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Use Cases Unlocked by
Business Intelligence
Alerts
Bob Newstadt • DataConLA 2022
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
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
Alerts!
An alert is an actionable message
pushed to a shared channel enabling a
near-real-time workflow.
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
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
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
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
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
Use Alerts to Measure Defects
Visualizations by Cindy Lin
Takeaways!
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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Data Con LA 2022 - Pre-recorded - Use Cases Unlocked by Business Intelligence Alerts

  • 1. Use Cases Unlocked by Business Intelligence Alerts Bob Newstadt • DataConLA 2022
  • 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. 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. Alerts! An alert is an actionable message pushed to a shared channel enabling a near-real-time workflow.
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  • 7. 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
  • 8. 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
  • 9. 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
  • 10. 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
  • 11. 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
  • 12. Use Alerts to Measure Defects Visualizations by Cindy Lin
  • 14. 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