Historical Workflow — Q3 2015
Reconstruction of the quarterly reporting process operated by SCVdata, 2014–2016. This workbench is seeded with Q3 2015 (Jul–Sep 2015) data — the stable mature-state quarter with 7 HIE accounts and 3,269 compliance rows. Raw QuickBooks exports were transformed into pipe-delimited flat files for AFS Technologies / IHG Holiday Inn Express franchise reporting.
1
Source Data
2
Enrichment
3
Filter + Validate
4
Submission Output
Step 1 — Source Data Export
Remote into server via GoToMyPC → run Item Listing and Sales By Customer Detail exports from QuickBooks → paste into master workbook sheets.
Begin by loading the quarterly source exports, then step through enrichment, filtering, and output.
👆 Start here — load the quarter exports to begin the workflow
Sales By Customer Detail
Not loaded
📋
Click "Load Quarter Data" to simulate QB export paste
Item Listing Export
Not loaded
📦
Awaiting Item Listing export
Step 2 — VLOOKUP Enrichment
Export sheet formulas resolve each item against Vendor-Lookup and Item-Vendor sheets. Unresolved items appear as #N/A.
Step 3 — Filter + Validate
Filter: operatorName contains Holiday and Express. Non-HIE accounts removed. Validate required fields before submission.
Field Validation
Issues found
Account Count
Step 4 — Submission Output
Copy filtered rows as pipe-delimited CSV and upload to AFS Technologies FTP site. Accepted files feed into IHG ValuTrak compliance reporting.
Quarter
Q3 2015
Period
Jul 1 – Sep 30, 2015
Row Count
3,269
Status
Accepted
Pipe-Delimited Output Preview
21 columns · AFS/IHG schema
Modernized Extension
Issue classes drawn from actual submission rejections and data-quality gaps documented across the 2014–2016 engagement. Primary source: Q2 2015 rejection/resubmission cycle (Melissa's AFS feedback, #N/A VLOOKUP failures). Additional patterns from Q3 2015 (serial date anomaly) and structural issues recurring across all quarters.
Historical Output
Final pipe-delimited flat file format accepted by AFS Technologies for IHG/Holiday Inn Express compliance reporting. Default view: Q3 2015 — the primary reference quarter. Q2 2015 (rejection/resubmission) and Q3 2016 (account contraction / Foodbuy transition) are available for comparison. Toggle to view the 57-column Compass/Foodbuy schema introduced in 2016.
Accepted
Modernized Reporting Layer
A software-forward extension of the account and product visibility needs identified during the engagement. All figures reflect Q3 2015 (Jul–Sep 2015) — the same quarter as the Workbench hero view. This reporting layer was not part of the original historical interface — it represents what operator-facing analytics would look like built on the same data.
Account Velocity — Q3 2015
Ranked by revenue
Product Movement — Q3 2015
Top SKUs by units
Operational Record
Six quarters of compliance reporting, 2014–2016. Schema evolved from 19 to 21 columns across the first four quarters, then stabilized. Note: Q4 2015 and Q1–Q2 2016 artifacts not preserved; gap in evidence does not materially affect the operational record.
Account naming note: Internal QuickBooks records used inconsistent naming — some properties appear as "Holiday Inn Express" (full brand name) and others as "Holiday Express" (shortened). This inconsistency is historically accurate and is preserved in this demo as documented data-quality texture.