Requirements
1. Data Source:
- Data should be stored and shared within standalone Excel files
- Files should not link to any user devices or external databases.
- Data must be cleansed and provided in a well-structured format. meaning that shared columns do not contain errors, different values, or dates that do not follow the same format.
- formulas should be well defined.
- DataLexing team is not responsible for the data cleaning process, so any file containing poorly formatted data will not be accepted.
- Proper documentation should accompany the data to ensure clarity and usability.
2. Subject Matter Expert (SME) Engagement:
- Meeting with subject matter experts is required to ensure alignment and clarity on the data and its intended use.
3. Template Restrictions:
- A single template must not exceed 10 tables. 1 Dashboard. 10 Charts.
4. Scope of Templates:
- Templates should be designed to assist with specific processes rather than entire functions. For example, instead of creating a comprehensive HR template that covers all functions, separate templates should be created for individual processes, such as hiring or employee directory management.
5. Setting Goals:
- The user should identify and highlight at least three primary goals they aim to achieve. provide examples for goals.
Optimizing for Efficiency and Precision
These requirements ensure a focused, efficient, and effective approach to data management and template development, aligning with the client's specific needs and processes.
Terms
1. Delivery Timeframe:
- Delivery time will be determined within 48 hours after receiving the required data from the client.
2. Data Cleaning Policy:
- DataLexing team is not responsible for the data cleaning process, so any file containing poorly formatted data will not be accepted.
3. Setting Goals:
- The Client must specify the goals expected to be achieved by DataLexing.
4. Understanding The Service:
- The client should understand the features offered by Datalexing and agree to the services provided.
5. Application Recovery Policy:
- Data can be recovered from Datalexing within 30 days. Datalexing will not be held responsible for any data loss resulting from misuse or user incompetence.
- Changing or deleting data from the client instance will be the responsibility of the client.
6. Template editing policy:
- Alterations to the templates will be accepted twice within a two-week period after the templates are finalized.
- Alterations must remain within the scope of the original data.
Clear Terms for Effective Collaboration
These requirements ensure a focused, efficient, and effective approach to data management and template development, aligning with the client's specific needs and processes.
Delivery
1. Design and User Experience:
- User-Friendly Layout: Ensure the template is easy to navigate and accessible for non-technical users.
- Collaborative Design: Design templates that support effective collaboration among team members.
2. Dashboard Integration:
- Include one well-designed dashboard per template to provide a clear and concise overview of relevant information.
3. Visual Design:
- Create a visually appealing design that enhances user understanding and helps them manage tasks effectively.
Delivering Engaging, User-Centric Templates
These delivery guidelines ensure that templates are visually engaging, user-friendly, and optimized for collaboration and task management.