1

Requirement Analysis & Design

需求調研與設計

Confirm metric calculation rules, dashboard visualization requirements, and data source fields.

Cover 7 analysis modules: 4 for Store Dashboards (overstocked and outperformed stores, sales variety & inventory variety, obsolete stocks and minimum stock fulfillment) + 3 for Group Dashboards (product assortment + sales + inventory + market potential insights, product lineup and promotion and product price analysis).

Finalize metrics/logic for implementation.

1、指标计算规则确认；

2、仪表板可视化需求确认；

3、数据源字段梳理。

包含7个分析主题（以PMT项目幻灯片文件为准）：门店仪表板共4个分析主题（库存过剩及表现优异门店、销售品类与库存品类、滞销库存及最低库存达成率），集团仪表板共3三个分析主题（产品组合 + 销售 + 库存 + 市场潜力洞察、产品阵容与促销以及产品价格分析）。

具体指标及计算逻辑将于项目实施阶段明确。

Requirement Design Document, Dashboard Demo

需求设计文档、可视化仪表板demo

2

Data Development

数据开发

Design and validate ADS-layer tables; develop datasets based on metric rules, source tables and field setting for dashboard and chatbot use. Exclude data collection from business systems or ETL but provide technical support on development.

1、ads表设计及确认

2、根据需求指标计算规则、数据源表及栏位设置开发需求数据集以滿足仪表板及智能问数使用

说明：不包含从业务系统采集数据、ETL但会对开发提供技朮支援

Dataset

数据集

3

Dashboard development

仪表板开发

1. Build dashboard;

2. Design and implement visual interaction logic

1、搭建仪表板图表；

2、可视化交互逻辑设计与实现

Test version visualization dashboard

测试版本可视化仪表板

4

Data self-test

数据自测

1. Self-test the data accuracy of the visual dashboard by vendor;

2. Communicate and adjust the problems found in the test, and retest

1、对可视化仪表板的数据准确性进行自测；

2、测试发现的问题进行沟通与调整，并复测

Visualize dashboards

可视化仪表板

5

Dashboard delivery

仪表板交付

1. Deliver visual dashboard to customer for data verification and acceptance;

2. Repair problems;

3. Customer user training.

1、交付客户,进行可视化仪表板数据校验，并整体验收；

2、验收问题修复；

3、客户使用培训。

Dashboard delivery goes live

仪表板交付

#

Milestone

Duration

Target Completion Date

Deliverable

1

Kick-start

N/A

08-Oct-25

N/A

2

Confirm user requirement and design

2 weeks

24-Oct-25

Design Document

3

Complete development and SIT

3 weeks

14-Nov-25

Test Case and Result

4

Chow Sang Sang UAT

4 weeks

12-Dec-25

N/A

5

Production Launch

1 week

15-Dec-25

Updated design document
Deployment guide

6

Support Period

30 days

15-Jan-26

N/A