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2020-09-30 Stand-up notes

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Date

Participants

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 processing.

Outstanding Actions

See above

Blockers

Gift data load

Focus for next week

  1. Backlog Refinement.

  2. Complete Sprint 2

  3. Commence Sprint 3

  4. Data conversion testing

Focus for following week

  1. Continue Sprint 3.

Action items

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Outstanding Actions

Decisions

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