Versions Compared

Old Version 28

changes.mady.by.user Mauricio Nagahama

Saved on

compared with

New Version Current

changes.mady.by.user POLOSSON-ext, Damien

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

VERSION

DATE

MODIFIED BY 

DESCRIPTION

0.01

dd.mm.yyyy

<Insert name>

Initial draft










Application Type

 

Data Product Type 
  •  Dashboard
  •  Report
  •  Advanced analytics
  •  AI 
  •  Others <specify which one>
Technologies
  •  BW
  •  Tableau
  •  Qliksense
  •  Talend
  •  Dataiku
  •  Others <specify which one>

Data Sources 

Note: list of all applications and various environment

  •  SAP PF1 (Production environment)
  •  SAP WP1
  •  SAP PI1
  •  BW (versions)
  •  iCare CRM 
  •  CORE CRM
  •  Others <Accolade> 

...

Domain: Programme Management / Finance

Main stakeholders:  Service Delivery Managers (SDM), Pool Leads, Product Managers, Program Managers, PMO, Leadership Team (LT)

Business objective/value:  Use data sourced from internal databases to create  KPIs, determine project financial or execution status and provide decision useful information to stakeholders eliminating the need for manual intervention . 

Main function: The dashboard is a visualization tool which provides authorized users with information on project financial and operational status. Various KPIs are also created using data sourced from Accolade and enriched with derived indicators to provide a complete overview to users.

The SBS Project Portfolio dashboard is used by the PMO team to monitor project deliverables, provide project financial summary and present any risks and issues. It provides a single source of information to the team and stakeholders on project KPIs, execution status, risk and issues over a specific period. e.g.

  • Project Status monitoring - Operational Burn Rate
  • Project Status monitoring - Status Update Frequency
  • Project Status monitoring - Carry Over not planned
  • Financial Status - Project Burn Rate
    • Financial Status - Project Close to Over Budget

  • Financial Status - Split Capex OTC
  • Financial Status - Project on Budget


    • Application Contact Details

    ...

    Role (if applicable)Name Department Email Sign-Off
    Product Owner 

    Claire Bazin




    Product Owner

    Dominique de Gouberville




    Project ManagerMauricio NagahamaProject Manager • Delivery | DATA, ANALYTICS & AI PLATFORM_ECO mauricio.nagahama@solvay.com  
    Technical Sign offFernando GiranteData Architect • Data & Analytics & AI Platform | DATA, ANALYTICS & AI PLATFORM_ECO fernando.girante@solvay.com  
    Technical Sign offAnon KasemvilasData Engineer • Data architecture & engineering_ECO | DATA, ANALYTICS & AI PLATFORM_ECO anon.kasemvilas@solvay.com  
    Technical Sign offMaxime MarboeufData science & AI_ECO | DATA, ANALYTICS & AI PLATFORM_ECOmaxime.marboeuf-ext@solvay.com

    ...

    Data Domain

    Business Object (in LeanIX)

    Business Object Definition (only use when the object is not yet in LeanIX)

    ex: Marketing & Salesex:   Customer  






    Functional Description


    Expand
    titleDashboard

    Dashboard 


    Data Attributes and Mapping: https://docs.google.com/spreadsheets/d/1zaJ5Q87nML7v4CHXhNf3qcng_4EzJ0pKWVPr0OyzUCo/edit#gid=1844818474




    Data Product Type 
    •  Dashboard
    •  Report
    •  Advanced analytics
    Technologies
    •  BW
    •  Tableau
    •  Qliksense
    •  Talend
    •  Dataiku
    •  Others <specify which one>

    Data Sources 

    Note: list of all applications and various environment

    •  Accolade
    •  SAP PF1 (Production environment)
    •  SAP WP1
    •  SAP PI1
    •  BW (versions)  

    Data Input

    As-Is Data Sources (including the nature of the data and what is it needed for):

    Currently the PMO Dashboard is implemented in Qlikview. Data is sourced from Accolade_SBS_Portal using two main queries (SGM_CUSTOM_VIEW,  SGM_CORE_Project Details) and a Stored Procedure ( RSP_QV_GetMergedMetricsForGroupID) which uses GROUPID_SYS as a parameter . 



    AS-IS Tables
     SGM_CUSTOM_VIEW
    SGM_CORE_Project Details
    SGM_PROJECTMETRICS_15
    SGM_PROJECTMETRICS_62
    SGM_PROJECTMETRICS_94
    SGM_PROJECTMETRICS_108


    As-Is Data Model: 


    Target State Data Model:

    The target state data sourcing model will re-use existing data model (queries and Stored Procedures) as well as include additional calls to the Database using GroupID_SYS as shown below.



    		As-IsTo-BeComments
    DatabaseAccolade_SBS_PortalAccolade_SBS_Portal
    Stored ProcedureRSP_QV_GetMergedMetricsForGroupIDRSP_QV_GetProjectMetricsForGroupID
    ParameterGroupID_SYSGroupID_SYS
    Query/Tables SGM_CUSTOM_VIEW SGM_CUSTOM_VIEW / CRV_Initiative_V3
    SGM_CORE_Project DetailsSGM_CORE_Project Details / CRV_ZGetProjectDetails

    GroupID_SYS:

    15, 62,94,108

    GroupID_SYS:
    15,62,94,103

    Execute the stored procedure iteratively, with the different parameters to obtain the different results sets needed for the scope of the project

    Query/Tables

    Budget Arbitrated

    Budget Arbitrated

    *Results on this table empty. To be validated 

    Target State Data Sourcing:


    Business Concept

    Database Object

    Link to output specification

    Comments

    SGM_CUSTOM_VIEW

    CRV_Initiative_V3

    CUSTOMISED_VIEW_FILTERCON

    <comment or description of the concepts in the table>

    SGM_CORE_Project Details

    CRV_ZGetProjectDetails

    		CORE_PROJECT_DETAILS_FILTERCON

    SGM_PROJECTMETRICS_15

    Exec RSP_QV_GetProjectMetricsForGroupID 15

    		SGM_PROJECTMETRICS_15_FILTERCON

    SGM_PROJECTMETRICS_62

    Exec RSP_QV_GetProjectMetricsForGroupID 62

    SGM_PROJECTMETRICS_62_FILTERCON


    SGM_PROJECTMETRICS_94

    Exec RSP_QV_GetProjectMetricsForGroupID 94

    		SGM_PROJECTMETRICS_94_FILTERCON

    SGM_PROJECTMETRICS_108

    Exec RSP_QV_GetProjectMetricsForGroupID 103

    		SGM_PROJECTMETRICS_103_FILTERCON


    Transformation Rules (for each of the data source in the previous point): 

    In the target state, additional filters to the data extract are required to be implemented in the result of the SGM_CORE_Project Details / CRV_ZGetProjectDetails query

      1. Extraction rules and filters:
        1.   Project Closed Date >= 3.5yrs
        2.   Project Closed = 0
      2. Exception handling rules (how do we handle when data does not come in the format we need) : Normal exception handling rules apply
      3. Enrichments (normally joins) 
      4. Aggregation rules


    Visualization


    Graph name

    Description 

    Link 

    Main DashboardSBS Project Portfolio: Project DetailsSBS_Project_Portfolio_Visualisation




    PMO Dashboard AS-IS Visualisation:


    Dashboard filters:

    - Roadmap
    - accountable (Business)
    - Product Manager/ Service Delivery Manager
    - Platform/product
    - Objective
    - Project Manager
    - Status
    - Program
    - Financial Treatment
    - Project prioritization
    - Start Quarter
    - Monthly status date
    - Financial up-to-date


    ...

    Requirement #Requirement GroupRequirement TitleDescription/User StoryAcceptance Criteria
    Data_Sourcing_1Data SourcingSource validated, complete and correct data from Accolade for the PMO dashboard visualisation. 

    As an authorised SBS Dashboard user I want to have access to correct and complete data on the financial and operational status of SBS projects and programmes in the PMO Dashboard  

    • Data in the current state is migrated successfully to target state including all primary and secondary data
    Visualisation_Dashboard_Main_2Visualisation and User Experience Create a Dashboard with Summary Table and Project Details (Main Dashboard)

    As an authorised SBS Project Portfolio dashboard user , I need to see  the overview of financial and operational details of projects using multiple filters and by dimensions


     

    Visualisation_Filters_3Visualisation and User Experience - Dashboard Filter Implement filters to display relevant decision useful information for users

    As an authorised SBS Dashboard user I want to have the capability to display data and navigate the the SBS Project Portfolio dashboard using the following filters:

    - Roadmap
    - Accountable (Business)
    - Product Manager/ Service Delivery Manager
    - Platform/product
    - Objective
    - Project Manager
    - Status
    - Program
    - Financial Treatment
    - Project prioritization
    - Start Quarter
    - Monthly status date
    - Financial up-to-datedate

     

    Visualisation_Table_4Visualisation and User Experience - Dashboard Summary Table Display summary table of financial and operational status of projects and programmes

    As an authorised SBS Dashboard user I want to have a summary table which contains the financial and operational status of projects/programmes, in the dashboard.

     

    Visualisation_Filters_5Visualisation and User Experience - Additional Table Dimensions Create dimensions to filter project data

    As an authorised SBS Dashboard user I want to have the capability to display data and navigate the the KPI Report Table on the SBS Project Portfolio dashboard using the following filters:

    • Activity
    • Applying Agile Methodologies
    • Controlling Allocation
    • Digital/IT Roadmap
    • GBU Function Ranking
    • Impact on SBS Recurrent
    • Impact on SBS recurrent amount
    • Impacted Teams
    • IS Relation Manager
    • PMO Classification
    • Program
    • Project Last Gate Decision
    • SBS Lead Team Operation
    • Secondary Activity
    • Sponsor

     

    Visualisation_Filters_6Visualisation and User Experience - Additional Table Indicators Implement additional indicators filter for KPI Report Table

    As an authorised SBS Dashboard user I want to have the capability to display data and navigate the the KPI Report Table on the SBS Project Portfolio dashboard using the following indicators:

    • CAPEX & Year (Today()-1)
    • CAPEX & Year (Today())
    • CAPEX & Year (Today()+1)
    • CAPEX & Year (Today()+2)
    • OTC & Year (Today()-1)
    • OTC & Year (Today())
    • OTC & Year (Today()+1)
    • OTC & Year (Today()+2)
    • TOTAL COSTS & Year (Today()-1)
    • ACTUAL COSTS & Year (Today()-1)
    • TOTAL COSTS

     

     

    Visualisation_Table_7Visualisation and User Experience - KPI Report Table Implement colour coded visualisation display on KPI report table

    As an authorised SBS Dashboard user I want to have the capability to display colour coded traffic light KPIs (Red, Amber Green) on the KPI Report Table:

    • On Budget
    • On Time
    • Financials Up To Date

     

    Visualisation_Table_8Visualisation and User Experience - Dashboard Search Functionality Create search field to support dashboard filter

    As an authorised SBS Dashboard user I want to have a search capability on the dashboard, to support the main filters 

    • SBS Lead Team Project
    • SBS Lead Team Operation
    • Impacted Teams
    • Impacted BUs
    • Start Quarter

     

    Attribute_Change_9Data Maintenance - Attribute Correction Rename data fields on Dashboard

     

     


    7.0 Non-functional Descriptions 

    ...

    Data shall be sourced from the Accolade database 5 times per day4 times per day (CET) => 6am, 12am, 6pm and 12pm

    Tableau refresh in PREPROD and PROD => 4 times per day (CET) => 6:15am, 0:15am, 6:15pm and 12:15pm



    Storage of the Data

    1. The final copy of the sourced data shall be stored on a daily basis
    2. Stored data shall be made available on request by an authorised user within the PMO team with appropriate permissions.

    ...