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invoicing_comeback/README.md
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@ -7,4 +7,49 @@ Everyone agrees on it, yet we still need to put a solution in place. The Data Te
## Content index ## Content index
- `FW Payments and Invoicing process.msg`: some contents sent by Elaine, including Excel sheets they use to merge and process data. - `FW Payments and Invoicing process.msg`: some contents sent by Elaine, including Excel sheets they use to merge and process data.
- - `step_files`: the Excel sheets mentioned above.
- Invoicing flow chart: a flow chart built by Ben C. with the different steps: https://miro.com/app/board/uXjVMirYfDg=/
## My notes on the video
My notes when watching through the video Ben C. recorded with the Finance team.
- Jamie has the task of calculating the waivers (can this be divided into a subprocess?)
- Data is exported out of PowerBI and Acquired and "validated". There are inconsistencies between both sources and the team manually fixes them.
- What are in the inconsistencies? Why do they happen?
- If Acquired is the source of truth, why bother export the PowerBI data?
- Which PowerBI is it exactly? What exact table gets exported?
- With this, waivers are calculated and payments are reconciled.
- Some manual information needs to be obtained through the dashboard
- Which?
- How can we get it out of the backend without having to go through the UI? Can I make a nice query to fetch this out instead?
- Info also gets manually searched for in Hubspot and the Acquired dashboard.
- So, what's not really in PowerBI?
- Manual refunds
- Chargebacks
- Errors 262 from Acquired (PowerBI considers it as paid even though it isn't)
- Sometimes the payment is simply not in Dashboard at all, so it doesn't appear in PBI.
- Manually convert the currencies (Can I lookup some small excel wizardry to make this simple for them???)
- There are Payment Requests that get manually generated by the Customer Service team in Stripe and sent to customers out-of-process if Acquired fails.
- Records in Stripe about who the host is, what the booking is, need to be checked manually from the UI
- From Hubspot
- Get the new clients and pricing structure there
- Names in Hubspot and Dashboard are different
Some random thoughts:
- I feel a lot of negativity in the meeting. Everything is deemed hard and not doable. "We are doomed and that's it."
- Would all of these PBI exports be simplified by having direct queries to the databases?
- It feels like Dashboard is not 100% perfectly synced with the Payment Providers?
Fronts:
- Quickish
- Ease data export from dashboard with tailored queries
- Formalize things and win spreadsheet agility by simply formalizing and documenting things
- Longish
- Remove manual payments from limbo. We need some degree of organization around there, even if the first version is just a well maintained shared spreadsheet.
- Single payment processor
- Integrate payment processor data into a database of ours. Dashboard backend if it makes sense, DWH if it doesn't

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log.md
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@ -629,7 +629,29 @@ Can I access Airtable?
- [X] Start a Data Board in devops and stop using this for non-personal tasks - [X] Start a Data Board in devops and stop using this for non-personal tasks
- [X] Start the Data space in Confluence - [X] Start the Data space in Confluence
- - [X] Fix the amazon order, goddamn it
- [X] Sit down with Ana (once her scope is more clear and she's in control)
## Ben Cotte initial explorations
Ben sent me some of the materials he has been building around assessing data in superhog last week. I'm listing some of them there to make sure they don't fall through the cracks and I can come back to them when needed.
Links to the videos shared by Ben with different areas:
- Finance: https://guardhog-my.sharepoint.com/personal/ben_cotte_superhog_com/_layouts/15/stream.aspx?id=%2Fpersonal%2Fben%5Fcotte%5Fsuperhog%5Fcom%2FDocuments%2FRecordings%2FFinance%20Data%20Management%20%2D%20Process%20Review%2D20230922%5F121347%2DMeeting%20Recording%2Emp4&nav=eyJyZWZlcnJhbEluZm8iOnsicmVmZXJyYWxBcHAiOiJTdHJlYW1XZWJBcHAiLCJyZWZlcnJhbFZpZXciOiJTaGFyZURpYWxvZy1FbWFpbCIsInJlZmVycmFsQXBwUGxhdGZvcm0iOiJXZWIiLCJyZWZlcnJhbE1vZGUiOiJ2aWV3In19&ct=1701696068316&or=Outlook%2DBody&cid=4A15D22A%2D870B%2D4E12%2D9A29%2D19648AA36BDF&fromShare=true&ga=1&referrer=StreamWebApp%2EWeb&referrerScenario=AddressBarCopied%2Eview
- Customer Service: https://guardhog-my.sharepoint.com/personal/ben_cotte_superhog_com/_layouts/15/stream.aspx?id=%2Fpersonal%2Fben%5Fcotte%5Fsuperhog%5Fcom%2FDocuments%2FRecordings%2FGuest%20X%20%26%20Cust%20Service%20Data%20Management%20%2D%20Process%20Review%2D20230927%5F150141%2DMeeting%20Recording%2Emp4&nav=eyJyZWZlcnJhbEluZm8iOnsicmVmZXJyYWxBcHAiOiJTdHJlYW1XZWJBcHAiLCJyZWZlcnJhbFZpZXciOiJTaGFyZURpYWxvZy1FbWFpbCIsInJlZmVycmFsQXBwUGxhdGZvcm0iOiJXZWIiLCJyZWZlcnJhbE1vZGUiOiJ2aWV3In19&ct=1701696093109&or=Outlook%2DBody&cid=ABC35F5F%2DA0BB%2D4CD6%2DA1F7%2D4FE2CBC338FF&fromShare=true&ga=1&referrer=StreamWebApp%2EWeb&referrerScenario=AddressBarCopied%2Eview
- Resolutions: https://guardhog-my.sharepoint.com/personal/ben_cotte_superhog_com/_layouts/15/stream.aspx?id=%2Fpersonal%2Fben%5Fcotte%5Fsuperhog%5Fcom%2FDocuments%2FRecordings%2FGuest%20X%20%26%20Cust%20Service%20Data%20Management%20%2D%20Process%20Review%2D20230927%5F150141%2DMeeting%20Recording%2Emp4&nav=eyJyZWZlcnJhbEluZm8iOnsicmVmZXJyYWxBcHAiOiJTdHJlYW1XZWJBcHAiLCJyZWZlcnJhbFZpZXciOiJTaGFyZURpYWxvZy1FbWFpbCIsInJlZmVycmFsQXBwUGxhdGZvcm0iOiJXZWIiLCJyZWZlcnJhbE1vZGUiOiJ2aWV3In19&ct=1701696093109&or=Outlook%2DBody&cid=ABC35F5F%2DA0BB%2D4CD6%2DA1F7%2D4FE2CBC338FF&fromShare=true&ga=1&referrer=StreamWebApp%2EWeb&referrerScenario=AddressBarCopied%2Eview
- Marketing: https://guardhog-my.sharepoint.com/personal/ben_cotte_superhog_com/_layouts/15/stream.aspx?id=%2Fpersonal%2Fben%5Fcotte%5Fsuperhog%5Fcom%2FDocuments%2FRecordings%2FMarketing%20Data%20Related%20Process%20Review%2D20231004%5F170129%2DMeeting%20Recording%2Emp4&nav=eyJyZWZlcnJhbEluZm8iOnsicmVmZXJyYWxBcHAiOiJTdHJlYW1XZWJBcHAiLCJyZWZlcnJhbFZpZXciOiJTaGFyZURpYWxvZy1FbWFpbCIsInJlZmVycmFsQXBwUGxhdGZvcm0iOiJXZWIiLCJyZWZlcnJhbE1vZGUiOiJ2aWV3In19&ct=1701696097107&or=Outlook%2DBody&cid=843D68E4%2D0305%2D4B3D%2DA1F5%2D2A0B2ABB83AE&fromShare=true&ga=1&referrer=StreamWebApp%2EWeb&referrerScenario=AddressBarCopied%2Eview
Some links:
Global KPIs : https://guardhog-my.sharepoint.com/:x:/g/personal/ben_cotte_superhog_com/EU9p7oaSBGRFoYGlJkfsMqwBt6sCRfF-jd0_3zkUYJxV2Q?e=k7ad02
Data used in Sales and Account management : DataMgtReview - Sales & AM.xlsx
Data used in Finance : Data Meeting.xlsx
Data used in Product : DataMgtReview_Product.xlsx
Invoicing Process : https://miro.com/app/board/uXjVMirYfDg=/
Ajunto igualmente el inicial draft hecho por Trust Keith, pero tendras que hablar con Louisa de legal para que te pase la ultima version (o que pida ella la ultima version)
A Data Flow map built by the external legal provider for GDPR purporses:
[Superhog - Data Flow.pdf](other%2FSuperhog%20-%20Data%20Flow.pdf)
## Meeting with Lianne ## Meeting with Lianne
@ -649,11 +671,82 @@ Can I access Airtable?
- Working on chatbot for screening process - Working on chatbot for screening process
## Meeting with Ben R. and Gus
- Hi Gus
- Infra
- VPN?
- Jumpbox for SSH tunneling is in the open, or how should I access it?
- Password for confluence encrypted contents? (https://guardhog.atlassian.net/wiki/spaces/DEVELOPMEN/pages/7438343/SQL+Server+Access)
- Are there any Keeper collections I should be in?
- Docs
- Is the Development Space pretty much the only relevant corner in Confluence, or did I miss something?
- Yes
- Are there any more docs than the access details in Confluence?
-
- Data models anywhere?
- Any docs on the reporting layer in the core database?
- Any docs on Dashboard architecture?
- Any documentation on the PowerBI reports?
- Invoicing nightmare
- No one is really
- Current integration between power BI and databases
- My view on PowerBI for 2024
- Get VPN?
- https://guardhog.atlassian.net/wiki/spaces/DEVELOPMEN/pages/92831745/How+To+Configure+the+Azure+VPN+Client+to+talk+to+the+SQL+Server+Jump+Box
- Be added to Keeper Dev Folder
- Development Space is the only relevant Space
- Things are not really documented, we will have to go through everything.
## Meeting with Leo
- Your story
- Employee 1 or 2 of Superhog
- Meet Humphrey at OneFineStay
- Takes care of Sales, Business Development and MKT (Beth)
- What is your kingdom
- People, processes, systems, data
- Sales channels?
- Integrations
- Cool both because it brings business and also because it brings brand awareness
- BDR
- Social media (Instagram influencers)
- Cold calls
- Email marketing
- Old school
- Uses Hubspot
- Uses PBI
- Santa Claus letter and any fires to put out?
- Sales numbers by individuals
- Automate bonuses
- P&L for the Account
- Customers Segments
- Partnerships sit in PowerBI
- Account Manager upselling performance
- Customer NPS
Customer
65% of customers have less than 5 listings -> Check this https://app.hubspot.com/reports-dashboard/6892479/view/9575596
Small fish
- I get how the long tail is nice
- I really like Clay's domain because of how simple it is
"We are very good at selling"
# Now # Now
- [ ] Book sessions with engineering team to document data model
- [ ] Try to access Core
- [ ] Start building data source pages in Notion - [ ] Start building data source pages in Notion
- [ ] Deep dive into invoicing process - [ ] Deep dive into invoicing process
- [ ] Fix the amazon order, goddamn it
- Equipment - Equipment
@ -670,12 +763,13 @@ Can I access Airtable?
- [ ] Try to write a stupid Markdown page in notion through Python - [ ] Try to write a stupid Markdown page in notion through Python
- [ ] Sit down with Ana (once her scope is more clear and she's in control)
-
## Onboarding and Data Kickstart ## Onboarding and Data Kickstart
- [ ] Are there any shared folders in Keeper Security where I should be added? - [ ] Are there any shared folders in Keeper Security where I should be added?
- [ ] Yes, a dev folder
- [ ] Get access to staging environment for KYG platform - [ ] Get access to staging environment for KYG platform
@ -692,6 +786,9 @@ Can I access Airtable?
- [ ] Prepare quiz for 15th Dec. Theme must be sent before December 8th - [ ] Prepare quiz for 15th Dec. Theme must be sent before December 8th
- [ ] Sit down with an account manager to go through the Onboarding process - [ ] Sit down with an account manager to go through the Onboarding process
- [ ] Sit down with Sales agent
- [ ] Sit down with resolution agent
- [ ] Sit down with Guest Customer Service agent
- [ ] Get my hands on some docs on the resolution process - [ ] Get my hands on some docs on the resolution process
- [ ] Luisa Legal (has contact with Trust Keys) to get data map - [ ] Luisa Legal (has contact with Trust Keys) to get data map
@ -701,34 +798,6 @@ Can I access Airtable?
- [ ] Review the data exploration efforts made by Cotte - [ ] Review the data exploration efforts made by Cotte
## Meeting with Leo
- Your story
- What is your kingdom
- People, processes, systems, data
- Santa Claus letter and any fires to put out?
## Meeting with Ben R. and Gus
- Hi Gus
- Infra
- VPN?
- Jumpbox for SSH tunneling is in the open, or how should I access it?
- Password for confluence encrypted contents? (https://guardhog.atlassian.net/wiki/spaces/DEVELOPMEN/pages/7438343/SQL+Server+Access)
- Are there any Keeper collections I should be in?
- Docs
- Is the Development Space pretty much the only relevant corner in Confluence, or did I miss something?
- Are there any more docs than the access details in Confluence?
- Data models anywhere?
- Any docs on the reporting layer in the core database?
- Any docs on Dashboard architecture?
- Any documentation on the PowerBI reports?
- Invoicing nightmare
- Current integration between power BI and databases
- My view on PowerBI for 2024
## 14th Presentation ## 14th Presentation
- Diagnostics - Diagnostics
@ -780,7 +849,6 @@ My proposal on first fronts, team wise:
- Get another data engineer and two data analysts in place. Senior people that know what they are doing, not the right place and time to develop junior guys - Get another data engineer and two data analysts in place. Senior people that know what they are doing, not the right place and time to develop junior guys
## dbt course ## dbt course
- Just continue where I left. - Just continue where I left.

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