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Tradery Scope

Project Summary

The project aims to develop efficient departmental management hubs in Coda.io to centralize knowledge, tasks, and resources, making it possible to hand administrative controls to one another.

Each hub will be customized for specific departmental needs and designed for easy adoption and scalability.

Definition of Done

Fact:

Fully Functional Management Hubs: Each department has a Coda.io hub with tailored sections for the knowledge base, tasks, SOPs, and resources.

Automated Task Management: Recurring tasks include clear owners, deadlines, and dependencies, with automated reminders and dashboards.

Comprehensive SOPs and Resources: SOPs feature step-by-step instructions and videos, while resources include essential tools, templates, and references.

Feedback Integration and Training Materials: Team feedback is documented and implemented, and training materials (guides and videos) ensure smooth onboarding.

Function/Requirements:

The hubs operate smoothly across all test cases and workflows.

Knowledge base searches yield accurate and relevant results.

Task automation reduces manual oversight and ensures deadlines are met.

SOPs and resources are directly linked within workflows for seamless access.

All automations and integrations within Coda.io are error-free and efficient.

Feeling:

Department heads approve the final hubs as meeting all outlined requirements.

Users express confidence in adopting and navigating the hubs without frustration.

Positive feedback is received on the clarity and usability of training materials.

Status:
None
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Complete:
000
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Deadline:
August 11, 2024
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Notes

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📈 Metrics / KPIs

85%

Target

Q2

Target

-

⬅️ Lead Indicator (Adherence)

-

⬅️ Lag Indicator (on time)

🪨 Milestone

Progress

⚡(Est.)

⚡(Act.)

📌 Stakeholder Messaging

100%

📌Yearly filings

86%

🪨 Finance Hub

🪨 Compliance Hub

Tradery Wind Down

Personal Message

PRP Wind Down

There are no rows in this table

27%

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Stakeholders

Cost:

Time: 22.5 hours

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