Minutes Week 13 30-MAR

stan_koprowski

No meeting March 23

Updates—

• Started collecting artifacts for SOP creation
• Met with Business Operations to discuss account validation and account ID processes.
• Discussed maintenance, existing development and SOP writing efforts with d-Wise

Challenges:

• Need input on round-trip verification and handling failures
• Need fields created in SFDC test for subject attachment and type of attachment (intended recipient)
• Need accounts added to SFDC test environment

d-Wise (150 hours used / 160)

• Contract extension signed
• will allow d-Wise to complete coding effort of round-trip data verification

tech support track (7612311958)

• open ticket with tech support to resolve time-out error
• appears to not be a show stopper as the code completes successfully during a session
• working to remove the errors

Business Operations

• meeting held on March 29
• Carol's team will start the process to document and own the account validation process along with account creations
• Goal: queueing system to consolidate request processing in order to facilitate creation/read/write of account id and contact ID between Orion and SFDC systems to enable better resource utilization, higher quality data and more predicatable timing

Next Steps—

• Add existing Orion account IDs to SFDC test environment
• Add existing Orion contact IDs to SFDC test environment
• Document account validation process with emphasis on "at account creation time"
• Sync GIDB sites globally by loading accounts into SFDC
• SFDC 2.0 Updates (separate planning and effort but dependent on Changes to SFDC required before all integrations with SFDC and ORION can be completed
• Identify new contractor

Action Items--

Action Item	Who	When	Comments
Earned credit at team level	Carol		On hold until upgrade testing completed
Add new SFDC field to capture subject for an attachment	Antoine	March 30	constrained to 50 characters
Add "subject" to attachment	Don	March 30	waiting on SFDC field creation
Add new SFDC field to capture "type" for an attachment	Antoine	March 30	contracts email
Add "Type" to attachment	Don	March 30	waiting on SFDC field creation
Run SAS job in SFDC test environment to populate account information	Antoine	March 30
Contact d-Wise with maintenance contract request	Stan	March 28	d-Wise can no longer provide services to JMP as this is not part of their core mission.   We are a Health and Life Sciences focused organization and we are striving to focus on delivering value to those organizations as well as focusing on our core mission - "Innovation for a healthier world".
Confirm March hours remaining for d-Wise contract	Stan	March 7	~approximately 10 hours remaining
Contact d-Wise to see if they can help with SOP writing	Stan	March 28	d-Wise can no longer provide services to JMP as this is not part of their core mission.   We are a Health and Life Sciences focused organization and we are striving to focus on delivering value to those organizations as well as focusing on our core mission - "Innovation for a healthier world".
Schedule meeting with Business Operations to discuss development activities	Stan	March 29	Will work on documenting account validation and contact ID processes before proceeding.   Business Operations will take ownership of this effort.   Goal: Round-trip create/read/write of account and contact ID from Orion to SFDC   Queueing system to consolidate processing of requests that will allow for resource, efficiency gains, higher quality data, and more predictable timing.
Decision: actual contact record required in SFDC or dummy contact record with actual passed as attachment or SFDC admin to provide data entry	Jon / Todd / ?		Handled through queueing system as noted above
Opportunity type passed to Orion incorrect.  For example, upgrade shown as new	Don	April 6	Investigating
API timeout when session is idle for an extended period of time SAS 7612311958	Don		With the API scheduled to run every 5 minutes this should not be an issue.  Workaround is to restart the SAS session.
Prevent multiple attempts to post same failed record to Orion	Don / ?		Need to provide requirements on how to handle
Verify data mapping fields are final	Tina / Antoine	April 13
SFDC 2.0 rollout	Tina
SAS macro API Documentation covering use and how to modify field names	Don	April 13	In-progress
test case writing / editing	Ashley / Kathy / Stan	April 13	In-progress
Add test cases to stage	Antoine		Completed
Update test cases with opportunity information	Ashley / ?	April 13	In-progress
Add available Orion Contact IDs to SFDC test environment	Antoine	April 6	In-progress
Add available Orion account IDs to SFDC test environment	Antoine	April 6	In-progress
Upgrade test case execution		April 27	Open
Document Account validation process	Carol / Kathy	April 6	In-progress
Document Contact creation process	Carol / Kathy	April 6	In-progress

Action Items March 30.pdf