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Difference between revisions of "IS480 Team wiki: 2016T1 PolyVision Change Management"

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Revision as of 16:39, 30 August 2016

INSIGHT


Home About Us Project Overview Project Management Project Documentation


Change Management


Iteration Module Sub Module TO-BE Description of Changes Category of Impact Priority Level Status Remarks
5 Deal Management Request for files via email Standardized file request email template with a customisable email body will be sent Allow for the entire file request email template to be customisable Enhance Feature Medium Accept
5 Deal Management Approval of a deal Automatically send a reminder email to the Relationship Manager 2.5 months from the date specified upon a deal approval Enhance Feature High Accept
5 VC Management Update VC information Allow meeting information with a VC to be recorded on INSIGHT Enhance Feature High Accept
5 ALL To include an additional Others option into all fields in the event of an expected input Enhance Feature Low Accept
4 Administrator User account creation Administrator has to manual create a secure password for each User Automatically generate a secure password for newly created users Automation Low Accept
4 Administrator User account creation Default roles is a mandatory field but set as empty by default. Set User as the default role for newly created users unless specified Automation Low Accept
4 Company Management Create company info Add Regional selection dropdown field for Company Creation/Edit Enhance Feature Low Accept
4 Company Management Create company info Description only displays up to 500 characters Make Free-Text field of Description input scrollable Enhance Feature Low Accept
4 Company Management Upload docs New files uploaded will overwrite existing files to prevent accidental deletion Files uploaded internally do not overwrite existing database files (DBS Misc) New Feature Medium Accept
4 Company Management Upload docs New files uploaded will overwrite existing files to prevent accidental deletion Delete file function New Feature Medium Accept
4 Company Management View uploaded docs ALL files from a single deal would be displayed Allow the display of ALL files from each and every deal relevant to the Company New Feature High Accept
4 Company Management Request for files via email Standardized file request email template will be sent Allow customizable email message before sending out unique file upload link invitation New Feature High Accept
4 Deal Management Track information for a single deals for each Company Track information of multiple deals under individual companies New Feature High Accept
4 Deal Management Currently under Company Management Include Reject as an option for deal status Enhance Feature High Accept
4 Deal Management Free-Text input field for Request Purpose currently under Company Management Revise Request Purpose from Free-Text input field to Dropdown to standardize on input Enhance Feature Medium Accept
4 Deal Management Currently under Company Management Include a General Remarks Free-Text Box in each deal Enhance Feature Low Accept
4 Deal Management Currently under Company Management Add Currency selection dropdown field for Requesting Amount Enhance Feature Low Accept
4 Deal Management Currently under Company Management Add commas to separate the zeros in Requesting Amount Enhance Feature Low Accept
4 Deal Management Ability to add alternative partners for each deal New Feature High Accept
4 Deal Management Revise existing Meeting Notes to Deal Notes tied to each individual deal (with field ie Purpose of Meeting - )follow up/general, Venue - phone call/client premise/DBS office, Attendees incl name, company and person New Feature High Accept
4 Dashboard Filter Certain statistics on the Dashboard reflects information on a monthly/quarterly/annually basis Allow Dashboard to display monthly, quarterly and annually statistics Enhance Feature High Accept
4 Dashboard Filter Certain statistics on the Dashboard reflects information on a monthly/quarterly/annually basis Allow Dashboard to display statistics based on periods specified Enhance Feature High Accept
4 Dashboard Enhance interactiveness of Dashboard to breakdown information further upon clicking through Enhance Feature High Accept
4 Workflow History Workflow management to track the work progress of individual staff New Feature Low Reject As the requirements for this function completely differs from our existing functionalities, this function will be added to the current scope under Good to Have and further discussed upon completion of core functionalities
3 Deal Management Allow information regarding a Deal to be captured separately from information about the Customer New Feature High Accept
3 VC Management Allow information regarding any VC to be recorded on INSIGHT New Feature High Accept
3 Custom Notification Allow notification to be created on demand Enhance Feature High Accept
3 Newsfeed Gather news from different sources about Companies and VCs in the INSIGHT database to always keep DBS VGP up to date New Feature High Accept
3 External API Integration Integration with LinkedIn and Crunchbase API to provide greater deatail about the Customer or VC New Feature Low Reject As the requirements for this function completely differs from our existing functionalities, this function will be added to the current scope under Good to Have and further discussed upon completion of core functionalities