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EA Managers - Improvement Initiatives
To keep track of EA's internal initiatives
Not started
2
2
In progress
12
12
At risk
0
0
Complete
2
2
📊 Project tracker
Team
Status
Search
Not started
2
In progress
12
At risk
0
Complete
2
15
GitLab/GitHub Implementation
Data & Analytics
9/30
Workflow
Test Automation Implementation
Quality Assurance
12/31
Renewal Opportunity Creation
Delivery
12/31
Intacct Connector Replacement
Delivery
11/24
TechDebt Reduction: Convert all Workflow Rules and Process Builders to Flows
Delivery
11/20
Update EA Program Management documentation
Program Management
10/18
Salesforce Release Management Improvements
Delivery
12/2
Deployment Process Revamp
Delivery
12/31
New Intake process for EA
All
11/22
Self Service PowerBI Model Discovery
Data & Analytics
10/31
Complete KB Revamp
Support
Sage Intacct Support Transition
Business Analytics
Delivery
Support
EA Projects reporting
Program Management
6/7
DG Governance Discovery
Data & Analytics
7/12
Establish Data Visualization Standards
Data & Analytics
8/31
SI University Training
Business Analytics
Training from Jeff/Ginger on GM specific
Determine Support/BA responsibilities
Business Analytics
Support
Support review all pages
Support
Log all current pages into Miro
Lay out new KB structure
Map old pages to new layout
Assigned team members review current page for accuracy
Update documents per notes
Create new structure pages
Copy content to new page
New page templates developed
Jira Setup, Workflow, and Process Overhaul
All
Program Management
🗓️ Project timeline
Test Automation Implementation
Renewal Opportunity Creation
Intacct Connector Replacement
TechDebt Reduction: Convert all Workflow Rules and Process Builders to Flows
Update EA Program Management documentation
Salesforce Release Management Improvements
Deployment Process Revamp
EA Projects reporting
DG Governance Discovery
New Intake process for EA
Establish Data Visualization Standards
GitLab/GitHub Implementation
Self Service PowerBI Model Discovery
SI University Training
Training from Jeff/Ginger on GM specific
Determine Support/BA responsibilities
Support review all pages
Log all current pages into Miro
Lay out new KB structure
Map old pages to new layout
Assigned team members review current page for accuracy
Update documents per notes
Create new structure pages
Copy content to new page
New page templates developed
Jira Setup, Workflow, and Process Overhaul
Complete KB Revamp
Sage Intacct Support Transition
Workflow
Aug 2023
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Sep 2023
1
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9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
Oct 2023
1
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5
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9
10
11
12
13
14
15
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18
19
20
21
22
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24
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26
27
28
29
30
31
Nov 2023
1
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5
6
7
8
9
10
11
12
13
14
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16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
Dec 2023
1
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8
9
10
11
12
13
14
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18
19
20
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31
Jan 2024
1
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11
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19
20
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30
31
Feb 2024
1
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9
10
11
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18
19
20
21
22
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28
29
Mar 2024
1
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5
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9
10
11
12
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19
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30
31
Apr 2024
1
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9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
Test Automation Implementation
Renewal Opportunity Creation
Intacct Connector Replacement
TechDebt Reduction: Convert all Workflow Rules and Process Builders to Flows
Update EA Program Management documentation
Salesforce Release Management Improvements
Month
TodayFit
💬 Updates
Who
Updates
Date
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