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Q2

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5/22/2023

Monday - 10:30 CT - 11:30 CT

Meeting Date:
5/22/2023
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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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⁠
Action Items 5/22/2023
60
Done
Task
Owner
Due date
Created Date
1
Schedule a meeting with Seth - propose having a training with all the BU Leaders; incorporate/re-enforce the use of this tool during the bi-weekly meetings
Michelle Helmholz
5/22/2023
5/22/2023
2
Create an holistic philosophy around End User feedback (shadowing, “random” application surveying, “random” survey during bugs submissions, “random” surveying during enhancement requests
Michelle Helmholz
6/16/2023
5/22/2023
3
Create an objective around surveying in the application and through bug/enhancement process
Christa A. Stephens
6/16/2023
5/22/2023
4
Reach out to Todd around leveraging Kate - schedule a meeting
Michelle Helmholz
5/22/2023
5/22/2023
5
Dan & Michelle work on creating Change Log in Our Data System in Enabelment Hub
Daniel T. Anderson
Michelle Helmholz
6/12/2023
5/22/2023
6
Create Python Style Guide collaborate with Nick, Ben, Jacob, and Brandon
Daniel T. Anderson
6/2/2023
5/22/2023
7
Talk with Stephanie regarding Coffee Talk - pick a date for Working Agreements & Transparency efforts
Christa A. Stephens
Trevor J. Glisch
5/24/2023
5/22/2023
8
p_FOC owns ReferenceType dimension for the Audit Logs (will still have Audit Logs for each db)
Daniel T. Anderson
5/26/2023
5/22/2023
No results from filter
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Agenda

Announcements & Reminders
KnowBe4 Cybersecurity Training is due Monday, June 5th
1Password follow-up with your team members during 1x1
Reminder: you have free access to a personal account for you and your family
Writing for Impact
Sign Up
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closes July 19th
Vacation reminders
Christa out 5/25-26
Michelle and Trevor out 5/29-6/2
Priority Changes / Escalations
New Sprint Priorities
Queue System — create design for v1 Management Interface (meeting notes available
https://coda.io/d/PIVOT-Enablement-2023_dT-skPnL5is/Meetings_sulVP#_luOLd
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)
Nielsen One Go Live - currently 6/14
Keep this in mind for the corresponding sprints
Have 7-10 days in overlap and organization needs to be on standby
Per Chris C on Friday 5/19 this may be moving again, need funding however.
Queue System Implementation
Discussed with Seth - he’d like to drive them
Kick off call?
ConstructEdge Vendor & Admin Portal de-prioritization concerns
Will take 1 sprint to complete with no other CE priorities
Discussion topics
Headcount Reforecasting
CSAT Follow-up (
PIVOT Q1 CSAT Results and Action Items
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)
Add new Objective around improvements to collecting feedback from End Users (be prepared to launch features/process in 2024?)?
Leveraging Kate
Possibilities
Delivery Follow Up
Road Block Follow Up
Resource Coordination
Working on SQL Style Guide
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GitHub example
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Increase collaboration with Dev Standards to ensure standards/guides are not in conflict
Technical Documentation (How do we reference our work?)
Asana (
https://app.asana.com/0/1203626157436520/1204506058864930/f
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)
1st # projectid 2nd task id
Data Standards/Guidelines
Introduction on work done on
SQL Style Guide
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⁠
Pulling in Brandon and Jacob to Python — anyone else??
Coffee Talks other Technical Concepts education of the organization
Working Agreement & Transparency (June?)
APIs/Integration
Data Lifecycle/Data Cleaning
Audit Log Tracking — leveraging new CCR_MemberID
[p_FOC].[dbo].[CCR_Member_Pivot_View]
Will need to get a basic interface to expose the entire company since the Bamboo instances are split

Other Open Action Items List 8
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
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