Unique Features
| Feature | Description |
|---|---|
| Schedueling | Robust scheduling options to calculate the through put time of your Runbook based on duration of tasks and their interdepencies. |
| For Trial Migrations (only) the workday hours are used and tasks after working hours are moved to the next day for realistic planning. | |
| Reporting | Real time reporting (Dashboard) on progress and KPI's like Progress, Delays, Load Statistics |
| Email Notifications | Email notification for to users when their task is next, based on completion of the depending task. |
| Unique Color Coding | Clear color coding to visualise in the Runbook what the activities in progress are |
| and where attention is needed. | |
| Runbook Versioning | Create multiple versions of your Runbook, allowing you to safely make modifications and test them |
| Runbooks for multiple migrations | Manage multiple Runbooks used accross multiple data migrations by various entities (Countries, Departments, etc), while using a robust Runbook Management system, accessible through out your entire organisation |
| Child Runbooks | Easily link a child runbook from another department to your main runbook. You can see the relevant taks of the child runbook inside of your main runbook, or simply hide them again. You can even update the status. This allows for even better awareness and colaboration. |
| Timezone awereness | The runbook is timezone aware. You set your timezone in the upload of your runbook, but can overwrite it in the settings in the admin area. The timezone is displayed on the relevant screens, so everybody is aware. |
| Email Automation | Let your systems send emails to Runbook Manager to update the status of a specific tasks. |
Runbook Viewing
| Feature | Description |
|---|---|
| Centralized Runbook Access | Easy access to all Runbooks stored in the database, eliminating the need to manage multiple files or file structures. |
| Seamless Runbook Selection | Users can select specific Runbooks easily, with the system remembering their choices for future sessions. |
| Enhanced Filtering | Offers robust filtering by domain, teams, and status, alongside a convenient search function for quickly finding Runbook entries. |
| Search | Easily search and filter your entire runbook accross all columns via a single search box, to immediately spot all tasks e.g. on your name or for a certain area (e.g. Finance) |
| Real-Time Updates | Allows on-screen modifications of status and actual times for each Runbook entry, keeping data up-to-date effortlessly. |
| Automated Email Notifications | Sends notifications when tasks are marked as 'Done' to Responsible Resources for tasks next in line. |
| Persistent User Sessions | Remembers user selections and data inputs across sessions for a continuous and personalized experience. |
| Color Coding on Statusses | Visualises the status by coloring the row to easily identify which tasks require attention. Yellow: Task to Start (predecessor is Done). Blue: In Progress. Green: Done. Purple: On Hold. Red: Cancelled. Grey: Not Applicable. |
| Color Coding on Planned Start | Colors the Planned Start text. Red: Overdue. Amber: Planned Start is manually stored rather then calculated based on its predecessor. Blue: Task is moved to 9 AM, because the predecessor ended outside of working ours. |
| Interactive Data Table | Displays detailed Runbook entries with information like stages, task names, and predecessors in an easy-to-read format. |
| Drop Down Box for Status | Quickly update the status of the tasks via a drop down box. |
| Automatic update of Start / End Time | When the status is set to In Progress or Done, the respective Start and End Time are automatically filled. |
| Editable Fields Within Table | Users can directly edit status, actual start, and end times within the table, with changes saved instantly. |
| Expandable Remarks Section | Offers an expandable field for additional remarks, allowing users to add and view extended comments seamlessly. |
| Visual Task Indicators | Color-coded rows and other visual cues provide quick insights into task status and overdue items. |
| Role-Based Editing Access | Editing capabilities are restricted to authorized users like staff or admins, ensuring data integrity. |
| Planning Feature | For TM's the tasks will be moved to the next day if the predecessor is ending after 6PM. |
| Child Runbook Tasks | Visually highlight which tasks have subtasks from a child runbook. A button top allows the user to show or hide the child tasks as part of the main runbook. |
| Delta Planning | Calculates the difference between the 'Initial Planned' and current planned. The latter is always calculated based on the most recent information known. The Intial Planned is stored by yourself in an Admin function. |
Dashboard
| KPI | Description |
|---|---|
| General | Where relevant KPI's take the specific tasks marked as the Cycle Start and End into account, which can be set in the settings. This means that there might be tasks before or after the Cycle Start / End that are not used in the calculations. This is useful if you maintain non-mision critical tasks in your runbook. |
| Progress % | The progress as a percentage of the total through put time of the migration. |
| Elapsed Time | The total time since the cycle started. |
| ETA End | The time that is currently prognosed the cycle is completed. It uses the actuals for completed tasks and adds the duration of the remaining tasks. |
| Actual Task Duration | Summation of the duration of tasks completed. |
| Delta | Delta vs the Initial Planned Duration. Initial Planned Start / End / Duration can be stored for performance evaluation purposes. |
| Total Task Duration | Summation of the duration of all tasks. |
| Total Cycle Duration | Total throughput time of the cycle. |
| Records Loaded | Summation of the number of records loaded in the target system. |
| Load % | The percentage of succesfully loaded records, compared with the number of 'Expected Load'. |
| Delta | Delta vs Target Load %. Targets can be set in the settings area and can differ for each cycle. |
| Receon % | The reconciliation percentage of succesfully loaded records based on value comparision. |
| Delta | Delta vs Target Recon %. Targets can be set in the settings area and can differ for each cycle. |
Activity Overview
| Feature | Description |
|---|---|
| Centralized Activity Tables | Presents activities in distinct tables, organized by Runbook context (Entity and TM Cycle), for a streamlined view across different Runbooks. |
| Dynamic Table Generation | Activity tables are dynamically created based on the organized_activities data, ensuring up-to-date information. |
| Direct Navigation to Detailed Views | Each table header contains a link to the detailed view of the corresponding Runbook, facilitating easy navigation and deeper exploration of Runbook content. |
| Visual Date and Time Blocks | Dates are displayed dynamically, with each day divided into specified time blocks (e.g., 0, 6, 12, 18 hours), offering a visual timeline of activities. |
| Activity-Specific Details | Each row in the table represents a unique activity, providing essential details like domain, activity name, and task start/end IDs. |
| Quick Links to Specific Tasks | Task IDs are hyperlinked, enabling users to swiftly navigate to specific tasks within the Runbook for more detailed information. |
| Status Indicators with Conditional Formatting | Activity statuses are visually indicated, with overdue activities highlighted in red, aiding in immediate status recognition. |
| Time Slot Marking for Activity Duration | Time blocks within each row are marked to visually represent when activities are scheduled, providing a quick overview of activity timing. |
| Color-Coded Rows for Status Recognition | Rows are color-coded based on activity status (e.g., blue for "In Progress", green for "Done"), enhancing the ease of interpreting activity states. |
Load Statistics
| Feature | Description |
|---|---|
| Customizable Selection Form | Offers a dropdown form for selecting combinations of Entity, Fold-In, and TM Cycle, enabling users to filter and view load statistics tailored to their specific needs. |
| Contextual Information Display | Clearly shows the chosen Entity, Fold-In, and TM Cycle, providing users with contextual understanding of the load statistics being displayed. |
| Aggregated Load Stats Overview | Features a table summarizing key load statistics by domain, such as total legacy extraction, target and actual load, and average percentages for load and reconciliation. |
| Detailed Load Stats Table | Provides a comprehensive table with in-depth load statistics for each load object, complete with editable fields for fine-tuning and accuracy. |
| RAG Status | Displays the RAG (red amber green) status for Load % and Reconciliation %. The RAG Targets are set in the settings and are set for each cyle. |
| Inline Editing Capability | Allows users to directly edit fields like legacy extraction, target load, and actual load within the table, enhancing data interaction and control. |
| Intuitive Data Calculations and Formatting | Automatically calculates key metrics like load percentages and formats numerical values for ease of reading and comprehension. |
| Summarized Totals in Table Footers | Both tables feature footer rows that display total values across all categories, offering a quick reference for overall statistics. |
Aministrative Features
| Feature | Description |
|---|---|
| User Maintenance | Creation and maintenace of user access |
| Restrict access for regular users vs power users | |
| Rrovide users with access for restricted time period | |
| Master Data Maintenance | Maintain master data on critial objects like Entity, TM Cycles, Runbook (revisions), Domain, Load Objects etc |
| Make a Runbook version the active version for this TM Cycle | |
| Delete obsolete data, like Runbooks, load statistics etc | |
| Maintain each line in your Runbooks | |
| Activity Overview Maintenance | Create and maintain the Entity / Fold-in unique combination of Tasks to display in the Activity Overview. |
| Load Objects Maintenance | Maintain for which Entity / Fold-In combination your Load Objects are relevant. |
| Upload Runbook | Upload your Runbook in a simple to maintain Excel file. |
| Copy Runbook | Copy a version of Runbook to either the same TM or another TM Cycle. |
| Populate Load Statistics | Populate your Load Statistics table with empty rows for your users to maintain during a TM Cycle. The dynamic Load Object steering is used to only create the relevant entries. |
| Download Runbook | Download your Runbook to a Excel file for mass adjustments and backup. Then easily upload it again via the upload function. |
| Automated Backups | Receive a copy of your runbook in mission critical phases. You set the Cycle, period, time interval and receiving email address, and the system automatticaly send you your runbook as Excel. |
| Users Overview | Shows an overview of the users that exist in your system and an overview of people that are in the list of Responsible Resource but do not have a user yet. This is particalurly useful for understanding whether everybody expected has a user and can participate in updating their tasks in the runbook. You can easily make new users in the admin area. |