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

Retrospective

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