IS480 Team wiki: 2016T1 PolyVision Change Management
Revision as of 16:00, 30 September 2016 by Joleen.lee.2014 (talk | contribs)
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Change Management
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Iteration On | Module | Sub Module | TO-BE | Description of Changes | Initiated By (DBS/Students) | Category of Impact | Priority Level | Status | Assigned To | Completion | Completed On | Remarks |
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15/07/16 | Deal Management | Allow information regarding a Deal to be captured separately from information about the Customer | DBS | Cat 1: New Feature | High | Accept | Song Wei | 100% | 02/09/2016 | |||
15/07/16 | Deal Management | Allow information regarding a Deal to be captured separately from information about the Customer | DBS | Cat 1: New Feature | High | Accept | Song Wei | 100% | 02/09/2016 | |||
15/07/16 | VC Management | Allow information regarding any VC to be recorded on INSIGHT | DBS | Cat 1: New Feature | High | Accept | Fusen | 100% | 19/08/2016 | |||
15/07/16 | Custom Notification | Allow notification to be created on demand | DBS | Cat 2: Enhance Feature | High | Accept | Wee Tiong | 100% | 01/08/2016 | |||
15/07/16 | Newsfeed | Gather news from different sources about Companies and VCs in the INSIGHT database to always keep DBS VGP up to date | DBS | Cat 1: New Feature | High | Accept | Jonathan | |||||
15/07/16 | External API Integration | Integration with LinkedIn and Crunchbase API to provide greater deatail about the Customer or VC | DBS | Cat 1: 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 | |||||
01/08/16 | Administrator | User account creation | Administrator has to manual create a secure password for each User | Automatically generate a secure password for newly created users | DBS | Cat 3: Automation | Low | Accept | Wee Tiong | 100% | 22/08/2016 | |
01/08/16 | 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 | DBS | Cat 3: Automation | Low | Accept | Joleen | 100% | 22/08/2016 | |
01/08/16 | Company Management | Create company info | Add Regional selection dropdown field for Company Creation/Edit | DBS | Cat 2: Enhance Feature | Low | Accept | Jonathan | 100% | 15/08/2016 | ||
01/08/16 | Company Management | Create company info | Description only displays up to 500 characters | Make Free-Text field of Description input scrollable | DBS | Cat 2: Enhance Feature | Low | Accept | Joleen | 100% | 19/08/2016 | |
01/08/16 | 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) | DBS | Cat 1: New Feature | Medium | Accept | Wee Tiong | 100% | 24/08/2016 | |
01/08/16 | Company Management | Upload docs | New files uploaded will overwrite existing files to prevent accidental deletion | Delete file function | DBS | Cat 1: New Feature | Medium | Accept | Wee Tiong | 100% | 31/08/2016 | |
01/08/16 | 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 | DBS | Cat 1: New Feature | High | Accept | Joleen | Clarify for the purpose | ||
01/08/16 | Company Management | Req for files via email | Standardized file request email template will be sent | Allow customizable email message before sending out unique file upload link invitation | DBS | Cat 1: New Feature | High | Accept | Wee Tiong | 100% | 24/08/2016 | |
01/08/16 | Deal Management | Track information for a single deals for each Company | Track information of multiple deals under individual companies | DBS | Cat 1: New Feature | High | Accept | Song Wei | 100% | 19/08/2016 | ||
01/08/16 | Deal Management | Currently under Company Management | Include Reject as an option for deal status | DBS | Cat 2: Enhance Feature | High | Accept | Joleen | 100% | 19/08/2016 | ||
01/08/16 | 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 | DBS | Cat 2: Enhance Feature | Medium | Accept | Song Wei | 100% | 17/08/2016 | ||
01/08/16 | Deal Management | Currently under Company Management | Include a General Remarks Free-Text Box in each deal | DBS | Cat 2: Enhance Feature | Low | Accept | Song Wei | 100% | 20/08/2016 | ||
01/08/16 | Deal Management | Currently under Company Management | Add Currency selection dropdown field for Requesting Amount | DBS | Cat 2: Enhance Feature | Low | Accept | Jonathan | 100% | 15/08/2016 | ||
01/08/16 | Deal Management | Ability to add alternative partners for each deal | DBS | Cat 1: New Feature | High | Accept | Song Wei | 100% | 20/08/2016 | |||
01/08/16 | 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 | DBS | Cat 1: New Feature | High | Accept | Song Wei | 100% | 24/08/2016 | |||
01/08/16 | Dashboard | Filter | Certain statistics on the Dashboard reflects information on a monthly/quarterly/annually basis | Allow Dashboard to display monthly, quarterly and annually statistics | DBS | Cat 2: Enhance Feature | High | Accept | Song Wei | |||
01/08/16 | Dashboard | Filter | Allow Dashboard to display statistics based on periods specified | DBS | Cat 2: Enhance Feature | High | Accept | Song Wei | ||||
01/08/16 | Dashboard | Enhance interactiveness of Dashboard to breakdown information further upon clicking through | DBS | Cat 2: Enhance Feature | High | Accept | Joleen | |||||
01/08/16 | Workflow History | Workflow management to track the work progress of individual staff | DBS | Cat 1: 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 | |||||
26/08/16 | 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 | DBS | Cat 2: Enhance Feature | Medium | Accept | Wee Tiong | 100% | 08/09/2016 | |
26/08/16 | 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 | DBS | Cat 2: Enhance Feature | High | Accept | Wee Tiong | ||||
26/08/16 | VC Management | Update VC information | Allow meeting information with a VC to be recorded on INSIGHT | DBS | Cat 2: Enhance Feature | High | Accept | Fusen | 100% | 23/09/2016 | ||
26/08/16 | ALL | To include an additional Others option into all fields in the event of an expected input | DBS | Cat 2: Enhance Feature | Low | Accept | Jonathan | 100% | 12/09/2016 | |||
13/09/16 | User Account | Create Password | Reset button to submit password creation | Reset text on Account Creation button is misleading. Should revise | DBS | Cat 2: Enhance Feature | Low | Accept | Joleen | |||
13/09/16 | Company Management | Create company info | Very broad regional selections available under the Regional selection dropdown field | Include more SEA regions under the Regional selection dropdown field for Company Creation/Edit since most of VGP investment is done within SEA | DBS | Cat 2: Enhance Feature | Low | Accept | Jonathan | 100% | 18/09/2016 | |
13/09/16 | Company Management | View deal info | Minimal color change upon hovering over a deal | Greater color contrast upon hover for a clear indication that more information of deal will available after clicking onto deal | DBS | Cat 2: Enhance Feature | Low | Accept | Joleen | |||
13/09/16 | Deal Management | Create deal info | Contact person and their information has to be manually added. | Within company info, list all contact person. When creating deal info, contact person can be selected from the list of contact persons from company info. If it is a new contact person, after deal info creation, the new contact person is added into the company info | DBS | Cat 2: Enhance Feature | Low | Reject | ||||
13/09/16 | Deal Management | Create deal note | Deal note information is input into a basic input text field | Revise basic input text field to rich text field | DBS | Cat 2: Enhance Feature | Low | Reject | ||||
16/09/16 | Company Management & Deal Management" | ALL | Company info only accepts special texts | Company info to accept Asian character (Chinese/Japanese/Korean) input since most deals are done within SEA | Students | Cat 2: Enhance Feature | High | Accept | Song Wei | 100% | 18/09/2016 | |
16/09/16 | Company Management & Deal Management" | ALL | + button functions to create new Company/Deal/Notes & - button functions to remove new Company/Deal/Notes" | Revise the + and - buttons to achieve greater user experience | Students | Cat 2: Enhance Feature | High | Accept | Joleen | |||
16/09/16 | Notification | Email notification update | Sends the user an email upon any change made from new file uploaded to new company/deal being assigned | Send out an email containing a compilation of all the updates for the entire day | Students | Cat 2: Enhance Feature | High | Reject | Personal settings for email notification will be disabled by default unless specified. However, personal settings for in-app notification will still be enabled by default. |