Decision Foundry × TOCA
One Team. One Vision. One Outcome. · Partnership since January 2022 · Prepared by Decision Foundry
| # | Initiative | Tool / Platform | Status | Description |
|---|---|---|---|---|
| 1 | F&B Application - TOCA Centers | Claude Code | Completed | Built end-to-end with Claude Code to streamline F&B ordering and operations across TOCA centers. Eliminates manual data entry that previously required 2-3 days (16-24 hrs) of effort at the start of each month. Designed for full rollout across all TOCA centers. |
| 2 | Player Progression Data Study | Cortex Agent | Completed | Utilized Snowflake Cortex Agent to conduct an in-depth analysis of player performance and progression data. Surfaced actionable insights into athlete development patterns across TOCA. |
| 3 | WholeCo Snowflake - Soccer + Social | Cortex Agent | Completed | Deployed Snowflake Cortex Agent to unify enterprise-wide data across Soccer and Social verticals. Created a single, AI-queryable source of truth for WholeCo analytics. |
| 4 | Predictive Forecast Modeling | Cortex + Claude + OpenAI | Completed | End-to-end predictive model initially built with Snowflake Cortex Agent. ML code further refined using Claude and OpenAI as development tools to improve accuracy and adapt to business seasonality. No TOCA data is sent to external APIs. |
| 5 | Incident Form Application | Claude Code | POC Completed | AI-powered incident reporting and tracking application built with Claude Code. Standardizes issue capture and accelerates resolution workflows across TOCA operations. Reduces manual overhead and improves response time consistency. |
| 6 | Data Observability & Pipeline Monitoring | Claude Code | POC Completed | Claude Code-powered observability platform that fully replaces Monte Carlo. Monitors data pipeline health in real time including detection of external dependency failures such as Fivetran outages. Ensures proactive alerting and sustained data reliability across all pipelines. |
| 7 | AI-Enabled Chatbots - Reputation & GM Scorecard | Sigma AI | Completed | AI-powered chatbots deployed within Sigma dashboards including Reputation and GM Scorecard. Enables business users to query and explore data conversationally without leaving the dashboard. Powered by Sigma AI for seamless integration with existing reporting. |
| 8 | AI-First Standard for All New Data Studies | Cortex Agent | Completed | Snowflake Cortex Agent is now the standard starting point for all new TOCA use cases. Significantly reduces time-to-insight and enables faster iteration on analytics projects. |
| 9 | Single Unified POS System | Claude Code | Ideation | Consolidate multiple product-line POS systems into a single unified platform. Standardize data structures and simplify pipelines across TOCA centers. Eliminate reporting gaps caused by individual POS failures or delayed syncs. |
| 10 | Unified Player Rewards Program - TOCA Social | Claude Code | Ideation | Points-based loyalty program tied to player profiles, rewarding gameplay performance. Encourages return visits and reduces duplicate player accounts. Improves customer data integrity and creates ongoing engagement loops. Redemption options across bookings, F&B, and merchandise. |
| 11 | Player Session App - Statistics & Progression | Claude Code | Ideation | Client-facing app surfacing session statistics, skill progression, and performance trends. Delivers training insights personalized to each player. Turns raw gameplay data into a meaningful experience for TOCA training clients. |
Cortex AI is a native Snowflake service. All AI inference (LLM queries, similarity matching, ML models) executes within the Snowflake compute boundary. TOCA data is never sent to an external model training pipeline.
Third-party data providers (Bond Sports, Paycor, Mindbody) share data via Snowflake's zero-copy Secure Share mechanism. Data is accessed in-place - no duplication, no movement outside the Snowflake environment.
All Sigma dashboards, AI chatbots, and Claude Code application connections inherit Snowflake's RBAC policies. Users and applications can only query data their role is permitted to see - enforced at the data layer.
Sigma AI chatbots (Reputation, GM Scorecard) operate within an authenticated Snowflake session. Conversational AI queries are translated to SQL and executed against Snowflake - no raw data is passed to external LLM APIs.
Applications built with Claude Code (F&B App, Incident Forms, Pipeline Monitor) are hosted within the TOCA environment. All backend data flows into Snowflake - apps interact with TOCA data exclusively via Snowflake's authenticated APIs with no local data storage.
DF is building a custom data observability platform to monitor pipeline health and external connector status (e.g. Fivetran) from within the TOCA environment. All monitoring metadata flows back into Snowflake.
| # | Task Name | Description | Month | Year | Status | Owner | Category |
|---|---|---|---|---|---|---|---|
| 1 | Daily Sales Report (DSR) – Original Build | Built the original DSR dashboard with Executive View and Product View tabs; implemented center sequencing workarounds in Sigma; iterated on product groupings per Richard/Dylan feedback. | Jan | 2025 | Completed | Khushboo Agarwal | Dashboard |
| 2 | Data Integrity & CI Failure Resolution – Jan 2025 | Led investigation and resolution of CI build failures; diagnosed duplicate rows and null values in staging/membership models. | Jan | 2025 | Completed | Khushboo Agarwal / Shivani Mishra | Data Engineering |
| 3 | Conversion Dashboard – TOCA Training/Classes | Continued development of the TOCA Training/Classes Memberships conversion dashboard; TOCA 12 portion ceased after project sunset on Jan 16. | Jan | 2025 | Completed | Shivani Mishra | Dashboard |
| 4 | Sponsorship Agency Metrics | Investigated the Annual Metrics for Sponsorship Agency request; corrected logic variance between prior queries and the Sigma Customer and Visits Dashboard. | Jan | 2025 | Completed | Athul Rajan | Analytics |
| 5 | HubSpot Leads Guidance | Provided technical guidance to Steve Jones on HubSpot deal/contact tables and Snowflake logic. | Jan | 2025 | Completed | Khushboo Agarwal | Data Engineering |
| 6 | Trainer Experience Report v1 | Completed data study, QA, and functional prototype (v1); fixed PDF view for all centers; added Session Type filter with colour grading for Average Idle Time. | Feb | 2025 | Completed | Khushboo Agarwal | Dashboard |
| 7 | Membership Dashboard Updates | Reorganised Active Members KPI section, updated date format (Month/Quarter/Year) for Trend Charts, and updated Membership Trend chart to support custom date range filters. | Feb | 2025 | Completed | Khushboo Agarwal | Dashboard |
| 8 | MBO Promo Code Usage Dashboard v2 | Developed and published v2 of the MBO Promo Code Usage Dashboard; received final sign-off. | Feb | 2025 | Completed | Shivani Mishra | Dashboard |
| 9 | Leagues Membership Revenue Model | Built and QA'd the Leagues Membership Revenue accrual model; updated MBO models to incorporate this flow into rpt__daily_center_revenue and rpt__new_memberships. | Feb | 2025 | Completed | Shivani Mishra | Data Engineering |
| 10 | Age Cohort by Center (6-and-under) | Initiated data study and modeling for the 6-and-under training customer cohort analysis; subsequent dashboard built in Mar 2025. | Feb | 2025 | Completed | Shivani Mishra | Analytics |
| 11 | Email Automation Research | Researched Sendgrid/API keys for automated email alerts; proposed AWS/S3/Airflow architecture for CI failure notifications; submitted prerequisites to Richard. | Feb | 2025 | Completed | Athul Rajan / Shivani Mishra | Infrastructure |
| 12 | DSR Pickup Schedule Report | Built data study, dashboarding, and QA for Pickup Schedule Report with Max Roster and Session details; added % to Sales Goal column and Product View formatting changes. | Mar | 2025 | Completed | Khushboo Agarwal | Reporting |
| 13 | Customer Sentiment / Review Dashboard v3 | Updated model to include all reviews for NPS and CSAT at regional/center level; incorporated feedback from v2. | Mar | 2025 | Completed | Shivani Mishra | Dashboard |
| 14 | Young Age Cohort Dashboard v2 | Submitted v2 of the 6-and-under training customer cohort dashboard incorporating stakeholder feedback. | Mar | 2025 | Completed | Shivani Mishra | Dashboard |
| 15 | Bond Models – Initial Development | Developed Bond membership, person, bookings, and visits models; debugged and resynced after model creation issues. | Mar | 2025 | Completed | Shivani Mishra | Data Engineering |
| 16 | Forecasting Dashboard v1 (Initial) | Fine-tuned the prediction model and prepared the V1 version of the forecasting dashboard. | Mar | 2025 | Completed | Athul Rajan | Dashboard |
| 17 | MyTOCA App – Player Portal Data Study | Completed the data study for the Player Portal; compared TocaDB and PlayerPortal data to identify session discrepancies. | Mar | 2025 | Completed | Khushboo Agarwal | Analytics |
| 18 | Trainer Experience Report – Center Idle Time Trends | Implemented center-wise trends for Exercise Idle Time; handed off feature to Richard. | Apr | 2025 | Completed | Khushboo Agarwal | Dashboard |
| 19 | MyTOCA App – Staging Layer Models | Investigated PlayerPortal discrepancies; added staging layer models for Appointments, Accounts, and Profiles tables. | Apr | 2025 | Completed | Khushboo Agarwal | Data Engineering |
| 20 | Booking & Show Penetration Dashboard v1 | Conducted data study on free sessions across product lines, designed v1 prototype with rescheduling logic, and handed off to Richard. | Apr | 2025 | Completed | Shivani Mishra | Dashboard |
| 21 | MyTOCA App Dashboard – Soccer Filter & Langley Fix | Added Soccer Sessions filter; resolved data discrepancies for Langley center (customer counts and missing MBO schedule data). | Apr | 2025 | Completed | Shivani Mishra | Dashboard |
| 22 | Customer Sentiment Dashboard 3.0 – Layout Redesign | Modified NPS logic and redesigned dashboard layout for the weekly PDF report. | Apr | 2025 | Completed | Shivani Mishra | Dashboard |
| 23 | F&B Dashboard – Product Name Grouping | Evaluated three solutions for product name inconsistencies; received approval to group products using existing category and revenue category data. | Jun | 2025 | Completed | Shivani Mishra | Dashboard |
| 24 | Gemini AI Transcription Standardisation | Worked with Richard to standardise the use of Gemini AI for automatically transcribing team meetings. | Jun | 2025 | Completed | Athul Rajan | Team Operations |
| 25 | Bond Sports Project – Initial Coordination | Coordinated initial inquiries on historical data migration and system compatibility for the upcoming Bond Sports POS system rollout. | Jun | 2025 | Completed | Athul Rajan | Data Engineering |
| 26 | 3.1 Data Integration | Restructured fct_sessions to accommodate TOCA 3.1 structural changes; conducted QA and integrated Trainer data; investigated exercise start/end time discrepancies. | Jul | 2025 | Completed | Khushboo Agarwal | Data Engineering |
| 27 | Targeted Suspension List Dashboard v1 | Developed the v1 Targeted Suspension List Dashboard; added filters for product lines and service categories. | Jul | 2025 | Completed | Khushboo Agarwal | Dashboard |
| 28 | CDS to dbt Transition – Time/Date Dimension Models | Created test files and models for APP_SIGNUP_EXCEPTION, BOOKING_START_TIME_OF_DAY, SOURCE_SYSTEM, TIME_OF_DAY, and date/time dimensions. | Jul | 2025 | Completed | Khushboo Agarwal | Data Engineering |
| 29 | Leader Membership Sales Dashboard | Worked on conversion logic for the Leader Membership Sales Dashboard. | Jul | 2025 | Completed | Shivani Mishra | Dashboard |
| 30 | F&B Dashboard – SKU & Toast Data Study | Conducted data study on SKU and Toast data to create a scalable inventory tracking format; researched product name mapping approaches. | Jul | 2025 | Completed | Shivani Mishra | Analytics |
| 31 | Gen3 Dashboard v1 | Completed the Gen3 Operational Excellence dashboard prototype; flattened JSON structures to add mph data to exercise metrics. | Aug | 2025 | Completed | Khushboo Agarwal | Dashboard |
| 32 | Conditional Sigma Scheduling (Data Reliability) | Implemented conditional scheduling for Sigma reports to prevent automated emails from sending during data refresh errors; managed outage communications. | Aug | 2025 | Completed | Khushboo Agarwal | Infrastructure |
| 33 | Utilization & Trainer Performance Dashboard – Session Hours | Added Session Hours Booked and Session Hours Serviced metrics to the Utilization and Trainer Performance dashboard. | Aug | 2025 | Completed | Khushboo Agarwal | Dashboard |
| 34 | F&B Dashboard – Incremental Model & AI Similarity | Shifted model to incremental to preserve historical data; leveraged AI_similarity functions to match product names and merge September inventory data. | Aug | 2025 | Completed | Shivani Mishra | Dashboard |
| 35 | TOCA AI Initiative – Deck & Flowchart | Created the presentation slide deck and flowchart to support the TOCA AI initiative; liaised with Dylan regarding the new aisql Snowflake AI warehouse. | Aug | 2025 | Completed | Athul Rajan | Strategy |
| 36 | CDS & dbt Migration – Core Bookings/App Models | Revamped rpt_daily_center_memberships to CDS; migrated Bookings, App_Session_player, and stg_player_portal_session_players models to dbt. | Sep | 2025 | Completed | Khushboo Agarwal | Data Engineering |
| 37 | Suspension & Termination Analysis Dashboard | Developed Suspension to Termination analysis including active membership counts, visit history, and Suspension Reasons for Steve Jones review. | Sep | 2025 | Completed | Khushboo Agarwal | Dashboard |
| 38 | F&B Dashboard – October Automation & Staging | Completed F&B dashboard and staging models; created October Inventory automation with case-sensitive naming and Weeks on Hand logic; sorted sheets by product category. | Sep | 2025 | Completed | Shivani Mishra | Dashboard |
| 39 | Trainer Experience Report – Experience Insights Tab | Developed the new Experience Insights tab for the Trainer Experience Report. | Sep | 2025 | Completed | Shivani Mishra | Dashboard |
| 40 | CDS & Google Ads / Marketing Model Migration | Transitioned the Daily Sales dashboard to CDS; transitioned hubspot_lead_attribution and full_guest_funnel SQL models to CDS. | Sep | 2025 | Completed | Shivani Mishra | Data Engineering |
| 41 | TOCA Social Data – Initial Study | Conducted initial data study, Qlik review, and assessment of data structure and usability for the Social integration roadmap. | Sep | 2025 | Completed | Khushboo Agarwal | Analytics |
| 42 | Baseline Retest Dashboard | Completed the Baseline Retest dashboard; addressed Dylan feedback and added customer-level session type details. | Oct | 2025 | Completed | Khushboo Agarwal | Dashboard |
| 43 | Shopify Data Integration | Explored Shopify draft orders/discounts data; created staging layer modules; coordinated CDS alignment with Steve Jones; raised PR. | Oct | 2025 | Completed | Khushboo Agarwal | Data Engineering |
| 44 | CDS dbt Transition – Oct 2025 Models | Migrated APP_SIGNUP_EXCEPTION_DATE, CHANNEL_GROUPING_USER, COMPANY, CONTACT_LATEST_LEAD_SOURCE, and related models. | Oct | 2025 | Completed | Khushboo Agarwal | Data Engineering |
| 45 | F&B Dashboard – MoM Variance & Fivetran Fix | Identified root cause of missing data (Fivetran sync issue); created Month-over-Month Variance calculation for inventory. | Oct | 2025 | Completed | Shivani Mishra | Dashboard |
| 46 | Daily Sales CDS Model Build | Built the Sales CDS model and developed the Daily Sales query for the CDS-based reporting pipeline. | Oct | 2025 | Completed | Shivani Mishra | Data Engineering |
| 47 | TOCA Social Data Migration – Phase 1 Staging | Completed all staging layer models for Phase 1; initiated Mart layer; worked on fct_transactions Mart layer and tbl_sevenrooms_tags staging; resolved product duplicate issues. | Nov | 2025 | Completed | Khushboo Agarwal | Data Engineering |
| 48 | Pickup Membership Target List Dashboard | Created Pickup Membership Target List in the Membership Funnel Dashboard; added summary count and updated membership duration calculation to be today-based. | Nov | 2025 | Completed | Khushboo Agarwal | Dashboard |
| 49 | 90 Day Analysis Dashboard | Conducted walkthrough with Richard; added Notes and staffalertmsgshort fields; renamed metrics for clarity; streamlined drill-down to open specific client lists. | Nov | 2025 | Completed | Khushboo Agarwal / Shivani Mishra | Dashboard |
| 50 | TOCA Social Data – vfact & People Counter Models | Started work on vfact_game_booking_summary and fact_people_counter models. | Nov | 2025 | Completed | Shivani Mishra | Data Engineering |
| 51 | Pedregal Summary Dashboard v1 | Developed the V1 version of the Pedregal/Franchise Overview summary dashboard. | Nov | 2025 | Completed | Shivani Mishra | Dashboard |
| 52 | TOCA Social Project – Holistic Tracker & Timeline | Provided a holistic tracker and project timeline for the TOCA Social integration to align with the January 2026 launch target; responded to status inquiries from Richard and Dylan. | Nov | 2025 | Completed | Athul Rajan | Team Operations |
| 53 | CDS/dbt Migration – Nov 2025 Models (Paycor, App_signup) | Added new CDS models and test files including Paycor, App_signup, and Company; modified existing models per Steve's updated logic. | Nov | 2025 | Completed | Khushboo Agarwal | Data Engineering |
| 54 | TOCA Social Dashboard v1 | Built, tested, and raised PRs for the v1 Social Dashboard; addressed product key duplication; integrated booking revenue into the transactions table. | Dec | 2025 | Completed | Khushboo Agarwal | Dashboard |
| 55 | DSR Bond Integration | Integrated Bond data into the Daily Sales Report; added Core4 Sigma user group, Kathy Siegel, and Liyuan Woo to Bond test tabs. | Dec | 2025 | Completed | Khushboo Agarwal | Data Engineering |
| 56 | Customer Sentiment Dashboard – Birdeye Discrepancy | Investigated discrepancy between Sigma Customer Sentiment Dashboard (~8k) and Birdeye platform (~1k reviews) for Richard's strategy meeting. | Dec | 2025 | Completed | Shivani Mishra | Analytics |
| 57 | Pedregal/Franchise Overview – Coapa Addition | Added Coapa (new franchise center) to the Pedregal/Franchise Overview dashboard. | Dec | 2025 | Completed | Shivani Mishra | Dashboard |
| 58 | GL Code Mapping Fix | Identified and flagged GL code/revenue mapping mismatch during CDS transition; ensured correct revenue population in Daily Sales. | Dec | 2025 | Completed | Shivani Mishra | Data Engineering |
| 59 | DSR Executive View Pause | Owned pausing daily distribution of the Executive View starting January 1, 2026. | Dec | 2025 | Completed | Shivani Mishra | Reporting |
| 60 | Bond & Sales Integration (fct_transactions) | Replicated fct_transactions_test changes to production, confirmed Bond data flows to Daily Sales Report, set up test PDF export for Data Ops team. | Jan | 2026 | Completed | Khushboo Agarwal | Data Engineering |
| 61 | DBT Setup – Steve Abram | Configured Steve Abram's DBT environment and confirmed setup completion. | Jan | 2026 | Completed | Shivani Mishra / Khushboo Agarwal | Infrastructure |
| 62 | Sales Discrepancy Investigation | Investigated disconnect between Sales Goals by Center/Product Line (Actuals vs Goals) and tracked gaps. | Jan | 2026 | Completed | Khushboo Agarwal | Analytics |
| 63 | F&B Google Sheet Access & Audit | Added new GMs to the F&B Google Sheet; investigated Novi East data discrepancies. | Jan | 2026 | Completed | Shivani Mishra | Data Management |
| 64 | WholeCo Wireframes & Dashboard | Created wireframes and developed V1 dashboard prototypes for Operational Excellence, Advance the Teammate Experience, Enhance the Guest Experience, and Grow the Player Experience initiatives. | Jan | 2026 | Completed | Shivani Mishra / Khushboo Agarwal | Dashboard |
| 65 | Fivetran Connection Recovery | Resolved impacted Fivetran connections following Dylan's departure. | Jan | 2026 | Completed | Khushboo Agarwal | Infrastructure |
| 66 | DSR Enhancements – Jan/Feb 2026 | Added Goals vs Revenue tab, % Goal/PY metrics, Date Range filter, separated Oakland/Novi East centers, resolved FC Dallas MTD discrepancy, managed subscriptions. | Jan–Feb | 2026 | Completed | Khushboo Agarwal | Reporting |
| 67 | Active Member Scheduling Dashboard v1 | Developed and QA-tested the first version of the Active Member Scheduling Dashboard; clarified rolling 30-day lookback and session utilization logic. | Feb | 2026 | Completed | Shivani Mishra | Dashboard |
| 68 | Full MBO Customer List | Created and delivered a full MBO Customer List including lifetime spend and annual spend; also delivered a DSR-specific version. | Feb | 2026 | Completed | Shivani Mishra | Analytics |
| 69 | dim_membership Model Update | Updated dim_membership and int_bond_membership models to remove duplicates and incorporate Bond data. | Feb | 2026 | Completed | Shivani Mishra | Data Engineering |
| 70 | Data Analytics Engineer Assessment | Ideated abridged assessment (2-hour format), created and delivered assessment materials (datasets and PDF) to Richard Park. | Mar | 2026 | Completed | Athul Rajan | Team Operations |
| 71 | Membership Forecasting Dashboard | Rebuilt forecasting script in dbt after Snowflake task failure; completed QA, renamed dashboard per Richard's request; live in production. | Mar–Apr | 2026 | Completed | Athul Rajan / Khushboo Agarwal | Dashboard |
| 72 | Snowflake Key-Pair Authentication (Phase 1 & 2) | Migrated and tested key-pair authentication for Slim CI, Executive CI, Non-Executive CI, custom DBT jobs, and local environments. | Mar–May | 2026 | Completed | Khushboo Agarwal | Infrastructure |
| 73 | DSR – Ongoing Fixes (Mar–May 2026) | Updated Bond center ID for Columbus, added Toledo center for Leagues, resolved Colony/Naperville discrepancies, added camps & clinics product line. | Mar–May | 2026 | Completed | Khushboo Agarwal | Reporting |
| 74 | GitHub Actions Minutes Research | Estimated minimum action minutes (~4,500 min/month) and communicated impact of code changes on CI pipeline triggers. | Apr | 2026 | Completed | Athul Rajan | Infrastructure |
| 75 | Shopify Apparel Dashboard v1 | Created data model, built v1 dashboard with logic to derive center from associated membership/visits, and delivered prototype. | Apr | 2026 | Completed | Shivani Mishra | Dashboard |
| 76 | Trainer Experience Report / 4.0 App Data | Added app name filter, flattened JSON for v4.0, updated models, merged PR, investigated null trainer names. | Apr | 2026 | Completed | Shivani Mishra | Dashboard |
| 77 | Termination Effective Date Column | Added Termination Effective Date column for MBO memberships to the DSR; identified equivalent field. | Apr | 2026 | Completed | Khushboo Agarwal | Data Engineering |
| 78 | F&B Dashboard – Script & Column Fixes | Removed August column, fixed column misalignment in Madison & Denver, debugged St. Louis quantity issue, deployed to production. | Apr | 2026 | Completed | Shivani Mishra | Dashboard |
| 79 | Onboarding Upload File QA Automation | Recommended replacing manual Litmos data entry with a direct API connector to push data to Snowflake and avoid CI failures. | Apr | 2026 | Completed | Athul Rajan | Infrastructure |
| 80 | MyTOCA App Dashboard – Baseline Retest | Added customer-level details to Baseline Retest table; incorporated Player Portal database, restricted legacy DB to sessions through 2025. | May | 2026 | Completed | Khushboo Agarwal | Dashboard |
| 81 | Reputation Data / API Setup | QA'd Reputation API numbers, recreated all reputation tables/snowpipe/streams/tasks due to change of ownership; models in production. | May | 2026 | Completed | Khushboo Agarwal / Shivani Mishra | Data Engineering |
| 82 | CDS to dbt Migration | Completed transition of CDS models (Sales, Visits, Bookings, Membership, Center, Social) to dbt; PRs raised and QA complete. | May | 2026 | Completed | Khushboo Agarwal / Shivani Mishra | Data Engineering |
| 83 | GM Scorecard v1 | Completed initial data study, delivered v1 with data definition tab and No Data workaround for missing GM scorecard entries. | May–Jun | 2026 | Completed | Khushboo Agarwal | Dashboard |
| 84 | Generations Cup Quick View | Explored booking data to identify tournament-linked sessions; created and delivered a v1 quick view. | Jun | 2026 | Completed | Khushboo Agarwal | Analytics |
| 85 | F&B App Deployment (AWS) | Deployed the F&B inventory app to AWS, connected backend to Snowflake, and completed QA bug fixes. | Jun | 2026 | Completed | Athul Rajan | Application Development |
| 86 | Social DBT Migration – Staging Models (Phase 2 partial) | Migrated DIM_BOOKING_PACKAGE, DIM_BOOKING_STATUS, BOOKINGSOURCE, GAME_START, GAME_END, GOOGLE_RESPONSES, and GAME_ROUNDS models. | Jun | 2026 | Completed | Shivani Mishra | Data Engineering |
| 87 | Player Progression Dashboard v2 | Enhanced version of the Player Progression Dashboard with updated metrics, improved visualizations, and refined player development tracking across TOCA centers. | Jun | 2026 | Completed | Shivani Mishra | Dashboard |
| 88 | Incident Form App (AI-Based) | Building a custom AI application for incident reporting to replace manual processes; ~30 hrs of work, 10 hrs/week plan. ETA: Jun 19, 2026. | May–Jun | 2026 | Completed | Khushboo Agarwal | Application Development |
| 89 | Social TOAST Connection (Fivetran) | Integrating TOCA Social Toast data via Fivetran SFTP connector; 12 models completed in dev. Blocked by admin SFTP access requirement. | Apr–Jun | 2026 | Completed | Khushboo Agarwal | Data Engineering |
| 90 | Player Portal Dashboard | Scoped differences between historical TOCA Remote data and Trainer 4.0; next step is MongoDB Compass exploration for trainer_player_notes collections. | Jun | 2026 | Completed | Shivani Mishra | Dashboard |
| 91 | Active Members Scheduling Dashboard – Enhancements | Ongoing improvements: added future booking fields, Current Cycle tab for distribution, PDF alert, and membership start date filter. | May–Jun | 2026 | Completed | Shivani Mishra | Dashboard |
| 92 | Elijah Wooten Onboarding | Adding Elijah to all email distributions, user groups, and alert chats; assisting with robust DBT installation once equipment arrives. | Jun | 2026 | Completed | Khushboo Agarwal / Shivani Mishra | Team Operations |
| 93 | Generations Cup Data Monitoring | Monitoring incoming attributed data for the Generations Cup event; resolved missing test booking in Cincinnati (Jun 2). | Jun | 2026 | Completed | Khushboo Agarwal | Analytics |
| # | Task Name | Description | Month | Year | Status | Owner | Category |
|---|---|---|---|---|---|---|---|
| 1 | Social dbt Migration | Ongoing migration of Social Models Phase 2 from Staging to Mart and CDS. | Feb | 2026 | In Progress | Khushboo Agarwal / Shivani Mishra | Data Engineering |
| 2 | Player Progression Dashboard | Defining prediction logic; data volume limitation identified (~1,600 Trainer 4.0 records). Consolidating data across all app versions for future model. | Apr–Jun | 2026 | In Progress | Shivani Mishra | Dashboard |
| 3 | F&B Dashboard – Matching Logic & Improvements | Debugging and refining AI matching logic for inventory-vs-transactions; scoping alerting mechanisms and overwrite mechanism for inaccurate Snowflake data. | Jun | 2026 | In Progress | Shivani Mishra | Dashboard |
| 4 | GM Scorecard – Logic Review | Post-meeting evaluation of logic for handling open headcount positions in the GM scorecard; ongoing data definition refinements. | Jun | 2026 | In Progress | Khushboo Agarwal / Team | Dashboard |
| 5 | Reputation Sentiment Dashboard | Ideating new Reputation-based sentiment dashboard following completion of the Reputation API build. | Jun | 2026 | In Progress | Shivani Mishra | Dashboard |
| 6 | F&B App – Google Sheet Transition | Managing potential transition from current Google Sheets F&B process to the new app by July/August 2026. | May–Jul | 2026 | In Progress | Athul Rajan | Application Development |
| # | Task Name | Description | Frequency | Status | Owner | Category |
|---|---|---|---|---|---|---|
| 1 | Weekly Data Team Status Report | Compile and send a 'Data Team Updates' status email to Richard Park summarising completed work, in-progress items, and blockers. | Weekly | Active | Athul Rajan | Reporting |
| 2 | Overnight / Weekend Data Failure Coverage | Monitor and respond to overnight data failures, Sigma reporting anomalies, and pipeline alerts during weekends and holidays. | As needed (weekends/holidays) | Active | Shivani Mishra / Khushboo Agarwal | Operations |
| 3 | Sigma Email Subscription Management | Pause, update, and resume all Sigma email subscriptions/distributions; manage distro lists and subscription schedules. | As needed / Holiday breaks | Active | Khushboo Agarwal | Operations |
| 4 | User Access Management | Process access requests for Sigma, F&B Google Sheets, Daily Sales Report, and other dashboards for GMs, center staff, and internal teams. | As needed | Active | Shivani Mishra / Khushboo Agarwal | Data Management |
| 5 | Daily Sales Report (DSR) Distribution | Ensure the DSR is generated, validated, and distributed daily; monitor for missing centers or data gaps. | Daily | Active | Khushboo Agarwal | Reporting |
| 6 | F&B Google Sheet Maintenance | Manage GM access, investigate data discrepancies, and coordinate updates for the F&B Inventory Google Sheet across all centers. | Ongoing / As needed | Active | Shivani Mishra | Data Management |
| 7 | Team Bandwidth & Coordination | Manage team workload, communicate status and delays to stakeholders, coordinate meeting agendas, and facilitate feedback loops. | Weekly | Active | Athul Rajan | Team Operations |
| 8 | Data Pipeline Health Monitoring | Monitor Fivetran connectors, dbt runs, Snowflake tasks, and Sigma alerts for failures; triage and resolve issues. | Daily | Active | Shivani Mishra / Khushboo Agarwal | Operations |
| 9 | Business Continuity Coverage (Holidays/Events) | Ensure data operations continuity during holidays, events (e.g., F&B Inventory Count), and end-of-period reporting cycles. | Holiday/Event-based | Active | Team | Operations |
| 10 | Stakeholder Dashboard QA | Review and QA dashboards before hand-offs to Richard Park or other stakeholders; validate data accuracy against source systems. | Per release | Active | Team | Quality Assurance |