Sprint 18 [Fanta]

Background

Sprint 18 achievement are listed as -

• Appointment of SF Admin from Simplus approved. Start date = 19/07

• Aperture DS training complete.

• Stata/ MiniTab applications setup on high specification laptop.

• Museum Tap n Go - High level analysis and costings complete

• iModules tickets - BAU

• Parent Newsletter sent out

• Granting schools/ Schools - Data migrated from Advance

• Identified 2600 rows of duplicate Accounts with no Primary contact - Ongoing fix

• Identified 33000 rows are shell Accounts with no details - Ongoing fix

• Integration testing of creating one Contact attached to 2 Accounts -

  • SITS (In Progress)

  • iModules (In Progress)

  • Swift (To Do)

• When creating an Account, Gift Recognition credit and Legal credit as 100%

• Relationship Manager - Only 1 Primary Manager can be assigned to an Account for a given timeframe

• 3 types of volunteer positions created - Committee member, Mentor, Other Volunteer

• Support Gift processing and reconciliation, and updates to Campaign counting

• Swift Digital integration - Post MVP requirements captured and completed

• Created a pre-defined list of Relationship roles

• Prospect Development team have increased access to update Opportunities

• Enhancements to Pledge reminder report (e.g. Gift recognition credit)

• Giving tab on the Account tab updated to include ‘Funds Raised (Pledge/Gift)’ and ‘Total Gifts and Pledges (Pledge Payment/Gift/Soft Credit)’.

Statistics at the end of Sprint

Open

Retrospective

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

Open