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AgVue MSA Potential Enhancements (Improve Associations interaction (Remove…
AgVue MSA Potential Enhancements
Remove cumbersome obstacles
Allow custom SOWs
For multiple signers, improve condition where waiting on single signer
Don't allow submission of blank services
Fix truncated ACAs on bi-weekly report
Improve Associations interaction
Remove bug that creates multiple reminders to be sent
Cc: Requestor for each process step/milestone
Improve email to Requestor to show steps in the process; Could be a report (in addition or in lieue) to ACAs which shows steps
Alphabetize dropdowns
Better help at creating new service item
Add information hints in application
Allow Cc:ing of Executive Admins
Review Renewal Process; understand bottlenecks
Speed MSA processing
Update emails to include "ACTION REQUIRED"
Add executive assistants to C-Level tasks
Escalate to Relationship Manager after certain amount of time
Mine data to determine longest step(s)
Cut out Business Owner process
Improve routine annual renewals process (Anne's request ex: Account Access) - generate the SOW with the yearly annual fees and send for a signature
Improved oversight
Review steps in history log and ensure all steps are represented
Let Legal know about all new cases
Service Management
Add notes to app to support tracking; improve reporting to show notes (Angela's pink list example)
Allow Service Manager to resend reminders from application
Report that shows Services, Sub-services, and groups so that Angela doesn't have to request from Prod Support
Understand/improve default processes if someone leaves AgFirst
Allow clicking of AgVue case from bi-weekly report
Fix the Relationship Manager groups
Improve what Relationship Managers can see so they can support questions w cases