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superhog_personal_notes/log.md
Pablo Martin 437a8c6af3 stuff
2024-02-19 18:26:10 +01:00

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# 2023-11-26
Tomorrow is my first day. Yay!
My challenge in Superhog is going to come with a lot more freedom and lot more responsibility than the previous positions I've held. The crown is heavy, and so it's both my time to shine and to not fuck up.
One of the habits that I value a lot, have almost never seen successfully applied in companies, and have seen successfully applied to some degree in Mercad~ao (thanks João) is writing things down. A lot. Everywhere. All the time. Organized repositories of text all over the place. Basically, every time you are about to open your mouth to say something, you should instead or also write it down.
I'll start on the eve of my arrival by writing down some thoughts on stuff I need to do.
- Social wise
- Make contacts: I need to have a couple of coffees with a lot of people:
- Andrew and Humphrey
- Ben Cotte
- Ben Robinson
- Nicky
- Finance?
- + whoever any of the previous points at as a relevant person
- Business wise
- Get someone to sell Superhog to me as if was a property owner
- Experience Superhog like guests do
- Spend a day with the customer service team
- Spend a day with whoever sells Superhog to property owners
- Understand better our business model, revenue and cost structure
- Get up to date with what are our yearly/long-term goals
- IT wise
- VPN/Helpdesk
- Get someone to guide me through existing solutions
- Understand what is our productivity stack
- Teams?
- Office?
- Internal docs/wikis?
- Data-team wise
- Take control
- Set an agenda with Humphrey and Andrew so that they see I'm on top of things
- Clarify first goals
- Get to know the business
- Understand our IT situation
- Understand what is already built, data wise
- Set first goals
- Size human needs, IT needs, discuss budget for both
- Present long-term things that are important-but-not-urgent
- Personal wise
- Benefits? Health insurance?
- Office parking?
Good habits that hopefully can be implemented:
- Weekly/monthly data team newsletter
- Data-literacy company training
- Greenflag culture
- Office hours
- Funny data facts/trivias/bets
- Technical blog
Mistakes from Lola that I want to avoid:
- Repetitive, stupid ceremonies that everyone dislikes
- Siloing and this-is-my-corner feelings. E2E ownership of stories
- Distance with engineering team
- Lack of involvement of product team
- Lack of planned training for data staff
Some good inspiration for data team handbooks:
- <https://about.gitlab.com/handbook/business-technology/data-team/>
# 2023-11-27
People I've met today
- Clay Boldt (Product Manager). Is he a relative to Andrew?
- Mike Hayward(IT, what does he do? Lol, he's job title is "IT guy")
Things I've learned today:
- We have six different legal entities
- We have a customer support team in the Philippines
- We have some devs in Egypt
- We are soon opening offices in Australia and US, mainly for commercial purposes
- There's a civil war on whether to use Teams or Slack for internal comms
- Wednesday is the strong office day. Monday and Friday people are usually working remote.
- Our money cows
## Meeting with Ben
Products:
- Risk management with two pillars
- KYG (reduce risk)
- With multiple levels of verification
- Check with black lists
- Check reality of
- Damage Waivers/Protection (protect you from unavoidable risk)
- Several options depending on who pays, how much it protects, etc.
- If all goes wrong: resolution
- Dashboard
- Panel for both Superhog employees and hosts
- Hosts can manage everything there (minority)
- Also integrates with PMS (majority)
- Some PMS have plugins that automatically integrate with Superhub
- Guesty, Hospitable, Hostaway
- Modular presence in booking lifecycle
- Veriff for identity check
- Payment partner up until now Acquired. Recently started out with Stripe to check if UX improves and less people drop out of the funnel
- Product is not happy with current dashboard UX. New platform will be called KYG.
- Triple funnel:
- Guest experience funnel
- Host commercial funnel
- Resolution funnel
- Wilbur is the name of the admin panel
- Athena is a screening as a service to allow PMS like Athena
- Business
- Waiver is the top product: 52% of revenue
- Revenue guest fee (user pays for screening) : 5% of revenue
- SaaS fees (Host pays for screening): 34% of revenue
Ben's opinion on most critical stuff:
- Improve the invoicing/finance reconciliation so that the Finance team works efficiently.
- Scrum vs Deadlines. Culture clash? What's Ben Robinson take on it?
Some of the files Ben guided me through:
- 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 : <https://guardhog.sharepoint.com/:x:/s/Guardhoggroup/EZXCzc8ftM5JrOm43UpCh5QBrB05Rrq6MDJ7-j-B8pjHJQ?e=4o4JnG>
- Data used in Finance : <https://guardhog-my.sharepoint.com/:x:/g/personal/ben_cotte_superhog_com/ERZWA02zJlxAi8akJmzVz40BQ3sjwARt1EYUnP6Y4-sbZg?e=maj0dU>
- Data used in Product : <https://guardhog-my.sharepoint.com/:x:/g/personal/ben_cotte_superhog_com/Ed1Wt4-T-9FIodoJEkmYUzMB3VzalxzPTsiYcrQOm1ik1g?e=qZhW9Z>
- Invoicing Process : <https://miro.com/app/board/uXjVMirYfDg=/>
And that's it for the first day.
# 2023-11-28
- [X] Get access to slack
- [X] Get access to miro
- [X] Get access to Notion
- [X] Get access to productboard
- [X] Get access to Sage HR
- [X] Get access to Keeper Security
- [X] Set up profile pic
- [X] Send a hello email
- [X] Book time with Ben Robinson
- [X] Book with HR (Nicky)
- [X] Book time with Matt (Operations VP)
- [X] Lourdes, Louise, Clay
- [X] Elaine (Finance)
- [X] Leo (Sales)
- [X] Set up profile and other thingies in Sage HR
- [X] Learn what employee benefits do we have -> None
- [X] Get access to Confluence
- [X] Ask Nicky (and Ben Robinson?) about IT equipment policy
- [X] Get hold of company themed office templates
- [X] Time with the rest of the IT crew? -> Gus
- [X] Get access to Norskken house -> Should have news by 30/11
## Meeting with Matt
- What falls under your domain?
- What's your story here?
- What's in your agenda right now? What are you working on?
- What would you ask of me? Letter to Santa
- My vision on the data team
- Help owners of data help themselves
- Help build those things that go across systems and departments
- Expect soon: Data Catalog, more discussions to include you in a backlog
- What systems are your teams relying on the most
- What data would you say you own
- Joined in September 2023
- Before: COO Largest property management company in the UK
- Manage:
- RevOps
- Marketing
- Sales
- Account Executives
- BDR
- Customer Services
- Account Management
- Resolutions
- Guest services
- Business Systems
- Systems across his own teams
- Learning and Development to deliver onboarding and training for all teams
- Doesn't look after
- Tech
- Product
- Finance
- Legal
- HR
- Challenges:
- Lack of data management
- Too many systems, too many databases
- Lack of data to get his work done
Who to meet:
- Alex (Business systems)
- Lianne (Business systems)
- Leo
- Beth (Marketing lead)
![img.png](images/revops_people_map.png)
Systems:
- Hubspot
- Dashboard? KYG?
## Meeting with Nicky
- Sage HR
- Holiday requests get managed there
- Bank holidays
- Holidays can roll over until March of the next year
- Birthday off
- Weekly Timesheet must be filled
- Additional IT equipment
- Ask Nicky
- Benefits?
- Nothing at the moment
- Where to check payslips?
- Comes through email, sent by the company that takes care of payroll
- Bonus: same yearly cycle for everyone, individual based, how does that work?
- February/March it gets defined
- April it gets paid
## Meeting with Ben Robinson
- About the teams
- Structure of the engineering team
- Going from one large team to squads
- Got 1 squad up and running (PMS - Karim)
- Dashboard squad
- Ray (APIs)
- Goal is to have 5 squads with 5 team leads
- Infra? Each team
- Main communication channels
- Who to go to for what
- Ben or Gus
- Accesses
- Azure Devops
- Git
- Confluence
- VPN?
- User for staging environments for "Dashboard" and "KYG"
- IT support
- All through Teams?
- Difference between quick ticket and regular one?
- IT equipment requests?
- Nicky or Kayla
- Perhaps
- Productivity tools
- Slack vs Teams
- Confluence vs Notion
- Devops vs Product Board
- Originally it was only Teams and Devops
- Shadow IT
- Hope
- Architecture overview
- Explainer
- Multiple applications, APIs and databases
- Databases
- 1 Main SQL database -> Core
- 3 NoSQL cosmos databases
- resolutions
- athena
- claims
- Hubspot
- CRM
- Email campaigns
- Discussions on single source of truth against
- Accounting tool
- Current tool is Zero
- Ben is with me, not too many things on that tool
- PowerBI
- There are some dashboards with data models
- There's a few SQL models
- Mostly owned by Alex Anderson
- Documentation
- Ben sends my way
- VPN? Will you give me keys for cloud account? Infrastructure? Who can I reach out to for infra requests?
- All azure
- Ben and Gus are taking care of infra across all squads
- Devops on the head hunting list
- Your opinion: technical debt
- Current engineering culture
- Your point of view
- Ways of working
- scrum, 2 weeks
-
- Accesses
- Devops
- Confluence
- DMZ
- PowerBI
- Docs
- Set up some time with Ben and Gus
# 2023-11-29
- [X] Get access to Azure Devops
## Meeting with Elaine
- Who's who
- Who to contact when in need
- Main processes
- Which systems
- The terrible invoicing processes
Everything is manual
Data is terrible
Invoicing
Invoicing
- 1st day of the month excel reports from Ben
- PMS are charged for their services
- listing fee and booking fee, Ben pulls it from Dashboard
- pricing structure isn't great: structure in the dashboard doesn't work well for billing and accounting
- Then calculate waivers
- credit note
- Pay the hosts
- Can't trust dashboard or powerbi, need to reconcicle with financial statements
- Lots of manual payments through Stripe because payments fail
- Several VATs, depends on customer country
- Several currencies
- Jamie Dison
- Rely on master spreadsheets
- Pull data from
- PowerBI
- Zero
- Dashboard
- Data is not correct
- Lack of currency conversion
- Also pulls data from Hubspot
- Why does PowerBI not match financial reports?
Accounting alternatives:
- Oracle Netsuite
- Sage Intact
- Iplicit
Actions
- [ ] Book some time after new years eve to go through the accounting process
- [ ] Go through Ben Cotte's documentation
- [X] Say hi to Jamie
- [X] Request any other docs that I should check
- [ ] Put it on my list to judge iplicit as an accounting solution with my data lenses on
## Meeting with Andrew
- General direction. 2024 company goals. What's the philosophy? Growth? Quality?
- 3 main goal lines
- Make current operations work properly now that we have resources (backfill). Andrew's opinion is they were understaffed for long and that explains why things are not working out smoothly.
- Grow
- Through direct selling (business as usual)
- Integration with PMSs to white-label the solution and turn them into sales funnels
- Crazy R&D ideas, mostly around Guest-centric services
- How do you envision my team, who do I report to?
- Data is not a squad, it's cross functions
- Serves both Ben C and Matt, but with different styles
- We rely a lot on engineering and Ben R, so we need to tag along nicely and they need to keep us in mind.
Elaine leaves mid february.
Amanda joining and taking care of the financial processes and bookkeeping until a finance director joins in.
End of march is end of financial year. Next year books will be on Iplicity.
Actions
- Andrew is very concerned about the invoicing process and the choice of accounting tool and now I understand why. If any of those two, are not worked out properly, they will lead to a very nasty situation. I need to judge my role in those fast and get evereyone aligned.
---
Stuff we couldn't go through, let's discuss next meeting:
- Is the P&L somehow decentralized?
- How do you and Humphrey split responsibilities?
- Things I've liked so far
- Good attitudes, good spirit
- Product is clear
- Lots of room for improvement
- If the product is making money with the current simplicity, we can surely do better
- Engineering culture seems great
- Data is in a bad shape, I don't have data
- Things that concern me
- "Quick", "all out" attitude. Are we gonna spend too much time in the red part of the rev
- Threat 1: Scaling
- Threat 2: Add complexities through new products
- Systems are growing uncontrolled, this will bite us in the ass soon and will hurt people's work
- The huge proportion of new joiners is going to be a cultural challenge
- Data is in a bad shape, I don't have data
- What do you think about my plan?
- Couple of weeks listening in
- Ceremony to kickstart the team
- Team proposal
- Backlog
- Building out our infrastructure as well as working on hot things. Balance between immediate stuff and building for the future
- Is there something that concerns you? Anything you are scared of? Any issue that keeps you up at night?
- I'll be eager to grab a lunch or to hear more about both you and Humphrey. I care about the plans at the top, it's one of the main reasons I'm here and not at a big corp
## Meeting with Clay
Onboarding and PMSs
- Every host gets manual onboarding. This is a pain point
- Goals:
- Hopefully we get it fully automated. 100%.
- Clay fully takes care of PMS integrations. The most relevant bit of this happens to be managing onboardings, since there isn't much trouble once the integration is done for each PMC.
Around 27 integrations currently
Most importants: Guesty, Rentals United, Hostfully, Lodgify, Hostaway
PMCs
Tradeoff between building on PMS that have a lot of clients, and PMSs that have a lot of clients with Superhog
Functions of a PMS:
- Shared calendar for listings across all channels
- Integrated revenue
- Integrated communications between customer service and clients
Payment step: screening, waiver, damage protection plan
ALL BOOKINGS GET A SCREENING, NO MATTER WHAT SERVICES THE PMC HAS HIRED WITH US
Who's your tech lead? Kareem, Egypt team. Good vibes.
How do you feel about your engineering team? All good, no complaints.
Documentation or videos? Would be good for you
<https://www.notion.so/knowyourguest-superhog/Onboarding-Simple-Step-By-Step-4c128d32313e4d22aceb6bceedfdde20>
# 2023-11-30
- [X] How to book rooms?
- [X] Get access to staging environment for backoffice app
- [X] Receive access to hubspot from Alex A.
- [X] Get access to these maps
![img.png](images/norskken_3rd_floor_map.png)
- [X] Book some time with Alex Anderson (Business Systems)
- [X] Book some time with Lianne Foster (Business Systems)
## Meeting with Alex Anderson
- Overview of your scope
- He comes from marketing, is now in operations
- Goal
- Make processes as efficient and replicable as possible. Get things to scale
- Sits a lot on product talk
- Revops
- Sales, Marketing, Customer Service, Account Management
- Alex vs Lianne
- On the same level, they split on departments
- Alex more on tech and systems, Lianne more on business teams
- Current systems and processes being used
- Could you get me access to check them out?
- Reports/Spreadsheets/PBIs/?
- In-hubspot dashboards
- Exports into CSV and doing some wizardry and upload in PowerBI
- Current pain points
- No disaster incoming
- Resolutions is extremely in the dark
- Can you somehow give me access to Hubspot? No touchy touchy
- Where do you organize documentations
- Notion for the most part
- Work in progress
## Meeting with Lou Dowds
- What is your kingdom?
- Right now: Dashboard Squad, Guest Journey (will have a dedicated PM soon)
- Everyone in Superhog is using the admin panel for different purposes
- Also KYG-lite, which will eventually also lead to KYG-pro, but it still doesn't exist
- Tell me about the business processes underlying your products
- How does success look like for your products?
- Confusing conversation
- What systems are currently part of that?
- she reads only hubspot reports, like NPS
- Mostly dashboard
- Mix Panel
- What data are you using currently?
- What metrics do you have currently vs what metrics would you like to have?
- Is there anything you would hope from me/data team?
- Have operational data in PowerBI to better understand product
- Any fires we need to put out
- Finance Invoicing
- Manual payment re-tries through hubspot
Documentation:
- Product Map
- Mix Panel
% of resolutions over bookings? No clue
Things shared by Lou after the meeting:
- Products map: <https://miro.com/app/board/uXjVMptTSNY=/>
- product management at SH <https://www.notion.so/knowyourguest-superhog/Product-Management-at-Superhog-c8e6401f2e8e4383a9a9f4a7c5a3443b>
- Mixpanel: invite sent. Note we’re working out a bug at the moment which is blocking us from judging our accurate usage and moving forward with upgrading to the paid version/using it properly!
- Tracking plan: <https://docs.google.com/spreadsheets/d/1is51GMOQ9OLu-a8Qer9dO1agubmmoLlh1eOG06l8qN8/edit#gid=1484002407>
- KYG planning: <https://www.figma.com/file/yk9ya1xzpyrbWkYE4ZtQdN/KYG-Planning?type=whiteboard&t=ViaF9ybd014L6ajn-0>
- User insight hub: <https://miro.com/app/board/uXjVMphxQwY=/?share_link_id=656862783808>
- Product tour video incoming soon!
## Meeting with Ben C
- A few notes on what I've seen so far (see list in Andrew meeting notes)
- My first impressions on what we should build
- There is a need for:
- Business as usual operational metrics
- Analytical capabilities in exploratory endeavors within product
- Business overview / Top management reporting
- But, what should get priority?
- My opinion on the invoicing nightmare
- I'm worried about only having two cycles to play around + Elaine leaving. I dislike this being the first thing to jump to, but I think it will have to be so
- I'm afraid untangling this doesn't look like only a data issue and it's going to be complex dancing altogether
- Ben thinks there is indeed a high level of complexity, which is natural due to the way the bookings and money flows work and due to resolution process
- The issues with payment problems and manual retries are also part of the issue. The current dual payment providers situation is part of the problem.
- Ben has a very good acceptance of the fact that product changes in dashboard might be required to get this in good shape.
- I see a general pattern of shadow IT and short-comings in Dashboard being tackled with system+organization patches everywhere. This will bite us back eventually (is kind of already)
My vision on first deliverables:
- Plan on how to organize data team
-
- A proposal on growing the team, people wise
- Data Catalog and Systems map
- A backlog with first projects
- [ ] Receive from Ben videos on
- [ ] Product weekly
- [ ] Miercoles catchup de producto
- [ ] Tech dailies
# 2023-12-01
- This I'll buy myself
- [X] Basic set of cutlery to keep in our office <https://www.amazon.es/BEWOS-cubiertos-cuberteria-inoxidable-Lavavajillas/dp/B0BZXZJ31Y/ref=sr_1_10?__mk_es_ES=%C3%85M%C3%85%C5%BD%C3%95%C3%91&crid=13L3AVL2USBKQ&keywords=cuberteria&qid=1701420382&sprefix=cuberteria%2Caps%2C131&sr=8-10&th=1>
- [X] A few locks for lockers to make life easier for new joiners: <https://www.amazon.es/Combinacion-Diyife-Impermeable-Archivadores-Herramientas/dp/B08Y6D1Y38/ref=cs_sr_dp_n?__mk_es_ES=%EF%BF%BDM%EF%BF%BD%7D%EF%BF%BD%EF%BF%BD&crid=8ESI3Q3APIBJ&keywords=candado%2Btaquilla&qid=1701419900&sprefix=candado%2Btaquilla%2Caps%2C104&sr=8-6&th=1>
- [X] Share onboarding list with Ben C.
- [X] Open ticket for broken chair
- [X] Sit down with Lourdes?
- [X] Start the Data space in Notion
## Meeting with Ben R. and Ben C
- I propose
- Notion for Data team homepage (not for heavy, internal technical docs)
- New project in devops, one board, as many repos as needed in there
- We go for space Notion
- We go for space Confluence
I include myself in Superhog devops
- try to follow naming convention for repos
- I can create repos and boards freely within the project
## Emergency PBI release call with Ben R. and Lawrence
- Loads of tables
- Views specific for reporting
- Good idea with decoupling
- Denormalized
- Direct transactional server queries. Load doesn't seem to be a problem for now.
- Not overwhelming
Server and database are parametrized in the workspaces and automatically picked up.
Are there any instructions to set up a local environment for the Superhog SQL database?
- [ ] Documentation on how to change and release PBI changes
- [ ] Documentation on the reporting views
- [ ] Documentation on setting up local environment of superhog SQL db
## Meeting with Lourdes
- What is your kingdom
- Resolutions
- Different for waiver and DPP
- Scope begins when the host raises an issue
- Teams and processes under your products
- Resolution Center on Dashboard, visibile by hosts. But big PMCs that come through integrations use emails or forms. So no that useful.
- Airtable used as backend to handle this, but everything is very manual
- Planning on managing processes through Hubspot.
- Elise is the manager, Chloe will step in when Elise leaves for maternity. About ~6 people in total.
- Systems and data
- Completely in the dark regarding metrics and analysing their processes.
- Current tools:
- Spreadsheets in Airtable
- Forms
- Dashboard Resolution Center
- There is some PBI report hidden somewhere, feed with manual data.
- Tech team
- Adam
- Tetiana
- More people on the way
- Santa Claus
- Any fires?
- Duct tape, but things are working.
She has BI background.
- PBI
- Analyst profile
- SQL
She led Analytics Products in Aircall.
Keep me in the loop.
Collaboration for Data Sources and Data Catalog.
PBI report.
Can I access Airtable?
# 2023-12-04
- [X] Start a Data Board in devops and stop using this for non-personal tasks
- [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
- What is your kingdom
- People, processes, systems, data
- Any terrible painpoints atm?
- How do you split responsibilities with Alex?
- Lead customer service (Philippines)
- Also did some Account Management
- Matt poached her for Business Systems
- "I love documenting things"
- "Alex is more the leader"
- Customer Service (Guest) + Account Management (Hosts) + Sales + Resolutions (eventually)
- 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"
# 2023-12-05
## Dashboard tour meeting
- Dashboard
- Listings tab: shows listings
- Verifications tab shows all verifications.
- Emails tab: PMCs can customize the communication templates to style them with their own branding and details.
- Resolutions tab: well, for resolutions
- Account tab: the details of the PMC account can be modified here.
- Verification Journey
- PMCs can generate verification requests manually and send them to the guest through any kind of communication channel
- The page is "flexible": the steps the guest goes through will be different depending on what features
- Once the guest provides details, he exists in our database
- KYG Lite
- Light version of the dashboard
- Unpaid service to catch small fish
- Right now, only available for Hostfully PMCs
- Direct API integrations
- DACK, Enso-connect, OTA (Online Travel Agency)
- E-deposit
- Uses Athena API
- Currently only live with Guesty PMS
- No customer contact, direct service without signup
- Internal Admin Dashboard (Wilbur)
- For Superhog employees
- Can be used to set the Account Settings for any of our customer accounts
- Guest dashboard
- Will be discontinued
Is the backend of KYG-lite 100% the same as Dashboard? Same backend yes.
Difference between Athena/e-deposit vs Direct API integration?
Is Accounts the only relevant tab on Wilbur?
- Couple of useful reports
- Resolution admins view
READ THE PRODUCT MAP and the Superhog features
Do I have access to KYG-lite?
# 2023-12-07
## Express meeting with Matt
Map customer journey
- [ ] Sharing board
- [ ] Sharing with Product team
# 2023-12-11
- [X] Pick up Amazon package
- [X] Buy milk bottle for Superhog: <https://www.ikea.com/es/es/p/korken-bote-tipo-botella-tapa-vidrio-incoloro-50541374/>
- [X] Announce lockers
- [X] Manage to read from CORE
- Instructions:
- VPN <https://guardhog.atlassian.net/wiki/spaces/DEVELOPMEN/pages/92831745/How+To%3A+Configure+the+Azure+VPN+Client+to+talk+to+the+SQL+Server+Jump+Box>
- DB <https://guardhog.atlassian.net/wiki/spaces/DEVELOPMEN/pages/93159433/How+To%3A+Connect+to+SQL+Server+via+the+Jump+Box>
- I'm stuck at the RDP permissions
- I also need authorization to read the credentials
## Product Weekly
- Lourdes
- She will be doing interviews with resolutions and account management
- Will Airtable live long enough that it needs to be documented?
- Louise
- Get invited to check Mixpanel afeter Louise fixes existing issues
- Me
- Last week
- Finished my first round
- Started Data Catalogue, Confluence, etc.
- This week
- TMT and Data kickoff
- Get hands-on with Robinson, Hubspot, Finance
- Keep building Data Catalogue
- Questions
- Lourdes, Airtable docs, is it worth it? Yep.
- Do we have a job description?
- Veriff integration?
- Share link Notion and Confluence
- <https://www.notion.so/knowyourguest-superhog/Data-Homepage-0ac0a2e52a8940c7ba4f31e5ffcc33e8?pvs=4>
- <https://guardhog.atlassian.net/wiki/spaces/Data/overview?homepageId=152731908>
# 2023-12-12
- [X] Say hi to Amanda
## Meeting with Ben C. around Product Ownership in Data
My briefing to him:
---
The Data Team is going to be a slightly different squad with a few members capable of doing technical work and building stuff. As all squads, is going to have a limited capacity and an infinite demand. Hence, like any other team, we will have to build a backlog, groom it, and prioritize it.
Because of this, I strongly believe that Data requires Product Management and its mindset. I’ve seen many companies fail at this, providing PO to most squads but not to Data “because it’s different”.
Nevertheless, I think Data it’s truly different. I think Product Management looks a bit different for Data than it will for the other tech squads for the different product domains. This is because of things like:
- In my experience, building data products like dashboards or one-shot, adhoc analysis is very different than building “regular” software products. There are commonalities, but also quite a few differences.
- There is a lot of foundational work that is necessary, yet doesn’t really fit nicely into one single product (like grunt work in the guts of a Datawarehouse, which is necessary to support many different reports for many different areas).
- The cross-functional nature of the team means that it has many different clients with different needs. This is challenging from a product management POV because you are fighting a multiheaded hydra.
- Data is less free than many other tech teams because it depends a lot on existing systems and teams to build it’s own stuff. We build on top of other’s work, and so have to manage these dependency relationships.
Those where some thoughts. All of this leads me to ask myself:
- Should there be a dedicated PM for Data? Is this an impossible task because it’s simply too much for a single brain?
- Should instead all PMs be able to add stories to Data’s backlog? What about needs that go across domains/teams? And about areas that don’t have a PM (like Finance)?
- Perhaps Data should have multiple backlogs? Or perhaps it’s an overkill?
- Should I simply act as the Data PM for now? How sustainable will that be?
I’m asking myself these questions because:
1. Well, it’s an important topic, it should be well thought and I think your take on it is vital.
2. If there are headcount implications, we need to agree on them and get things rolling. Whatever we decide, I would like to bring to the Data Kickoff meeting on the 14th.
---
Ben:
- Internal Data team manages internal work independently
- Important need for a roadmap
- Product Board: make a data roadmap there
- Data Analyst with a strong product view acting as a product owner
- Begin with 3 and add more by justifying with a roadmap
## Meeting with Andrew about headcount
My notes:
---
Hi Andrew,
On the Data kick-off meeting for the 14th, I would like to present some plans in terms of what the data team should look like, people wise. I think it would be unwise to wait until then to show my cards, because hopefully that meeting is more about aligning visions that about discussing a lot. So, I would like to share my current thoughts to see how they align with yours and with overall budget/headcount constraints and plans.
@Ben Cotte, @Ben Robinson also looping you in for transparency, feel free to chime in.
My thoughts:
- I think there is a lot of Data work to get done (which is great news because it’s a lot of good coming for the company).
- I’m obviously not gonna get much done on my own. I see backlog for a nice 4 heads (including myself). I would look for another Data Engineer and a couple of Data Analysts.
o The additional Data Engineer would be more on the strong code, modelling, infra side of things. This is important because we have a lot to build in this area, and because solely relying on me is a terrible idea for many reasons.
o The Data Analysts would be sitting closer to Product/RevOps/Finance/etc, working on top of.
o Nevertheless, there is some degree of overlap between the skillset and capabilities of both profiles, and I would like to get people with a good multi-hat attitude for these early stages.
o I would also be in favour of going for experienced profiles at this point. I don’t think this is a good time for someone to learn on the job. More junior profiles might provide better value/cost when the team is more mature and things have settled a bit.
- BTW, I’m aware there was an open search for an experienced analyst but, from the lack of news, I’ve assumed that’s not progressing or at least not close to completion?
- Besides this, I see the need for some extra work to be done in Product (somehow closer to Ben C.) and Infrastructure (somehow closer to Ben R.) The lines here are fuzzy. This doesn’t need to necessarily be part of the Data Team strictly speaking, but the Data Team will need some of this. I’m planning on discussing with both Ben’s next week to align.
So, converging, @Andrew Boldt:
- Does this make sense to you?
- Is going out and hiring 3 extra people now aligned with what you are planning/willing to invest in Data?
Please, feel free to provide feedback and tear it to the ground if necessary. We can sit and talk whenever if needed. I would like to have some, even if it’s rough, we have agreed on for Thursday.
---
- Thursday plan
Senior Data Analyst (the brains: sitting closer to the business)
Let's adjust the third position depending on what we find for the Senior Data Analyst
For the meeting: Matt Ben Ben Andrew
Humphrey is just flying around
Leo goes off the hook
## Surprise meeting with Iplicit
We meet with Tim Coles.
My points:
- API seems rather limited. Are there any other export systems? Couldn't find anything in the documentation.
- Integration plugins with any data sync tools like Fivetran, Airbyte, etc.
---
Reason of the meeting: what would the implementation project look like:
1. Contract signed, no resources assigned until that happens
2. Kickoff (couple hours)
3. Solution Design Meeting (a few hours)
- they help us determine how to configure Iplicit
- Someone to handle integration
- PID -> Document with the outcome
4. Sandbox environment
- Start moving data
5. Training and testing phase
- Training over Teams
6. Go live
7. A bit of extra support from their side afterwards
- Can I have some material on Data Migration
- Do we keep sandbox environment?
Andrew expects me to take care of this Data migration.
Andrew: "We will import data to Iplicity on a monthly basis"
Some thoughts:
- Exporting data out of Iplicit doesn't seem very important. We are going to end up doing the billing and charging logic outside of the system and then dump it in through the API, so it will be out anyways.
## Meeting with Beth
- Marketing website
- New strategy atm
- More aligned with Account Management and other RevOps
Email marketing
Hubspot
- I don't have a full picture of customer lifecycle
- See details on active user in Dashboard
- Integration between
- Number of guests that we screen, screen funneling
- CLV
Her Santa Claus list:
<https://docs.google.com/spreadsheets/d/1xpaEaDvOO69gxsSNYpYT8z0yFzF3iuIe/edit?usp=sharing&ouid=104451810415666214282&rtpof=true&sd=true>
# 2023-12-13
- [X] Get a locker
- [X] Get a lock for my locker 760
## Meeting with Amanda
- How are you going to organize work in the finance team? Should I go to you or Elaine?
- Situation is up in the air
-
- Invoicing process
- I'm here to help with the data side of things
- Besides, I have an interest in Stripe and Acquired, Data wise
- Can I steal Jamie freely, should I channel it through you?
## 14th Presentation Notes
Goals
- Project that I'm in control
- Impress with my calm and thoughtful planning
- Secure my headcount
- Secure my rights over other teams
- Ensure my vision is shared by the TMT
Script
- Agenda
- What I've seen
- What I propose
- Next actions
- Discuss, debate and agree
- Past few weeks
- I've been doing my little tour
- I've started working on cataloguing our data and data products
- Diagnostics
- General vibe: we are in a sweet moment. The child is turning into a man, and we are starting to see some cracks in his clothing (Hulk picture)
- Concerns
- Operations issues: non-standardized process, hard to measure, hard to improve on
- Product issues: common-sense is the only driver, no analytical approach. No mature pricing strategy.
- Sales: nose driven methodology. Lack of basic data to drive marketing and sales (CLV, segments, analytics on channels, sales agents performance metrics, etc)
- Finance: invoicing.
- Technology: lack of data infra. People are integrating data with blood, sweat and tears.
- Good stuff
- Product works
- Good tech culture, mature engineering team
- Human capital is looking great to me
- Strong bet on product management feels promising
- Sales is nose driven, but it seems to be a very good nose given the results
- Do you think I've missed any important points? Any disagreements
- Data Team vision
- Responsibilities
- Supervise data across the org: catalogue and document all relevant items
- Build and own infrastructure to service needs that don't fall nicely within anyone's domain: DWH, integration of external data sources, etc.
- Build stable data products: reports, dashboards, APIs, etc
- Provide brainpower for highly complex analysis
- Build data literacy across the company
- Not:
- Own every little reporting need and become a blocker
- Act as a release valve to product short-comings
- Overcome bad process and system designs with miracles
- What does success look like
- Data is easily accessible for those who need it
- We have capacity to build data products with speed and quality
- Production systems run with good uptime
- We have the foundations to attempt more sophisticated projects (ML/AI, advanced statistical and optimization models, etc)
- Powers
- Be involved early when needed
- Impose certain standards on data owners in terms of documentation and practices
- Enforce agreements with upstream dependency owners (Robinson, don't break my columns please)
- Other parts of my philosophy
- We have a backlog, limited capacity and thus we need to prioritize, like any other team
- Not every question deserves being answered
- I'll be annoying on my dependencies
- Tell me if my vision fits what you expect of my team
- Plans
- Short-term (weeks)
- First batch of cataloguing and documenting
- Take control of important reports
- PBI
- Hubspot
- Global KPIs
- etc.
- Assist in the invoicing issue from the data side of things
- Get into important loops to provide the data point of view
- Product design
- Standardization of operational processes
- Company software decisions: stripe vs acquired, new accounting software, etc.
- Perform a first approach at grooming a data products backlog
- Start hiring
- Mid-term (months)
- Build new data products to cover different areas
- Build data infrastructure: DWH, integration solutions, better reporting tools
- Data trainings outside the data team
- Future
- Maintain and scale
- Advanced Data Products: ML&AI
- I don't know what else, I don't like looking that forward unless strictly necessary. Life's just too messy.
- Hiring
- Another data engineer
- 2 Data Analysts
- Seniority. No place for people who don't know what they are doing at this stage. I would rather have a few experienced hands than an army of newbies.
- Some timings and next actions
- Hiring
- Timebox data cataloguing and documenting
- Controling existing reports
- Timebox
- First round of grooming with the different areas to build up backlog
-
## Product Catchup Meeting
Survey - What platform are we using? Hubspot, although the team is tempted about Typeform.
They think exporting data from Hubspot is going to be challenging. The Airbyte conenctor seems to support it though.
- [X] Ask team for job descriptions
# 2023-12-14
- [X] Order RAM from PC Componentes
# 2023-12-15
- [X] Ask Mike for troubleshooting Teams calls issue
# 2023-12-18
- [X] Add RAM invoice to Xero expenses to get it reimbursed
- [X] Review Data Analyst job description and make my short-list
## Product weekly
- Any clarity on Stripe vs Acquired? None.
- Are Hubspot Forms being used right now? Yes.
- What is this Culture index thing? Some peculiar psychological survey. I'm very skeptical on it.
This week:
- Hubspot
- Core
- Finance
## Hubspot meeting with Lianne and Alex
Everything is in the Confluence page.
## Meeting with Ana
- Superhog API (current ugly page will be deprecated)
- Athena
- API Whitelabel, Superhog without the dashboard
- How do you change account settings? How do you see bookings? How do you change configs? How does the customer (Host) interact?
- Will it have a different backend?
She's very confused and not happy with the current set up of the unit. The note feels gloomy.
# 2023-12-20
## Product catchup
- Finishing the first batch of cataloguing (finance will have to wait)
- Drafting the architecture of the DWH but Robinson is hard to catch
- Helping out with the hiring
## Meeting with Ben
he creates a new subscription for me
Follow conventions
He has a plan to move over to a more serious
We create a subscription for data
# 2023-12-21
- [X] Are there any shared folders in Keeper Security where I should be added?
- [X] Yes, a dev folder
- [X] Big official "This is what we will do" Data meeting in 14th December
- [X] Get access to the Data Meeting excel from Ben Cotte
- [X] Review the data exploration efforts made by Cotte
- [X] Push for consensus in Data Analyst job desc
- Discuss with: Pere Rumbo, Olga Vons, Nacho Moreno, Borja Burriel, Alejandro Suarez, Rodrigo Baranda
- [X] Get feedback from Abol and Jaume
## Mixpanel demo
- Snippets of mixpanel code go into our codebase
- Mixpanel charges us per event
- We can check the list of events
- User view
## Mixpanel governance
- Goals:
- Reminder: I don't want to own everything, but I want to help make everything accessible
- Help you make Mixpanel data/insights accessible company wide
- Not annoy you
- Not die myself
- Dangerous due to complexity (Sword)
- We can integrate Mixpanel data into DWH
- Self-contained vs company wide
- Audience factor
- Need for other systems factor
- Cataloguing responsibility
- Suggestion: Schedule clean ups periodically
- Careful with PII, informal POV
## Session with Robinson
- Go through access management for users in the workspaces
- Power BI user access group
- Office 365 managed by Ben Robinson, distribution list (active directory)
- Should be enough to see the apps
- Can I get access to at least see the size
- We can send emails <powerbiuser@superhog.com>
- I can add people to manage access to the workspace
- This is where you add
- Apps to control access
- They are just bundles of PBI reports, we can fine control what goes there
- Research sensitivity labels for PII
- Licensing
- People get PBI Pro, about 8GBP per user and month
- Discussions on not building on top of Core directly anymore
- Go through cycle of modifying a report
- Steps
- Go to sharepoint Tech team
- Pick one of the 5 reports
- Backup through folders
- Download locally
- Work things out
- Pay attention to parameters: live/staging
-
- Team sync, LOCK approach?
- Yes
- Move to Data team sharepoint
- Home IP whitelist for Pablo, confirm office
- Reporting
- Only Alex and Eng Team creating reports
- Consumers:
- Send a PBI
# 2023-12-22
## Pricing call with Ben
![Alt text](images/offering_decision_tree.png)
Duda en pricing
![Alt text](images/pick_your_protection_mock_ui.png)
Contribucion estrategica, no he prestado atencion porque lo operativo corre mas pricas
Personalizacion en funciones del cliente
Engineering tiene que bailar junto a esto
# 2023-12-27
- RAM
- [X] Get RAM reimbursed
- [X] Place new RAM
- [ ] Gift extra stick to someone else
- <https://www.youtube.com/watch?v=xpnyp__qPpM>
- <https://www.youtube.com/results?search_query=ifixit+hp+250+g10>
- <https://www.youtube.com/watch?v=QZ-8kvS3f_Y&pp=ygURaWZpeGl0IGhwIDI1MCBnMTA%3D>
- The screwdriver from framework can also play out as a spludger to open the hp laptop
# 2024-01-02
## Meeting with Alex
- His request
- We didn't discuss Intercom: chatbot for the guest verification journey. Data gets sent to Hubspot as a ticket.
- Name
- Email
- Problem description
- Has a field that helps clearly tell apart the source of the ticket in Hubspot
- We want to know
- Exactly how many people started a Verficiation journey in the UI
- How many people activated the chatbot
- How many people ended up having to open a ticket to request for help in Hubspot
- North star
- Set this up properly with Mixpanel so we can track the funnel super nicely.
- I'll try to come up with these numbers
- Tour around Hubspot reports
- Alex takes care of creating the reports
- Usually use the Custom Report Builder
- Pick up a main object and afterwards select other entities to be joined
- Metabase report style, or just PBI with a closed semantic model
- Most important/used reports at the moment
- Dedicated dashboard for the different departments
- 1 day
- Marketing
- Guest services
- Finance
- Used to export stuff for invoicing
- Weekly
- Sales
- Sales call
- Account Management
- Onboarding
- Account Management (Dashboard)
- Upcoming renewals
- List of onboarding-pending accounts
- Accounts without assigned account manager
- Hesitations (complaints from customers)
- Ticketing stats
- Marketing Dashboard
- Deal origin details
- Discuss weird property fields in Hubspot data
- He will look into those
- Important: we can't change the name of existing properties
## PBI Emergency
Jamie shows me that a PBI report is broken. It's the Client Pay Away Information one in the Payments section.
Once you open it, the main table is gone and an error appears in it saying:
> Something's wrong with one or more fields: (VerificationPayment) ListingFriendlyName, (VerificationPayment) ListingAddressLine1, (VerificationPayment) BookingCheckout, (VerificationPayment) BookingCheckin
I agree with them that I will try to pullout the data of the table manually first and send it over so they become unblocked since they need this ASAP. Afterwards, I'll fix the report.
### Exporting the data
The table is using the following columns from the following Semantic Model entities:
| Entity | Column |
| --- | --- |
| Host | BillingCountryName |
| Host | DealId |
| Host | Email |
| Host | Name |
| Payee | BillingCountryName |
| Payee | Email |
| Payee | Name |
| VerificationPayment | DepositWithheld |
| VerificationPayment | FailedAttemptCount |
| VerificationPayment | IsPayAway |
| VerificationPayment | OrderId |
| VerificationPayment | PayAwayGrossAmount |
| VerificationPayment | PayAwayMinimumComission |
| VerificationPayment | PayAwayPercentage |
| VerificationPayment | PayeeCurrencyIso |
| VerificationPayment | PayeeGrossAmount |
| VerificationPayment | PaymentDate |
| VerificationPayment | PaymentDueDate |
| VerificationPayment | PaymentProvider |
| VerificationPayment | PaymentRef |
| VerificationPayment | RefundDate |
| VerificationPayment | RefundDueDate |
| VerificationPayment | RefundRef |
| VerificationPayment | RetryCount |
| VerificationPayment | Status |
| VerificationPayment | SuperhogGrossAmount |
| VerificationPayment | SuperhognetAmount |
| VerificationPayment | SuperhogVatAmount |
| VerificationPayment | SuperhogVatRate |
| VerificationPayment | Type |
The relationship between the entities is as follows:
- VerificationPayment N - 1 Host (on HostUser)
- VerficiationPayment N - 1 Payee (on PayeeUserId)
There are no significant transformations in the PBI queries.
I composed the following query to replicate what the table is building:
```sql
/****** Script for SelectTopNRows command from SSMS ******/
SELECT
Host.BillingCountryName,
Host.DealId,
Host.Email,
Host.Name,
Payee.BillingCountryName,
Payee.Email,
Payee.Name,
VerPay.DepositWithheld,
VerPay.FailedAttemptCount,
VerPay.IsPayAway,
VerPay.OrderId,
VerPay.PayAwayGrossAmount,
VerPay.PayAwayMinimumCommission,
VerPay.PayAwayPercentage,
VerPay.PayeeCurrencyIso,
VerPay.PayeeGrossAmount,
VerPay.PaymentDate,
VerPay.PaymentDueDate,
VerPay.PaymentProvider,
VerPay.PaymentRef,
VerPay.RefundDate,
VerPay.RefundDueDate,
VerPay.RefundRef,
VerPay.RetryCount,
VerPay.Status,
VerPay.SuperhogGrossAmount,
VerPay.SuperhognetAmount,
VerPay.SuperhogVatAmount,
VerPay.SuperhogVatRate,
VerPay.Type
FROM [report].[VerificationPayment] VerPay
LEFT JOIN [report].[User] Host ON VerPay.HostUser = Host.Id
LEFT JOIN [report].[User] Payee ON VerPay.PayeeUserId = Payee.Id
WHERE VerPay.PaymentDate > '2023-11-25' -- Jamie requested payments after 25th November
```
And exported the data and sent it over to Jamie.
Jamie then asked for more columns (specially, the broken ones):
> Hi Pablo - sorry, is it possible to have a report pulled with the columns that PowerBI is saying 'needs fixing'. So, adding columns for ListingFriendlyName, ListingAddressLine1, BookingCheckout and BookingCheckin for each of those payment.
I extend the query and it turns into the following:
```sql
SELECT
Host.BillingCountryName,
Host.DealId,
Host.Email,
Host.Name,
Payee.BillingCountryName,
Payee.Email,
Payee.Name,
VerPay.DepositWithheld,
VerPay.FailedAttemptCount,
VerPay.IsPayAway,
VerPay.OrderId,
VerPay.PayAwayGrossAmount,
VerPay.PayAwayMinimumCommission,
VerPay.PayAwayPercentage,
VerPay.PayeeCurrencyIso,
VerPay.PayeeGrossAmount,
VerPay.PaymentDate,
VerPay.PaymentDueDate,
VerPay.PaymentProvider,
VerPay.PaymentRef,
VerPay.RefundDate,
VerPay.RefundDueDate,
VerPay.RefundRef,
VerPay.RetryCount,
VerPay.Status,
VerPay.SuperhogGrossAmount,
VerPay.SuperhognetAmount,
VerPay.SuperhogVatAmount,
VerPay.SuperhogVatRate,
VerPay.Type,
Booking.CheckIn AS BookingCheckin,
Booking.CheckOut AS BookingCheckOut,
Acc.AddressLine1 AS ListingAddressLine1,
Acc.FriendlyName AS ListingFriendlyName
FROM [report].[VerificationPayment] VerPay
LEFT JOIN [report].[User] Host ON VerPay.HostUser = Host.Id
LEFT JOIN [report].[User] Payee ON VerPay.PayeeUserId = Payee.Id
LEFT JOIN [dbo].[VerificationRequest] VerReq ON VerPay.VerificationRequestId = VerReq.Id
LEFT JOIN dbo.Booking Booking ON VerPay.VerificationRequestId = Booking.VerificationRequestId
LEFT JOIN dbo.Accommodation Acc ON Booking.AccommodationId = Acc.AccommodationId
WHERE VerPay.PaymentDate > '2023-11-25' -- Adjust with the right start date
```
And send it again to Jamie.
### Fixing the report
The first thing that comes to mind is: is the report broken in staging? I'll go check that out. -> Yes it is.
So, either it has been broken since the last time someone released something, or something in the underlying data model has broken.
I'm gonna check it the PBI refreshes have worked fine lately in PRD. -> They have
Apparently the visual (a table) is complaining about the following four fields not being available in the model. The fields are:
- `Listing Friendly Name`
- `Listing Address Line 1`
- `Booking Checkin`
- `Booking Checkout`
I had this quick conversation with Ben R.:
Pablo Martin
1:26 PM
Hi Ben, I have a little fire (broken PBI report). I was hoping you might have a couple of quick answers for a couple of quick questions that might save me some time
1:26
The broken report is the Payments > Client Pay Away Information. The main table is complaining about some missing fields
1:27
these are the fields
1:27
image.png
image.png
1:28
Do they ring a bell? Could they be related to that little release we looked at last month together with Lawrence?
If we don't have more context or ideas, I will assume these are safe to remove and call it day. If someone comes in asking for them again, then we put the detective hat on and work on it.
1:28
thanks
Ben Robinson
1:32 PM
They were broken some time ago and have been needed to be fixed. Those fields were added into the view a while back as a temp but never persisted in source control so got wiped out. They no longer exist in the view. Solution one remove them from the model and re publish the report without them. Solution two add in the listing and booking views into the exisitng model and map them - this is what we tried quickly but due to the relationship it was not playing ball and we had to abandon due to time
1:32
Happy to walk you through it though.
Pablo Martin
1:38 PM
Thanks Ben. Then I think I'll go the route of simply removing them for now.
Solution two add in the listing and booking views into the existing model and map them
Do you recall how need this for what? I'm wondering on whether to proactively do this or simply let it go to sleep unless someone brings it up.
Ben Robinson
1:42 PM
Alex is aware of it and there was a need for the fields quite a important one but they are working around the issue atm. All down to reconciliation and waiver payments i believe.
Pablo Martin
2:28 PM
:+1: thanks
So I'll go ahead, remove them, and then wait for whoever needs them to bring this back to my attention.
Here’s a rough sketch of the changes lifecycle, from start to release:
- Prep
- [X] Ensure no one else is working on the reports and announce you are going to do it.
- [X] Make a copy of the existing state of the report files, and back it up with the date.
- Build and test
- [X] Make the changes you need on the reports on your laptop.
- [X] Once changes are ready, publish the report to the staging workspace.
- [X] Make all the necessary checks in staging to ensure your changes are working as intended and nothing else broke. This is specially important if you have modified a semantic model that feeds multiple reports.
- Deploy
- [X] Once you feel confident that all is good, publish the report again to production.
- Again, make all the necessary checks in production to ensure your changes are working fine.
- Clean up
- [X] Announce that you are not working on the reporting suite anymore.
- [ ] Make an announcement to the relevant audience about the changes so that people can start using them.
# 2023-01-03
- Hiring
- Chase candidates
- Pere Rumbo, Olga Vons, Nacho Moreno, Borja Burriel, Alejandro Suarez, Rodrigo Baranda
- [X] Ask on hiring front update
- [X] Fix PBI report by removing columns
- [X] Catalogue stuff
- Preparing for Louise
- Preparing for Alex
- [X] Schedule sessions with Ben
- [X] Book time with Ben Cotte
## Product catchup
- We're brushing things on the catalogue
- Small win on connecting dots across Alex <> Louise
- I've been working on Azure
- Finance
- I'm not happy with how things are going
- Hiring
- Ben, what's missing?
- Ask Nicky for Indeed link
- Mac issues VPN
## meeting with Ben Robinson
- Excel spreadsheet automated export with Power Shell
- I need to run this script
- C#
- Code gets the relevant customers´
- Then a lot of queries
- And then put that in Excel spreadsheets
-
Robinson can run it from his laptop because he has punched a hole in the firewall that lets him connect stragith to Core
- superhog-invoicing-console-app repo
## Meeting with Andrew
- He wanted to know how to move forward. He approves of my approach.
- He wants for it to be well-known that we at Data are up and available to help out Finance strongly
# 2023-01-05
- [X] Have a coffee with Jamie
- [X] Prepare ~~kickoff~~ of the untangling
- [X] Send pre-alignment email
- [X] Send invites
- [X] Find 30min with Amanda
- [X] Book more time for untangling
# 2023-01-08
## Product weekly
- Mac issues VPN are now solved
- First go at the catalogue is finished, I'll make a quick announcment
- Azure
- I have Robinson's approval
- Close to finishing up in dev
- Finance
- I'm not happy with how things are going
- Now I am happy
- 4-6 weeks effort starting today
- Also iplicit
- Hiring
- I tried with my contacts but got no interest so far
## Iplicit kickoff meeting
We meet with Kieran May from their side. Project manager from their side. He was an accountant.
Solution design meeting on 17/01. Deep dive in Accounting processes. Full blown detail. Sales processes, purchase processes, financial transactions, bank accounts, etc.
PID Document starts today.
After we create sandbox <- Used for training and also for technical testing. Will also need static master data, we will get templates for loading that.
Workshops. We design and parametrize, work through how we use the tool. Also chance to modify final configs.
User base training with the end users.
Then, UAT before we go live, final sign off.
Production environment gets copied over from UAT. Configs get copied over, but actual books and transactions get deleted so Production stands clean.
After go live, we have support calls still with the implementation team.
After that, we go into support mode.
---
Entities
Guardhog technologies (UK) (has VAT, quarterly, standard not cash-based, GBP is base currency) (<accounts@guardhog.com>) used for a lot of purchases
|
|- Superhog Limited (UK) (has VAT, quarterly, standard not cash-based, has multiple currencies (USD, GBP, EUR, AUD, USD, AED, ZAR)) (<accounts@superhog.com>) used to get all sales
| |
|- Three subsidiaries (US, Spain (has VAT), Australian)
|
|- Guardhog Limited (UK)
We need to come up with codes for the legal entities.
US is not using Xero because it's WIP, no running books.
All entities except Spain close yearly on 31st March.
Monthly reporting.
About 14ish bank accounts.
The whole payslip accounting stuff, we might need to do a template for the Spanish ones.
Offices
- UK, Stockbridge
- ES, Barcelona
- Everyone else is remote
Do we have codes for legal entities?
- Do we have somewhere to check timeline/milestone/status?
- Are we only starting on April 1st live? Yep.
- Do we keep the sandbox env forever? - We definitely keep it for a bit. It costs money, so we should judge if it's worth keeping it forever.
- Currency conversion we need to agree on exchange rates -> Iplicit comes with currency data, we should look into how to load it in the DWH and use that for all reporting so we have a unified vision on exchange rates.
# 2024-01-09
## Call with Humphrey
- Most important stuff
- Invoicing needs fixing and finance needs to be brain-available
- Resolutions needs to stop being a dark, obscure corner
- Lots of improvement operations wise to be more efficient
- Marketing needs data to look at hosts like users (LTV, CAC, active users)
- Pricing can be a massive profit lever if we reach the maturity of insurance companies, we need to aim for it
# 2024-01-10
## Product catchup
- Azure
- WIP
- Finance
- WIP, expected a million stories coming out of this
- Hiring
- I tried with my contacts but got no interest so far
# 2024-01-11
- [X] Ensure sync of all data git repos in DevOps so that Robinson can move them to the new data project
Invoicing Reformation
- [X] Discuss plan with Amanda
- Have her onboard and provide give responsiblity feeling
- [X] Send big email
- [X] Give it a name and let people know that we will work on this
- [X]Send kick-off invite
- [X] Schedule more sessions
- [X] Prepare Notion page with rough plan and status tracking
- [X] Prepare presentation for kickoff
- [X] Start creating gaps in Notion to fill during sessions
# 2024-01-15
## Product catchup
- Azure
- WIP
- PBI is now in version control
- Booking bugs
- Top visual has always been wrong
- Missing dates in master table
- Finance
- WIP, expected a million stories coming out of this
- Resolutions centre
- New app?
- What's the backend?
# 2024-01-18
- Documenting sessions with Ben
- [X] List integrations
- [X] Control PowerBI
- [X] Discuss architecture proposal
- [X] Difference between pricing in Hubspot and pricing in Dashboard
- [ ] PBI
- [ ] Review access management
- [ ] Review change management for dashboards and semantic layers
## Stripe session #1
- Dashboard summary: sometimes it's a bit delayed by one or two days. If you need 100% up to date, go to exports.
- We should explore the payments transactions exports, they look interesting.
- Multiple accounts reporting? Not possible natively, perhaps with plugins.
- Sigma: direct SQL reports on the UI. Seems it's not active in our accounts. Gets charged depending on how many payments are coming into the wallet.
Direct debits, perhaps finance could use this with lower fees?
# 2023-01-22
## Product weekly
- Hiring
- Finance
- Great success
- Elaine happy
- Amanda happy
- Jamie happy
- I'm happy
- Tomorrow we make orphan stories get adopted by someone
- I'll start working on some tools myself for January cycle
- [X] Stripe exports
- [ ] Deposit exports
- Infra/Azure
- [ ] This week I document and script everything out and I'll book some time from Ben to go to production
# 2023-01-23
## Meeting with Matt
- Data quality for Account Managers
- Hubspot reporting
- Alex's role once we have a DWH
- He can work great
# 2023-01-24
## Product catchup
- Finance
- I'm rushing some developments
- We very much need for it to not rot again or it will be nasty
- Lourdes, Stripe, let's get things clean
- Ben R. and I are aligned long term philosophy
- Azure
- Document things this week
- Go to production next week with Ben if possible
- We have a contractor coming along for infrastructure for the next 3 months
- Interview with Jeremy
## Meeting with Leo
- Middleware PBI
- He sends me a list of partners
- I check why are they not appearing in the report
## Product KPIs
# 2024-01-26
## Interview with Jeremy
ETL Role - Informatica
Then Support on ETL
Also doing reporting SAS, SAP BO,
Systems Analyst
SQL with MSSQL and Oracle
SSRS
Tableau
- git
- SSRS
- SQL queries
- Issues with merges
- Doesn't
- postgres
- No
- dbt
- No
- pbi
- He likes quite a bit the DE side
- He prefers the Data Analysis
- Data contracts
- Organizing data consumption
- he suggests kanban approach
- each department has a product owner from that department
- g
- How do you handle unrealistic expectations?
- What are things that you don't like about the current work and that you would hope would be different?
- Not much time to dive into analysis beyond preparing reports. Would like to have more time for free-form exploration.
- Data Quality issues, a lot of shadow-data. With people playing games with Excel sheets.
- Very far away from the business.
- How do you keep business people familiar with the reports and metrics you produce?
- Any times you've seen teams failing and why do you think it happened
- What's the favourite reporting tool?
- Have you experience with ELT?
- What don't you like about your current position/role/responsibilities?
# 2023-01-29
Today's priorities:
- [ ] Invoicing tool
- [X] Data News
- [X] Invoicing Documentation
- [ ] Wireguard
# 2023-01-30
- [X] Invoicing tool
- [ ] Wireguard
- [X] Send December export
- [X] Do update query
## Hubspot x Finance
- DQ
- Pricing
- Payaway percentages
- Consistency across hubspot and dashboard
- Alex will chase people when they forget stuff
- Deal Id consistency
- It's mandatory
-
- Offering and pricing
## Call with Leo
- KYG stuff: please align with Ben C.
- Guesty/Athena/edeposit dashboard
- It doesn't say it's Guesty
- Be able to filter by clients (Guesty, Hopper) for when we get more stuff
- Have more totals easily visible
- Total nights
- Total bookings cost
- Total records
- Include listings data
## Call with Looker
Meeting with Suzanne and Finnian
Suzanne
- Account Manager
Finnian
- Customer Engineer
- Usual infrastructure pattern
- Integrations with AD for permission handling
- Content access on team basis
- Row level access
- Column level security
- Reading from SQL Server
- How does this play with `dbt`
- Migrating from PBI
- How do you compare against Lightdash, Preset/Superset
- Caching options?
- Version control
- Only data models, or also visual artifacts?
- Can scheduled sends be version controled or programmatically defined?
- Can it be integrated with Azure Devops?
- Automatic
- Three layers
- Reporting
- Self-service
- Modeling
- Scheduled email/slack alerts with conditions on visuals
- Scheduled reports into slack?
We are eligible for startup credits. 100K awarded for 1 year team
Stuff I want to read:;
- <https://honeydew.ai/uncategorized/dbt-semantic-layer-vs-looker-lookml/>
- <https://www.rittmananalytics.com/blog/2022/2/1/lightdash-looker-and-dbt-as-the-bi-tool-metrics-layer/>
- <https://www.getdbt.com/coalesce-2020/perfect-complements-using-dbt-with-looker-for-effective-data-governance>
# 2024-02-01
- [X] Invoicing
- [X] Ryan
- [X] Leo
- [X] Invoicing headsup to Stakeholders
- [X] Invoicing backlog
- [ ] Wireguard
- [ ] Create interface for all traffic
- [ ] Document
- [ ]
# 2024-02-02
- [X] Document SH invoicing as Data Product
- [X] Document Stripe reports as Data Product
- [X] DOcument Stripe as a data source
- [X] Try out Stripe integration with Airbyte
- [ ] Set up dbt runner machine in dev
- [ ] Document infra
# 2024-02-05
- Data Catalogue
- [X] Make big announcement + Quick Presentation Video
- [X] Add Stripe reporting as data product in data catalogue
- [X] Add invoicing tool as Data Product
Invoicing Reformation
- [X] Finish stage descriptions
- [X] Drop existing knowledge on inputs
- [X] Drop details on Stripe exports
- [X] Get access to Stripe from Louise
- [X] Clean up knowledge from sessions #2 in Notion
- [X] Clean up notes from session #3 in Notion
- [X] Make E2E process flow diagram and explainer
- [X] Send sessions for next week
- [X] Stripe exports with Jamie
- [X] Dashboard <> Stripe integration with Ben
- [X] Internal review discussion on issues list
- [X] Backlog discussion
- [X] Quick coffee with Amanda
- [X] Phase 1 summary in Notion + Email
- [X] January processing
- New improvements
- Automated Stripe Transaction Exports
- Exchange Rate Formalization
- Automated Stripe Waiver Records management
- Automated Waiver Computation
- Plan
- 29 Morning
- Pablo shares with Jaime new export
- Jamie checks a representative sample of reports and shares errors issues with Pablo
- 29/30/31
- Pablo applies any hotfixes possible
- On the 31st, we decide which new improvements we feel confident about and include them
- 1
- Robinson runs the classic export
- Pablo runs the exports
- Everything gets shared with Finance team
- [X] Equipment
- Bookcase for private office <https://www.ikea.com/es/es/p/billy-libreria-blanco-00263850/> x 1
- Organizers for private office <https://www.ikea.com/es/es/p/tjena-organizador-escritorio-blanco-60395452/> x 4
- Organizers for private office <https://www.ikea.com/es/es/p/vattenkar-estante-escritorio-blanco-20541568/> x 4
- Post-its, pens, pencils, a couple boxes of white A4, scissors, tape, etc
- [X] Bitcoin competencies test
- [X] Organize week
- [X] Marcel afternoon
- [X] Schedule with candidate
- [X] sh-invoicing issue
- [X] dbt runner
## Permissions for dbt user in DWH
- It needs
- To be able to create schemas and operate on them
- To be able to ONLY READ from the sync schema
- Nothing else
Strategy:
- Create a `modeler` role.
- The modeler can:
- Read anything in the database
- Do anything in the `staging`, `intermediate` and `reporting` schemas.
```sql
CREATE ROLE modeler WITH NOLOGIN;
ALTER SCHEMA staging OWNER TO modeler;
ALTER SCHEMA intermediate OWNER TO modeler;
ALTER SCHEMA reporting OWNER TO modeler;
CREATE ROLE dbt_user WITH PASSWORD <password-here>;
GRANT ROLE modeler to dbt_user;
```
Testing
```sql
-- Reading from sync schema should work
-- Create on sync schema should not work
-- Inserting on sync schema should not work
-- Creating schema should work
-- Creating new table in new schema should work
-- Insert data in new table in news chema should work
-- Reading from that new table should work
-- Creating a view in new schema should work
-- Creating new table in schema `staging` should work
-- Inserting data in new table in newschema should work
-- Reading from the new table in `staging` should work
-- Creating a view in `staging` should work
-- Doing anything on `public schema should not work`
```
## Product weekly
- Finance
- They are using things smoothly, success
- Also collecting small details
- Any updates from other teams on this?
- Infra
- Working on it
- I want to go to production this week
- Louise
- Stripe US account almost ready
- Is that going to take waiver payments? Are we synced with finance? What's the rollout plan?
- Yes, all payments in US dollar will go through there from Monday onwards.
- I will receive access to the Stripe US account.
- Who's doing this?
- Louise, but she will hand things over to Amanda.
## 2024-02-06
- [X] Add silly shell script to git repo + instructions on how to deploy
# 2024-02-07
## Product catchup
- Full steam ahead with infrastructure
- Planning on deploying production on friday
- Exploring cosmosdb
- Invoicing
- Moving forward fine.
- Small issues that we will improve, nothing critical.
- I will timebox 4 working days towards the end of the month for improvements and data quality topics
- Data quality and strictness
## Cancellations intro
- Guests can opt-in into cancellation protection
- Guest pays. If he needs to cancel, he does and gets his booking money back.
- We initially wanted to do the nice
- Plays nicely if the host has a super strict cancellation policy, like no
- They will define more reporting needs so we can decide what we implement
- They will loop me in when the database model is being designed so I can provide advice on it
## Invoicing issues
- Several accounts with same hostname, the export files are being overwritten.
- We will find a way to deal with this in next cycle.
# 2024-02-09
## Interview with Barnabas
- git?
- No experience
- python?
- sql/postgres?
- SQL
- Infopool?
- dbt
- reporting/pbi?
- Power BI
- Which tool do you prefer? PBI
- Why?
- "Chemistry"
- Modeling in DWH vs PBI
- Alteryx!
- His example project was a pretty standard ERP thingy...
- "I prefer SQL to Python, but I use python for ad-hoc"
- Data contracts
- Organizing data consumption?
- How do you handle unrealistic expectations?
- Technical vs Business
- What are things that you don't like about the current work and that you would hope would be different?
- How do you keep business people familiar with the reports and metrics you produce?
- Any times you've seen teams failing and why do you think it happened?
- What's the favourite reporting tool?
- Have you experience with ELT?
- 14 years of experience
- SQL
- Python
- PBI/Tableau
- Olympus Portal (show transactions live in POS)
- Specter (self-service learning platform)
- Personalized contextual messaging towards customer for Lloyds
- Tell me more about this
- What was the team like
- What was your exact role
- Migrating from DWH to GCP
- I'll get together with the Ben and Ben and we will be back in touch.
My impression:
- Reading his profile from screen, that wasn't nice.
- Avoided question on technical skills a lot, I'm very unsure about his basic technical skills.
- Very confusing explanations.
- I don't think he can organize company-wide data organization.
# 2024-02-12
- [ ] Last week update
- [X] Send slot to Leo
- [ ] Infra
- [ ] Get service account from Ben R.
## Product weekly
- Got tangled with finance
- Infra is very close.
- Today I'll finish the script
- If invoicing doesn't give me troubles, production should be deployed before thursday
## 2024-02-13
- Infra
- [X] Make E2E visually with Infratest to check everything is connected properly
- [ ] Tear down infratest resource group
- [ ] Deploy the Production environment
- [ ] Last week update
## 2024-02-14
- [ ] Last week update
- [X] Humphrey Excel
- [ ] PRD Infra
## PBI Athena/Guesty/eDeposit
## Leo
- Dashboard stuff, we pipe through Ana
- Host P&L
- Also interesting for Matt
- Income
- Resolution payouts
- Sales/AM expenses
- Relevant for sales, resolutions, guest service
## Manual Payments Stripe Wilbur
- off-guest journey payments
- happens when guests fail at the guest journey and ask for guest team support
- Two ways to get the money
- Payment links
- Invoices
- My desire
- Everything through Stripe
- Always with metadata
- Can't the same links be resent?
## Product catchup
- Finance: silent
- Infra: DWH is live!
- I'll organize several sessions next week to get the knowledge out there (Top mgmt, product+tech+revops managers, company wide)
- This is going to open many doors
# 2024-02-16
## 1 to 1 with Ben
- Happy about
- Invoicing
- Infra ready
- I'm loving the freedom I have, I would like to keep things this way, I hope that I can deliver a lot with this
- Unhappy about
- Hiring, why don't give it another shot with Barcelona in mind?
- Things I want to do
- Discuss Data priorities with you: make a fat backlog and prioritise a bit
- Discuss Data Viceroys line of work
How is Andrew?
# 2024-02-19
## Product catch-up
- Finance plans
- Iplicit
- Ana's story
- New platform company tour
- Stripe payments research
- Discuss with Gus on cancellation backend
## Cancellation data db model with Gus
Cancellation data model open questions/requirements
- How can I know if a certain guest journey was offered Cancellation cover?
- How can I know if the guest accepted/rejected the cover?
- How can I know if the guest successfully paid the cover?
- How can I know what was the cover amount/cover fee/cover percentage/whatever other pricing details the guest was offered? + Currency involved
- How can I know if a user asked for the Cover to be activated (as in, he cancelled the booking and wants his money from Superhog)
- How can I know the status of the payout if the above has taken place?
- What entities?
ValidationSetToCurrency -> specifies what the guest pays for, what the cover is and cover amount.
Verification table holds
- Metadata to Stripe will be pushed as usual?
- All times we offered cancellation
- Appears in verification set
- All times it was taken
-
- Payment details?
- How to check if cancellation was requested
- Story of cancellation settings per listing/account?
- It's unclear whether the amounts and percentages will be set at superhog-level, or account-level
- But the history will always be there for each guest journey, because the cover settings will be in the PaymentVerification stuff, and each VerificationRequest
## Hopper SLA
- Resolution payouts for this customer will have an SLA
- How can we make the resolution agents more independent?
- Paying out from Stripe?
- Queue idea
- Automation comes after
- Automation will require integrating with Treasury strategy finance
- Don't put payment commitments on SLA or we are gonna die
# Now
- [X] Get dbt clean as hell
- [X] Send my notes to Gus
- [X] Review CVs from Ben https://docs.google.com/spreadsheets/d/1TT51k8cjEAOQaOw2LcpG-hLQrJNstD_L2TRN0oxlOSM/edit?usp=sharing
- [ ] Do Ana's stuff on PBI
- [X] Plan holidays
- Data docs
- [ ] Airbyte page
- [ ] DWH Page
- [ ] dbt model page
- [ ] Platform page
- [ ] PBI page
- [ ] How to access VPN
- [ ] How to set up dbt project
- Data Papers
- [ ] Create section in Notion
- [ ] Create template
- [ ] Add first paper
- [ ] Make announcements
- Data Catalogue
- [ ] Add CosmosDB to data catalogue
- [ ] Add DWH to Data Catalogue
- #13121
- [ ] Get access from Ray
- [ ] Set query parameters in the athena thingy
- [ ] Add the new tab with totals
- [ ] Ask IT for <data-team@superhog.com> mail
- [ ] Place this in Backlog: <https://superhogteam.slack.com/archives/C06A52YUDM1/p1702557374922989>
- [ ] Story about checking for accounts with no deal id
- Data literacy roadmap
- Data consumer
- Anyone who requests it
- Report builder
- Who can manage PBI (Louise, Lourdes, Ben C., Alex, Dagmara, Jamie, dev team)
- SQL Writer (Sandbox, reporting layer)
- Who can write SQL (Lourdes, Ben R., dev team)
- DWH Modeler
- Me, other Data team members
- Engineer
- God mode access
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