You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 6 Next »


PMO Report Dashboard




Document Information


Functional Analyst 

Abidemi Raji

VERSION

DATE

MODIFIED BY

DESCRIPTION

0.01

12/10/2023

Abidemi Raji

Initial draft

0.02

19/10/2023

Abidemi Raji

Updated
0.03

04/11/2023

Abidemi Raji

Updated with list of requirements and alternative tables 
0.04

 

Abidemi Raji

Updated scope and requirements to include only SBS project portfolio dashboard 

Descoped 15 additional KPIs

Overview

Application Overview

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 
Product Owner 
  1. Claire Bazin
  2. Dominique de Gouberville


Technical Product Owner 


Users Service Delivery Managers (SDM), Pool Leads, Product Managers, Program Managers, PMO, Leadership Team (LT)

Sign-Off / Approval

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

Claire Bazin




Product Owner

Dominique de Gouberville




Project ManagerMauricio NagahamaProject Manager • Visualization & reporting | DATA, ANALYTICS & AI PLATFORM_ECOmauricio.nagahama@solvay.com
Technical Sign offFernando GiranteData Architect • Data & Analytics & AI Platform | DATA, ANALYTICS & AI PLATFORM_ECOfernando.girante@solvay.com
Technical Sign offMatteo MenghettiData Engineer • Data architecture & engineering_ECO | DATA, ANALYTICS & AI PLATFORM_ECOmatteo.menghetti@solvay.com
Technical Sign offMaxime Data science & AI_ECO | DATA, ANALYTICS & AI PLATFORM_ECOmaxime.marboeuf-ext@solvay.com

Application Access Rights 

Access to the PMO dashboard depends on the user's profile which ensures that the user is allowed to perform the requested action (e.g. Run reports and download results). The user profiles (“normal user” and “advanced user”) at the same time correspond to the privileges granted according to the Business Unit the user belongs to using Single Sign On functionality

Department

GBU Code

Role

Right

Comments


























Business Context

Scope: 

In-Scope

This document covers the requirements for the PMO Dashboard to be migrated onto Tableau

  • Main dashboard visualisation and filters
  • Access to data post corporate action (split)
  • Access to the dashboard

Out Of Scope

  • Data Sourcing requirements are out of scope of this document. 

Business process: 

The PMO team regularly monitors the overall financial and operational status of several programmes and projects within the organisation and provide update to stakeholders on project or programme status.  The team needs the capability to extract and transform data seamlessly for the required parameters that have been pre-defined as part of the reporting process.

Specifically, the PMO team objectives are: 

  • Portfolio Monitoring:  The team requires the capability to monitor projects and programmes that are Open or Closed within a defined time period in order to determine status, be aware of risks to project delivery and provide decision useful information to stakeholders.
  • Data sourcing: The PMO team sources project operational and financial data from Accolade (Solvay internal DB) and vshare.
  • Reporting: The PMO team requires the capability to create reports from the data extracted from Accolade/vshare, highlighting several defined KPIs to provide updates on project financial and operational status. 
  • Automation: The extraction, refresh and KPI update process are to be performed without manual intervention.

Challenge/Opportunity: 

The new PMO dashboard in Tableau will provide authorised users with the capability to leverage multiple data sources within Solvay to review Financial and Operational performance of programmes and projects within a 3.5 year rolling window and have instant access to KPIs, with automated data refresh, eliminating the need for any manual interference. 

  • Effective presentation of data: The PMO team require the capability to present KPIs and project status information in an automated fashion, showing the most impactful metrics. 
  • Consolidated reporting: A single source pf reporting Financial and Operational status of projects and programmes including KPIs
  • Eliminate manual spreadsheets: The reporting process should not involve manual intervention

Business Glossary

Terminology used in this application consider to be added in ->  Enterprise Data Governance

Term 

Description 





Application Feature List 

FeatureDescription Latest update in production (DD/MM/YYYY)









Functional Description



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:
15,62,103,94

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

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




System view (Architecture)

The purpose of this part is to describe the physical components that supports the functionalities of the product. From that point of view, this part should capture and visualizes the physical components of the data products such as backend, front end, data providers, libraries for ML models, etc. 


Functional Requirements


Requirement #Requirement BucketRequirement TitleDescription/User StoryAcceptance Criteria
Data_Sourcing_1Data EngineerSource 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_Filters_2Dashboard FilterImplement 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-date


Visualisation_Table_3Dashboard Summary TableDisplay 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_4Additional Table DimensionsCreate 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_5Additional Table IndicatorsImplement 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_6KPI Report TableImplement 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_Dashboard_MainVisualisation and User ExperienceCreate 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

  • The main dashboard shall display multiple visuals with:

    • The Programme/Project Manager Name
    • The Programme ID, Status, Number of Projects
    • The CAPEX by year, Total CAPEX
  • Users shall be able to apply filters in the dashboard to see relevant year and details required


Non-functional Descriptions 

This part specifies criteria that describe the operation of the data product, rather than specific behaviours.  

Usability



Regulatory Compliance

  • The Dashboard will comply with Solvay’s regulations and compliance e.g., access only granted to authorized Users.
  • Maintenance data will be split between either SCO or ECO, and Users will only have authority to one Entity data


Performance



 

Reliability



 

Scalability



Compatibility



 

Availability




Refresh of the Data

Data shall be sourced from the Accolade database 5 times per day



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.








  • No labels