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Date
23
Participants
Griffin Homan (Deactivated) (apologies)
apirami.kumaradevan(apologies)
Standing Agenda
Progress against plan
Outstanding actions
Blockers
Focus for next week
Focus for following week
General
Discussion
Progress against plan
Data load - Stuck on two things - Apex issue with Gifts. Escalated to a senior programmer. Also Relationships; Risk mitigation plan required for final data conversion. USYD people will be on end of year break from 22 December and not available for Advance datapumps or data testing.
Defects have been raised on data that has been tested. Griffin Homan (Deactivated) advised that no significant issues. Assumption is the fixes can be done by upserting rather than another conversion. Some user stories assigned to sprint 2 could be blocked due to data defects as UAT has data from first conversion. {post meeting note: Griffin Homan (Deactivated) to review the user stories and note which are blocked for config or testing}.
Once all data is loaded, tested completed and defects fixed, UAT sandbox with be refreshed with PRD data.
Monica Kluegel has documented Gift outcomes for the project. These will be shared with AQ to talk through how to achieve the outcomes. May need several Gift processing walkthroughs.
Receipting Function - Was pushed into the org on Saturday. Some issues identified which are being fixed. Apsona report building component has not yet been completed. Workshop scheduled for tomorrow on the Receipting Function will go ahead as planned.
Document Storage - Not part of AQ MVI/MVP. Lori says too big a scope to include in Trevor’s workload. USYD to consult with Trevor for adviseloading - Gifts in. To be done are Pledges, Pledge Instalments and then Recognition. Expect to be done in about 2 hours and Griffin will then do shakedown testing.
Migration from Advance to AQ. USYD doing some initial planning workshops and will then loop in AQ. Exploring to stop imods and scalefunder (Paypal) integrations on 14 dec. Monica’s team process gift backlog to 17th and then provide AQ will final Advance datapump. Lori advised that if if datapump is provided on 23rd, will only be loaded the following week as AQ shutdown on 24,25 December. If provide on 18th, could have conversion loaded by 23rd for testing
imods mapping - Lori has concerns with what was discussed in imods meeting. Trevor is help with the mapping.
Jules advised that Trevor is required to undertake configurations and not just advise for gift processing as there is more complexity than other functions.
Lori suggested that a simple receipting function using Apsona should be set up to see how receipting and Apsona work.
Daylight Saving commences in Sydney this Sunday. Meetings with be 1 hour early for AQ. Lori advised that her and Griffin are not available on Tuesday’s at the earlier time but will be available on other days.
Lori Stirling (Deactivated) to send through weekly T&M SOW timesheets.
Items on AQ roadmap to consider in post MVP phase:
Online community - multi channel, multi preferences use with pardot and predictive response.
AI which works with Einstein
in 2012Q2 - AQ will have integration with marketing cloud - {Could also consider Predictive response with Pardot instead of market cloud}.
Events, Telemarketing.
Lori also suggested AQ hours for 2021Q1 to support gift processing.
Outstanding Actions
See above
Blockers
Gift data load
Focus for next week
Backlog Refinement.
Continue with Config and Integration sprint 2Complete Sprint 2
Commence Sprint 3
Data conversion testing
Focus for following week
Complete Continue Sprint 23.
Commence Sprint 3
Action items
- Griffin Homan (Deactivated) to demonstrate how to move special handling preferences to contacts Griffin Homan (Deactivated)to review user stories in sprint 2 and identify which are blocked due to UAT data
Outstanding Actions