What fields track progress updates during the first 6 weeks of a BAT project?
Week 1–6 Update (BAT).
What KPIs do we report out on for Guided Success?
-AI Driven UUS
-WAU
This system is where BAT builds the majority of their automation
What is Workato?
What do you do if you need to escalate an issue with Flywheel Product?
What section of the BAT board do tasks go to after launch to track bugs and performance?
Monitoring section.
Which section is used when a task has been scoped, sized, and is just waiting for someone to pick it up?
Awaiting Capacity section.
What does BAT use to measure stakeholder happiness post-project?
CSAT survey in Asana.
This system is where BAT builds some of their automation, but definitely NOT the majority of it!
What is HubSpot Workflows
The goal of this update is to keep our stakeholders informed of all the awesome solutions we build!
What’s the name of the BAT slack channel for surfacing errors from Workato automation?
#csso-notifications Slack channel.
What happens to a task if it’s blocked due to an external team and not BAT’s fault?
It moves to Blocked by Stakeholder.
What 3 items are part of the BAT Launch & Optimization Criteria?
- Solution built by BAT (not FWP or DSI)
- Greater than or equal to S in size
- Includes Pilots (even the ones we are running with 3rd party vendors)
This system is where BAT keeps track of any and everything project management related
What is Asana?
What do you do if a stakeholder comes to you in-quarter with a request?
-Evaluate based on Impact, Urgency, Effort and Tradeoff.
-Escalate to BAT leads for tradeoff discussions if needed.
-Get FWP involved if required.
Who stages and delivers a system release announcement if no Systems Manager is assigned?
Lead Automation Analyst.
The combination of four criteria would send a task straight to the Consolidated Backlog instead of getting worked this quarter?
1.) Not committed for the quarter
2.) Medium+ size
3.) No urgent deadline
4.) Not from VP+/CELT/HELM.
How many YTD BAT Launches & Optimizations have we delivered?
22
This system can be leveraged to more easily find and validate data sources
What is Atlan?
What are 2 key categories that we ask our Intake Submitters to prioritize?
Impact and Urgency
What are the two main goals of a release announcement aside from awareness?
Adoption and Feedback.
This T-shirt size or larger means your Asana task should be marked as a milestone and must have a requirements doc linked to it.
What is Medium?
How much GRR did we grow y/y in 2024?
+1.5 pts which means:
-10,000 MORE customers stayed with HubSpot
- We kept $50M MORE in ARR
This solution is what Kate Sama initially was the gatekeeper of for CS, and has no available paid licenses available at the present moment
What is Claude Enterprise?
Oh no!!! It's 4pm on Friday and a CritSit of a non-HelpDesk BAT solution has appeared! You'll obviously curse out the CritSit Gods as a first step, but once you've completed that, what is the next step you should take?!
1.) Spin up a centralized CritSit document, create a DACI and assign roles to the folks supporting remediation efforts to ensure visibility and alignment is communicated clearly across.
What Asana board holds system requests that have been vetted but aren’t being actively worked yet?
Consolidated Backlog Board.