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Analytics Timeline 2
Created by
Phillip Missan
⟶ Updated 6 months ago ⟶
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Timelines by
Phillip Missan
:
7 months ago
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231
Analytics Timeline
Grouping
Client Communication and Timeline
Events
Interim Meeting
Periods
Generate Goodwill Among Team
Communicate with Everyone as Often as Necessary
Create (and Update Periodically) a Visual with Everyone's Milestones
Collect and refine all milestones from team members
Finalizing Report
Manage Final Report Logistics
Update Timeline and Agenda Weekly
Grouping
All Teams
Periods
Panic--Report
Thanksgiving
Analytics Assessment
Events
Request Names from SD
Periods
Interview Prep
Train for Delta Process
Score Development
Industry and Benchmark Data Collection
Analytical Stage Determination
Team Recommendations
Conduct Interviews
Wait for Names and Prepare for Interviews
Dependent on getting Names from SD
Dependent on getting info from IIA
Call with John Burshek from IIA
Data Team
Events
Request More Data
SD Returns Data Template
Dependent on receiving data template
Dependent on receiving data
Periods
Prepare a "Wish List" and Request Data
Wait for Data
Receive/Transform/Clean Data
Research and Determine Data Needed
Map Data
Determine Which Variables are Useful/Ask for More Data
Dependent on Add'l Data
Deployment Team
Periods
Deployment Begins Working
Understanding Data, Systems, and Goals
Receive and Understand Models from Tech Team
Deliver UI/UX Presentation to SD and Receive Feedback
Test and Implement Prototype with SD
Write a Report on How to Implement the New Model
Dependent on meeting with SD IT
Dependent on Model Progress
Technology Team
Events
Dependent on Meeting with Mark
Periods
Refine Model
Determine the Type of Model to Use
Create a Rough Draft of the Model
Use, Train, and Test Data in Model
Share Model Results with Team
Create a Model Write-Up for SD
Dependent on Data
Market Research
Periods
Identify SD's Competitors
Delegate Research Roles to Look at Other Organizations
Build Competition and Case Study Portfolio
Build the Case Studies
Create Report and Build the Presentation
Contact Grant Thornton and/or Accounting Teachers
Getting Info from Grant Thornton
