Dataface Tasks

Adoption hardening for internal teams

IDM2_INTERNAL_ADOPTION_DESIGN_PARTNERS-FT_DASH_PACKS-01
Statusnot_started
Priorityp1
Milestonem2-internal-adoption-design-partners
Ownerdata-analysis-evangelist-ai-training

Problem

Connector dashboard packs were validated with a single internal analytics team during the pilot, but they are not robust enough for repeated use by multiple teams or external design partners. Different teams have different warehouse configurations, connector versions, and schema customizations. Packs that worked in the controlled pilot environment will break when exposed to this variation—missing columns, incompatible data types, or connector-specific edge cases that the initial pack templates don't handle. The packs need hardening so that onboarding a new team or design partner doesn't require custom debugging for each deployment.

Context

  • Pilot work proved the baseline flow for connector-specific dashboard packs and KPI narratives for Fivetran sources, but repeated use by multiple internal teams and first design partners will surface reliability and UX edge cases that the pilot could work around manually.
  • This milestone is about turning a promising path into something teams can use predictably without bespoke engineering help, support heroics, or undocumented workarounds.
  • Expected touchpoints include dashboard pack YAML, dbt/example assets, connector fixtures, and quickstart docs, plus any onboarding, validation, and issue-triage surfaces that repeatedly fail during broader adoption.

Possible Solutions

  • A - Fix only the currently visible blockers: fast, but it tends to preserve hidden fragility and leaves the next round of adopters to rediscover the same classes of issues.
  • B - Recommended: define an adoption-hardening checklist and close the highest-impact gaps: combine real usage review, targeted fixes, docs/runbook updates, and validation so repeated use becomes predictable.
  • C - Pause broader adoption until a larger redesign is finished: reduces short-term support load, but delays the real feedback this milestone is meant to capture.

Plan

  1. Review prototype/pilot outputs, open issues, and support friction to identify the top blockers to repeated team adoption of connector-specific dashboard packs and KPI narratives for Fivetran sources.
  2. Turn those findings into a prioritized hardening scope that covers product behavior, docs/runbooks, and validation for the highest-risk flows.
  3. Land or queue the highest-impact fixes and document explicit known limits for anything intentionally left out of scope.
  4. Re-run representative multi-team or design-partner scenarios and update follow-up tasks based on what still fails or feels too brittle.

Implementation Progress

Review Feedback

  • [ ] Review cleared