2019-08-26 Meeting notes
Date
Aug 26, 2019
Participants
@Karen Yorgy
@Roshan Shaik (Unlicensed)
@Leslie Ciccariello (Deactivated)
@Julia Murphy
@Thomas Donahue (Deactivated)
@Frank Sorrento (Unlicensed)
@Abe Ahn (Unlicensed)
@Wally Chicoine (Deactivated)
@Andrea Molinari (Unlicensed)
Goals
Review previous action items
Collect status updates from all team members
Outline new action items
Discussion topics
Presenter | Notes |
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Karen |
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Roshan |
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Abe
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Leslie |
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Stacey |
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Julia | Reporting Migration: The whole idea was to get out of Crystal (unsure why)
Boostr Went Live; training now (started last Monday 3pm); Hans has a daily 1 hr
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Andrea | NRESR-Phase 1 – Final sprint complete, deployed to production, CV to confirm closed. Clean up or Phase 2? PO Approval Workflow – UAT in SB2 for PO’s created from Linked SO’s – following up with Tipalti (seeing some of these issues in Production, related to script? Finalize PDF template with approvals/alert originator when final approval done, ready to place vendor order – Goal 9/2 deployment Tipalti – Meeting this week to review Boostr – Successful creation of Sales Order via API to NS; review SB1 – successful link CRM/Data API- Path to Production – Users out of SB1 then SB2 Integrations in SB1 – Disable? Fivetran, Jira – BSD – 1 of 10 are break fix; most are report changes, creation or customization; enable a feature, workflow changes, automation |
Thomas | Finished revenue by building reports, submitted tojulia for review working on utilization report w/ Mike and Hans working on UAT acceptance with won lost opportunity report with Julia Almost dropped Jawad, kept him on |