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
