BI-007Reporting & Analytics
Copay report mismatch with Core Raintree
Enterprise Intelligence & Performance
Recommended pathTo be confirmed with PRN
- Capability status
- To be confirmed with PRN
- Transformation phase
- To be confirmed with PRN
- Effort
- To be confirmed with PRN
Current State / What We Learned
Observed today, as captured in the corrected assessment.
SME TO COMPLETE / VALIDATE
Desired Future State
The target way of working PRN and Raintree are aiming for.
SME TO COMPLETE / VALIDATE
Requirement / Gap
Not applicable
Raintree Recommended Path
Teresa and Marko met with Shama and tweaked the BI report to match the classic Raintree report which can now be used by PRN
Dependencies / Considerations
- CoPay collected -- Christina calling out that this report is not matching classic raintree report - provided ProActive example
- Update: Teresa and Marko met with Shama and tweaked the BI report to match the classic Raintree report.
Outstanding Questions / Decisions
- ACTION ITEM - Indhu would like PRN to ID the standard reports they want to use, but are unable to bc it doesn't have the merge location feature, to let RT know and they can add this for them.
- Pending from PRN
Evidence
Evidence for this opportunity is still to be confirmed.
Source
Detailed Transformation Assessment (Corrected)Related opportunities
Related by workstream and subject matter. These are not stated dependencies unless the assessment says so.