IT-Ops Key Initiatives

	Key Initiative	Priority	Req Dept	Assigned To	Requester	Scope	Projected Start	Projected Completion	% Complete	Status	Predecessors/Notes
	Collaboration powered by Smartsheet   |   Report Abuse
1	Software Initiatives					303d	07/01/23	09/02/24	49%
2	Matt's Priorities					303d	07/01/23	09/02/24	30%
3	Core Technology Jira Dashboard	2	IT	Matt Edenhofer, zack.white@amerisbank.com	Shyam Kandavalli	TBD	TBD	TBD	0%	Planned	BBDEV-19
4	CC Encryption/Decryption (USA ePay aka Clover ---> SnapPay API)	2	IT	Matt Edenhofer	Shyam Kandavalli	238d	10/02/23	09/02/24	50%	In Progress	BBDEV-20
5	Delete Currency data	2	IT	Matt Edenhofer	Pat Byrne	TBD	TBD	TBD	0%	Planned	BBDEV-58
6	UAT Dev environment setup	2	IT	Matt Edenhofer	Matt Edenhofer	TBD	TBD	TBD	0%	Planned
7	2024 Strategy					207d	07/01/23	04/19/24	8%
13	Melinda's Priorities					28d	04/08/24	05/15/24	47%
14	Pay History Project	2	Accounting	Fahim Khemji, Melinda de Leon	Jacquie	28d	04/08/24	05/15/24	50%	In Progress	mtg 5/13
15	Status change in Vendor Manager	2	BC	Melinda de Leon, Truong Pham	Cheryl	2d	05/03/24	05/06/24	0%	In Progress	mtg 5/2
16	Payoff & Close Order screen - Apply new calc to RB payoffs	2	Collections	Melinda de Leon, Shey Keith	Cesar	TBD	TBD	TBD	0%	Planned	need tech specs
17	Payoff & Close Order screen - Apply new calc to TAMCO/BUSH payoffs	2	Collections	Melinda de Leon, Shey Keith	Cesar	TBD	TBD	TBD	0%	Planned	need tech specs
18	Payoff & Close Order screen - Apply new calc to OP payoffs	2	Collections	Melinda de Leon, Shey Keith	Cesar	TBD	TBD	TBD	0%	Planned	need tech specs
19	Payoff & Close Order screen - Booking Queue	2	Accounting	Melinda de Leon, Shey Keith	Jacquie	TBD	TBD	TBD	0%	On Hold	on hold per Jacquie
20	Shey's Priorities					92d	01/02/24	05/08/24	58%
21	Payoff & Close Order screen - Apply new calc to CV payoffs	2	Collections	Shey Keith	Cesar	5d	05/02/24	05/08/24	0%	In Progress	Rollout 5/14
22	Asset Management group and a Payoffs group - Add the user then adjust the automated assigned to this new user (BBAPP-3008)	2	CS	Shey Keith	Jeanette	4h	TBD	TBD	0%	Planned	BBDEV-31
23	Identify all ways permissions are being set to be controlled by single page (PM)	2	IT	David Sherman, Shey Keith	Fahim Khemji	89d	01/02/24	05/03/24	70%	In Progress	BBDEV-32
24	Change "Accounting" references to "Loan Ops" in PM, etc.	2	Accounting	Shey Keith	Jacquie	2d	TBD	TBD	0%	Planned
25	Payoff Calc getting error message - BBAPP-2945	2	CS	Shey Keith	Cesar	TBD	TBD	TBD	0%	Planned	need scope
26	Autobook - Change the default value to use the most used default	2	Accounting	Shey Keith	Shey Keith	1d	TBD	TBD	0%	Planned
27	Autobook - Remove View and replace with tables and joins to fix the timeout issue Accounting keeps getting	2	Accounting	Shey Keith	Shey Keith	1d	TBD	TBD	0%	Planned
28	Invoice Screen in Collections - layout	2	Accounting	Shey Keith	MVV	4h	TBD	TBD	0%	Planned
29	Collections - Fix Doc Request screen so if a company name has bad URL character - it replaces with _ character	2	Collections	Shey Keith	Shey Keith	1d	TBD	TBD	0%	Planned
30	Performance Tuning - PM (research, test and learn)	2	IT	Shey Keith	Matt Edenhofer	2d	TBD	TBD	0%	Planned
31	Modifying the collections screen and cleaning up data in the backend	2	Collections	Shey Keith	Jesus	5d	TBD	TBD	0%	Planned
32	Improve the user experience once the invoices have been loaded into PM	2	Accounting	Shey Keith	MVV				0%	Planned
33	Invoicing - create a duplicate “First Inv” module	2	Accounting	Shey Keith	MVV	4h	TBD	TBD	0%	Planned
34	Ali's Priorities					22d	04/25/24	05/24/24	20%
35	Currency API	2	IT	Ali Zaiter	Phil Silva	22d	04/25/24	05/24/24	20%	In Progress	ETA 5/24
36	ACS API	2	Collections	Ali Zaiter	Kris	TBD	TBD	TBD	0%	Planned	BBDEV-48
37	Vijay's Priorities					25d	04/08/24	05/10/24	75%
38	SOX App Integration with Boomi - Encompass	2	IT	Vijay Gaddam	zack.white@amerisbank.com	25d	04/08/24	05/10/24	75%	In Progress
39	Equifax API	2	IT	Vijay Gaddam	Matt Edenhofer	TBD	TBD	TBD	0%	Planned	BBDEV-47
40	Mohamed's Priorities					112d	11/29/23	05/03/24	56%
41	Ensure all CUBE reports include implicit yields (Phil's favorites)	2	Exec	Mohamed Deaghedy	Phil Silva	50d	02/26/24	05/03/24	75%	In Progress	sec dep report, maturity report. stacked ranking
42	CUBE Report cleanups w/ Kevin Umeda - Phase 1	2	Exec	Mohamed Deaghedy	Phil Silva	112d	11/29/23	05/03/24	50%	In Progress	Need "Primary" items completed
43	Requirements_Transmittal Verbiage for Waived ACH Requirement v1.1	2	BC	Mohamed Deaghedy	Vanessa	TBD	TBD	TBD	0%	Planned	BBDEV-49
44	Create DR version for JAX (EUS-133082/SYSENGSM-16039)	2	IT	Wei/Bob	Matt Edenhofer	1w	TBD	TBD	0%	Planned	Awaiting ETA
45	Fahim's Priorities					21d	04/15/24	05/13/24	63%
46	Financial Partners Aesthetics Rates - 2% for House (hidden rates, manual spreadsheets)	2	Sales	Fahim Khemji	Phil Silva	15d	04/15/24	05/03/24	85%	In Progress	Rollout 5/7
47	Portal 360 system enhancements	2	Sales	Fahim Khemji	Carla	9d	05/01/24	05/13/24	25%	In Progress	Rollout 5/14
48	Truong's Priorities					6d	04/26/24	05/03/24	75%
49	Create new email welcome notification for Vartana customers	2	BC	Truong Pham	Sophia Fields	6d	04/26/24	05/03/24	75%	In Progress	Rollout 5/7
50	David's Priorities					76d	01/25/24	05/09/24	35%
51	Summary spreadsheet project	2	Accounting	David Sherman	Jacquie	6d	05/01/24	05/08/24	10%	In Progress	Rollout 5/9
52	CUBE Report Clean Ups					10d	04/26/24	05/09/24	30%
53	CUBE report clean up - Place Vendor ID after every Vendor or Broker listing on all reports	2	Sales	David Sherman	Phil Silva	5d	04/26/24	05/02/24	90%	In Progress
54	CUBE report clean up - Add date fields on all reports	2	Sales	David Sherman	Phil Silva	5d	05/03/24	05/09/24	0%	In Progress
55	CUBE report clean up - Date of Hire on all Salesperson related reports	2	Sales	David Sherman	Phil Silva	5d	05/03/24	05/09/24	0%	In Progress
56	CUBE report clean up - Segregate Originations and GM-based salespeople	2	Sales	David Sherman	Phil Silva	TBD	TBD	TBD	0%	Planned	need scope
57	CUBE report clean up - Provide Toggle Switch for Current & Departed Reps and Current defaulting to Current	2	Sales	David Sherman	Phil Silva	TBD	TBD	TBD	0%	Planned	need scope
58	CUBE report clean up - Make all formatting consistent	2	Sales	David Sherman	Phil Silva	TBD	TBD	TBD	0%	Planned	need scope
59	CUBE report clean up - Verify Call Averages and Quotas are correct	2	Sales	David Sherman	Phil Silva	TBD	TBD	TBD	0%	Planned	need scope
60	CUBE report clean up - refer to “GM by Opp” & “Originations by Opp,” not just GM or Originations	2	Sales	David Sherman	Phil Silva	TBD	TBD	TBD	0%	Planned	Hold per Mohamed
61	Customer Registration (P360) with existing email	2	IT	David Sherman	Fahim Khemji	5d	01/25/24	01/31/24	75%	On Hold	w/ Tanveer - Jeanette feedback
62	Vendor Logo Setup Document - put the values in a config table and have the stored procedure read them	3	IT	David Sherman	David Sherman	TBD	TBD	TBD	0%	Planned	need scope
63	Daniel/Mo's Priorities					44d	03/05/24	05/03/24	54%
64	Working on modernizing w/ Angular - Contract Mgr to AWS					44d	03/05/24	05/03/24	54%
65	Define API's needed/model updates	2	IT	Daniel Stark	Matt Edenhofer	39d	03/05/24	04/26/24	90%	In Progress	need to test API's
66	Consume API's	2	IT	Daniel Stark	Matt Edenhofer	27d	03/21/24	04/26/24	50%	In Progress	Mo has completed what Truong has provided
67	Setup dev server	2	IT	Daniel Stark	zack.white@amerisbank.com	35d	03/18/24	05/03/24	50%	On Hold	Securing API keys, need to send to ARC (3/20)
68	Implement SSO with Azure Active Directory	2	IT	Daniel Stark	Matt Edenhofer	30d	03/25/24	05/03/24	50%	On Hold
69	Send updates via e-mail anytime Contract Manager is updated (Franchesca)	2	IT	Daniel Stark	Matt Edenhofer	6d	TBD	TBD	0%	Planned
70	Add admin page for user admin	2	IT	Daniel Stark	Matt Edenhofer	6d	TBD	TBD	0%	Planned
71	Excel download function	2	IT	Daniel Stark	Matt Edenhofer	6d	TBD	TBD	0%	Planned
72	Convert Mail Log to AWS	2	IT	Daniel Stark	Matt Edenhofer	TBD	TBD	TBD	0%	Planned	need scope
73	Convert CSSSP portal (HUB) to AWS	2	IT	Daniel Stark	Matt Edenhofer	TBD	TBD	TBD	0%	Planned	need scope
74	Clinton's Priorities					1d	04/30/24	04/30/24	19%
75	Mirror the Originations Progress Report with Direct Sales Progress report	2	Sales	Clinton Brand	Kevin U	1d	04/30/24	04/30/24	95%	In Progress	Carla reviewing
76	Add profitability tab on Legal Metrics Report	2	Exec	Clinton Brand	Pat Byrne	1d	TBD	TBD	0%	On Hold	Jacquie to provide specs
77	Prefund Report - Add EC as a tab	2	Collections	Clinton Brand	Jim	1h	TBD	TBD	0%	Planned
78	Convert Accounting Titled Vehicle Report to SSRS	2	Accounting	Clinton Brand	Jeanette	3d	TBD	TBD	0%	Planned
79	Lidiya's Priorities					47d	03/01/24	05/06/24	84%
80	Cleanup Logins on Balboa SQL Instances (7 steps)	2	IT	Lidiya Tilahun	Matt Edenhofer	45d	03/01/24	05/02/24	90%	In Progress	sent to Matt for review
81	% of Deals Decisioned within 1 hour and 2 hours (SQL job)	2	IT	Lidiya Tilahun	Matt Edenhofer	13d	04/16/24	05/02/24	90%	In Progress	sent to Heather for review
82	Query optimization (latency) - cashed and uncashed read requests - Queries 341-360	2	IT	Lidiya Tilahun	Shyam Kandavalli	5d	04/30/24	05/06/24	20%	In Progress
83	Randy's/Edward's Priorities					56d	11/01/23	01/19/24	99%
84	In Queue					56d	11/01/23	01/19/24	99%
87	Salesforce Key Initiatives								0%
88	Tanveer's Priorities								0%
89	Portal360 upgrade	2	IT	Tanveer	Matt Edenhofer	4m	TBD	TBD	0%	Planned	Need separate environment
90
91	Strategic Initiatives								0%
104
105	Completed					1995d	09/05/16	05/02/24	100%
106	2016					84d	09/05/16	12/29/16	100%
122	2017					744d	09/14/16	07/22/19	100%
424	2018					556d	11/21/16	01/07/19	100%
821	2019					659d	06/25/18	12/31/20	100%
1064	2020					651d	06/24/19	12/20/21	100%
1638	2021					343d	09/09/20	12/31/21	100%
2182	2022					292d	11/15/21	12/27/22	100%
2660	2023					321d	10/03/22	12/29/23	100%
3300	2024					642d	11/11/21	05/02/24	100%
3508