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Sprint 25 [Mango]

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Sprint 25 [Mango]

Date

Dec 7, 2021

Team

TAP Product Line

Project Participants

@Brad Fernandes (Unlicensed)  @john.humphreys @Liz Enright @Himanshu Raikar (Unlicensed) @Chanel Zheng@Abraham Thomas Karimpanal @Swathi Inapakolla @Monica Kluegel@The Ho Trang@Yeng Sembrano@Adriana Sung @Vinay Kumar T M (Unlicensed)

Apologies

@Manpreet Sidhu@apirami.kumaradevan@AlainGasquet@Anita Secerov@Sidra Zafar

Background

Sprint 25 achievement are listed as -

  • Affinaquest licenses for 2022 renewed

  • Team Pipeline dashboard for 5 teams -

    • MDI

    • FMH

    • Principle gifts

    • STEMB

    • Arts and culture

  • Power BI reports -

    • New object that users can use to publish the Power BI link

    • Add to the team dashboard

    • User needs to login to Power BI to access the reports

    • New report 'Development officer pipeline reporting'- restricted to Leadership team

  • SITS enhancements to field mapping based on SITS optimisation project changes

    • Contact address

    • Email address

  • Apsona report updates -

    • Pledge reminder template

    • Consolidated receipts

  • Jarvis Champion Feedback survey - In progress (Close date:

  • Jarvis Knowledge articles

    • New articles can be created for different teams

    • Available on the Global search bar

    • Import available via CSV

    • Use of ‘Audience’ to restrict access to knowledge articles

  • New ‘Service Portal’ - [In Test]

    • Training for Jarvis Champions

    • Plan for Prod roll out next year

  • Duplicate Account and Contact tracking

    • User alerted if the Account is reviewed to have a duplicate or not

    • Duplicate alert will not appear if the Account was reviewed

    • Duplicate Review flag

    • New account process should flag if this is a duplicate [To be verified]

  • Access to Snowflake to access ‘Majors’ data from Legacy platform - Flexsis

  • New fields to split the following fields from 'Batch item' - [In Test]

    • Bank

    • BSB

    • Drawer

  • Display 'Inactive’ Account status on

    • Search layouts

    • List views

    • Duplicates

  • Initial upload of data to ‘Stewardship Level’ on the Account

  • ‘Open Pledge Report' button on 'LL - Chart of Accounts’

  • 'Return to Sender' status added to Address against the Contact

  • Minor updates to reports -

    • Batch Correction Approval report

    • Batch Approval report

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

Backlog refinement and sprint planning meetings were more realistic on what work can be achieved

5

Presentation of Kanban board facilitates a greater focus on what's outstanding and what is being worked on

5

Thank you Vinay for all your help on Project Phoenix and TAP Product Line. You will be missed by the team!

4

duplicate review change - well designed by yeng and we iterated the change and handover to monicas team

2

technical forum to gather some initial feedback for new enhancements

2

Collaboration work with CSM and user are always work well during multi-task

1

Better overall documentation of Sprint tickets with clear Acceptance Criteria

1

What can be improved?

Point

Votes

Need to factor in BAU work and reserve bandwidth for unscheduled or urgent work for the Sprint.

1

Action Items

Point

Votes

 

 

 

 

 

 

 

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