Spreadsheet: 731146d1620209647-need-help-merging-info-from-two-tables-report-template-test3
Sheet: Updates

ProjRegistryFiltered:ID | Weekly Update Section | Task Name | Due Date | Priority | Task Status | Mitigation | Milestone Health
12 | Key Issues / Risks | Alignment of data model requirements with data strategy team |  | (2) Normal | Completed
12 | Key Issues / Risks | Availability of Advisor360 resources to support the project. |  | (2) Normal | Completed
12 | Key Issues / Risks | Ownership of Consulting Agreement data |  | (2) Normal | Completed
12 | Key Issues / Risks | Potential technology resource constraints due to conflicting priorities |  | (2) Normal | Completed
12 | Key Issues / Risks | Recommendations from ARB review may impact project timeline. | 2020-10-22 00:00:00 | (2) Normal | Completed
12 | Key Issues / Risks | Confirmation required from senior leadership on current project direction and budget. | 2021-02-10 00:00:00 | (2) Normal | Completed
12 | Key Issues / Risks | Potential change in direction around business problem to solve | 2021-02-25 00:00:00 | (2) Normal | Completed
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
12 | Key Issues / Risks | Original milestones are subject to change based on project risks. | 2021-02-04 00:00:00 | (2) Normal | Completed
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
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
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
12 | Milestones | Finalize project schedule and milestones | 2020-12-04 00:00:00 | (2) Normal | Completed |  | On Track
12 | Milestones | Project Artifact sign offs from business sponsor | 2020-07-10 00:00:00 | (2) Normal | Completed |  | At Risk
12 | Milestones | ARB review and approval | 2020-10-22 00:00:00 | (2) Normal | Completed
12 | Milestones | [NAME] with Stakeholders | 2020-09-29 00:00:00 | (2) Normal | Completed
12 | Milestones | Allocation of technology resources | 2020-08-24 00:00:00 | (2) Normal | Completed
12 | Milestones | Begin IT development | 2020-10-22 00:00:00 | (2) Normal | Completed
12 | Milestones | MVP Production Deployment - Q2 | 2021-04-22 00:00:00 | (2) Normal | Completed
12 | Milestones | Agreements for WMC module - Q1 | 2021-03-12 00:00:00 | (2) Normal | Completed
12 | Milestones | Agreements for RPC & PPC module - Q1 | 2021-03-31 00:00:00 | (2) Normal | Completed
12 | Milestones | Payments for WMC module - Q2 | 2021-04-07 00:00:00 | (2) Normal | Completed
12 | Milestones | Payments for RPC & PPC module - Q2 | 2021-04-07 00:00:00 | (2) Normal | Completed
12 | Milestones | [NAME] | 2021-04-19 00:00:00 | (2) Normal | Completed
12 | Milestones | Post MVP hot fixes | 2021-04-30 00:00:00 | (2) Normal | Completed
12 | Milestones | Post MVP Enhancements | 2021-06-30 00:00:00 | (2) Normal | In Progress
12 | Next Steps | Review project artifacts with all stakeholders and obtain sign off. |  | (2) Normal | Completed
12 | Next Steps | Engage Data Strategy team and IT to determine solution for initial phase. |  | (2) Normal | Completed
12 | Next Steps | Prepare architecture diagrams & design data model as part of ARB review |  | (2) Normal | Completed
12 | Next Steps | Conduct project kick-off meeting to review implementation plan. | 2020-09-29 00:00:00 | (2) Normal | Completed
12 | Next Steps | Review technology solution with ARB for approval. | 2020-10-07 00:00:00 | (2) Normal | Completed
12 | Next Steps | Commence sprint 0 planning activities | 2020-10-01 00:00:00 | (2) Normal | Completed
12 | Next Steps | Finalize solution proposal with IT and data strategy teams | 2020-09-25 00:00:00 | (2) Normal | Completed
12 | Next Steps | Conduct technical project kick off with scrum team | 2020-10-12 00:00:00 | (2) Normal | Completed
12 | Next Steps | Begin development of technology solution | 2020-10-14 00:00:00 | (2) Normal | Completed
12 | Next Steps | Solidify project plan and timeline | 2020-10-16 00:00:00 | (2) Normal | Completed
12 | Next Steps | Planning and execution of sprint 2 (build out database) | 2020-11-04 00:00:00 | (2) Normal | Completed
12 | Next Steps | Finalize IT timeline and milestones | 2020-11-23 00:00:00 | (2) Normal | Completed
12 | Next Steps | Planning for Sprint 3 | 2020-11-18 00:00:00 | (2) Normal | Completed
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 | Finalized project charter and requirements including business sign-off. |  | (2) Normal | Completed
12 | Recent Accomplishments | Initiated discussions with data strategy and Technology to begin solution design. |  | (2) Normal | Completed
12 | Recent Accomplishments | Documented use cases and high-level user stories as part of the solution design process. |  | (2) Normal | Completed
12 | Recent Accomplishments | Received approval from business sponsor and key stakeholders on business requirements. | 2020-08-07 00:00:00 | (2) Normal | Completed
12 | Recent Accomplishments | Resolved technology constraints around resourcing and priorities. | 2020-08-24 00:00:00 | (2) Normal | Completed
12 | Recent Accomplishments | Resolved ownership around payment related agreement data. | 2020-08-21 00:00:00 | (2) Normal | Completed
12 | Recent Accomplishments | Reviewed use cases and logical views with the technology and data strategy teams. | 2020-08-25 00:00:00 | (2) Normal | Completed
12 | Recent Accomplishments | Conducted initial discussions with technology architects for potential solutions. | 2020-08-26 00:00:00 | (2) Normal | Completed
12 | Recent Accomplishments | Scheduled Project kick off meeting with relevant stakeholders (09/15/20) | 2020-08-27 00:00:00 | (2) Normal | Completed
12 | Recent Accomplishments | Finalized discussions on use cases and logical views with technology and data strategy team. | 2020-09-11 00:00:00 | (2) Normal | Completed
12 | Recent Accomplishments | Finalized technology solution with architects and internal developers. | 2020-09-25 00:00:00 | (2) Normal | Completed
12 | Recent Accomplishments | Received high level estimates from architects on the technology solution. | 2020-09-25 00:00:00 | (2) Normal | Completed
12 | Recent Accomplishments | Conducted Project kick off meeting with relevant stakeholders | 2020-09-29 00:00:00 | (2) Normal | Completed
12 | Recent Accomplishments | Conducted multiple technical sessions with scrum team and business to size stories and build backlog as part of sprint 0 | 2020-10-21 00:00:00 | (2) Normal | Completed
12 | Recent Accomplishments | Received ARB approval on solution proposal | 2020-10-22 00:00:00 | (2) Normal | Completed
12 | Recent Accomplishments | [NAME] with business sponsor | 2020-10-23 00:00:00 | (2) Normal | Completed
12 | Recent Accomplishments | Commenced sprint 1 for developing data model. Target date for completion: 11/4 | 2020-10-22 00:00:00 | (2) Normal | Completed
12 | Recent Accomplishments | Planning of Sprint 3 | 2020-08-02 00:00:00 | (2) Normal | Completed
12 | Recent Accomplishments | Completed data base structure for adding new agreements | 2020-11-23 00:00:00 | (2) Normal | Completed
12 | Recent Accomplishments | Completed prep work and UI design for adding agreements | 2020-11-24 00:00:00 | (2) Normal | Completed
12 | Recent Accomplishments | Commenced development work for adding agreements milestone (on target for 12/30/20) | 2020-11-25 00:00:00 | (2) Normal | Completed
12 | Recent Accomplishments | Re-evaluated scope for MVP and adjusted project timeline | 2020-11-26 00:00:00 | (2) Normal | Completed
12 | Recent Accomplishments | Completed transition of new PO to the project team | 2021-01-11 00:00:00 | (2) Normal | Completed
12 | Recent Accomplishments | Project goals shared with tech and business leadership to facilitate a review of business value and ROI. | 2021-01-13 00:00:00 | (2) Normal | Completed
12 | Recent Accomplishments | Learnt adjustments needed to design from development efforts in recently completed sprints | 2021-01-18 00:00:00 | (2) Normal | Completed
12 | Recent Accomplishments | Identified resource to backfill recent departures | 2021-01-21 00:00:00 | (2) Normal | Completed
12 | Recent Accomplishments | Initiated prototyping of alternate technology to potentially complement current solution choices. | 2021-01-26 00:00:00 | (2) Normal | Completed
12 | Recent Accomplishments | Built out revised data model & application foundation. | 2021-02-09 00:00:00 | (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 A360. | 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 A360 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 - (1) Data Engineer |  | (1) High | Not Started
60 | Key Issues / Risks | CRM Resource Needed – CRM Technical Lead |  | (2) Normal | Not Started
60 | Key Issues / Risks | Budget assignment prior to system selection |  | (2) Normal | Not Started
60 | Key Issues / Risks | Competing priorities of assigned Business SME’s, IT resources, Vendor Management |  | (3) Low | Not Started
60 | Key Issues / Risks | CRM Resource Needed - CRM Administrator |  | (3) Low | Not Started
60 | Key Issues / Risks | Document CRM Integration and Systems Of Record via 4+1 Diagram Required by early Oct | 2020-10-09 00:00:00 | (1) High | Completed
60 | Key Issues / Risks | Under guidance of data governance, CRM will take an integration approach that is foundational to the enterprise data management strategy | 2020-12-15 00:00:00 | (2) Normal | Completed
60 | Key Issues / Risks | CRM Mobile Application may impact mobile device management | 2020-11-27 00:00:00 | (2) Normal | Completed
60 | Key Issues / Risks | AUM Definition & Availability | 2021-06-30 00:00:00 | (2) Normal | In Progress
60 | Key Issues / Risks | Enterprise Integration Solution - Mulesoft Eval |  | (1) High | Completed
60 | Key Issues / Risks | Salesforce  Contract - team focused on signing in Jan for best pricing |  | (1) High | Completed
60 | Key Issues / Risks | Implementation Vendor Selection - Evaluation of Vendors Underway | 2021-01-15 00:00:00 | (2) Normal | Completed
60 | Key Issues / Risks | Master Data Management - Plan to master advisor data for CRM |  | (1) High | Completed
60 | Key Issues / Risks | CRM [NAME] Alignment with A360 [NAME] | 2021-03-31 00:00:00 | (1) High | Not Started
60 | Key Issues / Risks | Advisor Data Hygiene - AIR data has ~1,000 instances requiring business expertise to clean | 2021-05-14 00:00:00 | (1) High | In Progress
60 | Key Issues / Risks | No current plan to be in a ready state to push data back into AIR by end of 2021 | 2021-06-30 00:00:00 | (1) High | In Progress
60 | Key Issues / Risks | Data elements such as inactive advisors not currently in scope for mastered data plan | 2021-05-28 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 | Completed
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 | Completed
60 | Milestones | Kickoff implementation activities with Skience | 2021-04-16 00:00:00 | (2) Normal | Completed
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 | Commence Blueprint Session - 8 week deep dive | 2021-04-19 00:00:00 | (2) Normal | Completed
60 | Milestones | Kickoff blueprint session #2 | 2021-05-03 00:00:00 | (2) Normal | In Progress
60 | Milestones | Complete Executive Interviews and SME Workshops | 2021-05-28 00:00:00 | (2) Normal | In Progress |  | Green
60 | Milestones | [NAME] | 2021-09-30 00:00:00 | (2) Normal | Not Started |  | Green
60 | Milestones | Complete Blueprint session II | 2021-12-31 00:00:00 | (2) Normal | Not Started |  | Green
60 | Milestones | Release 2 Go Live | 2021-12-31 00:00:00 | (2) Normal | Not Started |  | Green
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 | Create Scope Document for CRM Release 1 | 2020-08-10 00:00:00 | (2) Normal | Completed
60 | Next Steps | Complete POC for each vendor - This activity is designed to allow both business and IT users a “hands-on the keyboard” experience with each CRM.  The users will create consistent scenarios on each platform and evaluate each vendor’s product on ease of use | 2020-09-29 00:00:00 | (1) High | Completed
60 | Next Steps | Complete Vendor Management and Security evaluations | 2020-10-15 00:00:00 | (2) Normal | In Progress
60 | Next Steps | Evaluate the results from the Vendor Management and Security Review | 2020-10-23 00:00:00 | (2) Normal | Not Started
60 | Next Steps | Begin the evaluation of the usability scoring from the POC Workshop for the 2 vendors completed to date | 2020-10-16 00:00:00 | (2) Normal | Not Started
60 | Next Steps | Vendor management and [NAME] review completed | 2020-10-30 00:00:00 | (2) Normal | In Progress
60 | Next Steps | Complete detailed R0 requirements document | 2020-11-20 00:00:00 | (2) Normal | In Progress
60 | Next Steps | Formalize all data requests required for R0 (A360 Data Request process) |  | (2) Normal | In Progress
60 | Next Steps | Begin contract negotiations with selected vendor | 2020-11-16 00:00:00 | (2) Normal | Not Started
60 | Next Steps | Begin contract negotiations with selected vendor | 2020-11-16 00:00:00 | (2) Normal | Not Started
60 | Next Steps | Finalize high-level projected Cost/Benefit forecast based on the roll-out plan as it stands today, w/o 11/3 | 2020-11-06 00:00:00 | (2) Normal | In Progress
60 | Next Steps | Continue to work towards a delivery solution of advisor data from A360, in support of the April 2021 MVP/Release 0. This is a critical piece of work to keep the project out of a red status | 2020-11-07 00:00:00 | (2) Normal | In Progress
60 | Next Steps | Review RFQ responses for Implementation Vendors | 2021-01-08 00:00:00 | (2) Normal | Not Started
60 | Next Steps | Finalize Salesforce Contract | 2021-01-15 00:00:00 | (2) Normal | In Progress
60 | Next Steps | Continue to work with IT team on estimates for implementation | 2021-01-22 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 | Next Steps | Continue with Blueprint sessions, including leaders interviews | 2021-05-31 00:00:00 | (2) Normal | In Progress |  | Green
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 A360 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 Commonwealth's 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
60 | Recent Accomplishments | Executed Implementation Vendor Contract | 2021-04-05 00:00:00 | (2) Normal | Completed |  | Green
60 | Recent Accomplishments | Kickoff Implementation activities with Skience | 2021-04-16 00:00:00 | (2) Normal | Completed |  | Green
60 | Recent Accomplishments | Commence Blueprint sessions | 2021-04-19 00:00:00 | (2) Normal | Completed |  | Green
60 | Recent Accomplishments | Program level PM open position filled | 2021-04-16 00:00:00 | (2) Normal | Completed |  | Green