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PIVOT Enablement Leadership
Weekly Enablement Leads Meeting
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2/13/2023

Monday - 10:30 CT - 11:30 CT

Meeting Date:
1/16/2023
⁠
⁠

Attendees:
@Christa Stephens
⁠
,
@Trevor J. Glisch
⁠
,
@Daniel T. Anderson
⁠
,
@Michelle Helmholz
⁠
⁠
Action Items 2
55
Done
Task
Owner
Due date
Created Date
1
Christa to address HubSpot CCRM instance to move to ccr.tv
Christa Stephens
2/17/2023
1/16/2023
2
Post 2023 training Coffee Talk to entire pivot team
Christa Stephens
2/13/2023
1/16/2023
3
Start form power point on APIs - what it is etc
Trevor J. Glisch
2/22/2023
1/16/2023
4
Add Team Member conversion from CW to Bamboo to planning cycle board
Michelle Helmholz
3/3/2023
1/16/2023
5
Propose Now, Next, Later visibility for each BU and for FOC
Christa Stephens
2/22/2023
1/16/2023
6
Draft prioritizing working agreement
Christa Stephens
3/8/2023
1/16/2023
7
Metrics for the teams: Quantifying Bugs and Enhancements
Michelle Helmholz
1/16/2023
8
Share Onboarding slidedeck
Michelle Helmholz
1/16/2023
9
Dan and Trevor to meet next week with James and Charles to address changes to EM to address when Transcoding server goes and which cases team members would need to manually add Monitoring Objects
Daniel T. Anderson
3/17/2023
1/16/2023
10
Finalize and sign Aloa contract
Michelle Helmholz
2/14/2023
1/16/2023
11
Meet with Zach to clean up TheTake
Daniel T. Anderson
2/13/2023
1/16/2023
No results from filter
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Agenda

Announcements / Updates from FOC
Christa attended to present on HubSpot Enterprise recommendation (not to go to Enterprise)
Priority Changes / Escalations
CCRM upcoming sprint priorities
M360 updates to hide Nielsen experiences for non-Nielsen clients
Planning Sourcing tool changes based on the process of trying to process TheTake order
Planning Team Member
Discussion topics
2023 Training opportunities / Leader of Self
Manage360 Demo Company for NAB, do we have one with data as well?
Tweaks to PIVOT organizational structure
TheTake Priority for M360 Cutover
Win The Day
How to break it down to all team members
Using it in our day-to-day conversation
FOC Communication Feedback & Possible Action Items
Prioritizing Working Agreement
Epic Planning maturity & communication
Moving Team Member master from Connectwise to all Bamboo Instances
What will this take?
Co-Creation Submit update
Christa for sure
Trevor would like to be, but if there are too many people he will un-volunteer
API Education for March and/or April
What it takes to build
Different ways we use them (including different types)
API vs Integration
API Documentation
Internal vs External
What was the future look like in our own capabilities / roadmap if available
Integration Architecture Project

Notes



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