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Date
21
Participants
Lori Stirling (Deactivated)(Apologies)
Standing Agenda
Progress against plan
Outstanding actions
Blockers
Focus for next week
Focus for following week
General
Discussion
Progress against plan
Data - Griffin been talking to the programmers. Making good progress. Majority of issues are missing records that fall out because of logic. Going through the ones assigned to Griffin. Need to talk to Lori about created and modified dates. Aim to complete by end of the week, except data counts. Single list. Need to make a call on when to refresh the sandbox.
Smart batch and flexibility with pledges. Confidence comes from parallel testing. Changes are on AQ roadmap. Want to know what is on roadmap for requirements that cannot be done for MVP. Brad Fernandes (Unlicensed) / john.humphreys to flag with AQ what needs to be on roadmap, Prepare user stories for these. Also send a email stating what functionality is required for roadmap. Include why it needs. How are these tracked in AQ land? Once go-live and access to zendesk and formally submit with tracking.
Things that are out of scope for MVP but required immediate post-go - Brad Fernandes (Unlicensed) to add a sprint for post-go live.
Api concerned about post go-live. Is that something we can do before go-live? Griffin say should prioriise and time. Data changes cant be done until go-live
Campaigns hierarchy - Jules Levin to raise with Lori Stirling (Deactivated) about whether this can be done as part of data conversion as still ongoing.is reviewing defects and fixes and some assigned back. Suspects some people testing in UAT. Griffin will raise with team to test in PRD. Counts - Lori talking to programmers. created and modified dates - will look at when all done.
Campaigns hierarchy - needs to flow with the code. Get a programmer to look at. Meeting at 11:30am this morning.
Cutover - Lori wants to give more thought. What triggers are running in Advance. Can we pull a list (Yeng) and check impact.
Next AQ release will be out when go-live. R17 will be released. Will want to upgrade after conversion. Global reassignment ie if someone leaves can move all to an another prospect manager. Will want to walk through release notes so know how to upgrade. - utility that small group of people in prospect development will want. this is one of 4 major components coming into release. Utility that would launch from app launcher. Will need to give permission set for prospect development. Feature meeting with core team about what to deploy. If dont deploy will forget its there. - Should be part of product (portfolio reassignment utility) Also relationship management
Prospect queue (not part of MVP). USYD doing this with cases.
Multi channel multi preference with marketing cloud . Feature live within AQ. Could use with Predicative response which is available on appexchange. Emma, mailchimp
Outstanding Actions
See above
Blockers
Focus for next week
Continue Sprint 4
Data conversion testing
Focus for following week
Comlpete Sprint 4.
UAT data refresh
Action items
- Brad Fernandes (Unlicensed) to document in user stories required required to be on AQ roadmap that cannot be implemented in MVP. Also send list in email to Lori and Griffin
- Brad Fernandes (Unlicensed) - add user stories for items required post go-live into a post go-live sprint
- Jules Levin to raise with Lori Stirling (Deactivated) about including campaign hierarchy mapping in conversion.
Outstanding Actions