Spreadsheet: 684554d1593440491-index-match-not-working-between-two-tabs-project-plan-ls-2-
Sheet: Sheet1

ID | Tasks | Priority |  | Status |  | Responsibility | Start Date | Deadline | Next Meeting & Action | 2019-11-01 00:00:00 | 6th January 2020 | 3rd March 2020 | 26th March 2020 | 22nd April 2020 | May up-date | 22nd June
1 | Purchase to Pay | High |  | Completed |  |  | 2019-11-20 00:00:00 | 2020-03-31 00:00:00 | Present findings | Simone arranging a date with [NAME] to confirm transfer configuration and date - aim by 20/11/2019 | Invoices will come back to me. In respect to P2P transfer data, not long before [NAME] was asking for it again. Today email a couple of queries on it. So will be picked up with [NAME], need a technical consultant and a call will be set up. | Cx intergation passwords have been  done and the intergration is being looked at by [NAME]. Micheal will be given Clare and [NAME]'s email address to enable him to communciate it directly | No notes | Certificate for Cx obtained by [NAME] to enable transfer of data
2 | GDPR - deletion of tenancies that have ended > 6 years ago | Low |  | Completed |  |  |  | 2020-01-20 00:00:00 |  | Currently in test | LS will come to test has been completed, send spreadsheet 22/11/2019 | [NAME] will be completed by 16th January 2020, proposed to go live by 28 Feburary 2020. | Can see the duplicate and is being working , can do the 1st April, 2020. Should here pm on the 4th March | No progress has been made with the fix on the rent  function. Lina has confirmed that no one has contacted her to work on this. | Still not progress email from Lina dated 15/4/20 saying she has not heard from Martin, she has loged the rent review bug on the helpdesk [NAME]: 288465 | Show stopper fixed and Up-grade went ahead on 15/6/2020
3 | Up-grade Cx to 19.8 agreed | Not set |  | Not started |  | Chandni |  | 2020-02-28 00:00:00 |  | Currently in test | Dependent on going live with version 19.8 before progress can be made. | Dependant on test for Cx version 19.8 |  | Dependant on test for Cx version 19.8 | Dependant on test for Cx version 19.8
4 | Up-grade latest tenant's portal versions agreed | Low |  | Not started |  | Chandni |  | 2020-02-24 00:00:00 |  | [NAME] have proposed a arrears procedure and LS agreed amendments book in another consultancy day to progress | Simone to come back to either confirm dates or suggest alternative dates | Will be coming back to [NAME] by the end 10th Jan |  | Confirmation will be send concerning [NAME] replacement. Until up-grade to 19.8 is held up due to inability to fix the rent review bug | New project co-ordinator introduced [NAME] she has received the handover nights notes and is familiarising herself with it. However until the rent review bug is fixed this delays the up-grade to 19.8 is delayed and delays the projects.
5 | Reviews arrears procedure against Cx |  |  |  |  | Chandni |  | 2020-03-26 00:00:00 |  | Voids analysis done, option 3 and book in time to deliver | Simone to come back to either confirm dates or suggest alternative dates | [NAME] is booked in |  | Confirmation will be send concerning [NAME] replacement. Until up-grade to 19.8 is held up due to inability to fix the rent review bug | Ditto
6 | Void review |  |  |  |  |  |  |  |  | Allocations is interconnected voids review, delivered at the same time | Simone to come back to either confirm dates or suggest alternative dates | [NAME] to provide allocation of consultancy dates |  | Ditto | Ditto
7 | Allocations (interconnected with [NAME])                 General allocations dates |  |  |  |  |  |  |  |  | Coms and CRM interconnected with other functions - analysis done and priority level agreed , also complaints and ask about other issues generic CRM 2020 | Simone to come back with project plan proposal | [NAME] to provide allocation of consultancy dates |  | Ditto | Ditto
8 | Communications + void |  |  |  |  |  |  |  |  | Coms and CRM interconnected with other functions - analysis done and priority level agreed , also complaints and ask about other issues generic CRM 2020 | Simone to come back with project plan proposal | [NAME] to provide allocation of consultancy dates |  | Ditto | Ditto
9 | CRM + voids |  |  |  |  |  |  |  |  | Cases and tasks modules which links with CRM underpins workflow, i.e. package in hierarchy is a) cases and tasks b) CRM c) Communications to enable interface with voids, allocations & arrears | Simone to come back with project plan proposal
10 | Cases & Task Module |  |  |  |  |  |  |  |  | Superusers identify reports, [NAME] and [NAME] | CD to provide [NAME] with the number of standard reports we would like developed before [NAME] break. | Push that back i.e revisit | 100 standard reports in Cx, list to be provided. Simone
11 | Reports - purchase standard report |  |  |  |  | Chandni |  |  |  |  | Access Europe - micro-soft dynamic - working with Cx - LS (CD) to contact Swam, to handle call handling | There is a account manager at Civica who work with Swam, Simone can speak to [NAME] to talk to us. To send us a document from [NAME] the the interface.
12 | Interface repairs provider with CX |  |  |  |  | Chandni |  |  |  | Examples addresses and other potential data issues | On-hold at present | Estimate times on how this would take so we can review when it will need to be done. (extract data to excell and then import back into the Cx system). [NAME] to give specific examples.
13 | Data Cleansing