Business Rules Capture

Business Rules capture meetings revived as from 15/03/2023 to complete.

• Needs sign off on Contacts and Accounts,

• Needs deeper analysis around education, Opportunities, Chart of Account, Gift Adin Key fields and Processes, etc

60%80%

Status
colour Green title ON TRACK

With Revival of Weekly Meetings, also need to set up additional internal team meetings.

Data Quality Rules and Dashboard

Data Quality rules captured, analysed, refined and next steps articulated.

• Needs a second round with business to flesh out any new rules

80%

PowerBI Dashboards

Scheduled start for 03 Apr 2023

0%

DQ Software

(a) Analysis nearly complete: Engaged 2/3 suppliers - last meeting scheduled for 03 Mar 2023 Informatica POC underway , (b) Then Decision and Procurement and lastly (c) Implementation

30%70%

DQ Cleaning

Dashboards and rules created, but no cleaning ownership, so that is slipping

50%

Integration Fixes

Tickets raised, but not getting actioned timely by developers + marked as “Improvements”, so very low on the Dev priority list.

50%

BAU Handover

BAU Model defined, Next steps defined, Needs to get buy-in from the various areas, and then roll out

80%