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2020-07-22 Stand-up notes
- Jules Levin
Analytics
Date
Jul 22, 2020
Participants
@Jules Levin
@Brad Fernandes (Unlicensed)
@Lori Stirling (Deactivated)
@Griffin Homan (Deactivated)
@apirami.kumaradevan
Standing Agenda
Progress against plan
Outstanding actions
Blockers
Focus for next week
Focus for following week
General
Discussion
Progress against plan
First Data Conversion - AQ fixing accounts - contacts relationship defect before loading remaining data. Some of the raised defects will go away. @Lori Stirling (Deactivated) will advise extent of defect fixes so that relevant raised defects can be retested.
Advance export for second conversion scheduled for next Monday - Will go ahead until @Yeng Sembrano and team has significant fixes outstanding. @Jules Levin to confirm with @Yeng Sembrano
Processes and documenting future state (MVI and phase n) and agreements
No repeat workshops to be scheduled for the moment. Complete remain workshops. AQ to consider future state based on inputs from all workshops.AQ will build new flow documents. Some may require further discussions
Once review of process workshop inputs completed the following needs to addressed:
- Pipeline (Is a further workshop required for crowdfunding and approvals)Gift processing - (What Apsona licences are required)
Alumni and Events -nothing outstanding. - May need a calc field. still to be determined. If Calc field needed, AQ will provide training and USYD configure rather than use a custom field
Annual Fund - Potentially further discussion on opt outs and receipting for special occasions.
Outstanding Actions
None
Blockers
Errors with loading conversion data
Focus for next week
Finish data conversion testing
Annual fund Process workshop
@Lori Stirling (Deactivated) to advise what workshops to schedule for next week
Advance export for 2nd round of conversion testing
Focus for following week
TBC.
Action items
Decisions
Proceed with Advance datadump next week for 2nd data conversion