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List project goals and the metrics we’ll use to judge success
Goal | Metric |
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Recommended AD list provided to UC 4.0 end-users based on account industry information. | Percentage of users who view recommended ADs list. |
Recommended AD list provided to UC 4.0 end-users based on account affiliation information. | Percentage of users who view recommended ADs list. |
Recommended AD list provided to UC 4.0 end-users based on account state-agency information. | Percentage of users who view recommended ADs list. |
Current Challenges / Limitations
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Number | Description | Success Measurement |
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1 | Create report of recommended ADs based on account industry information. | Generate report of recommended ADs based on account industry information. |
2 | Create report of recommended ADs based on account affiliation information. | Generate report of recommended ADs based on account affiliation information. |
3 | Create report of recommended ADs based on account state-agency information. | Generate report of recommended ADs based on account state-agency information. |
4 | Deliver industry-based recommended AD list to end-users. | Percentage of users who view recommended AD list. |
5 | Deliver assoication-based recommended AD list to end-users. | Percentage of users who view recommended AD list. |
6 | Deliver state-agency-based recommended AD list to end-users. | Percentage of users who view recommended AD list. |
Product Requirements
Describe the product requirements that will fulfill the underserved need(s) starting off with the use cases, then specific functionality
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Note that updates are required in core to track the owner (called out on the Federated Data License PRD https://unifiedcompliance.atlassian.net/l/cp/4Wb1QpYn ) the Power BI data model to report and filter on Owner/Contributor and dependent upon data owner being tracked.
Requirement | Description |
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Importance | Status | Comments | ||
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Following reports all pertain to shared lists which infers the organization is using the UCF APIs. | ||||
Authority Document usage per organization. | List of companies and ADs they have placed in at least one shared list. | Done | Updates to core and BI model needed to filter by Contributor. | |
Authority Document count per organization. | List of companies with a Cumulative count of ADs across all their shared lists. | Done | Updates to core and BI model needed to filter by Contributor. | |
Authority Document distinct / unique count per organization. | List of companies with a Distinct count of ADs across all their shared lists. | Done | Updates to core and BI model needed to filter by Contributor. | |
Authority Document usage per Industry. | Count of Authority Documents used in at least one shared list by Industry. | Done | Updates to core and BI model needed to filter by Contributor. | |
Authority Document revenue tracking. | Done | Updates to core and BI model needed to filter by Contributor. | ||
Authority document per country. | Count of Authority Documents used in at least one shared list by Country. | Done | Updates to core and BI model needed to filter by Contributor. | |
Authority Document usage by Job Title and Job Function. | Count of Authority Documents used in at least one shared list by Job Title and Job Function. | Done | Updates to core and BI model needed to filter by Contributor. | |
Authority Document usage by user. | Count of Authority Documents used in at least one shared list by user. | Done | Updates to core and BI model needed to filter by Contributor. | |
Ability to filter all reports by data owner. | In order to periodically distribute reports to data owners, need to update the data model and reporting to filter by data owner. | New | ||
Following reports all pertain builds. | ||||
Build usage per organization. | List of companies and ADs they have placed in at least one build. | |||
Build usage by industry. | Count of Authority Documents used in at least one build by Industry. | |||
Build usage by annual revenue. | ||||
Build usage by country. | Count of Authority Documents used in at least one build by Country. | |||
Build usage by user. | Count of Authority Documents used in at least one build by user. | |||
Compare build usage by organization. | List of companies and Compare Builds they have created. |
In-product Reporting
Reporting functionality built into the UC 4.0 Platform.
Requirement | Description |
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Importance | Status | Comments | ||
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Ability for content creators to view and run reports from a content reporting page. | Reports below all pertain to the contributor’s point of view. | |||
All reports accessible through UI. | ||||
All reports accessible via the API. | ||||
Authority Document usage per organization. | List of companies and ADs (owned by the contributor) they have placed in at least one shared list. | Can we share actual company name due to GRC concerns? | ||
Authority Document count per organization. | List of companies with a Cumulative count of ADs (owned by the contributor) across all their shared lists own | |||
Authority Document distinct / unique count per organization. | List of companies with a Distinct count of ADs (owned by the contributor) across all their shared lists. | |||
Authority Document usage per Industry. | Count of Authority Documents (owned by the contributor) used in at least one shared list by Industry. | |||
Authority Document revenue tracking. | ||||
Authority document per country. | Count of Authority Documents (owned by the contributor) used in at least one shared list by Country. | |||
Authority Document usage by Job Title and Job Function. | Count of Authority Documents (owned by the contributor) used in at least one shared list by Job Title and Job Function. | |||
Authority Document usage by user. | Count of Authority Documents (owned by the contributor) used in at least one shared list by user. | Probably can’t distribute due to privacy policy. | ||
UC 4.0 Required Reports following similar requirements used for the Power BI reports. Following reports all pertain to buillds. | ||||
Build usage per organization. | List of companies and ADs they have placed in at least one build. | |||
Build usage by industry. | Count of Authority Documents used in at least one build by Industry. | |||
Build usage by annual revenue. | ||||
Build usage by country. | Count of Authority Documents used in at least one build by Country. | |||
Build usage by user. | Count of Authority Documents used in at least one build by user. | |||
Compare build usage by organization. | List of companies and Compare Builds they have created. |
Open Questions
List any open questions that come to mind throughout the lifecycle of this project
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