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Revisions

  1. chilismaug revised this gist Nov 5, 2021. 1 changed file with 2 additions and 1 deletion.
    3 changes: 2 additions & 1 deletion Account Closeout RPA PoC - project puzzle pieces.md
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    Original file line number Diff line number Diff line change
    @@ -26,8 +26,9 @@
    - [ ] build pre and post bot job report process
    - Goals and use cases
    - [x] Closeout target accounts - agree basic target outline (informal business rule - start with dormant deposit savings)
    - [ ] Complete business rules with SMEs, rely on rules for data selection
    - [ ] Complete business rules with SMEs
    - Account Data sets
    - rely on Business rules for data selection
    - [ ] Dormant Closeouts - tally up
    - [ ] Inactive Closeouts - tally up
    - [ ] Active and other status Closeouts?
  2. chilismaug revised this gist Nov 5, 2021. 1 changed file with 1 addition and 1 deletion.
    2 changes: 1 addition & 1 deletion Account Closeout RPA PoC - project puzzle pieces.md
    View file
    Original file line number Diff line number Diff line change
    @@ -27,7 +27,7 @@
    - Goals and use cases
    - [x] Closeout target accounts - agree basic target outline (informal business rule - start with dormant deposit savings)
    - [ ] Complete business rules with SMEs, rely on rules for data selection
    - Account Data sets
    - Account Data sets
    - [ ] Dormant Closeouts - tally up
    - [ ] Inactive Closeouts - tally up
    - [ ] Active and other status Closeouts?
  3. chilismaug revised this gist Nov 5, 2021. 1 changed file with 3 additions and 2 deletions.
    5 changes: 3 additions & 2 deletions Account Closeout RPA PoC - project puzzle pieces.md
    View file
    Original file line number Diff line number Diff line change
    @@ -27,8 +27,9 @@
    - Goals and use cases
    - [x] Closeout target accounts - agree basic target outline (informal business rule - start with dormant deposit savings)
    - [ ] Complete business rules with SMEs, rely on rules for data selection
    - [ ] Dormant Closeouts - tally up targets
    - [ ] Inactive Closeouts - tally up targets
    - Account Data sets
    - [ ] Dormant Closeouts - tally up
    - [ ] Inactive Closeouts - tally up
    - [ ] Active and other status Closeouts?
    - [ ] Tally any identified.
    - Strategy:
  4. chilismaug revised this gist Nov 5, 2021. 1 changed file with 1 addition and 1 deletion.
    2 changes: 1 addition & 1 deletion Account Closeout RPA PoC - project puzzle pieces.md
    View file
    Original file line number Diff line number Diff line change
    @@ -26,11 +26,11 @@
    - [ ] build pre and post bot job report process
    - Goals and use cases
    - [x] Closeout target accounts - agree basic target outline (informal business rule - start with dormant deposit savings)
    - [ ] Complete business rules with SMEs, rely on rules for data selection
    - [ ] Dormant Closeouts - tally up targets
    - [ ] Inactive Closeouts - tally up targets
    - [ ] Active and other status Closeouts?
    - [ ] Tally any identified.
    - [ ] Review, agree business rule docs and target account batches
    - Strategy:
    - [x] Survey the accounts, categorize by complexity of account / relationship status
    - [x] Analyze how they shake out (how many buckets)
  5. chilismaug revised this gist Nov 5, 2021. 1 changed file with 33 additions and 14 deletions.
    47 changes: 33 additions & 14 deletions Account Closeout RPA PoC - project puzzle pieces.md
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    Original file line number Diff line number Diff line change
    @@ -1,25 +1,44 @@
    ### Account Closeout RPA PoC - project puzzle pieces
    ### Account Closeout RPA Pilot - project puzzle pieces

    - RPA test system
    - VM
    - [x] installed RPAutomation
    - license
    - [ ] Ms PAD attended on order
    - [x] Ms PAD attended order
    - [x] License enabled for CR's windows account
    - test DNA user accounts
    - [ ] Ryan added override role to my account for poc
    - [ ] we will want to allocate RPA account(s)
    - [x] Ryan added override role to my account for poc
    - [x] we will want to allocate RPA bot account
    - [x] Test env - check Bot user basic function, credential store
    - [x] Test env - check Bot credential passing for override (keep secret)
    - [x] Test env - check Bot user override role
    - assume: cashbox is right if override works
    - [ ] Test good - add PROD Bot user
    - Business People - SMEs
    - [ ] Pam and Cierra
    - [x] Pam and Cierra
    - [x] RPA intro
    - [ ] process workflow intro
    - [ ] process partnership go-ahead after test review
    - Data Analysis access for me
    - [ ] I need reports or access to reporting tools
    - [ ] Don is doing it for now
    - [x] I need reports or access to reporting tools
    - [x] Don is doing it for now
    - [x] Got CRM/BI going
    - [ ] build pre and post bot job report process
    - Goals and use cases
    - [ ] Inactive Closeouts - tally up targets
    - Strategy:
    - [ ] Survey the accounts, categorize by complexity of account / relationship status
    - [ ] Analyze how they shake out (how many buckets)
    - [ ] Try some from simplest bucket for batch #1 and evaluate next steps
    - [x] Closeout target accounts - agree basic target outline (informal business rule - start with dormant deposit savings)
    - [ ] Dormant Closeouts - tally up targets
    - [ ] Inactive Closeouts - tally up targets
    - [ ] Active and other status Closeouts?
    - [ ] Tally any identified.
    - [ ] Review, agree business rule docs and target account batches
    - Strategy:
    - [x] Survey the accounts, categorize by complexity of account / relationship status
    - [x] Analyze how they shake out (how many buckets)
    - [x] Try some from simplest bucket for batch #1
    - [ ] evaluate how to assign next Test buckets and jobs
    - [ ] Make this process structured for prod
    - Controls and Progress indicators
    - [ ] review results of bot test #1 with RPA PoC team
    - [ ] move ahead with tougher cases, review each step
    - [x] review results of bot test #1 with RPA PoC team
    - [ ] do a more full Test job run, review each step
    - [ ] Agree on process for how to approve and Proceed

  6. chilismaug revised this gist Oct 27, 2021. No changes.
  7. chilismaug revised this gist Oct 27, 2021. 1 changed file with 13 additions and 13 deletions.
    26 changes: 13 additions & 13 deletions Account Closeout RPA PoC - project puzzle pieces.md
    View file
    Original file line number Diff line number Diff line change
    @@ -2,24 +2,24 @@

    - RPA test system
    - VM
    - [x] installed RPAutomation
    - [x] installed RPAutomation
    - license
    - [ ] Ms PAD attended on order
    - [ ] Ms PAD attended on order
    - test DNA user accounts
    - [ ] Ryan added override role to my account for poc
    - [ ] we will want to allocate RPA account(s)
    - [ ] Ryan added override role to my account for poc
    - [ ] we will want to allocate RPA account(s)
    - Business People - SMEs
    - [ ] Pam and Cierra
    - [ ] Pam and Cierra
    - Data Analysis access for me
    - [ ] I need reports or access to reporting tools
    - [ ] Don is doing it for now
    - [ ] I need reports or access to reporting tools
    - [ ] Don is doing it for now
    - Goals and use cases
    - [ ] Inactive Closeouts - tally up targets
    - [ ] Inactive Closeouts - tally up targets
    - Strategy:
    - [ ] Survey the accounts, categorize by complexity of account / relationship status
    - [ ] Analyze how they shake out (how many buckets)
    - [ ] Try some from simplest bucket for batch #1 and evaluate next steps
    - [ ] Survey the accounts, categorize by complexity of account / relationship status
    - [ ] Analyze how they shake out (how many buckets)
    - [ ] Try some from simplest bucket for batch #1 and evaluate next steps
    - Controls and Progress indicators
    - [ ] review results of bot test #1 with RPA PoC team
    - [ ] move ahead with tougher cases, review each step
    - [ ] review results of bot test #1 with RPA PoC team
    - [ ] move ahead with tougher cases, review each step

  8. chilismaug revised this gist Oct 27, 2021. 1 changed file with 1 addition and 1 deletion.
    2 changes: 1 addition & 1 deletion Account Closeout RPA PoC - project puzzle pieces.md
    View file
    Original file line number Diff line number Diff line change
    @@ -2,7 +2,7 @@

    - RPA test system
    - VM
    - [ ] installed RPAutomation
    - [x] installed RPAutomation
    - license
    - [ ] Ms PAD attended on order
    - test DNA user accounts
  9. chilismaug revised this gist Oct 27, 2021. 1 changed file with 13 additions and 13 deletions.
    26 changes: 13 additions & 13 deletions Account Closeout RPA PoC - project puzzle pieces.md
    View file
    Original file line number Diff line number Diff line change
    @@ -2,24 +2,24 @@

    - RPA test system
    - VM
    - installed RPAutomation
    - [ ] installed RPAutomation
    - license
    - Ms PAD attended on order
    - [ ] Ms PAD attended on order
    - test DNA user accounts
    - Ryan added override role to my account for poc
    - we will want to allocate RPA account(s)
    - [ ] Ryan added override role to my account for poc
    - [ ] we will want to allocate RPA account(s)
    - Business People - SMEs
    - Pam and Cierra
    - [ ] Pam and Cierra
    - Data Analysis access for me
    - I need reports or access to reporting tools
    - Don is doing it for now
    - [ ] I need reports or access to reporting tools
    - [ ] Don is doing it for now
    - Goals and use cases
    - Inactive Closeouts - tally up targets
    - [ ] Inactive Closeouts - tally up targets
    - Strategy:
    - Survey the accounts, categorize by complexity of account / relationship status
    - Analyze how they shake out (how many buckets)
    - Try some from simplest bucket for batch #1 and evaluate next steps
    - [ ] Survey the accounts, categorize by complexity of account / relationship status
    - [ ] Analyze how they shake out (how many buckets)
    - [ ] Try some from simplest bucket for batch #1 and evaluate next steps
    - Controls and Progress indicators
    - review results of bot test #1 with RPA PoC team
    - move ahead with tougher cases, review each step
    - [ ] review results of bot test #1 with RPA PoC team
    - [ ] move ahead with tougher cases, review each step

  10. chilismaug created this gist Sep 17, 2021.
    25 changes: 25 additions & 0 deletions Account Closeout RPA PoC - project puzzle pieces.md
    View file
    Original file line number Diff line number Diff line change
    @@ -0,0 +1,25 @@
    ### Account Closeout RPA PoC - project puzzle pieces

    - RPA test system
    - VM
    - installed RPAutomation
    - license
    - Ms PAD attended on order
    - test DNA user accounts
    - Ryan added override role to my account for poc
    - we will want to allocate RPA account(s)
    - Business People - SMEs
    - Pam and Cierra
    - Data Analysis access for me
    - I need reports or access to reporting tools
    - Don is doing it for now
    - Goals and use cases
    - Inactive Closeouts - tally up targets
    - Strategy:
    - Survey the accounts, categorize by complexity of account / relationship status
    - Analyze how they shake out (how many buckets)
    - Try some from simplest bucket for batch #1 and evaluate next steps
    - Controls and Progress indicators
    - review results of bot test #1 with RPA PoC team
    - move ahead with tougher cases, review each step