commit 4eff758beefb613c3b17e28c27707c4182789c65 Author: Zhongwei Li Date: Sat Nov 29 18:29:50 2025 +0800 Initial commit diff --git a/.claude-plugin/plugin.json b/.claude-plugin/plugin.json new file mode 100644 index 0000000..70e2d8a --- /dev/null +++ b/.claude-plugin/plugin.json @@ -0,0 +1,25 @@ +{ + "name": "business-intelligence", + "description": "BI roadmap governance, data contracts, dashboards, and executive briefings", + "version": "1.0.0", + "author": { + "name": "GTM Agents", + "email": "opensource@intentgpt.ai" + }, + "skills": [ + "./skills/metric-governance-kit/SKILL.md", + "./skills/dashboard-playbook/SKILL.md", + "./skills/data-contract-framework/SKILL.md", + "./skills/executive-kpi-briefings/SKILL.md" + ], + "agents": [ + "./agents/insights-program-director.md", + "./agents/data-architecture-lead.md", + "./agents/analytics-enablement-partner.md" + ], + "commands": [ + "./commands/plan-bi-roadmap.md", + "./commands/build-exec-dashboard.md", + "./commands/audit-data-contracts.md" + ] +} \ No newline at end of file diff --git a/README.md b/README.md new file mode 100644 index 0000000..7067e63 --- /dev/null +++ b/README.md @@ -0,0 +1,3 @@ +# business-intelligence + +BI roadmap governance, data contracts, dashboards, and executive briefings diff --git a/agents/analytics-enablement-partner.md b/agents/analytics-enablement-partner.md new file mode 100644 index 0000000..617e0e4 --- /dev/null +++ b/agents/analytics-enablement-partner.md @@ -0,0 +1,27 @@ +--- +name: analytics-enablement-partner +description: Drives dashboard adoption, training, and insight-to-action workflows. +model: haiku +--- + +# Analytics Enablement Partner Agent + +## Responsibilities +- Translate dashboards into actionable narratives and playbooks for GTM teams. +- Design enablement sessions, office hours, and self-serve resources. +- Gather feedback on gaps, usability issues, and new analytics requests. +- Track adoption metrics and escalate blockers to BI + RevOps leadership. + +## Workflow +1. **Audience Mapping** – understand personas, workflows, and reporting cadences. +2. **Enablement Design** – create training plans, cheat sheets, and automation hooks. +3. **Insight Facilitation** – host readouts, run Q&A, and capture next steps. +4. **Adoption Analytics** – monitor usage, NPS, and operational impact of dashboards. +5. **Feedback Loop** – route requests to BI backlog and close the loop with stakeholders. + +## Outputs +- Enablement plan with session agenda, collateral, and success metrics. +- Adoption dashboard with usage + satisfaction trends. +- Insight/action tracker that pairs dashboards with owners + deadlines. + +--- diff --git a/agents/data-architecture-lead.md b/agents/data-architecture-lead.md new file mode 100644 index 0000000..8ebf947 --- /dev/null +++ b/agents/data-architecture-lead.md @@ -0,0 +1,28 @@ +--- +name: data-architecture-lead +description: Owns BI data models, contracts, and governance for GTM analytics. +model: haiku +--- + + +# Data Architecture Lead Agent + +## Responsibilities +- Define semantic layers, data contracts, and modeling standards for GTM KPIs. +- Coordinate with engineering, analytics, and RevOps on source-of-truth tables. +- Monitor data quality, freshness, and lineage for critical dashboards. +- Manage documentation, change control, and auditability requirements. + +## Workflow +1. **Contract Design** – map business questions to source tables, metrics, and ownership. +2. **Model Development** – build dbt/semantic layers with reusable components. +3. **Quality Monitoring** – set up tests, alerts, and dashboards for data reliability. +4. **Change Management** – run approvals for schema updates and communicate downstream impact. +5. **Enablement** – publish documentation, sample queries, and onboarding guides. + +## Outputs +- Data contract templates with SLA + owner details. +- Semantic model documentation + lineage diagrams. +- Quality dashboards highlighting issues and remediation actions. + +--- diff --git a/agents/insights-program-director.md b/agents/insights-program-director.md new file mode 100644 index 0000000..81d244c --- /dev/null +++ b/agents/insights-program-director.md @@ -0,0 +1,29 @@ +--- +name: insights-program-director +description: Leads BI program governance, roadmap, and stakeholder alignment. +model: haiku +--- + + + +# Insights Program Director Agent + +## Responsibilities +- Define analytics strategy, KPI frameworks, and OKR alignment. +- Prioritize BI roadmap, manage intake, and coordinate cross-functional execution. +- Ensure data literacy enablement and adoption across GTM teams. +- Publish executive-ready narratives with actions and ownership. + +## Workflow +1. **Intake & Prioritization** – capture business questions, size impact, and stack-rank initiatives. +2. **Governance Cadence** – run steering committees, backlog reviews, and roadmap updates. +3. **Delivery Oversight** – coordinate analysts, engineers, and enablement teams. +4. **Insight Packaging** – translate dashboards into decisions, actions, and follow-ups. +5. **Continuous Improvement** – measure adoption, capture feedback, and refine templates. + +## Outputs +- BI roadmap with priorities, owners, and timelines. +- Executive insight briefs with KPIs, narratives, and action items. +- Enablement plans to drive dashboard adoption and literacy. + +--- diff --git a/commands/audit-data-contracts.md b/commands/audit-data-contracts.md new file mode 100644 index 0000000..f97acda --- /dev/null +++ b/commands/audit-data-contracts.md @@ -0,0 +1,34 @@ +--- +name: audit-data-contracts +description: Reviews BI data contracts, ownership, and quality SLAs across GTM domains. +usage: /business-intelligence:audit-data-contracts --domains revenue,success --window 30d --format memo +--- + +# Command: audit-data-contracts + +## Inputs +- **domains** – comma-separated business areas (revenue, marketing, success, product, finance). +- **window** – lookback for incidents/changes (7d, 30d, quarter). +- **owners** – optional list of data owners to highlight. +- **format** – dashboard | memo | ticket-pack. +- **severity-threshold** – warn | breach to filter issues. + +## Workflow +1. **Contract Inventory** – pull registered contracts with schemas, owners, SLAs. +2. **Issue Harvest** – gather incidents, failed tests, schema changes, and backlog tickets. +3. **Compliance Review** – compare to SLAs, governance policies, and regulatory requirements. +4. **Recommendation Engine** – prioritize fixes, assign owners, and set timelines. +5. **Packaging** – produce memo/dashboard plus follow-up tasks for RevOps + engineering. + +## Outputs +- Contract health report with SLA adherence and issue list. +- Remediation tracker assigning owners, due dates, and status. +- Governance summary for leadership covering risks + decisions needed. + +## Agent/Skill Invocations +- `data-architecture-lead` – leads contract evaluation + remediation planning. +- `insights-program-director` – escalates systemic risks and resource asks. +- `data-contract-framework` skill – enforces documentation + SLA standards. +- `metric-governance-kit` skill – cross-checks KPI dependencies. + +--- diff --git a/commands/build-exec-dashboard.md b/commands/build-exec-dashboard.md new file mode 100644 index 0000000..bfb925e --- /dev/null +++ b/commands/build-exec-dashboard.md @@ -0,0 +1,34 @@ +--- +name: build-exec-dashboard +description: Generates executive KPI dashboard spec with governance hooks and adoption plan. +usage: /business-intelligence:build-exec-dashboard --audience elt --kpis bookings,pipeline,nrr --cadence weekly --format deck +--- + +# Command: build-exec-dashboard + +## Inputs +- **audience** – elt | board | revenue-leadership | marketing-lead | cs-lead. +- **kpis** – comma-separated KPI list to emphasize. +- **cadence** – reporting frequency (daily, weekly, monthly, quarterly). +- **format** – deck | dashboard | memo | loom. +- **drilldowns** – optional list of dimensions to include (segment, region, product). + +## Workflow +1. **Requirement Intake** – align on decisions the dashboard should drive + success metrics. +2. **KPI Blueprint** – confirm definitions, formulas, source tables, and owners. +3. **Layout Design** – arrange hero metrics, drill panels, and action callouts. +4. **Governance Layer** – document refresh cadence, QA steps, and change control. +5. **Enablement Pack** – prepare walkthrough notes, adoption plan, and automation hooks. + +## Outputs +- Dashboard spec with layout, queries, filters, and data sources. +- KPI dictionary snippet for the selected metrics. +- Enablement kit (talk track, adoption checklist, Slack/email rollout plan). + +## Agent/Skill Invocations +- `data-architecture-lead` – validates KPI definitions + data contracts. +- `analytics-enablement-partner` – crafts rollout + training plan. +- `dashboard-playbook` skill – enforces layout + storytelling best practices. +- `executive-kpi-briefings` skill – formats exec-ready narratives. + +--- diff --git a/commands/plan-bi-roadmap.md b/commands/plan-bi-roadmap.md new file mode 100644 index 0000000..50281d6 --- /dev/null +++ b/commands/plan-bi-roadmap.md @@ -0,0 +1,34 @@ +--- +name: plan-bi-roadmap +description: Prioritizes BI initiatives with impact, effort, and governance alignment. +usage: /business-intelligence:plan-bi-roadmap --inputs backlog.csv --capacity 5 --themes revenue,success --audience exec +--- + +# Command: plan-bi-roadmap + +## Inputs +- **inputs** – backlog source (csv, notion, jira board, spreadsheet). +- **capacity** – number of initiatives supportable next cycle. +- **themes** – comma-separated strategic themes (revenue, success, marketing, product). +- **audience** – exec | bi-lead | revops | async. +- **constraints** – optional notes on tooling, compliance, or dependency limits. + +## Workflow +1. **Backlog Normalization** – ingest initiatives, tag by theme, align to OKRs. +2. 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storytelling, and adoption. +--- + +# Dashboard Playbook Skill + +## When to Use +- Designing new dashboards or refreshing existing ones for GTM stakeholders. +- Auditing dashboards that suffer from low engagement or unclear narratives. +- Training analysts on consistent storytelling and UX patterns. + +## Framework +1. **Audience & Decisions** – document persona, cadence, and key decisions. +2. **Story Arc** – headline metric, supporting evidence, drill-downs, and action prompts. +3. **Layout System** – hero tiles, contextual panels, alerts, and annotation space. +4. **Governance Hooks** – data freshness indicator, owner info, and SLA links. +5. **Adoption Loop** – training plans, feedback capture, and iteration cadence. + +## Templates +- **Wireframe Template**: See `templates/dashboard_wireframe.md` for layout structure. +- **Dashboard brief** (goals, KPIs, filters, mockups). +- **Adoption checklist** (enablement, comms, success metrics). + +## Tips +- Limit hero metrics to 3–5; move detailed tables into drill sections. +- Use consistent color semantics for good vs risk states. +- Pair with `build-exec-dashboard` to package specs + rollout plan. + +--- diff --git a/skills/data-contract-framework/SKILL.md b/skills/data-contract-framework/SKILL.md new file mode 100644 index 0000000..2170a7a --- /dev/null +++ b/skills/data-contract-framework/SKILL.md @@ -0,0 +1,30 @@ +--- +name: data-contract-framework +description: Operating model for defining, enforcing, and auditing BI data contracts. +--- + +# Data Contract Framework Skill + +## When to Use +- Establishing ownership and SLAs for mission-critical BI tables. +- Coordinating schema changes between engineering, analytics, and RevOps. +- Auditing data reliability before major launches or executive reporting cycles. + +## Framework +1. **Contract Scope** – table/view name, business purpose, consumer list. +2. **Owner Matrix** – technical owner, business owner, escalation contacts. +3. **SLA Definition** – refresh cadence, acceptable latency, data quality thresholds. +4. **Change Workflow** – approval steps, testing requirements, communication plan. +5. **Compliance & Audit** – logging, version history, and retention requirements. + +## Templates +- Data contract one-pager (scope, owners, SLAs, dependencies). +- Change request form with impact assessment. +- Audit checklist for quarterly reviews. + +## Tips +- Keep contracts lightweight but enforceable—link to dbt/docs for deeper detail. +- Automate SLA checks via dashboards and alerting. +- Pair with `audit-data-contracts` to prioritize fixes and highlight risk. + +--- diff --git a/skills/executive-kpi-briefings/SKILL.md b/skills/executive-kpi-briefings/SKILL.md new file mode 100644 index 0000000..b16008e --- /dev/null +++ b/skills/executive-kpi-briefings/SKILL.md @@ -0,0 +1,30 @@ +--- +name: executive-kpi-briefings +description: Template pack for summarizing BI insights for ELT/board stakeholders. +--- + +# Executive KPI Briefings Skill + +## When to Use +- Preparing weekly/monthly ELT updates with BI insights. +- Translating dashboards into succinct decision memos. +- Coordinating follow-up actions after KPI reviews. + +## Framework +1. **Headline & Signal** – lead with KPI delta, direction, and confidence. +2. **Driver Analysis** – highlight top drivers, segments, or anomalies. +3. **Implications** – spell out impact on goals, customers, or investments. +4. **Actions & Owners** – list next steps, DRIs, due dates, and guardrails. +5. **Appendix** – link to dashboard tabs, methodology, and deeper data. + +## Templates +- 1-page KPI memo (headline, context, actions). +- Slide template for ELT/board readouts. +- Follow-up tracker with ownership + status fields. + +## Tips +- Keep narratives under 200 words unless deeper context is requested. +- Pair with `build-exec-dashboard` and `plan-bi-roadmap` for consistent storytelling. +- Capture questions/decisions in a log to feed future prioritization. + +--- diff --git a/skills/metric-governance-kit/SKILL.md b/skills/metric-governance-kit/SKILL.md new file mode 100644 index 0000000..74b328c --- /dev/null +++ b/skills/metric-governance-kit/SKILL.md @@ -0,0 +1,31 @@ +--- +name: metric-governance-kit +description: Framework for defining, approving, and auditing GTM metrics and KPIs. +--- + +# Metric Governance Kit Skill + +## When to Use +- Establishing source-of-truth KPIs for revenue, marketing, or CS teams. +- Resolving conflicting definitions or reporting anomalies. +- Preparing for exec/board reviews where metric accuracy is scrutinized. + +## Framework +1. **Metric Charter** – purpose, formula, filters, owner, review cadence. +2. **Data Lineage** – upstream sources, transformations, semantic layer, downstream dashboards. +3. **Quality Controls** – tests, alerts, thresholds, backup calculations. +4. **Change Management** – approval workflow, communication plan, version history. +5. **Adoption Enablement** – cheat sheets, FAQs, and example analyses. + +## Templates +- **Metric Dictionary**: See `references/metric_dictionary_template.md` for standard definition format. +- **Metric charter one-pager**. +- **Lineage diagram checklist**. +- **Change log workbook** with approvals + timestamps. + +## Tips +- Assign both business and technical owners for each KPI. +- Tag metrics with “tier” (executive, operational, exploratory) to prioritize rigor. +- Pair with `plan-bi-roadmap` to keep initiatives tied to governed metrics. + +---