GST Reconciliation
Bottlenecks and solution
Limitations in the existing system
● Findings
a. Non accurate data
b. Delayness
c. Non effective reports
● Risks
a. Data Leakage
b. Data mismatch
c. External dependencies
● Weak Assumptions
a. Unmasked PII data.
b. Irrelevant data.
c. Unformatted data.
New Initiative - Proposed Solution
Eliminating the dependencies in the source data formats, source system availability/Integration.
Replacing Physical source files into a Unified Format (examples - JSON or list views).
Restructuring system/Architecture to include ELT mechanisms.
Performing Data lineage on source data to identify the GAPS.
Normalise the data into a unified structure.
Data scrubbing and cleansing to eliminate irrelevant/incomplete data.
Perform Data masking on Dev and testing environments.
Build self service Dashboards for effective and accurate and customised reporting.
Effectiveness of the new Solution
1. External dependencies including but not limited to Source file corruption or server
unavailability will be prevented by the Unified Formatting of source data.
2. Source to data mapping and structuring the database enables accurate ELT operations avoiding
data leakage and mismatch issues.
3. Data scrubbing and cleansing improves the findings of Potential gaps in functional specification
and inaccuracies in data.
4. Data masking will result in enhanced Risk Management Plan.
Risk Management Plan
Structuring Business Continuity Plan Document.
User Privilege Management Plan to eradicate data breach and integrity issues.
Place a continuous improvement plan to revisit the goals and effectiveness of data and
reports.
Operational Plan and Strategy - Tasks Involved
Invoice due Notifications - End of Every Week.
Monthly Invoice Due reminders - Start of last week.
Perform ELT and data reconciliation - End of Last week.
Document Gap Analysis - End of Last Week.
Reach out to Data SPOC at hotels’ side for missing information - End of last Week.
Escalate to next level at client end copying internal escalation point if the above has responded in 2 working days.
Setup necessary meetings with Client SPOC to resolve any clarifications by end of 1st week of following month.
Make sure the DB is updated by 1st day of 2nd Week of following month.
Initiate processing and GSTR filing on the 2nd Day of 2nd Week every month.
Operational Plan and Strategy -
Resource Management
There will be 4 Account Managers collaborating with a 6 member team consisting of 2 - BAs,
DAs, 1 - QAs. 1 - MAS.
The RACI Matrix would be in place.
Operational Plan and Strategy - Tools
Tool Purpose
MS Project/Jira Planning tasks and internal Deliverables.
Confluence Documenting - BRDs, Retrospectives, Gap Analysis, MOMs
MS office Client Presentations and data representation
Toad/IBM Data Stage Query management & ELT
Skype/Mattermost/WebEx Communication Tool
Tableau/Sharepoint/Shared FTP storage Data reports and secured data transfer
Customer Onboarding Strategy (COS)
Pre sales Outreach - Product Specification Demo
Follow ups with prospective clients post demo (Bi-Weekly)
Drafting customized requirements and Add - On Features by the clients.
Share the Project Plan with the client after a detailed analysis with the implementation team.
Post sales confirmation prepare SOPs, SOWs and BRD.
COS Cntd…
Initiate Customer onboarding and MOU.
Assign Account Manager(AM) and facilitate in person meeting with the client SPOC.
Align DAs, BAs, QAs and MAS executives to the assigned AM for the client.
Share Product Specification Guide, FAqs, RACI Matrix along with welcome Email.
Initiate Product hand off and training.
Upselling and Cross Selling Opportunities
Upselling Opportunities -
Rejuvenating marketing strategies to increase the subscription period of the existing customers with
discounts and limited offers.
Promotional and referral offers to the existing customers to extend the product usage.
Cross-Selling Opportunities -
Upscaling the customer experience by providing free access to additional features like custom dashboard
reporting, alerts and notifications on missed timelines.
Dedicated customer support experience.
