Enterprise Systems & Analytics (ESA) Request Form
Salesforce and Business Intelligence requests and inquiries should be submitted using this form. Anything related to Maestro, Outlook, etc. should be submitted to the IT team at itsupport@seek-now.com to be handled in Zendesk.
Requester Information
Name
*
First Name
Last Name
Email
*
Please enter your Seek Now email address
Business Contact(s)
Main point of contact(s). Fill only if different from or in addition to requester name above.
Department Name
*
Please Select
Call Center
Contractor Development
ESA
Executive
Field Support
Finance
HR
IT
L&D
Logistics
Marketing
Quality Assurance
R&D
Real Estate
Recruiting
Sales/CRR
Project/Request Title
*
Names that this project/request will be referred to
What system does your request pertain to?
*
Please Select
Business Intelligence
Salesforce
Select "Business Intelligence" if your request is tied to PowerBI or data analytics.
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Business Intelligence Request Intake Form
Overview
Are you reporting a bug?
*
Please Select
Yes
No
Problem Description
*
What are the key questions you want answered?
*
This will be used to understand what data to display, what filters are needed, what aggregations should be used, and so on.
What actions will you take on the basis of the requested report?
*
Examples: "I will pick the top three markets and collaborate with recruiting to hire seekers in those markets" or "I will present these numbers at the executive team sync to align on the company-level objectives" and so on.
Are you requesting an update to an existing report?
*
Yes
No
Please share the URL of the report.
*
Required since this request is for an update to an existing report.
Will this be a customer-facing report?
*
Yes
No
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Salesforce Request Intake Form
Priority
On a scale from 1 (least) to 5 (most), rate the urgency of this request.
*
1 (Nice-to-have, but we can do without this for a while.)
2 (A personal/team initiative is dependent on this.)
3 (Struggling to operate effectively without this.)
4 (Company-level objective is dependent on this.)
5 (Seek Now’s or our customers’ operations are hampered without this.)
Explain your rating above. Give us as much information as you can so we have the context.
Is there an executive team leader sponsoring this request?
If yes, please list their name(s)
What company-level objective is this request aligned with?
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Content
If known, describe the data source for the information you wish to see in the report.
Please share any relevant SharePoint links, Salesforce URLs, etc.
Select the classification level of the source data.
Public
Internal
Confidential
Highly restricted
I don't know
List all metrics or KPIs you would like the report to have. Please include any definitions and formulas as needed.
List all filters or segments you would like the report to support.
Examples: Region, RFM, CAT, Carrier, etc.
What timelines would you like to see reflected in the report?
Examples: year-to-date, month-over-month comparison, last four quarters, other custom time periods, etc.
If you need specific visualizations or data representations, please describe them here.
Examples: “vertical bar chart with capabilities in the horizontal axis and number of completed jobs in the vertical axis”, “tabular data with columns for each KPI and rows for each month”, etc.
Logistics and Delivery
List the names of everyone who should have access to this report?
*
Include departments, access groups, customer names and so on as needed.
How often do you anticipate this report being viewed?
Please Select
Hourly
Daily
Weekly
Monthly
Quarterly
How often do you think the data in the report should be refreshed?
Please Select
Real-time
Daily
Weekly
Monthly
Quarterly
What output/delivery format do you wish this report to be in? (select all that apply)
*
Dashboard
Excel spreadsheet
Static PDF report
Email
Other
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Overview
What is your Salesforce-related request?
*
Describe what the issue/request and provide details or relevant examples if applicable.
0/1000
Current Process
Describe the approach that one takes today to deal with the problem above.
0/500
Current Solutions
Describe solutions that are used for similar issues elsewhere - by competitors, other teams, etc.
0/500
Goals & Success Measures
0/500
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Additional Context
Supporting files and documents
Browse Files
Drag and drop files here
Choose a file
For example, an integration partner’s API documentation, business requirement documents, tickets, etc.
Cancel
of
Anything else we should know?
0/500
Submit
Should be Empty: