Client Application Metrics and Dashboard Automation
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Questions and Answers

What is the primary role of the application team?

  • To communicate with clients regarding their concerns.
  • To develop metrics for team performance.
  • To apply on behalf of the client. (correct)
  • To compile jobs from the database.
  • Which team is responsible for querying the database to extract jobs?

  • Customer support team.
  • Client success team.
  • Tracker development team. (correct)
  • Application analysts.
  • Where can you find the tracker associated with a specific client?

  • In the application tracker files.
  • In the Google Drive version of the application records.
  • In the dashboard metrics for the application team.
  • In the client intake form near the client's name. (correct)
  • What type of information does the dashboard created include?

    <p>Manually entered values related to clients' job applications. (D)</p> Signup and view all the answers

    Which statement is true regarding the relationship between the application team and customer support team?

    <p>Both teams communicate with clients but have distinct roles. (C)</p> Signup and view all the answers

    What primary tool is currently used for visualizing job data?

    <p>Looker Studio (A)</p> Signup and view all the answers

    What is the main goal regarding the application team mentioned in the discussion?

    <p>Automate notifications to clients about job applications (D)</p> Signup and view all the answers

    What does the application team currently report as their application rate?

    <p>17 applications per hour (B)</p> Signup and view all the answers

    What is the preferred communication method for team updates as mentioned?

    <p>WhatsApp group chat (A)</p> Signup and view all the answers

    What is the purpose of the 'All Clients Latest' query?

    <p>To compile data from all client tables into one table (B)</p> Signup and view all the answers

    Which component does the database provide in the tracker development process?

    <p>The source of all job listings for clients (A)</p> Signup and view all the answers

    What action should be taken before editing any query in version control?

    <p>Copy and archive the existing query (D)</p> Signup and view all the answers

    How does the application tracker utilize the 'tracker data' spreadsheet?

    <p>It compiles the application trackers based on client jobs (D)</p> Signup and view all the answers

    What is the significance of filtering in the 'All Clients Latest' query?

    <p>It helps ascertain job relevance based on specific criteria (A)</p> Signup and view all the answers

    What happens when a client cancels their service?

    <p>Queries for that client should be archived to save resources (A)</p> Signup and view all the answers

    What is 'create or replace' used for in the context of spawning queries?

    <p>To overwrite an existing table with updated data for specific clients (B)</p> Signup and view all the answers

    Which statement describes the role of 'BigQuery' in the development process?

    <p>It is the tool used to extract job data from the database (D)</p> Signup and view all the answers

    What does a higher match score indicate about a job's relevance to a client's criteria?

    <p>The job is more relevant to the client's search criteria. (D)</p> Signup and view all the answers

    What should be done if the positive and negative criteria are the same in the search criteria and client filters?

    <p>Remove the highlight. (D)</p> Signup and view all the answers

    Which of the following actions is part of verifying if there is new data?

    <p>Check Google Cloud Storage for updates. (A)</p> Signup and view all the answers

    What is the primary purpose of the match score in job filtering?

    <p>To prioritize jobs based on client preferences. (B)</p> Signup and view all the answers

    What happens if there is an unenclosed string in the data?

    <p>An error message indicating a quotation mark will appear. (B)</p> Signup and view all the answers

    What should be the first step when editing the clients' latest queries?

    <p>Add any new queries for clients in the system. (D)</p> Signup and view all the answers

    What do the rows highlighted in red indicate?

    <p>They represent cancelled clients. (A)</p> Signup and view all the answers

    Which action is required for rows highlighted in yellow?

    <p>They should be updated in BigQuery. (D)</p> Signup and view all the answers

    What should be done if a new client's query is not found in the tracker?

    <p>Add the client's details at the bottom. (C)</p> Signup and view all the answers

    What is the recommended practice when entering new client details?

    <p>Use copy-paste to avoid typographical errors. (D)</p> Signup and view all the answers

    What should you do with a client's query after updating it in the tracker?

    <p>Save and remove the highlight. (C)</p> Signup and view all the answers

    How often is new data retrieved for updates?

    <p>Every Tuesday, Thursday, and Saturday. (D)</p> Signup and view all the answers

    What happens if you accidentally delete other clients while updating a query?

    <p>It may cause issues with client tracking. (B)</p> Signup and view all the answers

    What indicates that you should remove a query from BigQuery?

    <p>A client has cancelled their services. (C)</p> Signup and view all the answers

    What information can be found alongside a client's name in the client intake form?

    <p>Trackers associated with the client. (B)</p> Signup and view all the answers

    Which tool is currently being utilized to visualize the jobs for clients?

    <p>Looker Studio (B)</p> Signup and view all the answers

    What challenge related to the application process is being targeted for automation?

    <p>Notifying clients about job applications (C)</p> Signup and view all the answers

    What metric did the speaker mention wanting to automate calculations for?

    <p>Number of applications sent per day (C)</p> Signup and view all the answers

    What is a key outcome the speaker wants to achieve with the dashboard?

    <p>To determine client satisfaction and application progress. (D)</p> Signup and view all the answers

    What is the significance of including dates in the application tracker now?

    <p>To calculate applications metrics more accurately (A)</p> Signup and view all the answers

    What method is currently used to input the number of applied jobs?

    <p>Manual entry by application analysts. (C)</p> Signup and view all the answers

    Why did the team switch from Slack to WhatsApp for communication?

    <p>WhatsApp is more reliable for urgent responses (A)</p> Signup and view all the answers

    How does the speaker intend to improve the metrics tracked in the dashboard?

    <p>By refining the existing Apps Script to enhance calculations. (A)</p> Signup and view all the answers

    What specific metric does the speaker express an interest in calculating more frequently?

    <p>The number of jobs applied each day. (B)</p> Signup and view all the answers

    What type of tool does the speaker suggest experimenting with for dashboard creation?

    <p>Looker Studio for advanced dashboarding. (A)</p> Signup and view all the answers

    What is the purpose of using the match score in job filtering?

    <p>To determine the relevance of a job to the client's search criteria. (B)</p> Signup and view all the answers

    What should be done if a highlight appears in the positive and negative criteria?

    <p>Remove the highlight if both criteria are the same. (C)</p> Signup and view all the answers

    What error occurs if there is an unenclosed string in the data?

    <p>It creates a syntax error that halts the query execution. (A)</p> Signup and view all the answers

    When checking for new data, what is the first action to take in the process?

    <p>Open the Google Cloud Storage directory. (B)</p> Signup and view all the answers

    What is the correct sequence of actions when running queries for new data?

    <p>SSH into VM, check for new data, and run SQL queries. (C)</p> Signup and view all the answers

    Which action is necessary when editing a client's query in the tracker?

    <p>Confirm that no quotation marks are included after copying. (A)</p> Signup and view all the answers

    What is the 'All Clients Latest' query primarily used for?

    <p>To compile jobs from all clients into a single table. (B)</p> Signup and view all the answers

    What should be done with queries related to clients who have canceled their services?

    <p>Remove the queries to avoid wasting resources. (B)</p> Signup and view all the answers

    What does the version control feature allow you to do?

    <p>Restore any previous version of a query after edits. (D)</p> Signup and view all the answers

    How are the application jobs ultimately distributed from the tracker data?

    <p>They are imported into an application tracker. (A)</p> Signup and view all the answers

    Why is it important to check the content of a query before running it?

    <p>To confirm that it aligns with the client's specific needs. (A)</p> Signup and view all the answers

    What does the term 'create or replace' signify in the context of queries?

    <p>It updates existing tables without losing previous data. (C)</p> Signup and view all the answers

    What is a key function of the 'tracker data' file in the overall process?

    <p>It compiles jobs data for each client application tracker. (D)</p> Signup and view all the answers

    What indicates that a table might need to be removed from BigQuery?

    <p>The results from the table no longer match active client criteria. (B)</p> Signup and view all the answers

    What should be done with rows highlighted in red in the client tracker?

    <p>They should be removed from BigQuery. (D)</p> Signup and view all the answers

    How should new client's queries be inserted into the tracker?

    <p>By pasting the query right before the last part of the table. (B)</p> Signup and view all the answers

    What is necessary to do before running the client query?

    <p>Edit the allClientState to reflect new changes. (B)</p> Signup and view all the answers

    What does a yellow-highlighted row signify in the client tracker?

    <p>It shows that the query needs to be updated in BigQuery. (D)</p> Signup and view all the answers

    What action needs to be taken with new client details after inserting them into the tracker?

    <p>They should be saved in both the tracker and BigQuery. (B)</p> Signup and view all the answers

    What is a potential risk when updating client queries in the tracker?

    <p>Overwriting important client details during the paste process. (D)</p> Signup and view all the answers

    When are updates to client queries collected?

    <p>Every Tuesday, Thursday, and Saturday. (D)</p> Signup and view all the answers

    What should be avoided while updating the client tracker?

    <p>Carelessly scrolling through the list of client queries. (A)</p> Signup and view all the answers

    What role does the tracker development team play in the management of rows highlighted in yellow?

    <p>They manually highlight rows as new queries are added. (D)</p> Signup and view all the answers

    What is a reason to copy-paste instead of typing manually when entering new client details?

    <p>There is less chance of making a typographical error. (D)</p> Signup and view all the answers

    What is the first command to be executed in the SSH terminal to list files and directories?

    <p>ls (C)</p> Signup and view all the answers

    How long does the process of running the command 'bash load_json_to_bq.sh' typically take?

    <p>About 4 minutes (C)</p> Signup and view all the answers

    What should you do in the BigQuery window after opening the SQL Workspace?

    <p>Run a query named 'all clients new' (C)</p> Signup and view all the answers

    What should be done after clicking the 'Test the Function' button in the Cloud Functions window?

    <p>Monitor the logs for any errors or confirmations (D)</p> Signup and view all the answers

    Which command should be used to navigate to the correct directory in SSH before running the AI Matching Script?

    <p>cd ai-enric (B)</p> Signup and view all the answers

    What is the purpose of running the command 'tail -f *.log' after executing the Python script?

    <p>To continuously display log messages (D)</p> Signup and view all the answers

    In which application should you clear data to avoid duplication before proceeding with tasks?

    <p>Tracker Data Spreadsheet (D)</p> Signup and view all the answers

    Which of the following tasks is performed first when managing the workflow described?

    <p>Open SSH in the VM Instances window (A)</p> Signup and view all the answers

    What command should be used to create a new screen session in SSH?

    <p>screen (A)</p> Signup and view all the answers

    What is essential to do after running scripts in SSH regarding the session?

    <p>Close the SSH session (B)</p> Signup and view all the answers

    Flashcards

    Application Team

    The team responsible for applying for jobs on behalf of clients.

    Customer Support Team

    The team that handles client communication, questions, and concerns.

    Application Tracker

    A tool used by application analysts and clients to monitor applications.

    Client Intake Form

    A file where all application trackers are compiled for each client.

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    Dashboard

    A tool for monitoring metrics of different teams (e.g., applications, jobs).

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    What is the main objective of the dashboard being developed?

    The dashboard aims to provide an overview of client application progress, allowing for insights into client satisfaction, team performance, and job application rates.

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    What problem(s) is the current system facing?

    The application tracker relies on manual input for status updates and job application counts, which can be time-consuming and prone to errors.

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    How does Apps Script solve the problem?

    Apps Script automates counting applied jobs and calculating metrics, providing faster and more accurate data for the dashboard.

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    What are some key metrics that can be visualized on the dashboard?

    Examples include: number of clients with no applications, number of jobs applied per day, client satisfaction score (optional), team performance metrics (optional).

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    What's the purpose of using Looker Studio for this dashboard?

    Looker Studio is chosen for its strong dashboarding capabilities, unlike Google Sheets which is primarily a spreadsheet tool.

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    What is the primary goal of Looker Studio dashboards?

    To visualize and analyze job application data for each client, providing insights into application trends, client status, and team performance.

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    Why does the company use Looker Studio?

    To efficiently manage a large volume of job applications (thousands) across a significant client base (hundreds).

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    What key performance indicator (KPI) is used for the application team?

    The number of applications submitted per hour.

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    Why is the company tracking the application submission rate?

    To show the efficiency of the application team, aiming to increase the rate for improved application throughput.

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    What is the primary reason for automating client notifications?

    To streamline the application process, freeing up the application team to focus on applying for jobs instead of manual notifications.

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    What is the company's communication platform?

    Whatsapp group chat, chosen for its speed and familiarity.

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    What is "Hubstuff"?

    "Hubstuff" is a tool used for managing client data and applications, involving features like BigQuery and query management.

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    What is BigQuery?

    BigQuery is a cloud-based data warehousing service offered by Google Cloud Platform that enables scalable, high-performance data analysis.

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    What is "All Clients Latest"?

    The "All Clients Latest" query compiles data from individual client queries into a single, master query.

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    What is "Combined Data"?

    The "Combined Data" query aggregates data from multiple sources or time periods into a single view.

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    What is the tracker data file?

    It's a file containing the results of the "All Clients Latest" query, providing a list of all jobs received.

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    What is the application tracker?

    It's a tool used by application analysts and clients to monitor the status and progress of applications.

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    What is "version control" for queries?

    It's a system for saving and managing different versions of queries, allowing users to revert to previous versions if needed.

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    What is the "search criteria queries AI score tab"?

    It's a section in the tracker data file where all the queries used for finding job applications are saved.

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    Match Score

    A score calculated by AI that indicates how relevant a job is to a client's search criteria. A higher score means the job is more relevant.

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    Positive Match Score Criteria

    Specific criteria in a client's filters that, when met by a job, increase its match score.

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    Negative Match Score Criteria

    Specific criteria in a client's filters that, when met by a job, decrease its match score.

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    What is the purpose of the match score?

    The match score helps clients prioritize jobs, allowing them to focus on the most relevant ones and quickly identify those to reject.

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    How is data from sources like Indeed or LinkedIn loaded into BigQuery?

    The data is loaded through a script that runs in a virtual machine. It pulls the data from the GCS bucket and then prepares it for BigQuery.

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    What is the role of the tracker development team in this data processing workflow?

    They are responsible for managing and updating client queries, including adding new clients and modifying existing ones.

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    What does a yellow highlight indicate for a client query?

    A yellow highlight on a client query in the tracker means that the query has been updated and needs to be reflected in the BigQuery database.

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    What does a red highlight indicate for a client query?

    A red highlight on a client query indicates that the client has cancelled their service and their data needs to be removed from the BigQuery database.

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    What is the 'All Clients Latest' table?

    The 'All Clients Latest' table contains the most up-to-date search queries for all clients. Each row in this table corresponds to a client and their query.

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    What is the purpose of the 'All Clients Status' tab?

    The 'All Clients Status' tab is a central hub for tracking all client queries, whether they are active or cancelled.

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    Why is it important to copy-paste client IDs and queries?

    Manually typing client IDs or queries can lead to errors, especially for long or complicated queries. Copy-pasting ensures accuracy and saves time.

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    What to do when a client's query is missing in the 'All Clients Latest' table?

    If a client's query is missing from the 'All Clients Latest' table, it signifies a new client. In this case, add their query and details at the bottom of the table.

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    What information should be included when adding a new client's query?

    When adding a new client's query, include their name (as the client ID), and paste their query at the bottom of the table.

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    What is the process for updating a client's query?

    To update a client's query, find their corresponding row in the 'All Clients Latest' table. Copy-paste their updated query into the table and remove the yellow highlight.

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    When does the tracker team update the client query information?

    The tracker team updates client query information every Tuesday, Thursday, and Saturday. Therefore, maintaining the 'All Clients Latest' table is a regular task done on these days.

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    Why is it important to be online every Tuesday, Thursday, and Saturday?

    To ensure accurate and up-to-date client query information, it's essential to be online every Tuesday, Thursday, and Saturday to update the 'All Clients Latest' table with the latest client data.

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    What are the three main teams involved in the job application process?

    The three main teams are the Tracker Development team, the Application team, and the Customer Support team. Each team has specific roles and responsibilities in the client application process.

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    What does the Tracker Development team do?

    The Tracker Development team compiles and extracts job data from the database. They are responsible for creating and managing client application trackers.

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    What is the application tracker used for?

    The application tracker is a tool that both application analysts and clients can use to monitor the progress of job applications.

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    What is the Client Intake Form?

    The Client Intake Form is a file that contains all the application trackers for each client. It's a central location to access and monitor application data for various clients.

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    What is the dashboard's main purpose?

    The dashboard is a tool for monitoring the performance of each team involved in the application process. It visualizes key metrics like job application rates, client satisfaction, and team performance.

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    What is the dashboard's primary goal?

    The dashboard aims to provide an overview of client application progress, including client satisfaction, team performance, and job application rates.

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    How does Apps Script improve the data collection process?

    Apps Script automates counting applied jobs and calculating metrics, providing faster and more accurate data for the dashboard, unlike manual input which is time-consuming and prone to errors.

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    What is the purpose of Looker Studio in this context?

    Looker Studio is used for visually representing collected data, providing insights into application trends, client status, and team performance. It's preferred over tools like Google Sheets because it's a dedicated dashboarding tool.

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    What is a key performance indicator (KPI) for the application team?

    A key performance indicator (KPI) for the application team is the number of applications submitted per hour. This measure reflects the efficiency and effectiveness of the team in pursuing new opportunities.

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    What is the main goal of the dashboard?

    The dashboard aims to give an overview of each client's application progress, helping analyze client satisfaction, team performance, and application rates.

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    What's the application team's main performance metric?

    The application team is measured by how many applications they send out per hour. This shows how efficient they are.

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    Why is automating client notifications important?

    Automating notifications frees up the application team to focus on applying for jobs instead of manually updating clients.

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    What communication platform does the company use?

    The company uses Whatsapp group chat for quick and easy communication with both clients and the team.

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    What is the purpose of the 'All Clients Latest' table?

    The table keeps track of the latest search queries of all clients, ensuring the tracker team has the most up-to-date information.

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    What is version control?

    Version control is a system that keeps track of different versions of queries, allowing users to revert to previous versions if needed.

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    Why is the 'All Clients Latest' table important?

    The 'All Clients Latest' table contains the most up-to-date search queries for all clients, making it crucial for managing client information.

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    What is the purpose of the dashboard?

    The dashboard serves as a visual tool to monitor the performance of each team involved in the application process, visualizing key metrics like job application rates, client satisfaction, and team performance.

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    Why is copy-pasting important?

    Copy-pasting client IDs and queries ensures accuracy and prevents errors that can occur when typing manually. It saves time and effort.

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    New Client Query

    When a client's query is missing from the 'All Clients Latest' table, it signifies a new client. You need to add their query and details at the bottom of the table.

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    Update Client Query

    To update a client's query, find their corresponding row in the 'All Clients Latest' table. Replace the existing query with their updated version and remove the yellow highlight.

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    Tracker Team Updates

    The tracker team updates client query information every Tuesday, Thursday, and Saturday. Therefore, maintaining the 'All Clients Latest' table is a regular task done on these days.

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    Why is it important to be online on Tuesdays, Thursdays, and Saturdays?

    To ensure accurate and up-to-date client query information, it's essential to be online every Tuesday, Thursday, and Saturday to update the 'All Clients Latest' table with the latest client data.

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    What are the three main teams involved in the application process?

    The three main teams involved are the Tracker Development team, the Application team, and the Customer Support team. Each team plays a vital role in managing client applications.

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    What is the dashboard's purpose?

    The dashboard provides an overview of application progress, client satisfaction, team performance, and key metrics, helping to monitor the application process effectively.

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    How does Apps Script improve data collection?

    Apps Script automates the process of counting applied jobs and calculating metrics, providing faster and more accurate data for the dashboard compared to manual input.

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    What are the three main windows used in this workflow?

    The workflow utilizes three separate browser windows: VM Instances for managing virtual machines, BigQuery for data warehousing, and Cloud Functions for serverless execution.

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    What is the purpose of the load_json_to_bq.sh script?

    The script loads data from a JSON file into a BigQuery table, enabling data analysis and insights.

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    What does the all clients new query do?

    This query processes new data added to BigQuery related to client information and job applications.

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    Why is it important to clear data from the Tracker Data Spreadsheet?

    Clearing data prevents duplication and ensures accurate data in spreadsheets, avoiding inconsistencies with BigQuery.

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    What is the Export Baquerry to Sheets Cloud Function?

    This function exports data from BigQuery to Google Sheets, enabling users to view results in a spreadsheet format.

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    What is the purpose of the run_all_scripts.py script?

    This Python script calculates AI match scores for job applications, helping clients prioritize relevant opportunities based on their search criteria.

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    What is the tail -f *.log command used for?

    This command continuously monitors and displays the latest log files, showing the progress of the AI matching process.

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    What is the main purpose of the SSH terminal?

    The SSH terminal provides a secure way to access and interact with the virtual machine, allowing users to run scripts and manage files.

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    Why is it important to run data processing steps sequentially?

    Each step builds upon the previous one: data is loaded, processed, exported, and then further analyzed. Maintaining this order ensures a smooth and accurate workflow.

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    What is the benefit of using a screen session?

    Screen sessions allow you to detach a running process from the SSH terminal, ensuring it continues running even if your connection is interrupted.

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    Study Notes

    Teams and Metrics

    • Different teams handle client applications: Tracker Development (compiles jobs), Application (applies on behalf of client), and Customer Support/Client Success (communicates with clients).
    • Metrics exist for each team, tracked on a dashboard. The speaker wants a visual dashboard.

    Dashboard Creation

    • Current dashboard (HANA Dashboards) uses manual data entry for applied jobs, available jobs, interviews, approved jobs, etc.
    • The speaker wants to automate these counts using Apps Script to automatically update dashboard with accurate information.
    • The goal of the dashboard is to identify and solve potential client or team issues.

    BigQuery & Data Management

    • Data is stored in a database, then extracted using BigQuery and saved in a spreadsheet.
    • The spreadsheet contains job data for each client.
    • The speaker wants a way to extract job data for application trackers.
    • The speaker wants to create a process to automate notifications to clients.

    Data Cleansing

    • Tracker development team highlights data in queries that need updating or removal.
    • In BigQuery, cancelled client queries should be removed.
    • Queries for updated/active clients should be updated and highlighted in yellow.
    • Clients who aren't in the new client log or search and curation log should be removed from BigQuery.
    • AI match scores are analyzed to categorize job relevance to client criteria.
    • The process involves copying/pasting queries instead of manually typing to reduce errors.
    • The system will check for issues like missing quotation marks to prevent errors in data extraction or import from BigQuery.

    Data Import & Export

    • Data is imported and exported using Google Cloud Storage (GCS). The GCS job data is for Indeed and LinkedIn.
    • A script runs every Tuesday, Thursday, and Saturday to update the data and run compiled queries in BigQuery. The new data is added late in the previous week (Monday night, Wednesday night and Friday night) so that data is easily available for extraction on Tuesday/Thursday/Saturday
    • The process involves SSH, functions, and BigQuery.

    Application Tracker

    • The tracker compiles and stores all job information in one file.
    • Clients can check the status of tracked jobs.
    • This information is used to update the dashboard.

    Time Tracking

    • The speaker is using Hubstaff to track work time.
    • The expected work hours are 8 hours per day on Tuesday, Thursday, and Saturday.
    • Flexible time outside these days is optional, used for other tasks.

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    Quiz Team

    Description

    This quiz focuses on the different teams involved in managing client applications and the metrics they track. It covers the creation of a visual dashboard for automating job counts and managing job data through BigQuery. Understand the processes involved in enhancing client communication and addressing team issues effectively.

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