Skip to content
Share
Explore
ADMIN
Onboarding 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
There are no rows in this table
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
Want to print your doc?
This is not the way.
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.