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List project goals and the metrics we’ll use to judge success

Goal

Metric

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

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

User Story

Importance

Status

Comments

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

User Story

Importance

Status

Comments

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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