Spreadsheet: 730584d1619778274-need-help-merging-info-from-two-tables-report-template-test
Sheet: Updates

ID | Weekly Update Section | Name | Due Date | Priority | Status | Mitigation | Health
12 | Key Issues / Risks | Alignment of data model requirements with data strategy team |  | (2) Normal | Completed | Engaged business units to document current state workflows
12 | Key Issues / Risks | Availability of Advisor360 resources to support the project. |  | (2) Normal | Completed | Documented project charter covering scope and business value
12 | Key Issues / Risks | Ownership of Consulting Agreement data |  | (2) Normal | Completed | Drafted high-level business requirements pertaining to each business unit.
12 | Key Issues / Risks | Potential technology resource constraints due to conflicting priorities |  | (2) Normal | Completed | Completed additional analysis around agreement and payment reconciliation
12 | Key Issues / Risks | Recommendations from ARB review may impact project timeline. | 2020-10-22 00:00:00 | (2) Normal | Completed | Reviewed initial set of business requirements with SPOCs and POs
12 | Key Issues / Risks | Confirmation required from senior leadership on current project direction and budget. | 2021-02-10 00:00:00 | (2) Normal | Completed | Reviewed project objectives and scope with Application Solutions Review Board and Data Strategy team
12 | Key Issues / Risks | Potential change in direction around business problem to solve | 2021-02-25 00:00:00 | (2) Normal | Completed | Solidified framework and BOT process for importing data from spreadsheet to database.
12 | Key Issues / Risks | Compensation support demands has unpredictable draw on resources; requires project sponsor to set prioritization and expectations. | 2021-06-30 00:00:00 | (3) Low | In Progress | Finalized the technology approach.
12 | Key Issues / Risks | Original milestones are subject to change based on project risks. | 2021-02-04 00:00:00 | (2) Normal | Completed | Finalized product development approach.
12 | Key Issues / Risks | Potential re-vamp of consulting agreements with DO; aligned with project sponsors for RPCA and WMCA | 2021-04-30 00:00:00 | (3) Low | In Progress | Engaged business units to document current state workflows
12 | Key Issues / Risks | Scope creep to include HSA employer solution as part of post MVP; workaround has been established. | 2021-04-23 00:00:00 | (3) Low | In Progress | Documented project charter covering scope and business value
12 | Key Issues / Risks | EFT payment feature requires discovery to address the unknowns and upstream business dependencies | 2021-04-26 00:00:00 | (2) Normal | Not Started | Drafted high-level business requirements pertaining to each business unit.
12 | Milestones | Finalize project schedule and milestones | 2020-12-04 00:00:00 | (2) Normal | Completed |  | Green
12 | Milestones | Project Artifact sign offs from business sponsor | 2020-07-10 00:00:00 | (2) Normal | Completed |  | Green
12 | Milestones | ARB review and approval | 2020-10-22 00:00:00 | (2) Normal | Completed |  | Green
12 | Milestones | [NAME] with Stakeholders | 2020-09-29 00:00:00 | (2) Normal | Completed |  | Green
12 | Milestones | Allocation of technology resources | 2020-08-24 00:00:00 | (2) Normal | Completed |  | Green
12 | Milestones | Begin IT development | 2020-10-22 00:00:00 | (2) Normal | Completed |  | Green
12 | Milestones | MVP Production Deployment - Q2 | 2021-04-22 00:00:00 | (2) Normal | Completed |  | Green
12 | Milestones | Agreements for WMC module - Q1 | 2021-03-12 00:00:00 | (2) Normal | Completed |  | Green
12 | Milestones | Agreements for RPC & PPC module - Q1 | 2021-03-31 00:00:00 | (2) Normal | Completed |  | Amber
12 | Milestones | Payments for WMC module - Q2 | 2021-04-07 00:00:00 | (2) Normal | Completed |  | Amber
12 | Milestones | Payments for RPC & PPC module - Q2 | 2021-04-07 00:00:00 | (2) Normal | Completed |  | Amber
12 | Milestones | [NAME] | 2021-04-19 00:00:00 | (2) Normal | Completed |  | Amber
12 | Milestones | Post MVP hot fixes | 2021-04-30 00:00:00 | (2) Normal | In Progress |  | Amber
12 | Milestones | Post MVP Enhancements | 2021-06-30 00:00:00 | (2) Normal | In Progress |  | Red
12 | Next Steps | Assimilate new development resource | 2021-02-04 00:00:00 | (2) Normal | Completed
12 | Next Steps | [NAME] roadmap and establish updated milestones with engineering and business input | 2021-02-08 00:00:00 | (2) Normal | Completed
12 | Next Steps | Seek confirmation on current problem defined & solution approach with technology leadership | 2021-02-17 00:00:00 | (2) Normal | Completed
12 | Next Steps | Set course to deliver first product increment to business | 2021-02-24 00:00:00 | (2) Normal | Completed
12 | Next Steps | Continue development of agreement feature. | 2021-03-09 00:00:00 | (2) Normal | Completed
12 | Next Steps | Define stories for agreement features related to RPC and PPC modules | 2021-03-11 00:00:00 | (2) Normal | Completed
12 | Next Steps | Define stories for the payment features for all three modules (WMC, RPC, & PPC) | 2021-03-15 00:00:00 | (2) Normal | Completed
12 | Next Steps | Define KPIs and success criteria from the business. | 2021-03-22 00:00:00 | (2) Normal | Completed
12 | Next Steps | Re-validate MVP and finalize any changes needed to reduce scope with increased value. | 2021-03-24 00:00:00 | (2) Normal | Completed
12 | Next Steps | Transition & adoption plan to move from excel to new system. | 2021-03-26 00:00:00 | (2) Normal | Completed
12 | Next Steps | Finalize KPI’s and success criteria from the business for payment feature. | 2021-04-16 00:00:00 | (2) Normal | Not Started
12 | Next Steps | Complete development of payment feature for all three modules. | 2021-04-16 00:00:00 | (2) Normal | In Progress
12 | Next Steps | Define transition & adoption plan to move from excel to new system. | 2021-04-23 00:00:00 | (2) Normal | Not Started
12 | Next Steps | Continue to absorb latest feedback from upcoming sprint reviews | 2021-04-26 00:00:00 | (2) Normal | In Progress
12 | Next Steps | Log and review user feedback as part of latest sprint review. | 2021-05-07 00:00:00 | (2) Normal | In Progress
12 | Next Steps | Finalize requirements and estimations for post-MVP feature set | 2021-05-07 00:00:00 | (2) Normal | In Progress
12 | Next Steps | Complete development of next sprint as part of post-MVP (target date: 05/05/21) | 2021-05-05 00:00:00 | (2) Normal | In Progress
12 | Recent Accomplishments | Engaged business units to document current state workflows |  | (2) Normal | Completed
12 | Recent Accomplishments | Documented project charter covering scope and business value |  | (2) Normal | Completed
12 | Recent Accomplishments | Drafted high-level business requirements pertaining to each business unit. |  | (2) Normal | Completed
12 | Recent Accomplishments | Completed additional analysis around agreement and payment reconciliation |  | (2) Normal | Completed
12 | Recent Accomplishments | Reviewed initial set of business requirements with SPOCs and POs |  | (2) Normal | Completed
12 | Recent Accomplishments | Reviewed project objectives and scope with Application Solutions Review Board and Data Strategy team |  | (2) Normal | Completed
12 | Recent Accomplishments | Solidified framework and BOT process for importing data from spreadsheet to database. | 2021-02-11 00:00:00 | (2) Normal | Completed
12 | Recent Accomplishments | Finalized the technology approach. | 2021-02-15 00:00:00 | (2) Normal | Completed
12 | Recent Accomplishments | Finalized product development approach. | 2021-02-22 00:00:00 | (2) Normal | Completed
12 | Recent Accomplishments | Finalized feature set and product increments for MVP. | 2021-02-23 00:00:00 | (2) Normal | Completed
12 | Recent Accomplishments | Completed sprint review demo - 2/23/21 | 2021-02-24 00:00:00 | (2) Normal | Completed
12 | Recent Accomplishments | Established dev ops processes and resourcing. | 2021-02-26 00:00:00 | (2) Normal | Completed
12 | Recent Accomplishments | Completed development of Agreement feature for all three modules (WMC, RPC, PPC) | 2021-03-05 00:00:00 | (2) Normal | Completed
12 | Recent Accomplishments | Provided application link and user guide to business for validation and feedback | 2021-03-12 00:00:00 | (2) Normal | Completed
12 | Recent Accomplishments | Established bi-weekly cadence for feedback on sprint review demos. | 2021-03-19 00:00:00 | (2) Normal | Completed
12 | Recent Accomplishments | Reviewed feedback from business on this month’s sprint reviews. | 2021-03-26 00:00:00 | (2) Normal | Completed
12 | Recent Accomplishments | Defined KPI’s and success criteria from the business for Agreements. | 2021-03-30 00:00:00 | (2) Normal | Completed
12 | Recent Accomplishments | Finalized setup of QA & Production environments with Adv. | 2021-04-12 00:00:00 | (2) Normal | Completed
12 | Recent Accomplishments | Completed development of MVP solution. | 2021-04-09 00:00:00 | (2) Normal | Completed
12 | Recent Accomplishments | Completed UAT phase for MVP solution | 2021-04-19 00:00:00 | (2) Normal | Completed
12 | Recent Accomplishments | Launched MVP solution on 4/21 to production | 2021-04-21 00:00:00 | (2) Normal | Completed
12 | Recent Accomplishments | Prioritized and ranked features for post-MVP; estimations and requirements in process. | 2021-04-13 00:00:00 | (2) Normal | Completed
12 | Recent Accomplishments | Transitioned business users from excel to new solution. | 2021-04-22 00:00:00 | (2) Normal | Completed
60 | Key Issues / Risks | Coronavirus has introduced new risks to resourcing (new & existing) and new contracts | 2020-04-10 00:00:00 | (1) High | Completed
60 | Key Issues / Risks | Critical Adv Dependencies on API Delivery and Resources | 2021-06-30 00:00:00 | (1) High | In Progress
60 | Key Issues / Risks | Workflow and Current Reporting Inventory projects needed by mid Q1 | 2021-02-15 00:00:00 | (2) Normal | Not Started
60 | Key Issues / Risks | CRM Resource Needed - Implementation Manager/Change Management | 2021-09-30 00:00:00 | (1) High | In Progress
60 | Key Issues / Risks | Integration of API into CFN staging area is work that will need to scoped and added to data plan | 2021-05-28 00:00:00 | (1) High | In Progress
60 | Key Issues / Risks | Integration of MDM staging into SF (utilizing [NAME]) needs to be scoped and added to time estimates | 2021-05-28 00:00:00 | (1) High | Not Started
60 | Key Issues / Risks | CRM Resource Needed – Program Level Project Manager | 2021-04-30 00:00:00 | (1) High | In Progress
60 | Milestones | Vendor [NAME] | 2020-03-20 00:00:00 | (2) Normal | Completed
60 | Milestones | Assessment on 2020 MVP viability | 2020-04-01 00:00:00 | (2) Normal | Completed
60 | Milestones | CRM Vendor Selected | 2020-11-06 00:00:00 | (2) Normal | Completed
60 | Milestones | Select Implementation Vendor | 2021-02-26 00:00:00 | (2) Normal | Completed
60 | Milestones | Execute Initial CRM Vendor Contract | 2021-01-27 00:00:00 | (2) Normal | Completed
60 | Milestones | Execute Implementation Vendor Contract | 2021-04-05 00:00:00 | (2) Normal | In Progress
60 | Milestones | Kickoff implementation activities with Skience | 2021-04-16 00:00:00 | (2) Normal | Not Started
60 | Milestones | Begin implementation with early user group | 2021-08-31 00:00:00 | (2) Normal | Not Started
60 | Milestones | Complete POC for Vendor 1 | 2020-09-25 00:00:00 | (2) Normal | Completed
60 | Milestones | Complete POC for Vendor 2 | 2020-09-30 00:00:00 | (2) Normal | Completed
60 | Milestones | Complete POC Planning and Prep Work | 2020-08-14 00:00:00 | (2) Normal | Completed
60 | Milestones | Complete POC for Vendor 3 | 2020-10-16 00:00:00 | (2) Normal | Completed
60 | Milestones | Complete Legacy Architecture and Data Mapping | 2021-05-21 00:00:00 | (2) Normal | In Progress
60 | Milestones | Socialization of vendor selection with senior leadership | 2020-11-27 00:00:00 | (2) Normal | Completed
60 | Milestones | Deliver UAT | 2021-08-15 00:00:00 | (2) Normal | Not Started
60 | Milestones | Commence Blueprint Session - 8 week deep dive | 2021-04-19 00:00:00 | (2) Normal | Not Started
60 | Milestones | Kickoff blueprint session #2 | 2021-05-03 00:00:00 | (2) Normal | Not Started
60 | Next Steps | Complete additional vendor deep dives | 2020-04-03 00:00:00 | (2) Normal | Completed
60 | Next Steps | Aggregate scorecard data from vendor demo attendees | 2020-04-09 00:00:00 | (2) Normal | Completed
60 | Next Steps | Enterprise resource strategy and alignment with CRM MVP | 2020-04-03 00:00:00 | (2) Normal | Completed
60 | Next Steps | [NAME] and roadmap direction with leadership | 2020-04-03 00:00:00 | (2) Normal | Completed
60 | Next Steps | Prepare vendor recommendation for POC | 2020-05-05 00:00:00 | (2) Normal | Completed
60 | Next Steps | Define scope for POC | 2020-06-10 00:00:00 | (2) Normal | Completed
60 | Next Steps | Planning for POC | 2020-08-14 00:00:00 | (2) Normal | Completed
60 | Next Steps | Create Scope Document for MVP (CRM Release 0) | 2020-08-03 00:00:00 | (2) Normal | Completed
60 | Next Steps | Complete reference calls with implementation vendors | 2021-01-15 00:00:00 | (2) Normal | Completed
60 | Next Steps | We are moving to the next critical phase of selecting an implementation vendor. We are evaluating not only based upon SalesForce implementation experience, but experience to partner with us as we optimize data and insights around our advisor relationships | 2021-01-01 00:00:00 | (2) Normal | Completed
60 | Next Steps | Vendor selection process is underway. Selecting the right vendor will be critical as they will be our partner for success over the next 2-3 years | 2021-02-22 00:00:00 | (2) Normal | Completed
60 | Next Steps | SalesForce Implementation vendor contract negotiations.  Readiness planning for SalesForce Blueprint kick off sessions. This planning will include the assessment of business SME resources to participate in the Blueprint phase of the project. | 2021-03-26 00:00:00 | (2) Normal | Completed
60 | Next Steps | In partnership with our Implementation vendor Skience, we will be kicking off the implementation with a “Blueprint” interview and workshop phase that will align SalesForce capabilities with our | 2021-04-09 00:00:00 | (2) Normal | In Progress
60 | Next Steps | vision, map current and future state processes, understand the current architectural landscape and document a multi-year roadmap for deployment. | 2021-04-09 00:00:00 | (2) Normal | In Progress
60 | Recent Accomplishments | Complete Vendor [NAME] | 2020-03-20 00:00:00 | (2) Normal | Completed
60 | Recent Accomplishments | Creatio Follow Up Sessions Completed | 2020-03-13 00:00:00 | (2) Normal | Completed
60 | Recent Accomplishments | MVP and [NAME] with IT and PO’s | 2020-03-20 00:00:00 | (2) Normal | Completed
60 | Recent Accomplishments | Producer to Firm deep dive held with Practice Management | 2020-03-20 00:00:00 | (2) Normal | Completed
60 | Recent Accomplishments | Notify Salesforce and CRMNext they have qualified for POC | 2020-05-21 00:00:00 | (2) Normal | Completed
60 | Recent Accomplishments | Complete POC Kickoff with SME's |  | (2) Normal | Completed
60 | Recent Accomplishments | Complete POC Artifact Package for each Vendor |  | (2) Normal | Completed
60 | Recent Accomplishments | Completed POC Planning and Preparation | 2020-08-28 00:00:00 | (2) Normal | Completed
60 | Recent Accomplishments | Finalized producer to firm POC deliverables | 2020-08-21 00:00:00 | (2) Normal | Completed
60 | Recent Accomplishments | Completed CRM Next POC | 2020-09-23 00:00:00 | (2) Normal | Completed
60 | Recent Accomplishments | Completed Salesforce POC | 2020-09-30 00:00:00 | (2) Normal | Completed
60 | Recent Accomplishments | All Proof of Concepts Completed | 2020-10-16 00:00:00 | (2) Normal | Completed
60 | Recent Accomplishments | Completed Vendor Scoring | 2020-10-29 00:00:00 | (2) Normal | Completed
60 | Recent Accomplishments | Reviewed CRM and P2F strategies at 10/12 Adv platform meeting | 2020-10-09 00:00:00 | (2) Normal | Completed
60 | Recent Accomplishments | Socialize vendor recommendation with leadership | 2020-11-06 00:00:00 | (2) Normal | Completed
60 | Recent Accomplishments | Selected Salesforce as CRM solution | 2020-11-06 00:00:00 | (2) Normal | Completed
60 | Recent Accomplishments | Completed RFQ for CRM Implementation Vendors | 2020-11-20 00:00:00 | (2) Normal | Completed
60 | Recent Accomplishments | Completed Salesforce negotiations | 2021-01-28 00:00:00 | (2) Normal | Completed
60 | Recent Accomplishments | Plan completed for the P2F effort to master active advisor data | 2021-01-15 00:00:00 | (2) Normal | Completed
60 | Recent Accomplishments | Completed Implementation Vendor Evaluation and Selection | 2021-02-24 00:00:00 | (2) Normal | Completed
166 | Key Issues / Risks | Alignment with Adv on forward-looking end to end user experience | 2021-06-30 00:00:00 | (3) Low | In Progress | Frequent prototype demos, walkthroughs of workflows
166 | Key Issues / Risks | Lack of visibility into 2020 milestone plan | 2020-08-07 00:00:00 | (2) Normal | Completed
166 | Key Issues / Risks | Due diligence with search for full integration tools (in addition to IFS) | 2020-06-12 00:00:00 | (2) Normal | Completed
166 | Key Issues / Risks | With build approach, ability of Adv to deliver on roadmap | 2021-04-01 00:00:00 | (2) Normal | Completed
166 | Key Issues / Risks | A UAT strategy from Adv that meets CFN expectations | 2020-09-30 00:00:00 | (2) Normal | Completed
166 | Key Issues / Risks | Adv will not provide a test strategy | 2021-06-30 00:00:00 | (2) Normal | Completed
166 | Key Issues / Risks | UAT time compressed; impact on business tester availability | 2021-06-30 00:00:00 | (2) Normal | In Progress | Work with UAT leads to assess test time and capacity requirements early and plan accordingly
166 | Key Issues / Risks | Development delayed on multiple features; may affect rollout | 2021-06-30 00:00:00 | (1) High | In Progress | Additional resources being added by Adv. Monitor progress weekly.
166 | Key Issues / Risks | New reg types (HSA, 529, Simple IRA) not confirmed for Phase 1 | 2021-05-14 00:00:00 | (2) Normal | In Progress | Plan for Phase 2 implementation
166 | Key Issues / Risks | Bulk onboarding - Will key requirements be met? | 2021-05-31 00:00:00 | (2) Normal | Not Started | Delivered requirements to Adv. Review in mid May. | Green
166 | Milestones | Build vs Buy Decision | 2020-07-07 00:00:00 | (2) Normal | Completed
166 | Milestones | Foundation Iterative Release - Engineering Complete | 2021-06-30 00:00:00 | (2) Normal | In Progress
166 | Milestones | Full Feature Iterative Release - Engineering Complete | 2021-12-31 00:00:00 | (2) Normal | Not Started
166 | Milestones | Publish 2 phase roadmap | 2020-08-07 00:00:00 | (2) Normal | Completed
166 | Milestones | Initial UI Connectors with Rules Engine | 2020-09-30 00:00:00 | (2) Normal | Completed
166 | Milestones | DocuSign Integration | 2020-12-30 00:00:00 | (2) Normal | Completed
166 | Milestones | Start User Acceptance Testing | 2021-07-01 00:00:00 | (2) Normal | Not Started |  | Amber
166 | Milestones | CRM/Easyfill Framework | 2020-11-27 00:00:00 | (2) Normal | Completed
166 | Milestones | Firelight/iPipeline Integration | 2021-01-31 00:00:00 | (2) Normal | Completed
166 | Milestones | NFS integration | 2021-01-15 00:00:00 | (2) Normal | Completed
166 | Milestones | Rollout to Home office | 2021-07-01 00:00:00 | (2) Normal | Not Started |  | Amber
166 | Milestones | Rollout to Advisor sub-group | 2021-07-19 00:00:00 | (2) Normal | Not Started |  | Amber
166 | Milestones | Full Rollout of Phase 1 | 2021-08-02 00:00:00 | (2) Normal | Not Started |  | Amber
166 | Milestones | Phase 2 Iterative Release - Engineering Complete | 2021-09-30 00:00:00 | (2) Normal | Not Started
166 | Milestones | Phase 2 Interim Release - Full Rollout | 2021-10-18 00:00:00 | (2) Normal | Not Started
166 | Next Steps | Technical Delivery Assessment by Adv | 2020-07-17 00:00:00 | (2) Normal | Completed
166 | Next Steps | Buy vs. [NAME] | 2020-06-30 00:00:00 | (2) Normal | Completed
166 | Next Steps | Business relationship with IFS | 2020-07-07 00:00:00 | (2) Normal | Completed
166 | Next Steps | Requirements gathering - Optional features | 2021-01-31 00:00:00 | (2) Normal | Completed
166 | Next Steps | [NAME] (Adv) | 2021-06-30 00:00:00 | (2) Normal | In Progress
166 | Next Steps | First product demo from Adv | 2021-04-30 00:00:00 | (2) Normal | Not Started
166 | Next Steps | Review and update Rollout Plan | 2021-04-30 00:00:00 | (2) Normal | Not Started
166 | Next Steps | Bulk account opening requirements assessment (Adv) | 2021-05-21 00:00:00 | (2) Normal | Not Started
166 | Recent Accomplishments | Established Guiding Principles with CFN and Adv stakeholders | 2020-01-17 00:00:00 | (2) Normal | Completed
166 | Recent Accomplishments | Completed form.io POC | 2020-01-24 00:00:00 | (2) Normal | Completed
166 | Recent Accomplishments | Develop approach for detailed requirements gathering in high priority areas | 2020-05-15 00:00:00 | (2) Normal | Completed
166 | Recent Accomplishments | Develop Process Map demonstrating proposed end-to-end UI experience | 2020-03-20 00:00:00 | (2) Normal | Completed
166 | Recent Accomplishments | Program roadmap published | 2020-08-07 00:00:00 | (2) Normal | Completed
166 | Recent Accomplishments | In-depth evaluation of IFS | 2020-06-30 00:00:00 | (2) Normal | Completed
166 | Recent Accomplishments | Evaluation of alternate full integration vendors | 2020-06-19 00:00:00 | (2) Normal | Completed
166 | Recent Accomplishments | Workshops with IFS | 2020-03-31 00:00:00 | (2) Normal | Completed
166 | Recent Accomplishments | Requirements gathering - Account Opening (CFN internal) | 2020-06-30 00:00:00 | (2) Normal | Completed
166 | Recent Accomplishments | Develop Scope and Phase details | 2020-08-07 00:00:00 | (2) Normal | Completed
166 | Recent Accomplishments | Requirements gathering - Direct Account Opening | 2020-11-20 00:00:00 | (2) Normal | Completed
166 | Recent Accomplishments | Requirements gathering - Data Collection | 2021-02-05 00:00:00 | (2) Normal | Completed
166 | Recent Accomplishments | Requirements gathering - Consulting Arrangements | 2020-10-30 00:00:00 | (2) Normal | Completed
166 | Recent Accomplishments | Requirements gathering - CRM and EasyFill | 2020-12-31 00:00:00 | (2) Normal | Completed
166 | Recent Accomplishments | Requirements gathering - Advisor Qualifications | 2020-11-02 00:00:00 | (2) Normal | Completed
166 | Recent Accomplishments | Requirements gathering - Validations | 2020-12-31 00:00:00 | (2) Normal | Completed
166 | Recent Accomplishments | Requirements gathering - Forms/mapping | 2021-04-01 00:00:00 | (2) Normal | Completed
166 | Recent Accomplishments | Requirements gathering - Management Fees | 2021-01-31 00:00:00 | (2) Normal | Completed
166 | Recent Accomplishments | Establish Phased Rollout strategy | 2021-02-05 00:00:00 | (2) Normal | Completed
166 | Recent Accomplishments | Develop UAT Test Scenarios | 2021-04-16 00:00:00 | (2) Normal | Completed
166 | Recent Accomplishments | [NAME] review (Adv) | 2021-03-31 00:00:00 | (2) Normal | Completed
166 | Recent Accomplishments | Requirements gathering - Money Movement features | 2021-03-01 00:00:00 | (2) Normal | Completed
166 | Recent Accomplishments | Requirements gathering - New Accounts/Trading features | 2021-03-01 00:00:00 | (2) Normal | Completed
166 | Recent Accomplishments | Additional workflow walkthroughs for end to end vision | 2021-01-15 00:00:00 | (2) Normal | Completed
166 | Recent Accomplishments | Requirements gathering - TOA | 2021-03-31 00:00:00 | (2) Normal | Completed