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Sprint 19 [Green tea]
- Brad Fernandes (Unlicensed)
9ate | Jul 27, 2021 |
|---|---|
Team | TAP Product Line |
Project Participants | @Brad Fernandes (Unlicensed) @Rachel Forbes @john.humphreys @Manpreet Sidhu @Himanshu Raikar (Unlicensed) @Yeng Sembrano @Monica Kluegel @Divyanshu Pandey (Unlicensed) @Anita Secerov@The Ho Trang @Sidra Zafar@AlainGasquet@Chanel Zheng@Abraham Thomas Karimpanal @Swathi Inapakolla |
Apologies | @apirami.kumaradevan |
Background
Sprint 19 achievement are listed as -
Volunteer position - Standardised from to enable standardised Reports. New categories created -
Committee
Mentoring
Other
Marketing automation - Analysis Swift Digital to Jarvis integration
Ingest data (e.g. Click rate, bounce, etc.) which will feed into Probability scoring
Notes and Comments for Household account - Account and Contact data clean-up and setup a process to maintain data integrity.
Activity report - cc
International Foundation dashboard created for Director for International Foundation.
Updates to Team based reports to look up ‘Manager’ rather than individual team members. (For example, Opportunity report updated with Team manager)
Bulk update Relationship management - Templates and instructions provided to Prospect Development
Grateful patient alert
Appears on the Account and Contact
Multi pick list for ‘Special category’ is auto-populated.
Alert is related to the relationship.
Ability to delete Capacity/ Ratings on the account.
Updates to Gift Processing reports based on AQ Spring release
Mass Portfolio assignment - 1824
Activity report - Standardise the format and layout, Expose Activity report to Contact record
Pledge reminder report - Handover to team completed
Gift implementation - Enhancements made to capture the Task type -
Gift Handover
Gift Summary Form Completed
Gift Account Requested
Confirmed Account Created/Confirmed Existing Account
Gift Kick-Off
Deceased notification and report - Prospect Development team notified
Migration of 'Centre for Continuing Education' (CCE) data into Jarvis - UAT completed
Planned Giving Dashboard deployed
Stata and MiniTab - Cyber Security review complete
Alumni persona for Mobile app launched on Apple App store (iOS) and Google Play store (Android)
Aperture DS - UAT and Production environment setup and ready to use
Statistics at the end of Sprint
Retrospective
Conducted using IdeaBoardz to collaborate and gather feedback. Participants were given an opportunity to vote on the feedback for discussion.
What went well? | |
Point | Votes |
Big thank you to Rachel for all her immense contributions to Project Phoenix and the TAP Product Line. WE WILL MISS YOU! | 10 |
Introduced and worked for broader teams through tasks. (Ex, Liz etc) Also nominated for Rockstar by John. -Anshu | 3 |
Excellent Stata and Minitab training sessions by Con. | 2 |
Data Mapping sessions went really well and all the background knowledge was valuable thanks to a smooth handover by Rachel | 2 |
Our CSM (both Rachel and John) provided a clear Specification which helping on speedy of development | 2 |
Collaboration work with our CSM and CSM with the Business Unit work well as developer could mainly concentrate of developing | 1 |
Onboarding of a new Salesforce Salesforce Administrator | 0 |
What can be improved? | |
Point | Votes |
i wonder whether we should review what is done during stand up as well as what is in each persons queue to help ensure tickets are progressing during the sprint and remove any blockers | 2 |
Dashboards needs to be standardised and align to W3C standards | 1 |
go back to focus on priority tickets in stand ups - seemed to work well | 1 |
Categorise tickets at a more granular level in regards to the team the ticket is for to assist with prioritisation | 1 |
Action Items | |
Point | Votes |
Keep being awesome team! Will miss seeing everyone on zoom every day :) | 1 |
Raise any blockers in Stand-up meetings to be discussed later stage. | 0 |
Use dashboard at stand-up to focus on priority | 0 |
Review backlog and categorise tickets into functional areas/ teams (use Jira Labels) | 0 |
