ECM Metrics Dashboard Usage Guide

Welcome to the Enterprise Cloud Management Metrics Dashboard User Guide!

The below guide will show basic usage on the navigation of the ECM Dashboard identifying Consultations, Engagements, Rejection, and Sustainment metrics around the ECM environment.

Step-By-Step Guide

Logging into the ECM Metrics Dashboard:

1. Open dashboard website interface via following address: ECM METRICS DASHBOARD.
2. Login via your @leidos.com username/address.
   1. If access is denied, please send an access request e-mail to EnterpriseCloudMgmt@leidos.com

Viewing ECM Main Dashboard:

This view provides an overall summary on the ECM environment and provides the ability to pull discrete data as follows:

1. One may search for a tenant by project name. Full name not required as you can search based on part of the name.
   1. When using the Search bar, click on the eraser icon to the right to reset the view to "All Tenants".
2. All graphs are selectable permitting view of specific slices/elements.
   1. To reset the view to all, click on that particular slice again.

Tips/Information:

• Red font tenants are those which went through a Consultation and were rejected due to some factor (see "View ECM Rejected Customers" information below).
• Blue font tenants are those which were Onboarded but have since been Offboarded (i.e. decommissioned cloud environment).
• Selecting this icon on the dashboard will clear any filters you may have selected
• Selecting this icon on the dashboard will reset the view back to its original state

Viewing ECM Customer Consultations:

An ECM Consultation is the initial meeting between new, potential cloud hosting customer(s) and an ECM Solutions Architect.  The concept behind consultations are to identify the potential customers project, project cloud hosting needs, and whether ECM will be a good fit as a hosting solution.

1. Once logged into the ECM Dashboard select the "Consultations" side tab.
2. Viewable consultation(s) columns include "Project Name", "Account Name", "Line of Business", "Consultation Date", "Description", and "Comments."
3. Consultations may also be viewed by year (selectable under "Year") while also displaying consultation percentages graphically by total amount, month, year, and Line of Business.
4. Selecting the Active Consultation box (box which contains the number of active consultations) will show only those consultations which are still pending, (i.e. awaiting decision.)
5. All graphs are selectable permitting view of specific slices/elements.

• Project Name = Name of customer project to be hosted within cloud with ECM.
• Line of Business = Business Unit association for customer/customer project.
• Architect = ECM Solution Architect 
• Cloud Provider = AWS/Azure
• Consultation Date = Date of initial customer consultation.
• Description = Description of customer cloud architectural goals/project.
• Comments = ECM architect's customer consultation/project comments.

Dashboard Consultations View

    

Viewing ECM Customer Engagements:

Once a customer has proceeded through initial consultation and has made the decision to come aboard with ECM, the customer will then be placed into Engagement status.  The engagement period is the period of time in which the ECM Solutions Architect works with the customer on their project architectural design and migration through the Design Engagement Review (DER) process for overall environment approval.

1. Once logged into the ECM Dashboard select the "Engagements" side tab.
2. Viewable engagement(s) columns include "Project Name", "Line of Business", "Engagement Date", "DER Submission Date", "DER Ticket Number", "Provisioning Date", "Description", and "Comments."
3. Engagements may also be viewed by year (selectable under "Year") while also displaying consultation percentages graphically by total amount, month, year, and Line of Business.
4. Selecting the Active Engagement box (box which contains the number of active engagements) will show only those engagements which are still in progress (i.e. working DER submission, awaiting DER approval, and/or environment awaiting to be provisioned).
5. All graphs are selectable permitting view of specific slices/elements.

• Project Name = Name of customer project to be hosted within cloud with ECM. 
• Line of Business = Business Unit association for customer/customer project.
• Engagement Date = Date of customer agreement and start of overall project design.
• DER Submission Date = CIO Central - Design Engagement Review ticket submission date.
• DER Approval Date = AITO issued by CIS team 
• DER Ticket Number = CIO Central - Design Engagement Review ticket number.
• Provisioning Date = Date to which customer has submitted the Tenant Request Form in CIO Central. This initiates the provisioning phase.
• Description = Description of overall project architectural design.
• Comments = ECM architect's customer engagement/project comments.

Dashboard Engagements View

    

Viewing ECM Onboarded Customers:

Once a customer has proceeded through the engagement process and the customers project SSP has been approved through the Design Engagement Review (DER) process, the customer environment will be provisioned within the cloud.  Once environment has been deployed, customer is then placed into Onboarded (Sustainment) status.

1. Once logged into the ECM Dashboard select the "Onboarded" side tab.
2. Viewable engagement(s) columns include "Project Name", "Account Name", "Line of Business", "Sustainment Date", "Description", and "Comments."
3. Onboarded customers may also be viewed by year (selectable under "Year") while also displaying consultation percentages graphically by total amount, month, year, and Line of Business.

• Project Name = Name of customer project being hosted within cloud with ECM.
• Account Name = Auto-generated account identification generated at environment creation.
• Line of Business = Business Unit association for customer/customer project.
• Sustainment Date = Date of customer environment full deployment and accessibility by customer for customer application deployment.
• Description = Description of overall project architectural design.
• Comments = ECM architect's customer onboarding/project comments.

Viewing ECM Offboarded Customers:

Once a customer has determined their cloud environment is no longer needed, the customer will request deactivation and shutdown.  Once customer acknowledgement/permission has been received, process of final backup of said environment will commence to which once complete, all resources within environment will be shutdown with all environment pieces fully purged.  Once this purge process is complete, customer will then be placed into Offboarded status.

1. Once logged into the ECM Dashboard select the "Offboarded" side tab.
2. Viewable engagement(s) columns include "Project Name", "Account Name", "Line of Business", "Offboard Date", and "Comments."

• Project Name = Name of customer project hosted within cloud with ECM.
• Account Name = Auto-generated account identification generated at environment creation.
• Architect = ECM Solution Architect
• Line of Business = Business Unit association for customer/customer project.
• DER Ticket Number = CIO Central - Design Engagement Review ticket number.
• Offboard Date = Date of customer environment shutdown and overall retirement.
• Comments = Customer offboarding/retirement comments.

Dashboard Offboarded View

    

Viewing ECM Rejected Customers:

Once a customer project and/or architectural requirement(s) has been identified as not meeting the capability for hosting within ECM, or a customer has decided to not move forward with the ECM hosting process, the customer will be placed into Rejected status.  Common rejection reasons include customer abandonment, customer financial provisioning and/or project funding inefficiency, and customer project environment not a good fit for hosting with ECM.

1. Once logged into the ECM Dashboard select the "Rejected" side tab.
2. Viewable engagement(s) columns include "Project Name", "Account Name", "Line of Business", "Offboard Date", and "Comments."

• Project Name = Name of customer project hosted within cloud with ECM.
• Account Name = Auto-generated account identification generated at environment creation.
• Line of Business = Business Unit association for customer/customer project.
• Architect = ECM Solution Architect
• Rejected Date = Date of customer project rejection (rejections generally will be determined on same date as initial consultation as consultation is not only to better identify customer project needs but, to also identify whether ECM is good fit for customer project overall.)
• Rejected Reason = Ability to tabulate a summary by simplified rejected reasons.
• Comments = Customer project hosting rejection comments.

Viewing ECM Costs:

In the Costs section, we can examine the chargebacks, savings, and more financial data for each ECM project, both from a monthly and yearly outlook.

1. Once logged into the ECM Dashboard select the "Costs" side tab.
2. Viewable cost(s) columns include "Project Name", "Project Number", "Line of Business", "Charge Code", "Cloud Classification", "YTD Chargeback", "YTD Savings Plan Discount", and "YTD EDP Discount."

• Project Name = Name of customer project hosted within cloud with ECM.
• Line of Business = Business Unit association for customer/customer project. 
• Charge Code = The charge code for the project chargeback.
• Cloud Classification = Identifies whether it is GovCloud or Commercial cloud service.
• YTD Chargeback = The chargeback for the highlighted project, so far in the current year.
• YTD EDP Discount = Enterprise discount program's discounts amounting for a highlighted project, so far in the current year.

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