Fulfillment Recap: 16.1
❓ What This Is
Fulfillment work is largely cross-functional and impacts many teams at GitLab. This milestone review is aimed at sharing with our cross-functional stakeholders the progress made in the most recent milestone, share some wins, acknowledge challenges, and reflect on key learnings as we move into the following month.
Group Updates
Provision
Key achievements:
- Made significant progress on
Code Suggestions
Iteration 1 by finalizing work breakdown & closing out 5 issues, reaching over 50% completion. -
Added new
QSR Status
&QSR Notes
fields to SFDC Opps that allow sales to see the live status of QSR, allowing sales to quickly determine what, if any, actions need to be taken. See #field-fyi announcement here. - Began creating issues for failed Provision records. This improvement increases visibility for others, and allows more thorough tracking of status, assignee, related bug issues, etc. In addition, we finalized documentation for a process for handling failed provisions as issues.
- Added the functionality to auto-link a Subscription to a Namespace when Namespace is populated in Zuora. This is a key stepping stone for automating SaaS sales-assisted provisioning, and opens up options for Contract Resets not to break provisioning.
-
Improved the
License seat links
page in CDot Admin to allow searching by Subscription and provide a quick view into more useful data. - Began setting <code data-sourcepos="15:20-15:26">Net ARR</code> on QSR Opportunities in SFDC where it was previous blank, allowing for proper forecasting for an Account.
Team updates:
-
@paulobarros
became a backend maintainer for CustomersDot! See the Slack announcement here.🎉
Learnings
Purchase
Key achievements:
- Successfully launched FO discounting functionality on March 31st, enabling user limits to begin roll out on June 5th. Already seeing great conversion volumes.
- Developed Iteration 2 designs for
Project Hamilton
and got alignment to iterate on these designs to support the free tier by iteration 6. - Architecture design issue closed, which was blocking our BE database work & API endpoint work.
Team updates:
- Team capacity continues to be at 4 engineers for month of June instead of the regular 5.
Learnings
Utilization
Key achievements:
Since Utilization team is focused on Storage, will leverage updates from latest Storage update
- Storage visibility MVC: 67% complete (34 closed, 18 open) based on known issues closed as of 2023-06-06 (excluding anything being considered out out of scope) -- down from 71% complete (34 closed, 14 open) as of 2023-05-22 due to the additional scope of removing pipeline artifacts (see no. 10 key decision). Enforcement of storage limits for free namespaces: 68% completion based on known issues closed (now excluding GTM work in order to highlight dev work) as of 2023-06-06 (89 closed, 42 open) -- up from 65% complete (78 closed, 42 open) as of 2023-05-22.
- Admin Controls -- APIs are all complete including setting the enforcement and notification limits.
- Cost Factors & Forks -- backfill for fork storage sizes was merged. Once it is finished, the data we need for cost factors for forks will all be backfilled and up to date.
- Banner notifications -- more improvements in the user communication with consolidating the message at the top of the page, making the banner non-dismissible if usage 95+% and removing the duplicated banner on Usage Quotas page
- Expired Storage -- Utilization work related to expired storage is complete and awaiting provision related work.
- [PHASE 3] Remove Namespace::AggregationSchedule Lease -- This is currently at 50% rollout, waiting for ContainerRegistry team to verify metrics before going ahead. For now this looks green.
- Storage visibility into project file details -- Users will now be able to drill down into particular files from project Usage Quotas > Storage tab with additional links added.
Team updates:
-
@alex_martin
will be rolling off of the Acting Utilization PM role to focus on AI work.@mgass1
will be taking over at Acting Utilization PM effective June 19th. -
@timnoah
, UX designer, is back at GitLab🎊 ! His focus areas are here https://gitlab.com/gitlab-org/fulfillment-meta/-/issues/1353 -
@richard.chong
will be helping with E2E testing at supportive grouputilization at 70% capacity.
Learnings
Billing and Subscription Management
Key achievements:
- Successfully launched https://gitlab.com/groups/gitlab-org/-/epics/10247+
🎉 - All design work has been finalized for Iteration 1B: A single CustomersDot BillingAcco... (gitlab-org&8951)
🎉 This also completes the related Q2 OKR. - A new tool has been created for developers to automate the creation of test data. This was a big pain point during price change UAT retrospective.
- We are about 36% complete on Update subscription card to reflect Zuora data ... (gitlab-org&9746 - closed), which is a pre-requisite to starting https://gitlab.com/groups/gitlab-org/-/epics/10670+.
- Significant progress has been made on Allow customers that purchased via Reseller to ... (gitlab-org&8941 - closed), which we'll be rolling out in %16.2.
- We are now displaying the billing page to auditors, which means that our Support team no longer needs admin accounts in gitlab.com in order to view customers' details.
- Another round of EOA-related bugs has been addressed.
- Awesome progress on New Navigation for CDot to represent User/BillingAccount data structure and display Billing Account Managers, which is out Q2 OKR.
- QSR documentation has been transferred to the Fulfillment Guide.
Team updates:
Learnings:
Fulfillment Platform
Key achievements:
- For improving Bill To and Sold To contact management in CDot we enabled the feature flag
billing_account_contact_sync
in production and as a result are starting to sync some Contact data in CDot and being on the final bits to release the first iteration of the epic (CDot Admins will be able to see and edit Bill To and Sold To contacts of a Billing Account). - We released several improvements in CDot admin to enhance the efficiency of accessing customer subscription information through the Customer Portal as an admin user: Showing Zuora Subscriptions (incl. owed seats count), list all invoices of a Billing account, and list all payment methods on file of a Billing Account.
- Finalized technical breakdown for temporary extensions and made great progress in the technical implementation for the Self-managed use case.
- For SSO as the only access method to CDot we added an expiration timestamp to the one-time sign-in linked, started to create a page for account linking for new customer accessing through one-time sign-in link, and aligned with Marketing on an email campaign to inform customers about account linking.
- We added the rate of customer facing Zuora errors to our Grafana dashboard
- We successfully upgraded our Sentry version (bug tracking) to the newest one
Team updates:
-
@vshumilo
will be helping out in the AI Add-on initiative moving forward.
Learnings
Tasks
-
@ofernandez2
update issue title & milestone to reflect the appropriate milestone -
@ofernandez2
set a due date for the issue. -
All PMs add updates for their groups -
Provision - @courtmeddaugh -
Billing and Subscription Management - @tgolubeva -
Purchase - @alex_martin -
Utilization - @alex_martin -
Fulfillment Platform - @mgass1
-
-
Make template updates based on any retro/feedback items. https://gitlab.com/gitlab-com/Product/-/blob/main/.gitlab/issue_templates/Fulfillment-Monthly-Recap.md -
@ofernandez2
add a highlights comment and close out the issue. Tag in interested parties:cc: @gl-product-leadership @justinfarris @s_mccauley @jrabbits @james_harrison @jbrennan1 @fulfillment-group/leadership @gitlab-com/support/licensing-subscription @kkutob @cfarris @jdbeaumont @NabithaRao @jesssalcido @asipala @mikesmith1 @achampagne1
Edited by Omar Fernandez