memories/docebo-wrapped-524bbc0d.md

memory

A project initiated to provide personalized, account-level summaries for Docebo customers.

Origin & Architecture

  • Context: Original prototype built in Lovable was insufficient for ~1,000 account scale.
  • Leadership: [[Preet Patel]] assigned as lead architect (Jun 26, 2026).
  • Architecture: Microsite approach using hashed URLs keyed to Salesforce Account IDs, with data sourced via UnifyApps pipelines.
  • Status: As of late June 2026, the business case was pending formal CS leadership approval.

Data Pipeline & Timeline

  • Architecture: Snowflake → DynamoDB → App, using pre-calculated KPI tables to ensure consistency with official Docebo figures.
  • Data Source: Currently using mock/seed data (sample-data2/).
  • Production Cutover: Target for real data ingestion is mid-September 2026 (week 2).
  • Key Contacts: [[Marco Gatto]], [[Massimiliano Di Paolo]] (Docebo Data Team).
  • Constraint: Current seeded dataset is a temporary stand-in per ADR-003 (deferred Snowflake sync job).

Current Status (as of Aug 13, 2026)

  • Authentication: App is not yet behind Okta in production; mock sign-in remains active (Ref: APMT-301).
  • Distribution: No CRM/channel integration; CSMs are currently sharing links manually. Two paths are being evaluated: a custom CSM app flow vs. mass generation via HubSpot/Totango.
  • Key Alignment: Shaune (CS) is coordinating with Ben Battalia, Taylor, and CS leadership on the distribution strategy.
  • Readiness: The codebase has server-side session auth ready (per ADR-004), but full integration is gated by the Okta enablement and the distribution decision.

Future Enhancements (Uncommitted)

  • Gong Integration: Evaluating the feasibility of pulling account narrative context from Gong call transcripts into the Wrapped recap. This is currently an exploratory idea being investigated by [[Preet Patel]] and is not scoped, ticketed, or committed to the roadmap (as of Aug 13, 2026).

Jira Tracking

  • Project: APMT (AI Operations Project Management Board).
  • Parent Ticket: APMT-298 ("Docebo Wrapped").
  • Child Tickets:
    • APMT-299 (Snowflake connector, In Development).
    • APMT-301 (Setup for Okta Auth, In Development).
    • APMT-300 (Initial AWS deployment, Done).
    • APMT-313 (GitLab CI/CD pipeline, Done).
  • Repository: https://gitlab.com/docebo/ai-operations/custom-builds/docebo-wrapped.

Roles & Responsibilities

  • Product Owner (CS-side): [[Shaune]] (coordinates distribution strategy with [[Ben Battalia]], [[Taylor]], and CS leadership).
  • Engineering Lead: [[Preet Patel]] (sole reporter/assignee for APMT tickets).
  • Data Team: [[Marco Gatto]] and [[Massimiliano Di Paolo]] (own Snowflake access, pipelines, and KPI definitions).

Communication & Routing

  • Route Snowflake/data questions to Marco and Massimiliano.
  • Route CS distribution and rollout questions to Shaune.
  • Route build/engineering questions to Preet.

KPI Governance & Data Sources (Aug 31, 2026)

  • Governance Process: Preet to provide SQL queries and a metric list via a Confluence page. The BI team ([[Marco Gatto]], [[Massimiliano Di Paolo]], [[Andrea]], [[Stefano Rossi]]) must green-light (confirm) or red-light (cut) each metric before the Dec 31 release.
  • Ownership: KPI list is product-owned; Preet is instructed to involve product marketing rather than building bottom-up.
  • Data Source: Finalized as read-only access to UnifyApps' new "unified account" data mart (one row per customer, all metrics), replacing the custom Snowflake rebuild plan. (Ref: APMT-298, APMT-299).

Current Status (as of Sep 2026)

  • Blocked Status: Formally flagged as blocked/at-risk on the roadmap effective 2026-09-09. Mechanism: Nightly sync triggers red/at-risk status based on Jira (APMT-298) state; elapsed time is charged to blocked days to ensure accurate delivery attribution.
  • Blocker Details:
    • Okta app provisioning.
    • DNA / Snowflake access.
    • Metric list and phrasing approval pending.
  • Roadmap Enhancement Ideas (Unscoped): Evaluating an Inspire event discount link with source parameter as an attribution KPI (relates to previously logged Success metrics ideas).