DRs and KPIs project (MAIN WIKI)

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Revision as of 16:56, 28 September 2011 (edit) Alex (Talk | contribs) ← Older edit

Current revision as of 16:39, 29 September 2011 (edit) (undo) Alex (Talk | contribs) m (moved DRs and KPIs project (main wiki) to DRs and KPIs project (MAIN WIKI))

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Current revision as of 16:39, 29 September 2011

Contents 1 Info 2 Concepts and Glossary 3 Wikis 4 Implem plan

[edit] Info

[edit] Concepts and Glossary

At this moment we see 2 families of DR/KPI reports:

• Action Required
• All others (cost per unit, etc)

They differ in visual representation as well in how they are administered.

There is another classification by access (internal vs external).

[edit] Wikis

[edit] Implem plan

Tasks:

• 1/ Develop professional look and feel for DRs interface, particularly interactive plots, bar charts, etc - 3131
• 2/ Create first professionally looking and fully functional "external" KPI (Cost per pound/TMS version) - 3131
• 3/
  • a/ Create first fully functional "internal" KPI (Past Due) - 2412
  • b/ Add specific "internal" DRs/KPIs (8 more Action Required reps) - 3068
• 4/ Add Dashboard config -
  • 0003067: [* DR/KPI] (Dashboard) Create Dashboard framework

• 5/ Add DR/KPI config
• 9/ Add options to "Reports/DRs Scheduler"

• 6/ Introduce Jag user profile (note: this is also under IPortal proj)
• 7/ Create common user profile (all roles) (note: this is also under IPortal proj)
• 8/ Add config to make sure DR/KPIs comply with SaaS requirement (link to user/company visibility, link to proper EDI)

• 10/ Improve users management panel (filters, apply action to many users at the same time)
• 11/ Advance user groups concept (define operations groups, link to office and teamleads, etc)
• 12/ Clarify requirement for 2nd level for internal KPIs
• 13/ see 3b
• 14/ Add specific "external" DRs/KPIs (generic Cost KPIs, Times KPIs, Average loads KPIs, Total cost KPIs, etc)
• 15/ Misc (add more filters to some reports, etc)

Related mantis:

• 0003131: [* DR/KPI] (Cost per pound/TMS version) Significantly improve Look and feel. Fix bugs. Add missing functionality. Part B. // Spr#8d
• 0003062: [* DR/KPI] Add remaining 9 existing internal reps to Dashboard
• 0003067: [* DR/KPI] (Dashboard) Create Dashboard framework
• 0003076: [* DR/KPI] Cost (per unit) KPIs
• 0002978: [* DR/KPI] (External KPIs) Average Time KPI (Level 1, 2, 3)