118 lines
7 KiB
Markdown
118 lines
7 KiB
Markdown
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# Q3 OKRs drafting
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This page aims to provide a work in progress place to draft OKRs and achievements.
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The official Data OKRs are located here: [Data OKRs](https://www.notion.so/299e4da6e92043899646d11609c051ae?pvs=21)
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| Scope | Objective | Status/comment | Actions |
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| --- | --- | --- | --- |
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| Enhance Finance Processes | Support invoicing improvements | Support granted, initiative is still ongoing | |
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| Enhance Finance Processes | Prevent e-deposit manual invoicing | Accomplished, we’ve built an exporter to provide e-deposit invoicing | |
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| Enhance Finance Processes | Prevent Guesty manual invoicing | Blocked - unclear invoicing rules that apply to Guesty | |
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| Enhance Finance Processes | New automation and reporting possibilities with Xero integration in DWH | Xero integration delivered, as well as new reporting to ease finance work + inclusion of this data for KPIs | |
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| Provide Business KPIs Reporting | Definition of main metrics, dimensions, timelines and main converted metrics | Completed | |
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| Provide Business KPIs Reporting | New holistic KPI dashboard available | Completed | |
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| Provide Business KPIs Reporting | Conduct a first assessment on product/area specific metrics | To be handled during September | ~~Uri to handle a couple of 30 min sessions with:
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- Old dash/New dash
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- Guests
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- APIs
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- Resolutions~~ |
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| Grant Continuous Support to Business Teams | Ad-hoc requests handling (capped 10h/week)
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| Support has been granted - 41 support requests completed over a total of 47 over 3 months. | - Uri to check out microsoft forms
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- Retrieve a couple of nice examples :D |
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| Grant Continuous Support to Business Teams | New Pricing support | Support has been granted | |
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| Grant Continuous Support to Business Teams | New Dashboard support | Support has been granted. Reporting available. | |
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| Grant Continuous Support to Business Teams | Currency conversion automation/integration | Completed | |
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| Grant Continuous Support to Business Teams | New Screening API support | Reporting ready | |
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| Grant Continuous Support to Business Teams | New Resolution API support | Pending, no information yet. We have scheduled a meeting to discuss it | ~~- To check with Lou A~~
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Meeting scheduled Monday 2nd September |
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| Improve Data Foundations | CosmosDB - API/Resolutions data integrated into DWH | New ingestion tool created. Critical data for reporting/invoicing available within DWH | |
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| Improve Data Foundations | Hubspot - CRM data integrated into DWH | Expected September | |
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| Improve Data Foundations | DBT docs availability | Expected September | |
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Additional work that has been done:
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- Guest scope
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- Check-in Hero reporting
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- Guest Satisfaction reporting
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- Guest Journey tracking
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- Tax inclusiveness on Guest Payments
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- KPIs at client level (deal-based)
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- Minimum listing fee invoicing
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- Several data quality assessments & automatic data tests
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Additional work that has to be done:
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- Cancellation API reporting/invoicing support
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- Check in Hero API reporting/invoicing support
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WIP:
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# **Q3 Recap: Achievements and Status Update**
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As we approach the end of Q3, we want to take a moment to reflect on our progress and key achievements over the past quarter. Below is a summary of the Data OKRs we set for this quarter, along with the current status and any pertinent comments.
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## **Enhance Finance Processes**
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- **Support invoicing improvements:**
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- *Status:* Support granted, initiative to find a new invoicing tool is ongoing.
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- **Prevent e-deposit manual invoicing:**
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- *Status:* Accomplished. An exporter has been built to facilitate e-deposit invoicing.
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- **Prevent Guesty manual invoicing:**
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- *Status:* Blocked. Progress is hindered due to unclear invoicing rules for Guesty.
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- **New automation and reporting possibilities with Xero integration in DWH:**
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- *Status:* Delivered. Xero integration completed, with new reporting features added to ease finance work and incorporate data for KPIs.
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## **Provide Business KPIs Reporting**
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- **Definition of main metrics, dimensions, timelines, and main converted metrics:**
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- *Status:* Accomplished. A total of 43 new metrics are available within 3 different dimensions.
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- **New holistic KPI dashboard available:**
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- *Status:* Completed. Holistic reporting with a short-term and long-term KPI exposition and an extensive Data Glossary.
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- **Conduct a first assessment on product/area-specific metrics:**
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- *Status:* Product-specific KPIs meeting scheduled for September.
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## **Grant Continuous Support to Business Teams**
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- **Ad-hoc requests handling (capped at 10h/week):**
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- *Status:* Support provided. 41 support requests completed from a total of 47 created over 3 months, helping more than 16 colleagues.
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- **New Pricing support:**
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- *Status:* Support granted. Initiative is ongoing as well as our implication as New Pricing is being applied to more clients.
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- **New Dashboard support:**
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- *Status:* Support granted. New reporting for User adoption is available. Initiative is ongoing as well as our implication as New Dashboard phases move forward.
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- **Currency conversion automation/integration:**
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- *Status:* Completed. A new tool named Xexe has been created to retrieve and store the currency conversion into DWH, propagating it to existing and new reporting.
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- **New Screening API support:**
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- *Status:* Reporting is ready to track performance.
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- **New Resolution API support:**
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- *Status:* First data ready to be ingested and minimal reporting discussed and expected to be ready by EOQ.
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## **Improve Data Foundations**
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- **CosmosDB - API/Resolutions data integrated into DWH:**
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- *Status:* New ingestion tool named Anaxi has been created. Critical data for reporting/invoicing is now available in DWH, unlocking future Data initiatives.
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- **Hubspot - CRM data integrated into DWH:**
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- *Status:* Expected completion in September.
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- **DBT docs availability:**
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- *Status:* Expected completion in September.
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## Beyond Planned Objectives
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Additional work that has been done or needs to be done that is not in the direct scope of the objectives we set at the end of June.
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### **Additional Work: Completed**
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- **Guest Scope:**
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- Check-in Hero reporting: many improvements to track all nuances of Check-in Hero.
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- Guest Satisfaction reporting: CSAT score tracking of our Guests
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- Guest Journey tracking: review with tech team on improvements to further increase analytical understanding.
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- **Tax inclusiveness on Guest Payments:** ensuring consistency of monetary and revenue figures across the different sources of data.
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- **KPIs at client level:** deal-based extension of the KPIs to track the performance of our clients. ****
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- **Minimum listing fee invoicing:** modifying the invoicing exporter to include the capability of invoicing a minimum listing fee, thus increasing revenue.
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- **Data quality improvements:** several data quality assessments have been conducted & automatic data tests have been implemented, going one step further on increasing data quality
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### **Additional Work: Pending**
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- **Cancellation API reporting/invoicing support.**
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- **Check-in Hero API reporting/invoicing support.**
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