Content Comparison

Background

Sprint 15 achievement are listed as -

• [BF] Aperture DS setup

• [BF] Salesforce Architect reviewing Jarvis (Dev environment setup)

• [YS] Transactions designation (100k records)

• [YS] Chinese addresses (Contact/ Account)

• [YS] Automation of Opportunity split

• [YS] KPI counting

• [MS] 2 flows

  • Staff member updates campaign member status > workflow registers anyone who has a particular status to linked event > workflow also updates registration as guest

  • Created a flow that creates the different types of member status' when ‘Event Invitation’ campaign type is created to standardise these status' to ensure the above flow runs smoothly

• [MS] Relationships with Contacts

• [HR] Added Tax to the Dues transactions

• [HR] Updates to Receipts (i.e. Printed date, Sent date)

• [HR] Populating batch items - Oct and Nov batches

• [SZ] Pledge reminder field - Batch item

• [SZ] Account readiness migration to Affinity

• [SZ] Migrate Prospect stages

• [MK] Implementation of Dues batch

• [MK] New receipts for Dues

• [AG] Enhancements to KPI reports

• [AG] New dashboard for Joel Smith

• [AG] New reports for Alumni

• [AG] Updates to Probability scoring

• [CZ] User goals and KPI dash

Statistics at the end of Sprint

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Retrospective

Conducted using IdeaBoardz to collaborate and gather feedback. Participants were given an opportunity to vote on the feedback for discussion.

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