# Biz Dev Plan Of Record

## Members

| Features | e-mail |
| ------------------------ |:----------------------- |
| Carlo Gonzalez | [e-mail] |
| Sergio Tinoco |[e-mail] |
| Adrian Saucedo | [e-mail] |
| Julio Barajas | [e-mail] |
| Rafael Rosas | [e-mail] |

### Team Objective

To provide tools, data analysis and business insights to support the NA Channels & Ecosystem team to advance the way people live and work.

## :memo: Tasks
---
## ==Carlo Gonzalez==

### Database
#### 1. Feed and actualization, verify that jobs work correctly
- ~~CSIS (SO), SFDC (dealreg), sharepoint (MTW) and Orbit (Back&Ship) feed automated successfully~~
- ~~Added Lutz's database as linked server to pull EU Roster's information~~
- Constatly upgrading PL's mapping, PSA Roster and PL's percentages for PET tool
- CSIS at SKU level directly to Power BI (Working with Caleb, already have queries and roster mapping)

#### 2. MDF, CE, Demo, Forecast Tool
- On-going support for tools, changes on databases (mdf budgets, ce limits, delete errors, etc) ==major changes will be documented as new tasks==
- Recently major upgrade on CE Budgets and Deal Size to 500k, CE Spring Stimulus.

### Forecast tool WoW enhancement

#### 1. Currently modifing the Forecast tool to adapt the WoW reporting so everyone can comment and its easier to pull the info instead of doing it by mail.
- ~~Remmoved unnecesary columns and filters on tool~~
- Modify queries to show top 10 and top won opps by Hit/Aruba

### VSM Tool
#### Maitenance, roster refresh
- ~~Automate stadnardization across Partner~~
- ~~Include more fields including sales from competitors, looking for contacts to extract database~~
- Several fields added under "upgrade across partner" type for automtic One Pager fill, working with Interns to update information from JBP info. Fields added were:
>Partner Detail, partner_C-suite_contact, partnership_Overview , partner_Logo, pipeline_Recent, top Accounts FY, plan_Membership, plan_Growth, plan_Radblock

### Roster app
#### 1. ~~Connection, mock-up~~

#### 2. ~~Logic, menus~~
- Do we need a password?
- Different types of search
- Design, visuals

#### 3. Testing

### Power BI
#### Refresh, update app, grant permissions

### Visits, Renee, Marco, Lorena, Vinca, Oscar, Marnie requests
- Marnie reports automatization, refresn on PET and New Logos
- Pre-sales MTW opps report
- Adding columns to MTW (Acquisition_Account)
- Reports for the team(top partners, CE reports, SO, Roster changes, Revision opps for MTW, CSIS reports to verify missing Sales or EU)
- Partner Graduation tracking (Lorena Cabello, Lisa Schultz) refresh every 2 weeks.
- Change Rob Schaffer reports source (SO from Derived to TCM)
- Data for Arrow (APEX) (Renee, Luis)
- New logo and Diego's report
- VSM reports for Marco, Bernie
- Help on onboarding app reports, include SO, MTW and calculations for TAT's
- Provide Tinoco's different sources and query modification to pull information for presentations.
- Canada SO monthly
### Roster

#### Taking over Roster task from Sergio Casillas from US and Canada

- Training, documentation on this link:
:arrow_right:[Link](https://hackmd.io/MeymUKfMRn6mxs5m4TtHRg?view)
- Working on automation for Preferred Disty and Active/Dormant columns
- Constant changes for intern coverage mostly for PBMS, as well as M&A
---
## ==Sergio Tinoco==

### Analytics
- [x] Monthly KPIs - Q1 Closed
- [ ] Web Dashboards (Tinoco & Saucedo)
- [ ] Partner Analysis Dashboards
- [ ] iPBM Analysis Dashboard
- [ ] Leadership
- [ ] Biz Dev SCRUM
- [ ] Marco's Forecast ([e-mail]) (SO + Pipeline)
- [x] Marco's Forecast Top deals table
- [ ] SBP Newsletter
- [ ] Align with Roberto Huerta's team on Segments
#### Example:
1. Graduaciones
2. Ring the Bells
3. Competitive Edge usage
4. Deltas QoQ - WoW
5. RingDNA Calls
6. Transacting partners (Market Share)

- [ ] Renee's weekly summary.
#### Example:
1. Graduaciones
2. Total de ventas de AMD (por el foco que trae)
3. Supongo Sales out vs Forecast vs Budget
4. Ver con Sr. iPBMs
5. Deltas QoQ - WoW
6. Competitive Edge usage
7. New Logos - (Acquisitions from MTW)
9. Transactional - Smart Buy Express
10. Nimble BTO
11. Deal Registrations

### Adhocs Slide Decks
- [ ] Slides for Leslie + Canada Slides
- [x] Slides for Jas
- [x] Distribution slides for Arrow
- [x] Sr.iPBM slides for Arrow
- [ ] Distribution slides for D&H
- [ ] Sr.iPBM slides for D&H
- [x] SMB Roadshow potential cities

### Other projects
- [ ] Talent Land
- [ ] HPE Showroom
- [x] Brown Bag
- [x] RingDNA numbers
- [x] RingDNA Admin Training
- [ ] Merge and Acquisition
- [x] Salesforce access (mdf, etc)
- [ ] Legal and Regulatory
- [x] Lockers
- [ ] Avaya - missing JP2

---
## ==Adrian Saucedo==


### Infrastructure
1. Configure and build the infrastructure that supports the next developments.
1. Adapt the current server to work with more technologies in an isolated environment (avoid any possible damage in the current running services):
1. Virtual machine (Linux Centos).
2. Docker containerized apps :whale:
* Virtual Sales Map.
* Jupyter Notebook
* Plotly dashboards
3. Configure proxy.
2. Configure and use local HPE tools
* HPE GitHub.
* HPE Docker Hub.
* HPE Jenkins.
## Business Intelligence
1. Develop interactive dashboards with live data.
* Technology used:
* Jupyter notebook ( Running in Minerva ).
* Python.
* Plotly
* Collects data from different sources:
* Virtual sales map.
* Sales Out.
* Roster.
* Generates live dashboards with the most recent data, Results like:
* One Pager.
* Specific Dashboards.
2. Generate predictive models for the forecast.
3. Gamification.
## Automation
Develop tools that optimize the process.
1. Onboarding app.
* Makes easier the process for the onboarding team.
* Gets quantitative data.
* Time, Partners counts, process status.
* Its a guide about where the effort should be focused.
2. Partner Sales.
* Collects the mails from the [e-mail] node.
* analyze data about volumes and info.
## Projects
### Live JBP (One Pager)
- Generates an updated Joining business Plan to lead a conversation with a partner.
- Collects information from multiple sources:
- S.O.
- VSM.
- Pipeline.
- Roster.
- Certifications Report.
- Displays a web report with the most recent information and comments.
- Guide about [how to update information.](https://hackmd.io/KuZ7fcmBTsGD2QIM9NvhFQ)
- :gear: Currently working:
- Implementing Features from iPBMS feedback.
- Fix small bugs.

::: success
:heavy_check_mark: Live in production (visit):
http://10.32.85.32:8050/dash-financial-report/onepager/10324102
:::

### Partner sales mail Dashboard.
- Gives you eyes inside the partner sales mail node.
- Showing metrics about the volumes.
:::warning
:warning: Under development
:::
### SO Dashboard.
- Filter by multiple areas:
- Disty.
- Partner.
- iPBM.
- Region.
- Showing metrics about the volumes.
:::warning
:warning: Under development.
:::
## Done: OnBoardign App
Onboarding process tracking platform
- [ChangeLog](https://hackmd.io/JlE5Uz_XSy2-l0K4EUKEdA)

---
## ==Julio Barajas==

### Dashboards & Tasks

- iPBM's Reports: **5** (Sales Out, MTW, Weekly Top Performer, Top Ops, WoW)
- Marnie Reports: **26** (5 Sales Out)+(5 Top 10)+(5 MTW)+(5 Backlog & Ship)+(6 Deal Registration)
- Dashboards: **6** (SBP, Individual, Region, Top Performers, All, Forecast)
- [ ] Also, once the official deployment occurs, provide a mini training to iPBMS to understand and interact with the dashboards.
- [x] Individual Dash
- [x] SBP Dash
- [x] All Dash
- [x] Region Dash
- [ ] 121 Pagers (at 80%)
- [ ] Forecast Dash (at 85~90%)
- [x] Auto-factorization (MTW)
- [x] Wins of the Week and Forecast re-ingeneering
- [x] Top Performer Table (view)
- [ ] Automation (macros) of Marnie's reports in collaboration with Rafael.

## Gantt

gantt
    dateFormat  YYYY-MM-DD
    title Carlo
    
    section Canada Plan
    
    SO      :done, 2020-05-26  , 2020-06-11
    Roster : done, 2020-05-26  , 2020-06-11
    MTW :  2020-06-11  , 60d
    Deal Reg :  2020-06-11  , 60d
    section CE Canada   
    app      :done, 2020-06-09, 38d
    training      : 2020-07-22, 1d
    section Roster app
    Testing : active, 2020-06-11, 50d
    section Machine Learning
    Courses          : active, 2020-06-15, 90d
    section Efficiency measuring
    Define: active, win, 2020-07-13, 15d
    Execution:  win2, after win,  20d
    Control: after win2, 20d
    
  

gantt
    dateFormat  YYYY-MM-DD
    title Adrian 
    
    section Infrastructure
    InstallCentosDocker :done,inf, after app, 10d
    Container Virtual Sales map :done,win, after inf, 2d
    Container Jupyter :done, after win, 2d
    Docker Centos maintenance :active, dock, after win, 2020-5-15
    
    
    section BusinessIntelligence
    Container OnePagerDraft :done,win, 2020-02-24, 2d
    One Pager :active, pag, 2020-02-13, 2020-04-15
    OnePagerSecondVersion :active, pag, after last, 2020-05-15
    
    
    section Automation
    
    onboarding app      :done, app,2020-01-13, 2020-02-01
    onboarding app Fixes      :active, after app, 2020-05-15
    
    partnersalesFirstVersion :active,   2020-04-6, 2020-04-20
    partnersalesSecondVersion :active, 2020-04-20, 2020-05-15
    
    

gantt
    title Julio
    section Work in progress
    PBI "New Region"      :a1, 2020-07-15, 20d
    PBI Forecast (MTW)      :a1, 2020-08-04, 20d
    KPI's project      :a1, 2020-09-16, 45d
    "Get More Tour" Partners follow up      :a1, 2020-06-16, 100d  

---
## ==Rafa Rosas==
### Activities

- [x] Implement a macro to optimize the "Shipment - Backlog" report.
finished coding, currently on testing phase
Path: \\\\Minerva\Shared folder\Backup Ale\Shipmens - Backlog\test
- [ ] Implement a macro to optimize the "Make the Week" report
- [ ] Implement a macro to optimize the "Deal Registration" report
- [ ] Implement a macro to optimize the "Sales Out" report
- [ ] In the eReport App, implement Entity Framework for data extracion
- [ ] Ring DNA Training with Sergio Tinoco.

gantt
    dateFormat  MM-DD
    title Rafa 
    section Macros
    Shipment - Backlog:done,win, 04-01, 04-08
    Sales Out:active,win, 04-08, 04-15
    Deal Registration :active,win, 04-15, 04-22
    Make the week:active,win, 04-22, 04-29
    
    section Code
    eReport:done, app, TBD

    section Training
    Ring DNA (Sergio Tinocco) :active, pag, TBD

gantt
       dateFormat  YYYY-MM-DD
       title Sergio

       section A section
       Completed task            :done,    des1, 2014-01-06,2014-01-08
       Active task               :active,  des2, 2014-01-09, 3d
       Future task               :         des3, after des2, 5d
       Future task2              :         des4, after des3, 5d

       section Critical tasks
       Completed task in the critical line :crit, done, 2014-01-06,24h
       Implement parser and jison          :crit, done, after des1, 2d
       Create tests for parser             :crit, active, 3d
       Future task in critical line        :crit, 5d
       Create tests for renderer           :2d
       Add to mermaid                      :1d

       section Documentation
       Describe gantt syntax               :active, a1, after des1, 3d
       Add gantt diagram to demo page      :after a1  , 20h
       Add another diagram to demo page    :doc1, after a1  , 48h

       section Last section
       Describe gantt syntax               :after doc1, 3d
       Add gantt diagram to demo page      :20h
       Add another diagram to demo page    :48h 

:::info
:pushpin: Gracias!
:::