Project Description
This initiative aims to integrate Business Opportunity Pipeline data from SharePoint Lists and Deltek Vision sources into the central Data Warehouse. The primary objective is to enable consistent, automated global reporting ahead of the GMIS ERP rollout across the APAC, NA, and EU regions.
The integration will align with the existing Business Opportunity DataMarts (busopp.details, busopp.values, etc.) to create a unified and accessible Business Opportunity report, reducing manual effort and increasing reliability of pipeline insights for regional and global stakeholders.
Each region introduces varying integration challenges due to their current data environments:
- APAC: Pipeline data is sourced via Link Dynamics to SharePoint Lists.
- NA
- NA (US): Business Opportunity data exists in Deltek Vision but is not currently included in this integration process.
- NA (Canada): Data provided via SharePoint Lists; however, it is incomplete and currency is reported in CAD.
- Business tracker migration to global tenant is in progress. Access and data standardisation are pending final setup.
Key Risks & Issues
| Risk / Issue | Mitigation / Action |
|---|---|
| Incomplete or inaccurate data from SharePoint Lists | Apply validation rules and snapshot flagging to identify non-validated or draft entries |
| Unclear ownership or access to regional SharePoint data | Define and confirm access groups and regional data stewards |
| Delay in migration of NA tracker to global SharePoint | Track migration milestone, ensure timely access provisioning |
| US data not currently available or within scope | Clarify scope and timelines for future Deltek Vision pipeline inclusion |
| Currency inconsistencies (e.g. CAD for Canada) | Integrate currency conversion logic into busopp.values view |
| No clear ETA for full GMIS transition | Design integration with agility to adapt to phased rollout plans |
Main Tasks & Deliverables
1. Discovery & Planning
- Confirm current SharePoint structures and data owners per region
- Capture business definitions for key fields in the pipeline
- Review regional availability of Deltek Vision data (where applicable)
2. Data Extraction & Integration Strategy
- Define automated extraction process from SharePoint Lists
- Establish snapshot capture and archive strategy
- Define currency and region metadata tagging
3. Data Transformation & Standardisation
- Map SharePoint fields to standard
busopp.detailsandbusopp.valuesstructures - Apply currency conversion (CAD to base currency as required)
- Apply field validation and flagging (e.g., completeness, stage mapping)
4. DataMart Implementation
- Extend
busopp.detailsto accommodate regional fields - Implement
busopp.valueslogic with currency treatment - Enable filterable regional views in the global report
5. Testing & Reporting
- Validate ETL pipeline accuracy with regional stakeholders
- Confirm access to global SharePoint tenant post-migration (NA)
- UAT testing with stakeholders in APAC, and NA
6. Deployment & Transition
- Implement in the Data Warehouse and ensure reports are available.
- Monitor performance & resolve issues.
- Coordinate with GMIS team to align the integration with the future ERP.
Absolutely — here’s a Next Steps section to close out the plan and help drive action:
Next Steps
| Step | Description | Owner | Target Date |
|---|---|---|---|
| 1 | Confirm access to all relevant SharePoint Lists (APAC, NA/CAN) | Data Engineering | [Insert Date] |
| 2 | Schedule data walkthrough with regional SMEs to clarify field usage & logic | Regional Leads | [Insert Date] |
| 3 | Define field mapping document (SharePoint → DataMart views) | Data Modeller | [Insert Date] |
| 4 | Implement automated SharePoint data extraction pipeline | Data Engineering | [Insert Date] |
| 5 | Develop snapshot validation process and identify quality thresholds | Data Quality Lead | [Insert Date] |
| 6 | Confirm Business Tracker migration date and access group additions | EU IT/SharePoint Admin | [Insert Date] |
| 7 | Prepare test cases and validation scenarios for regional pipelines | Reporting Team | [Insert Date] |
| 8 | Extend busopp.details and busopp.values to support regional attributes | Data Modeller | [Insert Date] |
| 9 | Run UAT and stakeholder sign-off for integrated Business Opportunity view | Project Lead | [Insert Date] |
| 10 | Publish report and monitor initial usage and feedback | BI Team | [Insert Date] |
Would you like a simplified RAG status or Gantt-style timeline view of this next steps section?