Dockless Mobility Operations Builder Huddle

[amenity]

2/26/20 Diana, Jace, Surbhi, Mateo, John, Sergio, Amenity

Deck

[amenity]

My notes:

Components

• Service Request 311 integration might be its own component

Phases

• Uploading reports is a must-have phase one
• DM: CSR should be must-have phase one
• JC: Invoicing is priority for Finance, CSRs not necessary in Phase I
• Resources should be in phase one; providers will need information and it's an easy win

Certainty

• Questions around invoicing resolutions since there is not a clear policy around per-trip fee... but won't need to necessarily reconcile invoices to precise definition of "trips" right away

Phase 1 level of effort

• Dev: Script to create monthly summary report tinto Knack

  • Already has SQL GraphQL queries, only need to implement Python script to insert in Knack - DAG Directed Acyclic Graph
  • 1/2 day (Sergio)

• Apps: Knack app to view monthly reports, payment status tracking, vendor management

  • Can start off with importing Invoices object (status, sent, amount, paid, date) table that Sergio creates
  • Add adjustments
  • Create invoice from details page of each one
  • Automated emails
  • Then need to create Vendor object
  • Two weeks, one builder (Surbhi)

• PM: Work with stakeholders on process

  • 1 week (Jace)

Phase 1 cost

• ~1k portion of Knack infrastructure

Misc

• Get Sergio access to Ride Report
• Get current operations management spreadsheet from Joseph

[amenity]

@JaceDeloney - moving this to review/QA - if you have any notes to add here, go for it. Otherwise close. Thanks 🙏