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Assessment Methodology

How we assess each Savencia playbook visual for implementation readiness in the SKAI Growth platform

Readiness Score Formula
Score = (DM x 0.6 + BE x 0.1 + FE x 0.2 + Prio x 0.1) x 100

Each visual receives a readiness score from 0 to 100. The score reflects how much of the required infrastructure already exists in the SKAI Growth platform. A higher score means less effort is needed to deliver the visual.

Data Model
60%
Does the platform already store the required data? This is the most important factor.
Backend / APIs
10%
Are the server-side services ready to deliver the data to the front-end?
Frontend / Visuals
20%
Do the charts, tables, and visual components already exist in the application?
Priority
10%
How urgent is this visual based on the project timeline and must-have status?

Dimension Values

Each dimension is evaluated on a 3-level scale. Available means the capability exists today, Partial means it exists but needs adaptation, and Not Available means it would need to be built from scratch.

Data Model (DM)(60%)?

Can the platform store and process the data required for this visual? This covers the database structure and data pipelines. It carries the highest weight because without the right data, nothing else can function.

Available1.0The data is already captured and stored in the platform (e.g. sales transactions, product hierarchy)
Partial0.5Some of the required data is present, but gaps remain that need to be filled with additional configuration
Not Available0The data does not exist in the platform today and would require a new data pipeline or external data source
Backend / APIs (BE)(10%)?

Are there server-side services that can retrieve and prepare this data for display? APIs act as the bridge between stored data and what the user sees on screen.

Available1.0A working API endpoint exists and already delivers real data for each client
Partial0.5A related API exists but needs to be extended to support the specific data points required
Not Available0No API exists; the entire server-side service would need to be developed
Frontend / Visuals (FE)(20%)?

Does the user-facing chart or dashboard component already exist in the application? Components that only run on sample data (not connected to real client data) are scored as Partial at best.

Available1.0The visual component exists and is connected to real client data
Partial0.5A similar component exists but needs adaptation (e.g. different chart type, layout changes, or runs on sample data only)
Not Available0No visual component exists; it would need to be designed and built from scratch
Priority(10%)?

Priority reflects how urgently a visual is needed. It combines two factors: whether the visual was flagged as must-have by the client, and whether it belongs to an early-delivery workstream. Strategic Pricing and Promo Excellence are delivered first (weeks 2-8), while Trade Terms and Channel & Customer Mix come later (weeks 9+).

Must-have + early delivery1.0A must-have visual in an early workstream (Pricing or Promo) — highest delivery priority
Must-have only0.7A must-have visual in a later workstream (Trade Terms or Mix) — important but not immediate
Early delivery only0.4A nice-to-have visual in an early workstream — benefits from the early timeline
Standard0A nice-to-have visual in a later workstream — standard priority

Decision Tree: How Verdicts Are Assigned?

After calculating the readiness score, each visual receives a verdict that summarizes the recommended next step. The verdict is determined by walking through the following rules in order — the first rule that matches is applied.

Think of it as a checklist: we first look for hard blockers, then for gaps, and finally at the overall readiness level.

1
Is the required data missing entirely?
Data Model = Not AvailableRequires product team alignment
If the underlying data does not exist in the platform at all, this is a fundamental gap. Delivering this visual would require building new data pipelines — a decision that involves the product team, not just the project team. This is the most significant blocker.
2
Is a core technical layer missing?
Backend OR Frontend = Not AvailableRequires client discussion
The data may exist, but if there is no API to serve it or no visual component to display it, a significant development effort is required. The client needs to decide whether this additional investment fits within the project scope and budget.
3
Is everything at least partially in place with a high score?
All dimensions are at least Partial AND Score >= 70%Ready to implement
All the building blocks exist — data, APIs, and visual components. The score is high enough that only minor configuration or adaptation is needed. This visual can be delivered within the standard project timeline with no additional decisions required.
4
Everything is partially in place, but significant work remains?
All dimensions are at least Partial AND Score < 70%Requires client discussion
The foundations exist, but the adaptation effort is substantial (e.g. data restructuring, new chart types, API extensions). A conversation with the client is needed to confirm this level of effort is acceptable and to align on priorities.
Verdict Summary
Ready to implementThe platform already has everything needed. Delivery requires only configuration and minor adjustments.
Requires client discussionDelivery is possible but involves meaningful development effort. The client should confirm scope and priorities before proceeding.
Requires product team alignmentA fundamental capability is missing from the platform. The product team needs to evaluate whether and when to build it.

Reason Codes?

Every assessment is backed by a reason code — a short tag that explains why a dimension received its rating. These codes provide traceability: they link each verdict back to specific capabilities (or gaps) in the SKAI Growth platform.

In practice, you can use reason codes to quickly understand what would need to change to move a visual from "Partial" to "Available".

Data Model
DM_READYThe platform already stores and processes all required data
DM_ADAPTThe data structure exists but needs to be extended (e.g. adding new data fields)
DM_REBUILDSome data exists but requires significant restructuring to support this visual
DM_MOCKData is only available as sample/placeholder values, not connected to real client data
DM_NEWNo data exists in the platform; a new data pipeline would need to be created
Backend
API_READYA working API endpoint exists and serves real client data
API_EXTENDAn API exists but needs to be extended to include the specific metrics required
API_MOCKAn API exists but currently returns sample data instead of real client data
API_NEWNo API exists; the entire server-side service would need to be built
Frontend
FE_READYThe visual component exists and displays real client data
FE_ADAPTA similar component exists but needs changes (different chart type, layout, or data mapping)
FE_MOCKThe component exists but is only connected to sample data, not live data
FE_NEWNo visual component exists; it would need to be designed and built from scratch

Source of Truth

All assessments are based on the actual deployed codebase of the SKAI Growth platform — not mockups, documentation, or roadmap items. This means every rating reflects what the platform can do today.

  • Frontend: skaix-client-app/ — the user-facing application (React components, dashboards, charts)
  • Backend: svc-skaix/ — the server-side services (API endpoints, business logic, data models)
  • Data & ETL: skaix-pipeline/ + skaix-etl/ — the data processing layer (pipelines, algorithms, data transformations)
  • Database: PostgreSQL — core tables (sales transactions, products, retailers, time), analytics tables (baselines, promo events), and extension tables for client-specific data

Note: Some modules (Trade Terms, Channel & Customer Mix) currently operate on sample data rather than live client data. For these modules, the frontend and backend dimensions are capped at Partial, since they are not yet connected to real APIs.

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