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?

Manually entered values related to clients' job applications. Signup and view all the answers

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

Both teams communicate with clients but have distinct roles. Signup and view all the answers

What primary tool is currently used for visualizing job data?

Looker Studio Signup and view all the answers

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

Automate notifications to clients about job applications Signup and view all the answers

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

17 applications per hour Signup and view all the answers

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

WhatsApp group chat Signup and view all the answers

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

To compile data from all client tables into one table Signup and view all the answers

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

The source of all job listings for clients Signup and view all the answers

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

Copy and archive the existing query Signup and view all the answers

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

It compiles the application trackers based on client jobs Signup and view all the answers

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

It helps ascertain job relevance based on specific criteria Signup and view all the answers

What happens when a client cancels their service?

Queries for that client should be archived to save resources Signup and view all the answers

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

To overwrite an existing table with updated data for specific clients Signup and view all the answers

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

It is the tool used to extract job data from the database Signup and view all the answers

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

The job is more relevant to the client's search criteria. 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?

Remove the highlight. Signup and view all the answers

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

Check Google Cloud Storage for updates. Signup and view all the answers

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

To prioritize jobs based on client preferences. Signup and view all the answers

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

An error message indicating a quotation mark will appear. Signup and view all the answers

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

Add any new queries for clients in the system. Signup and view all the answers

What do the rows highlighted in red indicate?

They represent cancelled clients. Signup and view all the answers

Which action is required for rows highlighted in yellow?

They should be updated in BigQuery. Signup and view all the answers

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

Add the client's details at the bottom. Signup and view all the answers

What is the recommended practice when entering new client details?

Use copy-paste to avoid typographical errors. Signup and view all the answers

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

Save and remove the highlight. Signup and view all the answers

How often is new data retrieved for updates?

Every Tuesday, Thursday, and Saturday. Signup and view all the answers

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

It may cause issues with client tracking. Signup and view all the answers

What indicates that you should remove a query from BigQuery?

A client has cancelled their services. Signup and view all the answers

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

Trackers associated with the client. Signup and view all the answers

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

Looker Studio Signup and view all the answers

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

Notifying clients about job applications Signup and view all the answers

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

Number of applications sent per day Signup and view all the answers

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

To determine client satisfaction and application progress. Signup and view all the answers

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

To calculate applications metrics more accurately Signup and view all the answers

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

Manual entry by application analysts. Signup and view all the answers

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

WhatsApp is more reliable for urgent responses Signup and view all the answers

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

By refining the existing Apps Script to enhance calculations. Signup and view all the answers

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

The number of jobs applied each day. Signup and view all the answers

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

Looker Studio for advanced dashboarding. Signup and view all the answers

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

To determine the relevance of a job to the client's search criteria. Signup and view all the answers

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

Remove the highlight if both criteria are the same. Signup and view all the answers

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

It creates a syntax error that halts the query execution. Signup and view all the answers

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

Open the Google Cloud Storage directory. Signup and view all the answers

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

SSH into VM, check for new data, and run SQL queries. Signup and view all the answers

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

Confirm that no quotation marks are included after copying. Signup and view all the answers

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

To compile jobs from all clients into a single table. Signup and view all the answers

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

Remove the queries to avoid wasting resources. Signup and view all the answers

What does the version control feature allow you to do?

Restore any previous version of a query after edits. Signup and view all the answers

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

They are imported into an application tracker. Signup and view all the answers

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

To confirm that it aligns with the client's specific needs. Signup and view all the answers

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

It updates existing tables without losing previous data. Signup and view all the answers

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

It compiles jobs data for each client application tracker. Signup and view all the answers

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

The results from the table no longer match active client criteria. Signup and view all the answers

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

They should be removed from BigQuery. Signup and view all the answers

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

By pasting the query right before the last part of the table. Signup and view all the answers

What is necessary to do before running the client query?

Edit the allClientState to reflect new changes. Signup and view all the answers

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

It shows that the query needs to be updated in BigQuery. Signup and view all the answers

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

They should be saved in both the tracker and BigQuery. Signup and view all the answers

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

Overwriting important client details during the paste process. Signup and view all the answers

When are updates to client queries collected?

Every Tuesday, Thursday, and Saturday. Signup and view all the answers

What should be avoided while updating the client tracker?

Carelessly scrolling through the list of client queries. Signup and view all the answers

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

They manually highlight rows as new queries are added. Signup and view all the answers

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

There is less chance of making a typographical error. Signup and view all the answers

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

ls Signup and view all the answers

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

About 4 minutes Signup and view all the answers

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

Run a query named 'all clients new' Signup and view all the answers

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

Monitor the logs for any errors or confirmations 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?

cd ai-enric Signup and view all the answers

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

To continuously display log messages Signup and view all the answers

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

Tracker Data Spreadsheet Signup and view all the answers

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

Open SSH in the VM Instances window Signup and view all the answers

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

screen Signup and view all the answers

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

Close the SSH session Signup and view all the answers

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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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.