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Data Con LA 2022 - Pre-recorded - Use Cases Unlocked by Business Intelligence Alerts

Data Con LA 2022 - Pre-recorded - Use Cases Unlocked by Business Intelligence Alerts

Bob Newstadt, Senior Director of Business Intelligence at HopSkipDrive
BI/ Reporting/ Business Use Cases
Dashboards are fast to build and user-friendly due to great tools such as Tableau. But there are use cases where dashboards are a poor fit. A year ago the operations team at HopSkipDrive demanded a better solution to replace a suite of existing dashboards. Lacking suitable features in existing tools we built a system that sends real-time alerts to Slack channels. The initial project was a success. What happened over the next few months surprised us: users found 30 additional use cases for real-time alerts. Those alerts have become an integral part of the service improving safety and user experience on the platform. In addition, alert volume is used as a measure of defects, a component of our overall service level score. This talk will deconstruct what we learned. • When are dashboards a poor fit? • What use cases are well-served by real-time alerts? • How was the alert service built? • Using alert volume as a defect score.

Bob Newstadt, Senior Director of Business Intelligence at HopSkipDrive
BI/ Reporting/ Business Use Cases
Dashboards are fast to build and user-friendly due to great tools such as Tableau. But there are use cases where dashboards are a poor fit. A year ago the operations team at HopSkipDrive demanded a better solution to replace a suite of existing dashboards. Lacking suitable features in existing tools we built a system that sends real-time alerts to Slack channels. The initial project was a success. What happened over the next few months surprised us: users found 30 additional use cases for real-time alerts. Those alerts have become an integral part of the service improving safety and user experience on the platform. In addition, alert volume is used as a measure of defects, a component of our overall service level score. This talk will deconstruct what we learned. • When are dashboards a poor fit? • What use cases are well-served by real-time alerts? • How was the alert service built? • Using alert volume as a defect score.

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Data Con LA 2022 - Pre-recorded - Use Cases Unlocked by Business Intelligence Alerts

  1. 1. Use Cases Unlocked by Business Intelligence Alerts Bob Newstadt • DataConLA 2022
  2. 2. Bob Newstadt Bob is a data expert with 30 years of industry experience and 2 CS degrees. He is currently the Senior Director of Business Intelligence at HopSkipDrive. bob﹫hopskipdrive.com
  3. 3. Data Culture Business Intelligence Data Platforms Data warehousing Data integration Tools Data Products Ad hoc analysis Reports Dashboards Client-facing Data training Licenses Data Gym Analyst support Data Science Statistics Model building Model deployment
  4. 4. Alerts! An alert is an actionable message pushed to a shared channel enabling a near-real-time workflow.
  5. 5. Dashboards vs. Alerts Dashboard Alert Delivery View regularly Arrives when applicable Information Capacity Dense Sparse Consumption By an individual By a team Interactivity Filters Links Time to action Slow Fast
  6. 6. Our BI Alert Use Cases trip cancels driver payments caps enforced ride notes AM trips airport trips waypoint order bad address booster seats duplicates trips driver coverage rider special needs rider monitors booster seats vehicle capacity Other Ride Building Ride Matching
  7. 7. The Advantages of Alerts Better UX Clear when there is work to do Delivered to team channel Discussion ready Event detection is automated Timely Saves time just looking Consistent policy Narrow focus Breaks down work to be done Encourages a well-defined process Actionable Too lightweight Can flood the channel False alerts Need frequent tuning
  8. 8. How to find your BI Alert use cases? Look for processes with manual checklists Tip #1 Tip #2 Tip #3 Ask your business users about defects and dashboards Build alerts for the first few obvious cases
  9. 9. BI Alert Implementation Alert Script (bash) ─ Business logic encoded in a sql query template ─ Run sql on production replica db ─ Send any results to a Slack channel ─ Log any results to the data warehouse Scheduler (cron) ─ Runs each alert as needed (eg. every 10 minutes) Monitor (cronitor.io) ─ Squawks if alert errors, ran long, or did not run
  10. 10. Use Alerts to Measure Defects Visualizations by Cindy Lin
  11. 11. Takeaways!
  12. 12. CREDITS: This presentation template was created by Slidesgo, including icons by Flaticon, and infographics & images by Freepik Thanks! Acknowledging the critical contributions by Cindy Lin, Julie Miller, Michelle Levitt, Mike Elder, Sophy Lee, Jacob Green, Dominic Ferramosi, Corey McMahon Any questions? bob﹫hopskipdrive.com

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