Chat with us, powered by LiveChat Please read the data science project and provide a solution. write 1 page for every part in case study in SOP format total 5 pages, 5 parts 1 excel for part 4 Final Output 1 MS W - Writeden

Please read the data science project and provide a solution.

write 1 page for every part in case study in SOP format

total 5 pages, 5 parts

1 excel for part 4

Final Output

1 MS Word Doc – 5 pages – SOP Format

1 MS Excel Doc

1 PPT – (1-2 slides) for 2D

Case Study

Use the data set attached for the following exercise.

Role Context As a Data Ops Lead, you will be responsible for planning and executing large-scale migrations of Otter Customers (Restaurants) from legacy to 2.0 systems.

Case Context You are presented with a list of Customer Success Associates (CSA) and the Customers they manage.

You will be asked to analyze this data and write up a process to schedule them for migration and keep stakeholders informed.

Part 1: Process Design an end-to-end process flow that includes

1. Analyzing the customer data and their product usage 2. Scheduling optimal customer migration waves 3. Identifying stakeholders 4. Keep stakeholders informed of roadmap and progress 5. Allow stakeholders to submit escalation requests 6. Quality control: Measure success of each migration and identify failures &

solutions 7. Rollback plan in case of emergency

This should be documented in SOP format and easily understood by non-technical persons.

To be actioned by: Yourself and your teammates

To be visible to: Stakeholders can reference to quickly comprehend which step your team is currently working on and how to opt in as a new stakeholder if they are missed.

Part 2: Metrics & Definitions A) Definemetric: Customer has churned B) Definemetric: Customer is inactive C) Inject a newData Source: Escalated Stores. Create a separate

spreadsheet that accepts requests from Stakeholders to prioritize specific Customers for migration and their reason for the request. Fill in with any 10 location ids from the data set provided. Incorporate into your master sheet.

D) Define a health score for each location based on the data set provided. Explain the logic of how you defined the score and how customer success teams would use the score. Please present your logic and approach in 1 or 2 slides. This score would be a factor in your priority score (next) AND provide a metric for quality controls post-migration.

E) Define a priority score for each location based on the data set provided and the health score above. Assume that migrating a customer to API 2.0 will help reduce failure rates such as Missed Orders. This score would feed into your migration scheduling.

Part 3: Migration Schedules Today = January 15, 2022

A) Determine cohorts of customers to migrate based on your metrics above. How would you schedule these groups?

B) Implement QC Tracking. Migration success/failure granular to location C) Forecasting. Implement a tool that accepts a given success rate and

outputs a visual graph with migration dates through full migration

Part 4: Dashboarding Build an interactive dashboard in Google Sheets to be used as input to calculate migration cohorts.

The dashboard should have the following: ○ Ability to filter based on different criteria. You decide which criteria

would be most relevant. Must include at least: ■ By migration target date (i.e. show all locations scheduled prior

to an input date, you would calculate this in part 3) ○ Ability to sort by priority ○ Ability to quickly find a specific Customer or Location

Part 5: StakeholderManagement Common stakeholder concerns:

● How do I find out when my customers are scheduled? ● My customer was scheduled for last week, but I don’t see themmarked as

“migrated” – what happened? ● Why were Joe’s customers scheduled ahead of mine? ● How can I request escalation for a specific customer? ● Some of my locations have been marked as ineligible for migration. Where

can I follow the Product roadmap to find out when these locations will become eligible?

● Stakeholder A is communicating a different message to their customers than Stakeholder B. This has caused a BizDev maelstrom with our Online Delivery Partners (joint customers with Otter).

● My customers keep getting punted each week without explanation ● I didn’t receive your email / Slack announcement / etc. I had no idea my

customers were being “migrated”.I don’t even know what “migration” means. Drop everything and deal with me now, I am angry.

Propose a stakeholder map, communication plan and governance model to ensure effective communication between internal and external stakeholders. This should be built to avoid lost information/efficiencies.

,

Definitions

Customer Success Associate Name of CSA
Parent Restaurant name Dummy restaurant name
Unique Location ID Unique Location ID
Highest Product Product that the restaurant has: Premium + POS : Premium product + point of sale Premium: Premium product Order Manger: Core product POS Integration : Point of sale only
# Printers Number of printers requested
# Tablets Number of tablets requested
Orders Total customer orders
Last Product Usage Date Date of the last time they used the product
Payment Status
Activation Date Date that the customer was activated

Raw CM Data

Customer Success Associate Parent Restaurant name Unique Location ID Highest Product # Printers # Tablets Orders Week 2 Orders Week 1 Printed Orders Week 2 Printed Orders Week 1 Cancellations Week 2 Cancellations Week 1 Missed Orders Week 2 Missed Orders Week 1 Average Order Week 2 Average Order Value week 1 Last Product Usage Date Payment Status Activation Date Number of online delivery partners
Jimmy Restaurant 747 06dc26c0-9998-4912-b026-dd0e3e8acdff Order Manager 1 1 47 60 47 60 0 2 0 0 24.99 22.71 1/15/2022 10:50 AM Active 9/28/2021 2
Jimmy Restaurant 432 36677987-7739-492d-a034-f94f22bae72f Premium 0 0 37 46 0 0 2 2 0 0 36.19 29.57 1/15/2022 10:07 AM 8/11/2020 3
Jimmy Restaurant 747 1955165c-d286-4d09-aed9-27c908c26503 Order Manager 1 1 63 66 62 66 1 1 0 0 29.43 29.72 1/15/2022 10:53 AM Active 6/16/2021 2
Jimmy Restaurant 747 fc15619e-87c6-4326-8f20-e71b8bd55662 Order Manager 1 1 50 48 50 48 0 2 0 0 31.22 26.58 1/15/2022 10:09 AM Active 6/16/2021 2
Jimmy Restaurant 719 ef394528-735d-4307-aebe-034aa5e4966c Premium + POS 1 0 534 565 0 0 2 3 0 0 47.72 46.22 1/15/2022 10:59 AM Active 3/22/2021 2
Jimmy Restaurant 719 d96840c4-9807-4f5f-a5d6-c811f18e13f1 Premium + POS 1 0 376 380 0 0 5 3 0 0 45.7 43.12 1/15/2022 10:44 AM Active 3/22/2021 2
Jimmy Restaurant 719 3c37c996-2359-4c97-b88b-7b955b1e9f01 Premium + POS 1 0 638 450 0 0 4 1 0 0 48 47.91 1/15/2022 10:56 AM Active 3/22/2021 2
Jimmy Restaurant 970 cb3cec69-b559-48b6-a84f-a413b793075f Order Manager 1 1 115 131 115 131 0 1 0 0 31.17 30.1 1/15/2022 10:38 AM Active 9/21/2020 2
Jimmy Restaurant 853 427d7212-329c-44a5-9375-7e1c8217a6aa Premium 1 1 Active 12/7/2020
Jimmy Restaurant 432 e9f63de8-4eee-42d0-993d-1b92c5e7afb5 Premium 0 0 15 7 0 0 1 0 0 0 33.82 29.53 1/15/2022 10:02 AM Active 6/21/2019 1
Jimmy Restaurant 432 cf851a36-3763-415c-ac2c-c153142a9db0 Premium 0 0 34 24 0 0 4 4 0 0 28.3 29.34 1/15/2022 10:51 AM Active 5/28/2019 2
Jimmy Restaurant 432 f2de7c78-f988-46ff-8fae-81f54c027eb1 Premium 0 0 24 19 0 0 0 0 0 0 31.92 30.03 1/15/2022 7:32 AM Active 6/11/2019 2
Jimmy Restaurant 432 5949ae67-1959-4245-b54d-bdf113d7c0bb Premium 0 0 36 40 0 0 17 17 0 0 27.43 30.18 1/15/2022 10:26 AM Active 6/6/2019 2
Jimmy Restaurant 432 4bf617fb-9787-40fc-8af8-9d7a2ee7a386 Premium 0 0 6 5 0 0 2 0 0 0 36.79 31.7 1/15/2022 5:19 AM Active 6/26/2019 1
Jimmy Restaurant 432 55917f76-5824-4649-a72a-c10023d134b6 Premium 0 0 44 33 0 0 21 19 0 0 28.86 30.63 1/15/2022 10:42 AM Active 6/5/2019 2
Jimmy Restaurant 432 64b384c3-8483-414f-975d-a3aacde2451f Premium 0 0 53 60 0 0 2 1 0 1 37.01 34.95 1/15/2022 10:26 AM Active 6/19/2019 2
Jimmy Restaurant 432 9c50a106-84ea-4c3a-96c6-7bf070f7e554 Premium 0 0 8 22 0 0 1 5 0 0 33.31 31.6 1/15/2022 9:36 AM Active 6/19/2019 1
Jimmy Restaurant 432 e891526d-a8b1-4eb6-af9a-b95fbe37ca2c Premium 0 0 29 12 0 0 4 1 0 0 33.38 29.47 1/15/2022 8:17 AM Active 6/18/2019 1
Jimmy Restaurant 432 c8adcdd8-842c-45b1-b9fb-5c7570b234cf Premium 0 0 7 19 0 0 3 6 0 0 36.02 27.88 1/15/2022 10:39 AM Active 6/18/2019 1
Jimmy Restaurant 432 3faa14dc-b75f-49f2-8a2a-44d96b2d7e46 Premium 0 0 21 28 0 0 11 15 0 0 34.5 28.06 1/15/2022 4:47 AM Active 5/30/2019 1
Jimmy Restaurant 432 eb9c64bb-d435-4e29-aae6-a113e4858450 Premium 0 0 29 27 0 0 1 0 0 0 30.49 25.82 1/15/2022 8:46 AM Active 6/6/2019 2
Jimmy Restaurant 432 97a97806-b451-4eb6-a30c-60f815810823 Premium 0 0 26 31 0 0 1 2 0 0 33.94 30.13 1/15/2022 2:11 AM Active 6/25/2019 2
Jimmy Restaurant 432 fc699339-08f3-4520-a5e0-ec5168909da7 Premium 0 0 48 42 0 0 1 0 0 0 29.04 28.29 1/15/2022 9:38 AM Active 6/6/2019 2
Jimmy Restaurant 432 83c50234-ecf6-4d55-b5c4-16b8db234106 Premium 0 0 78 63 0 0 1 1 0 0 32.91 29.29 Active 5/31/2019 2
Jimmy Restaurant 432 2535e5f5-9f96-49b8-a87e-e82da76582d8 Premium 0 0 19 18 0 0 0 1 0 0 25.98 25.97 1/15/2022 10:30 AM Active 6/18/2019 2
Jimmy Restaurant 432 c1c419fe-dbce-4bea-b99d-776ebeb9fdec Premium 0 0 42 61 0 0 0 5 0 0 27.66 27.4 1/15/2022 10:22 AM Active 6/6/2019 2
Jimmy Restaurant 432 f4e35280-f1c9-4590-97a1-adf8ce22a6ca Premium 0 0 25 35 0 0 4 7 0 0 29.89 38.11 1/15/2022 7:19 AM Active 6/6/2019 2
Jimmy Restaurant 432 098d445c-ba8e-452b-807c-eb3216a35946 Premium 0 0 36 36 0 0 1 1 0 0