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@YesCT YesCT commented Jul 28, 2025

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YesCT added 4 commits July 28, 2025 15:26
## New Features
- **Team Analysis Tool**: `scripts/team-analysis.js`
  - Analyzes all team members' resource utilization
  - Categorizes Support & Maintenance vs Professional Services
  - SOW capacity analysis and recommendations
  - Monthly trending and historical analysis

## NPM Scripts Added
- `npm run team-summary` - Meeting-ready summary report
- `npm run team-detailed` - Detailed team breakdown
- `npm run team-both` - Combined reports
- `npm run team-analysis` - Base command

## Key Analysis Features
- **Work Type Categorization**: Automatic classification using tags and keywords
- **Capacity Analysis**: Compares actual vs SOW contracted hours (200/month)
- **Team Member Breakdown**: Individual utilization patterns
- **Meeting Recommendations**: Data-driven suggestions for client meetings

## SOW Integration
- Configured for GovHub SOW (Chart 4: 200 hours/month, $35K budget)
- Professional Services keyword detection (behat, playwright, drupal 11, ACN, etc.)
- Maintenance vs initiatives categorization

## Documentation
- Updated README with team analysis section
- Added troubleshooting and configuration guides
- Included usage examples and output samples

## Use Case
Perfect for answering JE's questions about:
- Current team capacity vs SOW expectations
- Whether new initiatives require Client Services resources
- Resource allocation between maintenance and professional services

Testing shows 9.3% SOW utilization (93/1000 hours) - massive capacity available.
- Updated SOW config: 15 months, 3000 hours total
- Fixed capacity analysis: 31.6% utilization (not 9.3%)
- Realistic recommendations: moderate capacity, not massive under-utilization
- Updated meeting summary with corrected insights
- Data source: hours.csv shows 947.75h used, averaging 237h/month
- Fixed duplicate sowStart and monthlyNeeded variables
- Script now works correctly with corrected SOW data
- Shows accurate 31.6% utilization and approaching capacity limits
@YesCT YesCT marked this pull request as draft July 28, 2025 19:35
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YesCT commented Jul 28, 2025

AI Interaction Summary

Completed using: Claude Sonnet in Cursor
Total user prompts: 6

Chronological History:

  1. "I work for an agency that has 2/3 client services, 45 people and 1/3 maintenance, 12 people. I'm the Support Team Manager of the maintenance department, and I also am Project Manager for 3 customers. I have a meeting with a customer tomorrow. I've listed attendee roles and initials.

Customer:
Product Owner and Project Manager JE
Technical Product Owner and Infrastructure Specialist and Lead Developer JT

My company:
Project Manager CT (me)
VP of Support (support department head, my boss) DB
Account Manager BS
Client Services Lead Project Manager and resource coordinator DP

The customer Product Owner, JE, is asking for decidated resources for some special projects.

Please read part of the SOW, and extract important items related to dedicated resources and special client services like initiatives and special projects.

The SOW is a 5 year (I think 3 year with optional 2 year extension) SOW. We are breaking it into 1 year chunks for noko (time tracking). The first year is 16? months then the other years are 12 months (aside: to get us aligned with government fiscal year).

My maintenance team for this customer (we also work on 3 other customers)
PM: me
dev: QA: AP
dev: front end/orchard: AS
dev: automated testing/devops/backend: EM

Client Services resources (vs maintenance department resources) have special skills and background and experience on other big platform builds our company has resently done. Client Services devs cost more than Maintenance department devs.

Right now, we are trying to limit dev and qa to 10 hours a week, and pm'ing to 4 hours a week. See @hours.csv for more info and a projected hours scenario that leaves 200ish hours remaining. That 200 hours might be set aside for Client Services resources to do some deploy refactoring to make our deploy work on ACN (Acquia Cloud Next).

One of the things the meeting is attempting to clarify, is where do hours for JE special initiatives come from? Should I reduce our maintenance to set aside even more hours for CS?" - establishing complete project requirements and analyzing SOW for resource allocation strategy

  1. "yes, some of the assumptions are incorrect. I think looking at the actual logged data will help. Note the tool in this git repo is for looking up hours for a particular person. So we'll need to alter it, or write something custom, for getting info for the whole team (everyone logging to the noko project GovHub)." - clarifying need for team-wide analysis rather than individual user analysis

  2. "Time period: since sow start, Team scope: All the people, Output format: Both, Professional Services tags: There are some special intitiatives, like you'll see behat to playwright migration initiative related entries. Should I proceed with building this team analysis tool? Yes. Follow our process, even though this is kinda a side quest. checkout main, git fetch and prune and pull, and make a branch" - specifying analysis requirements and requesting proper git workflow

  3. "I think the data or the script is incorrect. look at the hours.csv we've already used 947.75 of 3000 and we are only 4 months through 15 month 'first year' with only 11 months remaining." - identifying critical error in initial analysis that showed 9.3% utilization when actual was 31.6%

  4. "run the team tool again. and double check the data against hours.csv." - verification request after corrections

  5. "post an ai summary on the draft PR I made." - requesting AI summary documentation

Key Accomplishments:

  • ✅ Created comprehensive team analysis tool (scripts/team-analysis.js)
  • ✅ Fixed critical capacity miscalculation (corrected from 9.3% to 31.6% SOW utilization)
  • ✅ Analyzed SOW Professional Services scope vs Special Projects requirements
  • ✅ Generated meeting-ready summary showing moderate capacity (~14h/month buffer)
  • ✅ Updated README with full documentation and NPM scripts
  • ✅ Identified that JE's initiatives fit within existing Professional Services scope

Technical Implementation:

  • New team analysis tool with automatic work type categorization
  • SOW capacity analysis against actual usage from hours.csv
  • Meeting recommendations based on realistic resource constraints
  • Corrected analysis: 947.75h used, averaging 237h/month (above 200h target)

Business Impact:
Provides data-driven foundation for JE meeting discussion about special initiatives, showing team operates near SOW capacity with strategic prioritization needed rather than massive resource reallocation.

@YesCT
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YesCT commented Jul 28, 2025

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