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sh-notion/notion_data_team_no_files/Q3 OKRs drafting 33c62b60320849acbb01925a01f7a383.md
Pablo Martin a256b48b01 pages
2025-07-11 16:15:17 +02:00

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Q3 OKRs drafting

This page aims to provide a work in progress place to draft OKRs and achievements.

The official Data OKRs are located here: Data OKRs

Scope Objective Status/comment Actions
Enhance Finance Processes Support invoicing improvements Support granted, initiative is still ongoing
Enhance Finance Processes Prevent e-deposit manual invoicing Accomplished, we’ve built an exporter to provide e-deposit invoicing
Enhance Finance Processes Prevent Guesty manual invoicing Blocked - unclear invoicing rules that apply to Guesty
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
Provide Business KPIs Reporting Definition of main metrics, dimensions, timelines and main converted metrics Completed
Provide Business KPIs Reporting New holistic KPI dashboard available Completed
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:
  • Old dash/New dash
  • Guests
  • APIs
  • Resolutions~~ | | Grant Continuous Support to Business Teams | Ad-hoc requests handling (capped 10h/week)

| Support has been granted - 41 support requests completed over a total of 47 over 3 months. | - Uri to check out microsoft forms

  • Retrieve a couple of nice examples :D | | Grant Continuous Support to Business Teams | New Pricing support | Support has been granted | | | Grant Continuous Support to Business Teams | New Dashboard support | Support has been granted. Reporting available. | | | Grant Continuous Support to Business Teams | Currency conversion automation/integration | Completed | | | Grant Continuous Support to Business Teams | New Screening API support | Reporting ready | | | 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 Meeting scheduled Monday 2nd September | | Improve Data Foundations | CosmosDB - API/Resolutions data integrated into DWH | New ingestion tool created. Critical data for reporting/invoicing available within DWH | | | Improve Data Foundations | Hubspot - CRM data integrated into DWH | Expected September | | | Improve Data Foundations | DBT docs availability | Expected September | |

Additional work that has been done:

  • Guest scope
    • Check-in Hero reporting
    • Guest Satisfaction reporting
    • Guest Journey tracking
  • Tax inclusiveness on Guest Payments
  • KPIs at client level (deal-based)
  • Minimum listing fee invoicing
  • Several data quality assessments & automatic data tests

Additional work that has to be done:

  • Cancellation API reporting/invoicing support
  • Check in Hero API reporting/invoicing support

WIP:

Q3 Recap: Achievements and Status Update

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.

Enhance Finance Processes

  • Support invoicing improvements:
    • Status: Support granted, initiative to find a new invoicing tool is ongoing.
  • Prevent e-deposit manual invoicing:
    • Status: Accomplished. An exporter has been built to facilitate e-deposit invoicing.
  • Prevent Guesty manual invoicing:
    • Status: Blocked. Progress is hindered due to unclear invoicing rules for Guesty.
  • New automation and reporting possibilities with Xero integration in DWH:
    • Status: Delivered. Xero integration completed, with new reporting features added to ease finance work and incorporate data for KPIs.

Provide Business KPIs Reporting

  • Definition of main metrics, dimensions, timelines, and main converted metrics:
    • Status: Accomplished. A total of 43 new metrics are available within 3 different dimensions.
  • New holistic KPI dashboard available:
    • Status: Completed. Holistic reporting with a short-term and long-term KPI exposition and an extensive Data Glossary.
  • Conduct a first assessment on product/area-specific metrics:
    • Status: Product-specific KPIs meeting scheduled for September.

Grant Continuous Support to Business Teams

  • Ad-hoc requests handling (capped at 10h/week):
    • Status: Support provided. 41 support requests completed from a total of 47 created over 3 months, helping more than 16 colleagues.
  • New Pricing support:
    • Status: Support granted. Initiative is ongoing as well as our implication as New Pricing is being applied to more clients.
  • New Dashboard support:
    • Status: Support granted. New reporting for User adoption is available. Initiative is ongoing as well as our implication as New Dashboard phases move forward.
  • Currency conversion automation/integration:
    • 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.
  • New Screening API support:
    • Status: Reporting is ready to track performance.
  • New Resolution API support:
    • Status: First data ready to be ingested and minimal reporting discussed and expected to be ready by EOQ.

Improve Data Foundations

  • CosmosDB - API/Resolutions data integrated into DWH:
    • Status: New ingestion tool named Anaxi has been created. Critical data for reporting/invoicing is now available in DWH, unlocking future Data initiatives.
  • Hubspot - CRM data integrated into DWH:
    • Status: Expected completion in September.
  • DBT docs availability:
    • Status: Expected completion in September.

Beyond Planned Objectives

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.

Additional Work: Completed

  • Guest Scope:
    • Check-in Hero reporting: many improvements to track all nuances of Check-in Hero.
    • Guest Satisfaction reporting: CSAT score tracking of our Guests
    • Guest Journey tracking: review with tech team on improvements to further increase analytical understanding.
  • Tax inclusiveness on Guest Payments: ensuring consistency of monetary and revenue figures across the different sources of data.
  • KPIs at client level: deal-based extension of the KPIs to track the performance of our clients. ****
  • Minimum listing fee invoicing: modifying the invoicing exporter to include the capability of invoicing a minimum listing fee, thus increasing revenue.
  • Data quality improvements: several data quality assessments have been conducted & automatic data tests have been implemented, going one step further on increasing data quality

Additional Work: Pending

  • Cancellation API reporting/invoicing support.
  • Check-in Hero API reporting/invoicing support.