Procare Solutions Internal Ideas Portal
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Workspace Data Platform
Categories Power BI Report
Created by Jessica Moloney
Created on Jan 27, 2023

RELATED IDEAS

Adoption/usage metrics for new Desktop-Engagement CX enhancements

Since we are unable to implement pendo into Procare Desktop we need a different mechanism for tracking adoption/usage metrics. We will be deploying a few great customer experience enhancements in our Feb 20/22 release for the Desktop-Engagement sync. We need to be able to track and report on which users are clicking on these new features.

Summary of Request/Idea Adoption/usage metrics for new Desktop-Engagement CX enhancements
Acceptance Criteria (Requirements) of Request

Power BI report that shows the data associated with each click event.

Click events:

  • User clicks on "Launch Engagement" from the Connected with Engagement menu item

  • User clicks on "Sync Help" from the Connected with Engagement menu

Data we need in the Power BI report:

  • IKN

  • School ID

  • School Name

  • Person ID

  • Person Name

  • Application ID (i.e. Desktop, MyProcare, XYZ extra, etc.)

  • Event ID (i.e. click on Launch Engagement, click on Sync Help, etc.)

  • Date/time (UTC) of event (in this case the click on Launch Engagement and the click on Sync Help)

High level questions we're trying to answer:

  1. How many centers are using these new features? (Specifically, how many centers have clicked on each of the 2 new menu drop-down items)

  2. How many users within each center are using these new features?

  3. How frequently are users using these new features? (How many times in 1 week or 1 month is a specific user clicking on these new features)
Department of Request Product
Priority of Request 4 - Very High Priority
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