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Q2

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4/24/2023

Monday - 10:30 CT - 11:30 CT

Meeting Date:
4/24/2023
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Attendees:
@Christa A. Stephens
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,
@Trevor J. Glisch
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,
@Daniel T. Anderson
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,
@Michelle Helmholz
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@Todd R. Chamberlain
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Action Items 10
60
Done
Task
Owner
Due date
Created Date
1
Adjust sprint meeting cadence for 4th of July and LoO Training
Trevor J. Glisch
5/15/2023
4/24/2023
2
Schedule discussion on the future of AGRs and Invoicing
Christa A. Stephens
5/26/2023
4/24/2023
3
QA TechJays work (Mike & Veronica)
Trevor J. Glisch
5/1/2023
4/24/2023
4
Notify Naveen on ending contract with Jyoti
Trevor J. Glisch
4/26/2023
4/24/2023
5
Get something scheduled with Aloa (as FW replacements)
Christa A. Stephens
4/28/2023
4/24/2023
6
Propose Developer Standards Objectives for PIVOT
Trevor J. Glisch
5/1/2023
4/24/2023
No results from filter
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Agenda

Announcements / Updates from FOC
Christa & Trevor - reminder on Leader of Others training 4 days at the end of June. Any adjustments that need to be made to meeting cadence ahead of time?
Reschedule Planning Meetings
Reschedule Kick-off
Priority Changes / Escalations
VictorMetrics into Event Management
This sprint: be able to cut over Status Block table from SW to VM
HubSpot Adoption
POST Win Opp conversion into new stack
Explore 2-way integration with Deals
Create an endpoint to create a Deal in the PyAPI
Migrated Kong to HA
Discussion topics
General thoughts/feedback on last week?
Update current sprint with notes/End of Sprint Status
Writing for Impact
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Sign Up
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closes July 19th
GPTW Survey
Asana Cleanup
Form / boards remove Jill and other departed team members
Flatworld Work
What is the short and long term outlook
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Quality issue example
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Sprint Work
Missing communication on work that is “outsourced” to other resources within PIVOT
Getting Jacob’s work on the priority list going forward
Agility Development while keeping Experience involved
Resetting expectations
CCRM Re-alignment meeting (4/12)
Victoria Metrics into Event Management moved from EOY to End of Q3
Channel Management Redesign High-level summary (Target 2nd Week of May)
Considerations: SLA, Software Support, Terminology Feed instead of Channel
What problems are we currently solving?
What are the possibilities? Cross-selling
Manage360 for existing clients
Price Sheet digitization consideration (not asked for just informational)
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image.png
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Where are User Stories being documented?
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Add Objectives based on Developer Standards



Other Open Action Items List 4
60
Done
Task
Owner
Due date
1
ETS Bulk Added > Touchbase with Brandon on expected time frame
Trevor J. Glisch
12/18/2023
2
Front-end: Temp to perm(?)
Trevor J. Glisch
3
​
​
4
Service Picks > Attach any Vendor after it has been submitted
Michelle Helmholz
No results from filter
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