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Q2

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6/5/2023

Monday - 10:30 CT - 11:30 CT

Meeting Date:
6/5/2023
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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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,
@Todd R. Chamberlain
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Action Items 6/5/2023
Done
Task
Owner
Due date
Created Date
1
Add to next sprint Business Services >
Bill Quality Module
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Daniel T. Anderson
6/5/2023
2
Document Maintenance Processes
Daniel T. Anderson
6/5/2023
3
Look at Tableau
Daniel T. Anderson
10/31/2023
6/5/2023
4
Schedule Product Meeting with Jay’s Team
Trevor J. Glisch
6/9/2023
6/5/2023
No results from filter
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Agenda

Announcements & Reminders
KnowBe4 Cybersecurity Training is due today (send a reminder in #pivot-team)
July 360 Week - any important Leverage Day topics?
Christa - Seth and Michelle, drive a discussion around integrating with 3rd party applications
Dan - How do we build a system for integrations?
Python Library for integrations
Conversation on CW and it’s future
Continued use and phase out
Priority Changes / Escalations
Business Services >
Bill Quality Module
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- Add to next sprint
Initial Database Design (ERD) create and reviewed completed
Possibly the Bill Quality list page
BR > Add portal integration to HubSpot directly and/or evaluate increased integration with ConnectWise to align sales/quoting process with CW Opportunities
Anne said she brought up this during the meeting at the end of May; besides having an endpoint to create the Deals, the actual cutover or expansion of the portal integration with HubSpot needs to be prioritized with BR/our whole team
In the first version we should be creating both the HubSpot deal, the ConnectWise Opportunity, and all the necessary cross reference associations to keep the two systems in sync
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Create Priority List for tomorrow’s sprint
What is being carried over from the previous sprint?
What has come up in the last two weeks from Business Alignment meetings?
Other discussions?
Discussion topics
Maintenance Processes & Procedures in Enablement Hub
Managing ConnectWise Replication
General Updates on our 3rd Party Software (Matamo, Tableau)
Emergency Maintenances
Tableau
Stop maintenance next year
Confirm we are able to still access and use the version we are one when we stop
PIVOT Product meeting cadence status
MH - got an email from Jay on 5/30 requesting a version of Manage360 for submitting & tracking tickets. Jay is open to using the Support Center to hit a Q3 target but was curious on long it would take. This reminded me of getting a PIVOT Product cadence setup. I plan to discuss in detail during a regularly scheduled meeting this Thursday (8th)
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Tension Workshops
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Keeping this item on our radar, we need to encourage the team to continue meeting & working on experiments. Next steps in the BNW book club are for at least one group to have an experiment to propose and discuss with the whole team.

Other Open Action Items List 7
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
​
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4
Service Picks > Attach any Vendor after it has been submitted
Michelle Helmholz
No results from filter
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