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Michelle At Risk Goals
Q3
Overall, I would give myself a 2 out of 5.
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Leader of Leaders training with Scott (10%)
Meet with Scott on a more regular cadence.
Discuss pillars + create action items to develop skills
Read Radical Candor (5%)
I did not have capacity in my schedule for the book club time slots so I opted to read it independently.
Implement PIVOT Enablement P&L (30%)
Work with Finance to have single Income Statement
Work with BU Leaders to do internal billing
Define use of ConnectWise with this new module
Work with PIVOT Team and System to implement allocation of costs on Products & Applications that align with internal billing system
Use Data Team Charter as an opportunity to exposure Dan to leading others (10%)
Work with Trevor & Christa to complete their LOO action plan (20%)
Trevor & Christa completed their LOO training in June. Work with
Convert Financials Modules into new stack + add Bill Quality Module (25%)
Move where Finance interacts with Vendor Agreements, SG&A Vendor Agreements, and Service Picks into new technology stack
Give us space to increase performance (page loads) and create a UX that saves Finance team members time
Secondarily, Mike is the sole maintainer of this application due to the technology stack. Moving this reduces risk, allows opportunity for other Developers involved & provide more long-term flexibility in shifting of resources to get priority work done.
Create Bill Quality module + deploy to organization via Queue system and Slack
Removes dependence on Connectwise from multiple aspects (Service Tickets + Team Members)
Leader of Leaders training with Scott (10%)
3-Year Goal
Bamboo Percentage
000
50Description
Primary Documentation
How was this accomplished
Progress
End Of Quarter Summary
Next Quarter
What is the follow-up to this work?
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