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ADMIN
Onboarding Admin
Onboarding Stages
Stage
Duration(days)
Duraction (weeks)
Stage
Duration(days)
Duraction (weeks)
1
Requirements
-14
-2
2
Media Taxonomy
-7
-1
3
Measurement Framework
-1
-0.14
4
Platform access
-1
-0.14
5
Adhoc Reporting
7
1
6
VVM - Paid Dashboard Launch
7
1
7
SOC - Organic Dashboard Launch
7
1
8
Team Formation
-7
-1
9
Custom Dashboard Launch
30
4.29
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Onboarding Task Master
Stage
Onboarding Tasks
Task Sequence
Core
Stage
Onboarding Tasks
Task Sequence
Core
Requirements
11
Historical data (client, prior agency)
1
Client Deep Dive: Review/Questions on data req (EDW, GA, etc)
2
Historical reporting
3
Benchmarks
3
Confirm fiscal calendar reporting (ex: retail/CPG)
4
Client owned measurement: Site Analytics
5
Client owned measurement: MMM
6
Client owned measurement: MTA
7
Client owned measurement: Research
8
Confirm media plan (platforms,channels, go-live date)
9
Performance Media conversions
10
Media Taxonomy
3
Global Framework - Taxonomy builder
1
Global Framework - Test****
2
Validation
3
Measurement Framework
3
Framework template internal review
1
Framework template external review & approval
2
Archive framework on GDrive
Platform access
1
Platform Access, direct login permissioned
1
Group 1
0
Adhoc Reporting
6
Design of media delivery in spreadsheet or summary email
1
Review of data pipelines for report suite
2
Media sign off on report suite
3
Templates Review
4
Data integration
5
Week 1-2 reporting lauch
6
VVM - Paid Dashboard Launch
7
Identify Veelocity Performance Templates for Client Reporting
1
Data Integration and Daily Process Automation
2
Snowlfake Client Setup
3
Veelocity Template Activation and Publishing
4
Dashboard QA
5
Veelocity Template Production Push
6
Client Communication & Dashboard Access
7
SOC - Organic Dashboard Launch
8
Platform Access
1
Media Team Onboarding
2
Data Integration and Daily Process Automation
3
Snowlfake Client Setup
4
Veelocity Template Activation and Publishing
5
Dashboard QA
6
Veelocity Template Production Push
7
Client Communication & Dashboard Access
8
Custom Dashboard Launch
10
Platform Access
1
Dashboard Design & Client Review
2
Data Integration and Daily Process Automation
3
Snowlfake Client Setup
4
Custom Dashboard 1st Draft Publication
5
Design Feedback
6
Update Dashobard Design to Align on Team Feedback
7
Dashboard QA
8
Veelocity Template Production Push
9
Client Communication & Dashboard Access
10
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