1. Business Requiremennts Summary
2011 BI Reporting Changes
Request Name: 2011 <CLIENT> BI TOOL Modification
Request Type: Change to Existing BI TOOL
CLIENT NAME <CLIENT>
STUDY <CLIENT> Customer Connection CSAT
ACCOUNT MANAGER Accountxx Executive
VP, BU
PRODUCT OWNER BU XX
SAMPLE N/A
PROJECT OVERVIEW/BACKGROUND
(current situation, problem, objectives)
<CLIENT> has requested the following additional reporting changes to their existing BI TOOL:
Key Driver weighting update, which will change the results of the Total Customer Satisfaction
(TCS) calculation
Revise Time Period options by adding “Incentive Period” and removing the existing “Latest
Month”
Re-organizing the reporting of the existing Key Drivers into Groups and Subgroups.
Key Driver Weighting Update
The weighed values for the existing Key Drivers will be updated. This change will modify the calculation
results of the existing calculation.
Time Period Reporting Update
The first change is related to their revised employment measure program. The client has asked to
implement a new time period “Incentive Period” which would replace the existing “Latest Month” time
period. This change will impact the reporting results throughout the tool when this new time period is
selected.
Key Driver Reporting Update
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2. Business Requiremennts Summary
2011 BI Reporting Changes
An additional change will modify the way the Key Driver metric results are reported throughout the tool.
Each key metric will be assigned to 1 of 3 Key Driver category groups. Results for the current key driver
metrics and these new category groups will be displayed on the BI TOOL.
Summary of Required Updates
These requests will require the following updates to the existing tool
Update of the weighted values for the existing Key Driver attributes.
Update the Global Time Period Selection Module
Update the Scorecard reporting components
Update to the Division Summary component presented on the Customer Satisfaction Conrol
Center page
Update the Key Driver Summary component presented on the Satisfaction Snapshot pages.
Update the Key Drivers presentation on the Survey Question Summary Page
Update of the available attributes for viewing on the Trends page.
Update of the available attributes for viewing on the Peer Comparisons page.
Update the Performance Report to handle the revised TCS calculation change and the
INCENTIVE TIME PERIOD update.
Update the Employee Report to handle the TCS calculation change / Key Driver Category
change.
Update the Store Reports output to handle the TCS calculation change / Key Driver Category
update.
Update the Goals so that a goal is set for each Incentive Period.
KEY DRIVER GROUP ASSIGNMENTS
Each key driver will be assigned to 1 of 3 Key Driver Group Categories. These group category results will
be presented on the BI TOOL as described in this document.
Category Driver(s) Calculation
TOTAL STANDARDS Overall Satisfaction
Fresh Products
Shelves and products free of dust
Store uncluttered
Average (Sum of 4 Key Drivers / 4)
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3. Business Requiremennts Summary
2011 BI Reporting Changes
TOTAL SERVICE Satisfaction with checkout process
Used or offered a cart
Employee understood needs
Average (Sum of 3 Key Drivers / 3)
TOTAL INSTOCKS Products In-stock
KEY DRIVER WEIGHT UPDATE
The assigned weights for the existing key drivers will be updated and assigned as follows:
Driver Weight
Overall Satisfaction .0825
Fresh Products .0825
Shelves and products free of dust .0825
Store uncluttered .0825
Satisfaction with checkout process .1111
Used or offered a cart .1111
Employee Undersood Needs .1111
Store is well stocked .3333
IMPACT TO THE BI TOOL – TCS CALCULATION RULES CHANGE
The results for the TCS calculated values will change as a result of the updated key driver weights, but
the existing calculation rules and their implementation will NOT change.
ADD “INCENTIVE PERIOD” / REMOVE “LATEST MONTH”
REPORTING PERIODS
The existing time period reporting options will be modified. The existing default time period “LATEST
MONTH” will be removed from the tool. A new time period “INCENTIVE PERIOD” will be added. This
1 February 2011 Confidential | Page 3 of 14
4. Business Requiremennts Summary
2011 BI Reporting Changes
time period will become the DEFAULT time period for the tool. The functionality of the BI TOOL for
reporting time periods will remain UNCHANGED in that, all components will report results for all data that
occurs within the start and end periods of the selected time period. On the BI TOOL, the INCENTIVE
PERIOD option will replace the current “LATEST MONTH” option and show up as the left most item on
the control.
INCENTIVE PERIOD DETERMINATION RULES
The “Incentive Period” will follow “QUARTER-TO-DATE” rules, except that the quarters will be defined by
the <CLIENT> fiscal calendar year. The Quarters are as follows:
Quarter Time Period
1 Feb-Apr
2 May-Jul
3 Aug-Oct
4 Nov-Jan
INCENTIVE PERIOD START DATE
The Incentive Period QUARTER will always correspond to the actual fiscal quarter the company
is currently observing based on the CURRENT DATE.
For example, if the date is August 28th, the Fiscal Quarter would be QUARTER 3 and the
Incentive Period start date would begin July 30th (the beginning of the current fiscal quarter).
INCENTIVE PERIOD END DATE
Being a quarter-TO-DATE measure, the END DATE for this period will be based on the
CURRENT DATE WITHIN THE CURRENT FISCAL QUARTER.
Again, if the date is August 28th, the current Incentive Period would begin July 30th (the start of
the 3rd fiscal period) and would end at the CURRENT DATE, August 28th, which is the latest date
that has passed within the current fiscal period.
Because the BI TOOL currently posts data updates MONTHLY (and not on a daily basis), the data results
reported will include all data posted since the start of the current fiscal quarter and the most recent data
results posts to the tool upto and including the current date.
Once the CURRENT DATE falls within a new FISCAL QUARTER the INCENTIVE PERIOD becomes
based on the new fiscal quarter. The INCENTIVE PERIOD START DATE becomes the beginning of the
new QUARTER and the END DATE becomes the CURRENT DATE.
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5. Business Requiremennts Summary
2011 BI Reporting Changes
IMPACT TO THE BI TOOL – TIME PERIOD REPORTING CHANGE
The BI TOOL will continue to function as it is currently implemented, reporting on all data between the
start of the current INCENTIVE PERIOD and ending with the most recent data posted within this period.
The results will be very similar to the existing Year-To-Date time period reporting scenario, except that the
start date will always be determined by the present Fiscal Quarter and will always contain no results
beyond those existing in the complete Fiscal Quarter period (INCENTIVE PERIOD).
GOAL UPDATES
Goals will now be set for each INCENTIVE PERIO (4 goals per year). To leverage the existing Goal
framework, this goal can be set for the same value for each month in each Incentive Period. The rules for
determining Goals for any Aggregated Period (i.e.: Year-To-Date) will remain unchanged.
KEY DRIVER SUMMARY REPORTING CHANGES
As described earlier in this document, the overall structure of the Key Drivers is being modified in this
change. These updates will require changes in the current presentation of the Key Drivers on the BI
TOOL itself.
Key Driver Summary Reporting Change
The Key Driver Summary object will be updated to show the results of the drivers themselves, and their
new Driver Category Groups. Each Category Group will be displayed first, above the actual Drivers in
that group. These driver results will then be presented next below the group row. The weights and
values for both the Key Driver Category Groups and the Drivers will be presented. Each Key Driver will
always be presented along with any other drivers belonging to the same category group.
An illustration of the presentation of the Key Drivers Summary is presented below:
Question # Weight Score
TOTAL STANDARDS .33 < Score>
Overall Satisfaction
Fresh Products
Shelves and products free of dust
Store uncluttered
.0825
.0825
.0825
.0825
< Score>
< Score>
< Score>
< Score>
TOTAL SERVICE .33 <SCORE>
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6. Business Requiremennts Summary
2011 BI Reporting Changes
Satisfaction with checkout process
Used or offered a cart
Employee understood needs
.11
.11
.11
<Score>
<Score>
<Score>
TOTAL INSTOCKS .33 < SCORE >
SURVEY SUMMARY PAGE UPDATES
The presentation of the Key Drivers Data Table (2nd table on the current Survey Summary page will be
modified to show the new Key Driver Category Groups as described above. All current data columns will
be present and populated with data based on the calculation rules described earlier in this document.
All illustration of the presentation of the Key Drvers data table on the Survey Summary page is presented
below:
Attribute This
Period
Vs. Last
Period
Vs. Same Period
Last Year
Vs.
<CLIENT>
YTD YTD Vs. Last
Year YTD
TOTAL STANDARDS < Score>
Overall Satisfaction
Fresh Products
Shelves and products free of dust
Store uncluttered
< Score>
< Score>
< Score>
< Score>
TOTAL SERVICE <SCORE>
Satisfaction with checkout process
Used or offered a cart
Employee understood needs
<Score>
<Score>
<Score>
TOTAL INSTOCKS < SCORE >
TRENDS PAGE
The new Key Driver Category Groups will be added to the attribute drop down and available for Trending
Reporting. The attributes will be added AFTER the TCS attribute and BEFORE the Individual Key Drivers
as follows
Trends Attribute Drop Down List:
<TCS>
Total Standards
Total Service
Tota In-Stocks
<Key Drivers> - no change to existing implementation
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7. Business Requiremennts Summary
2011 BI Reporting Changes
PEER COMPARISON PAGE
The new Key Driver Category Groups will be added to the attribute drop down and available for Peer
Comparison Reporting. The attributes will be added AFTER the TCS attribute and BEFORE the
Individual Key Drivers as follows
Trends Attribute Drop Down List:
<TCS>
Total Standards
Total Service
Tota In-Stocks
<Key Drivers> - no change to existing implementation
CUSTOMER COMMENTS PAGE
This page will not be affected as a result of these changes.
REPORTS PAGE / REPORTS
The reports page itself and the reports it hosts will not be changed by this modification. However, the
existing reports (the Performance Reports and the Employee Usage reports) will be updated due to the
change in the TCS Calculation.
Performance Report Data Updates
The following columns in the existing performance report will be affected/updated by this change request
(please see actual performance report for details on these columns and positional placement within the
report).
Performance
Level Achieved TCS
TCS
Improvement vs. Level 1 Goal
+/- change
vs. LP
Score
Ranges
Compared to
Company
Performance level
achieved will be
affected by new
TCS score.
However, overall
calculation will
remain the same.
TCS
calculation
results will
be updated
from the new
weights as
described
throughout
this
document
TCS calculation
results will be
updated from
the new weights.
Variance
calculation (TCS
vs Level 1 Goal)
will remain
unchanged
TCS calculation
results will be
updated from the
new weights.
Variance
calculation (TCS vs
Level 1 Goal) will
remain unchanged
No Change
Based on
new TCS
results, but
overall
calculation
remained
unchanged
Based on new
TCS results,
but overall
calculation
remained
unchanged
1 February 2011 Confidential | Page 7 of 14
8. Business Requiremennts Summary
2011 BI Reporting Changes
Key Driver Category Groups Additions
The 3 new Key Driver Category Groups will be added to the performance reports. They will be added
AFTER the TCS & TCS Improvement Columns and Prior to the Individual Key Driver Attribute results
columns. Order will be Total Standards, Total Service, Total In-Stocks).
Performance Report Tab and Output Updates
All “LATEST MONTH” generated tabs will be replaced with tabs that report results for the “INCENTIVE
PERIOD”.
Employee Usage Report
The first column of the Employee Usage Report reports the employees TCS Level performance for the
reporting period. This calculation is based on the TCS metric and therefore will affected by the Key
Drivers weighting update. However, the overall calculation and implementation will remain unchanged.
PDF REPORT CHANGES (PDF BOOKS AND STORE REPORTS)
The existing Store Reports and PDF Books will need to be modified as a result of this change request.
The following changes will be implemented:
Report Component Change Details
Scorecard
Calculated TCS results will be updated based on Key Driver weight
updates. Score vs. Level 1 Goals will be affected by revised TCS
score.
Key Driver Summary
The presentation of the Key Drivers Summary will be updated to
show the new Key Driver Category Results Groups.
Survey Summary
The presentation of the Key Drivers Summary will be updated to align
with the changes being made to the Survey Summary page on the BI
TOOL.
USER STORY SUMMARY (WHAT IS BEING ESTIMATED)
As a user, I will now see 3 new Key Driver categories, each containing 1 or more of the existing
Key Driver attributes.
As a user, I will see updated weight values for the existing Key Driver attributes.
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9. Business Requiremennts Summary
2011 BI Reporting Changes
As a user, I will see a revised presentation of the Key Drivers Summary that shows the new Key
Driver Categories and their calculated results.
As a user, I will see a revised presentation of the Key Drivers table on the Survey Summary page
that shows the new Key Driver Category Groups and their results for all existing table calculations
and comparisons.
As a user, I will have the ability to view the Trended results of the new Key Driver Category
Groups on the Trends page.
As a user, I will have the ability to view the results of the new Key Driver Category Groups on the
Peer Comparisons.
As a user, I will see the 3 new Key Driver Category Group results on each tab of the Performance
Reports.
As a user, I will see the revised presentation of the Key Driver Summary on the Store Reports
As a user, I will NO LONGER have the ability to view results by current posting month
As a user, I will have the ability to view results by a new time period, called “Incentive Period”
which will represent the results of all data posted to date within the current calendar “Incentive
Period”
As a user, I will see the results of this new “Incentive Period” by DEFAULT.
PROJECT DEPENDENCY
<CLIENT> BI TOOL / Existing Page Framework and Filter Components
PROJECT ASSUMPTIONS
1. All historical data will be re-generated to account for the revised Key Driver weights
2. TCS calculation business rules will NOT change.
3. Historical Performance / Store / PDF Book reports WILL NOT be regenerated.
CONSTRAINTS
1. TBD
RESOURCES
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10. Business Requiremennts Summary
2011 BI Reporting Changes
Resources Invloved (yes/no)
Michael
Vadim
William
Anna
PAGES (WHAT PAGES ARE BEING BUILT OR IMPACTED? I.E.
DASHBOARD)
Backend Changes
<CLIENT> BI TOOL Cube (TCS Calculation, Key Driver Categories, Time Period Updates), Component
API calls.
BI TOOL Component Changes
The Global Time Period selection page control, The Key Driver Summary reporting component. TCS
Scorecard, Division Customer Satisfaction, Customer Satisfaction Summary, Situation Summary,
Comparisons Graphs, Trends By Question, Peer Comparison
External Reporting Changes
Reports (Performance Report / Employee Usage Report), PDF Reports (Store Report, PDF Books).
ADDITIONAL QUESTIONS/COMMENTS
GW: Answers to these questions have all been addressed and updated in this document
(2/15/2011).
TCS Calculation Questions
NEED CONFIRMATION AND SIGN-OFF ON ALL BUSINESS RULES FOR TCS / KEY DRIVER
CALCULATIONS
I assume that all calculations going forward (starting with the Feb 2011 posting) will use the new
TCS calculation rules. All previous data will not change.
If that is the case, how should we handle cases where two values are being compared and the
calculations are different (this will actually happen throughout the tool)
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11. Business Requiremennts Summary
2011 BI Reporting Changes
a. EX: scorecard: TCS vs. Year Ago Same Period
b. Ex: TCS vs Last Period (when period is Feb 2011)
Rolling 3 Months until May will be a combination of the OLD TCS calculation and new
calculation… does this matter?
TCS Goals
How will goals be affected for rolling periods? I assume we already have this figured out since
we have Rolling 3 Months in the tool, but now we will have at least a few periods where the TCS
calculations are different during the rolling period.
Survey Summary Question for Key Drivers Groups
When we show these new Key Driver category groups on the Survey Summary page, are we
going to show variance values against prior periods, even though these groups are new for FY
2011. I mean the data is there, so we can show it, just checking if that is the requirement.
Situation Summary
How will the algorithm for calculating Situation Summary (at all levels) be affected by this
change?
What are the new rules for determining Situation Summary?
Performance Report Changes
How will the Performance Report itself be updated?
Do we want to add the Key Driver Category results as columns to the report?
What other changes will be needed to the existing Performance Report?
Trends / Peer Comparison Question
Are you expecting the 3 driver category groups (Total Standards, Total Service, Total In-Stock) to
be linked to the Trends page and available for Trend Page results viewing?
Same question for Peer Comparison? With these driver group attributes be available there?
Selecting Historical Periods
The previous work to implement the ability to select and view past historical periods is in test and
will be ready for deployment soon.
o Are we keeping this work and continuing the implementation?
o How will this functionality integrate with the newly requested changes?
1 February 2011 Confidential | Page 11 of 14
12. Business Requiremennts Summary
2011 BI Reporting Changes
PROJECT ESTIMATE - RELEASE APRIL 13, 2011
<CLIENT> – BI TOOL 2011 –Modification - Calculations and Backend
NOTE: Weighting to be released with the MARCH Posting
ESTIMATE
Total
+30% -15%
$ 11,270.00 $ 14,651.00 $ 9,579.50
PM DEV QA Proj BA SYS Tot
CALC/ Backend
Project setup/code review
and familiarization 8
Question dimension
changes - groups and
weights 0 12 12
Key drive group level
calculation 0 16 16
Performance report
changes 0 8 8
Employee usage report
changes 0 8 8
Calendar/time period
changes 0 8 8
ETL changes 32
Data testing 16 32 25 73
Transition and Deployment 1 4 1
10 8 9 3 27
Total Hours: 11 116 41 25 3 4 200
This is our
RECOMMENDATION for
Project Hours -
1 February 2011 Confidential | Page 12 of 14
13. Business Requiremennts Summary
2011 BI Reporting Changes
<CLIENT> – BI TOOL 2011 – Modification – Application Presentation / UI – BI TOOL Changes
ESTIMATE
Total +30% -15%
$ 9,460.00 $ 12,298.00 $ 8,041.00
PM Dev QA Proj BA SYS Tot
Interfaces
API change for survey
summary page 0 4 4
API change for trends page 0 4 4
API change for peer
comparison page 0 4 4
API change for store reports 0 6 6
Mitigate effect of calendar
change on APIs 0 4 4
Presentation
changes/application
Project setup/code review
and familiarization 32
App change for survey
summary page 0 8 4 12
App change for trends page 0 8 4 12
App change for peer
comparison page 0 8 4 12
App change for store reports 0 16 4 20
App change for time period 0 8 4 12
Integration work 0 8 8
Transition and Deployment 4 20 4 4
5 0 3 8
Total Hours: 5 114 23 20 0 158
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14. Business Requiremennts Summary
2011 BI Reporting Changes
REFERENCE(S):
Design Concepts and Business Rules / Wireframes:
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