- Created by Vidhyadharan-ext, Vaishna on Jun 30, 2023
Initiative brief
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* Required information
Project details
Phase |
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|---|---|
Status | IN PROGRESS UNDER REVIEW APPROVED NOT APPROVED |
Start Date | Enter the starting date of your initiative, by clicking on the calendar icon bellow - when you started to work on different step of the initiative
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Initiative name ID Provided by DT PMO | QlikView Decommission - CRM Dashboards |
Description of the initiative | The CRM Dashboards (including CRM Analytics, Quality and Sold & Pending) provide commercial reporting for all GBUs to Solvay Leadership, Transformation Center GBU Leadership and GBU Management. They are built on the QlikView technology platform. QlikView will be decommissioned at the end of 2023 by the supplier and the KPIs which are delivered via this platform require migration to avoid disruption to critical business processes. There are currently ~1100 active users accessing the legacy platform. This initiative is designed to support their transition to a new platform. This project is a technical migration of essential KPIs in their existing format. In order to minimize the demand on resources, improvements and refactoring will be planned for follow up projects. The allocated budget for this initiative is 300k€. |
Domain & Product | |
Requested Domain Journey / Platform |
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| Involved Domain Journey/ Platform |
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Initiative Ownership | |
Digital Technology Partner | @ |
Product Manager / Service Delivery | Todd Antonellis Product Owner Rachdi, Donia Service Delivery Manager |
Roadmap & Key objectives | |
Roadmap |
3. ENHANCE the Business |
2023 Digital Technology Key objective | The primary objective is to preserve business continuity with minimal demand on resources by performing a technical migration of CRM Dashboards to Qlik Sense and onboarding of users before the end of 2023. Specifically:
The secondary objective is to also enhance the Commercial Opportunity capabilities to realize the dashboard essential requirements as defined by the Transformation Office. Specifically:
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Priority | P2 |
Phase 1: Envision - High level initiatives
Do
Create Envision brief if the initiative is part of the validated roadmap
- Highlight roadmap value
- Request a budget for Strategize if you need one
- Security scoring
- RADAR/SENTRI
Don´t
- Request platform resources if the business capability is already identified and clear
- Write portfolio epics, epics and user stories
Identify squad resources
First, let´s start with the Problem space
1.1. Reason
* Why is this initiative proposed today?
QlikView has been declared an end of life product by the Editor (Qlik). It is scheduled to be decommissioned at the end of 2023. If not done, ~1100 users across all GBUs and several corporate functions will lose access to high priority commercial data including financial, sales, orders, forecasted volumes and customer quality. We propose to migrate the impacted KPIs to Customer 360 where possible. To protect the performance of Customer 360, we will migrate Opportunity KPIs to a new Qlik Sense application ("Opportunity Dashboard") and the CRM Quality KPIs to a new Qlik Sense application ("Customer Quality Dashboard"). To minimize competition with PO2, we will not implement the new data architecture (Data Lake) because there are insufficient resources to do so in 2023. We will not migrate to Tableau because migrating Qlik Sense reduces demand on resources and reduces competition with PO2. We will not perform enhancements requested by users in 2023. Instead we will prepare project briefs for refactoring projects to be considered for the 2024 budget. |
1.2. Benefits
What are the new capabilities expected?
This will be a technical migration of essential KPIs from an end of life solution (QlikView) to the supplier's new technology (Qlik Sense), which provides improved overall user experience. The Opportunity KPIs will be improved by the addition of Realized Sales data to help the business monitor the accuracy of opportunity forecasting. |
What will it replace? Is it a new solution or an existing one?
QlikView KPIs will migrate to 3 Qlik Sense Applications
Specifically:
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1.3. Target users
Who are the future users?
Commercial, financial, quality users across all GBUs, all BUs and in all regions. Data is collected by users to provide accurate forecasting to Solvay and GBU leadership and supply chain. |
What is the number of users impacted?
| 1100 |
What about the Business Needs?
1.4. Value proposition
What is the value of the initiative?
Business Continuity: ensure continued access to business KPIs used to forecast revenue and demand and monitor the processes related to customer orders. Prerequisite for the decommissioning of QlikView: Saving 137K for DT Platform but total 211K € for Solvay (Servers costs) |
1.5. Business goals
How does the product / deliverable align with the business goals?
| The product is an as is migration of the current business tools that measure review, demand and monitor commercial processes. Data from by these dashboards is shared with LT, EXCOM and across GBU commercial and supply chain management to monitor commercial activities and impact. |
1.6. Challenges
Are there any challenges in developing the product?
| Time and resources are limited, so there will need to be external resources brought in to perform the development. Project management will be crucial. |
1.7. Business metrics
How will we measure success?
We will monitor use of the legacy dashboards, Zero users by November 2023 is the successful outcome. We will also circulate a satisfaction survey of the new solution, >80% rating is our objective. |
1.8. Cybersecurity
Please duplicate this template and contact the SIP team in order to get your corresponding folder. Then, for the envision phase, answer to the initiative card tab and to the 7 high-level questions in the "Security Scoring" tab. These questions will help the SIP team to determine the level of cybersecurity & compliance support you will need. Please contact the team by email: @SIP_team@solvay.com
1.9- Involvement of Data Domains
If your initiative is working with data, please select the domain which is impacted:
- Marketing & Sales (for examples: Customer & Market segment / Price conditions & CMIR)
- Supply Chain Management (for examples: Routes & Rates)
- Procurement (for examples: Master data: Vendors, Contracts, Material (Group)/ Reference Data: Payment terms, Structures)
- Finance (for examples: Management (MAC)/ Financial (FAC)/ Treasury)
- HR (for examples: HR Master Data (Employee, Personal, Identity))
- Industrial (for examples: BOM, Asset Hierarchy, MES Tag, Process Batch)
- R&I (for examples: Products, Equipments/ Projects)
- Structures & shared referential (for examples: Structures/ Shared referential data/ Finished goods)
- Sustainability
1.10. Up to investment
Estimated Delivery phase start date*
| Estimated Delivered end Quarter* Q4 2023 |
What is the coherent money to commit on the initiative?*
| 2023 (in K€)* | 2024 (in K€)* | 2025 (in K€) | |
|---|---|---|---|
Estimated size of investment (high level) | 300 |
What is the coherent run and build commit on the initiative?
Estimated additional run costs (estimation high level) per year on xxYear (xx= duration of the contract if known) | Type of savings expected /year for DT (Ex: Contracts, FTE, ...) |
- maintenance
- infrastructure
- FTE
- Sales provider
- licences
- other: please explain
Please add here the required envelop needed to work on the strategize phase - if needed (maximum 40k€) :
| 20k |
1.11. Resources
What skills and talents do we need?
Data Architect |
1.12. Methodology to apply (refer for Accolade)
Do you think your initiative will best cope with a waterfall or agile methodology?
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If the initiative will be done in Agile methodology, please contact during the strategize phase Nicolas LOVAGNINI
Phase 2: Strategize
Do
- Identify portfolio epics and epics within each portfolio epics
- Create a document / slide / spreadsheet to build your epics and put a link in the brief
- Estimate experts and budget by portfolio epics or by increment
- Show SMART KPI (Specific, Measureable, Archievable, Relevant, and Time-Bound)
- Evaluate the impact on Solvay One Planet objectives
Don´t
- Identify squad resources (naming)
- Write user stories
Now, we can move on to the Solution space
2.0 Scope / Deliverables
What is your list of scope if waterfall initiatives (technical, functional & organizational) / deliverables foreseen? What are your list of Epics if Agile initiatives?
2.1. Actions to complete
| Mandatory actions * (please contact them together if possible) | ||
|---|---|---|
Description of the action / task | Contact | Document & examples (please make your own copy and insert new link here) |
Contact each relevant pool lead to book resources in the capacity planning tool
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Complete Accolade
| Claire Bazin | Complete Accolade |
Review with Enterprise Architect the actual solution answering the objective
| Complete Architecture Impact Analysis (AIA) | |
Check you have confirmed the involvement of each platform | Revert to SDM of each Platform | |
Identify security needs (Confidentiality, Integrity, Availability) and define security measures to be implemented by the initiative team
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Support for budget estimation (via the Workload & Cost), Financial evaluation (Total Cost of Ownership over 10Y), saving validation
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Data Governance: if data is required, please identify the business objects in each domain (refer to envision phase)
| Data Governance Strategise for Initiative Briefs | |
| Optional | ||
If any relation needed with a supplier
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If it concerns a key supplier, a sourcing strategy has to be defined
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If conformity by design is required
| GMP (pharma), ISO | |
2.2. Users needs
What do users dislike about the current solution?
Applicable when a new solution is developed
| This is a technical migration from an end of life product to an existing solution |
What tools or features do your users wish to have?
| Enhancements will be addressed in future projects |
What value will it add to the user´s lives?
| The value of this initiative is to protect essential KPI and reporting features to maintain business continuity. |
What alternative do we have?
| Tableau with new data architecture is the alternative, but is too costly and time intensive to execute in parallel with PO2 |
2.3. Overall Service Delivery Management for a project
A standardised process for creating and introducing services. It may sound basic, but Service Design and Introduction should be considered at the very beginning of the project.
- Moving through the various project stages from Envision, strategize (requirements gathering) to planning, delivering value and testing before deploying the service.
- Embedding service introduction activities into project delivery, with defined success criteria at each stage avoids a re-work which can negatively impact the project in terms of time, cost and quality.
Who is the service owner?
| Donia Rachdi |
What is the target?
| Full adoption by December 2023 |
Which platform will maintain the new service?
| Data |
2.4. Risk Analysis
What are the risks (refer to Risk analysis matrix in Accolade)?
| Going over workload estimate - mitigated through project management. Low user adoption - mitigated by strong change management. |
2.5. Solvay One Planet Objectives
What is the qualitative assessment of Hardware/ Data processing/ Project’s contribution to Solvay One Planet?
This is a technical migration to a like application therefore there is no impact on the Solvay One Planet objectives. |
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