Scoping
The scope of the engagement.
The analysis starts with how teams work: sales, bookings, invoices, and management reporting.
- Understanding the business
- Interviews with teams
- Business activities
- Services · lodging · food service
- Existing platform
- Snowflake · Airflow
- Existing reporting
- Tableau · Streamlit
Scoping decisions
- Metrics
- Define rules, scope, and exclusions with business teams.
- Reference data
- Standardize identifiers and retain the history needed for analysis.
- Responsibilities
- Separate business decisions, technical implementation, and checks.
Work completed
Step 1
Gather use cases
Consolidated summary of interviews and business feedback.
Step 2
Map discrepancies
Tools, intermediate files, duplicate entry, and inconsistent definitions.
Step 3
Define the target
Glossary, RACI, business model, and technical recommendations.