- EPIC-3Quote approvals for the CPQ rollout
- REQ-012Quotes with a discount above 10% route to Deal Desk before they can be sent
- REQ-014Quote approval runs at two levels, Deal Desk and then VP Sales, with no third step
- RISK-04Fairbanks asked for a regional VP step on the Sep 12 call, which would be a third level
- REQ-015The approval email goes to the quote owner and the requesting rep, not the whole team
- US-07As a rep, I can see from the quote who still has to approve it and how long it has waited
- EPIC-4Single sign-on and access
- REQ-018Every Fairbanks user signs in through Okta before go-live, with no local passwords left on
- RISK-05The Okta metadata file is still with Fairbanks IT and blocks the SSO build
- US-11As a Sales Ops admin, I sign in with my Okta login and land on my own dashboard
- REQ-019The Sales Ops profile keeps the report builder and the ability to schedule exports
- EPIC-5UAT and cutover
- REQ-021UAT starts Oct 6 with twelve test accounts loaded across the three pay groups
- RISK-06Only eight of the twelve test accounts are loaded, and the rest are with the data team
- US-14As a tester, I have a working test account and a script before UAT starts
- REQ-023The discount field sits on the quote layout beside the approval status
Discovery that doesn't disappear.
Every call, decision, and assumption is captured and structured from the moment it's spoken so institutional knowledge lives in the system, not in someone's head.