72 lines
4.3 KiB
Markdown
72 lines
4.3 KiB
Markdown
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# 2025-03-17 - Glad you’re back, Daddy Pablo
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Some things happened when you were not here, so here’s a summary!
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# Incidents
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Important one:
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[20250124-01 - Booking invoicing incident](20250124-01%20-%20Booking%20invoicing%20incident%201880446ff9c9803fb830f8de24d97ebb.md)
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Other incidents:
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[20250304-01 - Verification Bulk Update](20250304-01%20-%20Verification%20Bulk%20Update%201ad0446ff9c9806faa8bf7673e7ed6a5.md)
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[20250122-01 - Power BI Main Guest KPIs Bug](20250122-01%20-%20Power%20BI%20Main%20Guest%20KPIs%20Bug%201840446ff9c980249355f34c58c4686e.md)
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# Power BI main updates
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- Main KPIs now have a proper KPI tracking (3 new tabs) and is able to compare vs. targets. Small overall improvements.
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- Account Managers now has a Churn dedicated report. Small overall improvements.
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- Accounting Reports now have a Finance aggregation (stated on a seeds), to show a monthly aggregation and per deal tracking. Xero data also contains Hyperline billing and we have these invoices/credit notes identified
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- Truvi Reporting (previous SH reporting) is now fully reading from DWH.
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- New Resolutions Report is available in a dedicated app.
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- New Dashboard report now has an Offered Service tab. Small overall improvements. Be aware that the link to the app changed.
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- API Reports now have the Screen and Protect invoicing report - still no clients.
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- Truvi Rebranding is ongoing.
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# Key Priorities
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- Take an eye on the Data infra, despite nothing really extremely broke. My knowledge is limited on this regard but:
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- We had the “issue” with CPU being around 100%. It happened again on the 12th of March, Xero integration in Airbyte was stuck but managed to manually fix it
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- I received an email from Azure on VM stuff
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- We did several data integrations from Cosmos (Resolutions) and new tables from the backend (Core), might be worth double checking
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- Multi-service single payment & Guest Products - ongoing. Involves DWH (due to backend) and Old Invoicing (Stripe metadata) changes
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- KPIs vs. targets for Financial Year 2026 + reporting (part of business strategy)
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- Churn prevention - data-based alerting system. Good opportunity to leverage KPIs
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- Data drifts and data quality - we need a better way to align with tech without us being blockers. Data contracts could be a possibility. Forcing full-refreshes on incremental models once every X days could be interesting.
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- We need to align on how do we want to organise for Q2. A few thoughts:
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- Aim for very few, key areas, really focusing on the must haves
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- Aim for very few things that we want to do as a must have for Q2 internally in Data
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- Allow plenty of space and capacity for flexibility - has worked very well in Q1
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- Hyperline initiatives should be good for the moment on Data side, but we’re doing quite a bit of support to Finance considering user migration from old to new dash and so on. We might need to start pulling data from Hyperline at some point (but no immediate rush).
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# Other stuff
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- You might need to contact Cigna for medical insurance if you want to opt for it
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- We will be having a Personal Development Review (PDR) by the end of March
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- We should take a look at what improvement can be made to the data in HubSpot. Now working with Alex to sync our displayed deals lifecycle we have discovered a lot of issues with the data in HubSpot.
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# Domain Analyst - Batch #2
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Uri did a general prez for TMT and leads and there’s quite a bit of interest on Domain Analysts.
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Potential candidates:
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- Chloe (Resolutions) - Proposed herself, motivated to learn
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- Maha (Marketing) - Doing a Data Analytics course, makes tons of sense - to be discussed in depth
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- Daga (Product) - Discussed in the past, would be good to have in-depth New Dash visibility
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- Lisa (Finance) - Nathan explained the program, she is interested, would be good to regain a Domain Analyst in Finance
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We didn’t have a proper page explaining Domain Analyst program, so I created one. Feel free to challenge: [https://www.notion.so/truvi/Domain-Analyst-Program-1b60446ff9c980e58ab1fef0e3909085](https://www.notion.so/Domain-Analyst-Program-1b60446ff9c980e58ab1fef0e3909085?pvs=21)
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# Fun things
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- Comilona this Wednesday.
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# Pablo’s own notes
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- [ ] Ask about this: > You might need to contact Cigna for medical insurance if you want to opt for it
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- [x] Review exporter code
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- [ ] Review PBIs
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- [ ] Review new seeds and schemas in dbt
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