...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
Date
Participants
Standing Agenda
Progress against plan
Outstanding actions
Blockers
Focus for next week
Focus for following week
General
Discussion
Progress against plan
Data conversion - Lori and Griffin 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, mailchimplist. Griffin and Lauren going through open items. Griffin says between 10 and 20 outstanding issues. 5 Gift related and rest are bio related. About 20 ticket relate to last modify and update dates. Will tackle last. About 10 outstanding related to opportunities. Once that sorted will go away. More Jira tickets than issues. Jules Levin to setup up a test review. Can test be re-assigned. Fix the outstanding ones by Friday our time. Have someone to walk through from yeng team and CSMs..
To mitigate prolonged final data conversion, Lori Stirling (Deactivated) advised that her and Griffin will go though test cases for the list of defects during the Xmas break. prior to USYD commencing data conversion testing on 4 January.
Target Friday to close out defects. UAT commences on 23 November. Dependency for UAT is to refresh the UAT sandbox with PROD data.
Assess on Friday about refresh UAT.
How can PD do mass modify opportunity and account assignments - Load new release in December. Lori offer they would do it over the break if USYD wants to introduce the new release
Outstanding Actions
See above
Blockers
Refinement data conversion
Focus for next week
Continue Sprint 45
Data conversion testing
Focus for following week
Complete Sprint 45.
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