%2Fsites%2FYMCA2&servi
ceName=teams&threadId=19:043a4218499f45729f49e149b3862d71@thread.skype&groupId=8d7d90e2-9937-4d33-8ffa-79d0fccaa198
Page 7 of 21
Output Blobstorage
Output Blobstorage (.csv.gz) can be found at below location in Azure Portal.
Theydatahubstorprd > Containser > business > links
Page 8 of 21
Data Models
Data models for Links and Qikkids that support CI.
Page 9 of 21
Page 10 of 21
Page 11 of 21
Page 12 of 21
Page 13 of 21
Page 14 of 21
Page 15 of 21
Activities
Active customers and their activities in the past 12 months will be used for customers and
activities.
Page 16 of 21
Test cases
Please find Test cases below.
No.
1
Scenario
Segmentation
Test case
General
Expected Outcome
Able to create segmentation
Result
Pass
Tested Date
19/02/2021
2
3
Segmentation
Segmentation
General
General
Expected volume of people
Right amount of customers being
unified
Pass
Pass
19/02/2021
19/02/2021
4
Segmentation
General
Right attributes are available (for
example, phone number, email)
Pass
19/02/2021
5
6
7
Segmentation
Segmentation
Segmentation
General
General
General
Timelines are available and correct
Able to filter by age
Able to export CSV
Pass
Pass
Pass
19/02/2021
19/02/2021
19/02/2021
8
9
10
Segmentation
Segmentation
Segmentation
All regular members
All regular members
All programs (gym
and swim)
Able to create
Get the right volume
Able to create
Pass
Pass
Pass
19/02/2021
19/02/2021
19/02/2021
11
Segmentation
All programs (gym
and swim)
Get the right volume
Pass
19/02/2021
12
13
Segmentation
Segmentation
All regular prospects
All regular prospects
Able to create
Get the right volume
Pass
Pass
19/02/2021
19/02/2021
14
15
16
Segmentation
Segmentation
Segmentation
All OSHC
All OSHC
All active families
(OSHC with mobile
number)
Able to create
Get the right volume
Able to create
Pass
Pass
Pass
19/02/2021
19/02/2021
19/02/2021
17
Segmentation
All active families
(OSHC with mobile
number)
Get the right volume
Pass
19/02/2021
18
19
Segmentation
Segmentation
Teen Gym
Teen Gym
Able to create
Get the right volume
Pass
Pass
19/02/2021
19/02/2021
20
21
Segmentation
Segmentation
PrYme members
PrYme members
Able to create
Get the right volume
Pass
Pass
19/02/2021
19/02/2021
.
Page 17 of 21
In Scope for support
Technology
PowerBi
Function
Access and user
permissions
Reports and schedules
Development Source
repo
Changes and Release
Customer Insights
Access and user
(https://home.ci.ai.dynamics.com/) permissions
Unify and rules
Customer insights
platform
Reference
Permissions and groups
Reports built and
schedules
Azure Devops link:
Using Devops
Permissions and groups
Rules below
Actions:
Outstanding items:
• DevOps set up
• Groups and permissions
• Report scheduling
Groups and permissions
Three security groups for this solution have been provisioned.
• SG – Customer Insights – Admin
• SG – Customer Insights – Developer
• SG – Customer Insights – Read
The security permissions matrix for the solution is:
Security Group
Power BI
Dynamics 365
Azure Devops
Customer on a
Customer Insights
page app /
workspace
SG - Customer
Owner
Owner
Contributor
Insights - Admin
SG - Customer
Contribute
Contributor
Contributor
Insights - Developer
SG - Customer
Read
Viewer
None
Insights - Read
For Power BI roles in apps / workspaces permission set please refer to here.
For Dynamics 365 Customer Insights roles permission set please refer to here.
For Azure DevOps roles permission set please refer to here.
Schedules
The following schedules have been set for the solution:
Service
Solution part
Refresh time (UTC)
Power BI
Reporting
9:00 PM
Local time
(GMT+10)
7:00 AM
Page 18 of 21
Customer
Insights
Data
Factory
Data
Factory
Enrichment
7:00 PM
5:00 AM
E2B
6:00 PM
4:00 AM
S2M
4:00 PM
2:00 AM
Source code repository
The following solution components have been checked into an Azure DevOps
project found here.
Component
files
checkin
mechanism
power bi
Customers.pbix
manual
data factory
*.json
automatic (ref here)
Devops
project
name
ymcanswdatahub
ymcanswdatahub
Devops repository
name
ymcanswcustomerinsightspowerbi
ymcanswdatahubdatafactory
Reference appendix
Match Conditions
In the data side pane again, click on Unify then the Match sub-tab as shown below. If the
match conditions are not visible, click on the arrow highlighted to expose them.
Page 19 of 21
To edit an existing rule, you can click on the pen next to the associated rule, or add one with
the add rule button.
The way that the rules work is as follows:
• Each rule can have multiple columns as criteria, creating an AND condition within
itself.
• If the rule with the lower rule order number has its AND condition met, it will then
look for cases where the non matched records fit the higher order criteria
(meaning the other rules encompassed by names behave like an OR condition)
Actions
Next Phase
Below categories to be added in Links database to categorise each membership type. The
plan in the next phase of project (Datahub project in March 2021) is to add two new columns
below to MembershipVPCategories table in Links database which will be populated to
MembershipContractsDetails view and in Databricks.
• Links Recreation Category – for example gym, swim, gym&swim, gymnastics (for
kinder gym)
• Links Membership Category – for example Teen gym, prYme gym
Page 20 of 21
KB References
•
•
YMCA Wiki
o https://dev.azure.com/ymcansw/ymcanswdatahub/_wiki/wikis/Wiki/12/Customer-Insights
Data Addiction Wiki
o https://dev.azure.com/dataaddiction/dataaddictionmethod/_wiki/wikis/Main/115/Setting-Up-Customer-Insights
o https://dev.azure.com/dataaddiction/dataaddictionmethod/_wiki/wikis/Main/128/Customer-Insights-Demo-Script
Page 21 of 21
Descargar