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Date
30 Sep
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 loading - 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 processinghttps://sydneyuni.atlassian.net/browse/PP-1507 - Lori Stirling (Deactivated) raised two concerns with SITS ID going to account level. Student ID will live on alternate contact object.
TMS Freeze - Outstanding SITS items required for final conversion. Jules Levin to check when SITS integration can be shut down. What is needed for the new data. .
Data - Still issues. Pledges, Pledge Instalments and then Recognition are in stages. Pulled out soft credits. Expect to be out by Tuesday. Griffin will also go through Jira tickets and confirm ok for retest.
Decisions on summaries definitions need to be progressed.
Outstanding Actions
See above
Blockers
Gift data load
Focus for next week
Backlog Refinement.
Complete Sprint 2
Commence Sprint 3
Data conversion testing
Focus for following week
Continue Sprint 3.
Action items
- Lori Stirling (Deactivated) to send through weekly T&M SOW timesheets.
Outstanding Actions