Équipes et collaboration : Gérer plusieurs projets EchoTag

Les agences et équipes marketing gèrent souvent plusieurs projets EchoTag simultanément. Découvrez comment organiser efficacement votre équipe, gérer les permissions et collaborer sur plusieurs projets sans perdre le contrôle.

🏢 Gestion multi-projets pour agences

Structure d'organisation recommandée

// Configuration multi-projets pour agence
const agencyStructure = {
  organization: {
    name: "Digital Marketing Agency",
    slug: "digital-agency",
    plan: "business",
    maxMembers: 10,
    maxProjects: 50,
  },
  projects: {
    clientA: {
      name: "E-commerce Fashion",
      slug: "fashion-store",
      members: ["admin", "analyst", "developer"],
      permissions: {
        admin: ["read", "write", "delete", "manage_users"],
        analyst: ["read", "write"],
        developer: ["read", "write", "api_access"],
      },
    },
    clientB: {
      name: "SaaS B2B",
      slug: "saas-platform",
      members: ["admin", "marketing"],
      permissions: {
        admin: ["read", "write", "delete", "manage_users"],
        marketing: ["read", "write"],
      },
    },
  },
};

Rôles et permissions

// Définition des rôles EchoTag
const echoTagRoles = {
  owner: {
    name: "Propriétaire",
    description: "Accès complet à tous les projets",
    permissions: [
      "manage_organization",
      "manage_billing",
      "manage_users",
      "manage_projects",
      "full_access",
    ],
  },
  admin: {
    name: "Administrateur",
    description: "Gestion complète d'un projet",
    permissions: [
      "manage_project",
      "manage_triggers",
      "manage_integrations",
      "view_analytics",
      "manage_tags",
    ],
  },
  analyst: {
    name: "Analyste",
    description: "Analyse des données et création de triggers",
    permissions: [
      "view_analytics",
      "create_triggers",
      "view_tags",
      "export_data",
    ],
  },
  developer: {
    name: "Développeur",
    description: "Intégration technique et API",
    permissions: [
      "view_analytics",
      "manage_integrations",
      "api_access",
      "manage_webhooks",
    ],
  },
  viewer: {
    name: "Lecteur",
    description: "Consultation des données uniquement",
    permissions: ["view_analytics", "view_triggers", "view_tags"],
  },
};

👥 Gestion des équipes

Inviter des membres

// Invitation d'un nouveau membre
const inviteTeamMember = async (invitationData) => {
  const response = await fetch(`${API_BASE_URL}/organizations/invitations`, {
    method: "POST",
    headers: headers,
    body: JSON.stringify({
      organization_id: "org_abc123",
      email: invitationData.email,
      role: invitationData.role,
      projects: invitationData.projects,
      message: invitationData.message,
    }),
  });

  return response.json();
};

// Exemple d'invitation
const invitation = await inviteTeamMember({
  email: "analyst@agency.com",
  role: "analyst",
  projects: ["proj_fashion", "proj_saas"],
  message: "Bienvenue dans l'équipe EchoTag !",
});

Gérer les permissions par projet

// Configuration des permissions par projet
const projectPermissions = {
  projectId: "proj_fashion",
  members: [
    {
      userId: "user_123",
      role: "admin",
      permissions: ["read", "write", "delete", "manage_users"],
    },
    {
      userId: "user_456",
      role: "analyst",
      permissions: ["read", "write"],
    },
    {
      userId: "user_789",
      role: "developer",
      permissions: ["read", "write", "api_access"],
    },
  ],
};

// Mettre à jour les permissions
const updatePermissions = async (projectId, userId, newPermissions) => {
  const response = await fetch(
    `${API_BASE_URL}/projects/${projectId}/members/${userId}`,
    {
      method: "PATCH",
      headers: headers,
      body: JSON.stringify({
        permissions: newPermissions,
      }),
    },
  );

  return response.json();
};

📊 Dashboard multi-projets

Vue d'ensemble des projets

// Dashboard multi-projets
const multiProjectDashboard = {
  overview: {
    totalProjects: 8,
    activeProjects: 6,
    totalMembers: 12,
    totalEvents: 1250000,
    totalConversions: 2340,
  },
  projects: [
    {
      id: "proj_fashion",
      name: "E-commerce Fashion",
      status: "active",
      events: 450000,
      conversions: 890,
      conversionRate: 0.2,
      members: 4,
      lastActivity: "2025-01-28T10:30:00Z",
    },
    {
      id: "proj_saas",
      name: "SaaS B2B Platform",
      status: "active",
      events: 320000,
      conversions: 156,
      conversionRate: 0.05,
      members: 3,
      lastActivity: "2025-01-28T09:15:00Z",
    },
  ],
  alerts: [
    {
      type: "high_traffic",
      project: "proj_fashion",
      message: "Trafic anormalement élevé détecté",
      severity: "warning",
    },
    {
      type: "conversion_drop",
      project: "proj_saas",
      message: "Baisse de 15% des conversions",
      severity: "critical",
    },
  ],
};

Filtres et recherche

// Filtres pour le dashboard multi-projets
const dashboardFilters = {
  dateRange: {
    start: "2025-01-01",
    end: "2025-01-28",
  },
  projects: ["proj_fashion", "proj_saas"],
  metrics: ["events", "conversions", "revenue"],
  status: "active",
};

// Recherche avancée
const searchProjects = async (searchCriteria) => {
  const params = new URLSearchParams({
    query: searchCriteria.query,
    status: searchCriteria.status,
    member: searchCriteria.member,
    date_from: searchCriteria.dateFrom,
    date_to: searchCriteria.dateTo,
  });

  const response = await fetch(`${API_BASE_URL}/projects/search?${params}`, {
    method: "GET",
    headers: headers,
  });

  return response.json();
};

🔄 Workflows de collaboration

Processus de validation

// Workflow de validation des triggers
const triggerValidationWorkflow = {
  steps: [
    {
      name: "Création",
      role: "analyst",
      action: "create_trigger",
      required: true,
    },
    {
      name: "Review technique",
      role: "developer",
      action: "review_trigger",
      required: true,
      autoApprove: false,
    },
    {
      name: "Validation client",
      role: "admin",
      action: "approve_trigger",
      required: true,
      notifyClient: true,
    },
    {
      name: "Déploiement",
      role: "developer",
      action: "deploy_trigger",
      required: true,
    },
  ],
  notifications: {
    onStepComplete: true,
    onWorkflowComplete: true,
    clientNotifications: true,
  },
};

Partage de templates

// Système de templates partagés
const sharedTemplates = {
  organization: "org_abc123",
  templates: [
    {
      name: "Cart Abandonment Recovery",
      category: "e-commerce",
      createdBy: "user_123",
      sharedWith: ["user_456", "user_789"],
      usage: {
        totalUses: 15,
        successRate: 0.78,
        averageROI: 340,
      },
    },
    {
      name: "SaaS User Activation",
      category: "saas",
      createdBy: "user_456",
      sharedWith: ["user_123", "user_789"],
      usage: {
        totalUses: 8,
        successRate: 0.85,
        averageROI: 280,
      },
    },
  ],
};

// Partager un template
const shareTemplate = async (templateId, members) => {
  const response = await fetch(
    `${API_BASE_URL}/templates/${templateId}/share`,
    {
      method: "POST",
      headers: headers,
      body: JSON.stringify({
        members: members,
        permissions: ["read", "use", "modify"],
      }),
    },
  );

  return response.json();
};

📈 Reporting multi-projets

Rapports consolidés

// Rapport consolidé multi-projets
const consolidatedReport = {
  period: "2025-01",
  projects: ["proj_fashion", "proj_saas", "proj_blog"],
  metrics: {
    totalEvents: 1250000,
    totalVisitors: 89000,
    totalConversions: 2340,
    averageConversionRate: 0.026,
    totalRevenue: 156000,
  },
  performance: {
    topPerformingProject: "proj_fashion",
    mostImprovedProject: "proj_saas",
    bestROI: "proj_blog",
  },
  teamActivity: {
    totalTriggersCreated: 45,
    totalIntegrationsSetup: 23,
    totalReportsGenerated: 67,
    mostActiveMember: "user_123",
  },
};

Alertes et notifications

// Configuration des alertes multi-projets
const multiProjectAlerts = {
  alerts: [
    {
      name: "Conversion Drop Alert",
      condition: "conversion_rate < 0.02",
      projects: ["proj_fashion", "proj_saas"],
      recipients: ["admin@agency.com", "analyst@agency.com"],
      frequency: "hourly",
    },
    {
      name: "High Traffic Alert",
      condition: "events_per_hour > 10000",
      projects: ["*"],
      recipients: ["admin@agency.com"],
      frequency: "immediate",
    },
    {
      name: "New Lead Alert",
      condition: "lead_score > 80",
      projects: ["proj_saas"],
      recipients: ["sales@agency.com"],
      frequency: "immediate",
    },
  ],
  escalation: {
    enabled: true,
    levels: [
      { delay: "15_minutes", recipients: ["analyst@agency.com"] },
      { delay: "1_hour", recipients: ["admin@agency.com"] },
      { delay: "4_hours", recipients: ["manager@agency.com"] },
    ],
  },
};

🛠️ Outils de collaboration

Système de commentaires

// Système de commentaires sur les triggers
const triggerComments = {
  triggerId: "trig_abc123",
  comments: [
    {
      id: "com_001",
      author: "user_123",
      content:
        "Ce trigger semble trop agressif, je suggère d'augmenter le délai",
      timestamp: "2025-01-28T10:30:00Z",
      replies: [
        {
          id: "rep_001",
          author: "user_456",
          content: "D'accord, je vais ajuster le délai à 2 heures",
          timestamp: "2025-01-28T11:15:00Z",
        },
      ],
    },
  ],
};

// Ajouter un commentaire
const addComment = async (triggerId, comment) => {
  const response = await fetch(
    `${API_BASE_URL}/triggers/${triggerId}/comments`,
    {
      method: "POST",
      headers: headers,
      body: JSON.stringify({
        content: comment.content,
        mentions: comment.mentions || [],
      }),
    },
  );

  return response.json();
};

Historique des modifications

// Historique des modifications
const changeHistory = {
  triggerId: "trig_abc123",
  history: [
    {
      action: "created",
      user: "user_123",
      timestamp: "2025-01-25T14:30:00Z",
      details: "Trigger créé pour récupération panier",
    },
    {
      action: "modified",
      user: "user_456",
      timestamp: "2025-01-26T09:15:00Z",
      details: "Délai modifié de 30min à 1h",
      changes: {
        before: { delay: 1800000 },
        after: { delay: 3600000 },
      },
    },
    {
      action: "activated",
      user: "user_123",
      timestamp: "2025-01-26T10:00:00Z",
      details: "Trigger activé en production",
    },
  ],
};

📋 Bonnes pratiques pour agences

1. Organisation des projets

// Convention de nommage pour agences
const projectNamingConvention = {
  pattern: "client-name-project-type",
  examples: [
    "fashion-store-ecommerce",
    "saas-platform-b2b",
    "blog-content-marketing",
  ],
  tags: {
    client: "fashion-store",
    type: "ecommerce",
    status: "active",
    priority: "high",
  },
};

2. Gestion des accès

// Politique d'accès pour agences
const accessPolicy = {
  onboarding: {
    newClient: [
      "create_project",
      "invite_client_user",
      "setup_basic_triggers",
      "configure_analytics",
    ],
    newTeamMember: ["assign_role", "grant_project_access", "provide_training"],
  },
  offboarding: {
    clientLeaving: ["export_data", "transfer_ownership", "archive_project"],
    teamMemberLeaving: [
      "revoke_access",
      "transfer_responsibilities",
      "update_documentation",
    ],
  },
};

3. Communication et reporting

// Système de reporting client
const clientReporting = {
  frequency: "weekly",
  recipients: ["client@example.com"],
  content: {
    metrics: ["conversions", "revenue", "traffic"],
    insights: ["top_performers", "improvement_opportunities"],
    actions: ["recommendations", "next_steps"],
  },
  automation: {
    generateReport: true,
    sendEmail: true,
    scheduleMeeting: false,
  },
};

🔐 Sécurité et audit

Audit trail

// Audit trail complet
const auditTrail = {
  organization: "org_abc123",
  period: "2025-01",
  events: [
    {
      action: "user_login",
      user: "user_123",
      timestamp: "2025-01-28T10:30:00Z",
      ip: "192.168.1.100",
      userAgent: "Chrome/120.0.0.0",
    },
    {
      action: "trigger_modified",
      user: "user_456",
      timestamp: "2025-01-28T11:15:00Z",
      resource: "trig_abc123",
      changes: ["delay", "conditions"],
    },
    {
      action: "data_exported",
      user: "user_123",
      timestamp: "2025-01-28T12:00:00Z",
      resource: "proj_fashion",
      format: "csv",
    },
  ],
};

Contrôles de sécurité

// Contrôles de sécurité
const securityControls = {
  authentication: {
    mfa: true,
    sessionTimeout: 3600,
    maxFailedAttempts: 5,
  },
  authorization: {
    roleBasedAccess: true,
    projectBasedPermissions: true,
    apiKeyRotation: "monthly",
  },
  dataProtection: {
    encryption: "AES-256",
    dataRetention: "2_years",
    gdprCompliance: true,
  },
};

📊 Métriques de performance équipe

Indicateurs de productivité

// Métriques de performance équipe
const teamPerformanceMetrics = {
  productivity: {
    triggersCreated: 45,
    integrationsSetup: 23,
    reportsGenerated: 67,
    averageResponseTime: "2_hours",
  },
  quality: {
    triggerSuccessRate: 0.85,
    integrationUptime: 0.99,
    clientSatisfaction: 4.8,
  },
  efficiency: {
    timeToSetup: "3_days",
    timeToOptimize: "1_week",
    automationCoverage: 0.78,
  },
};

Conclusion

La gestion multi-projets avec EchoTag permet aux agences et équipes de collaborer efficacement tout en maintenant le contrôle et la sécurité. Avec les bons outils et processus, vous pouvez gérer plusieurs projets simultanément sans perdre en qualité ou en efficacité.

Prochaines étapes :

Ressources :

Prêt à gérer vos projets en équipe ? Commencez avec EchoTag.