Agile Execution - With Style
A requirement that is written from the perspective of the business - usually no more than what can fit on a post-card
User Story
The ability for our team to get a complete picture of the client with trusted data.
220 Degree View
Through CRM, we seek to:
1) Establish Deep & Meaningful Relationship
2) Break Down Silos & Drive Cross Sell
3) Enhance Digital Marketing & Fulfillment
4) Hold Ourselves to Higher Sales Standards
5) Drive out Process Waste & Improve the Customer Experience
CFB4
A grouping of User Stories into a common theme.
Epic
The ability to identify potential service needs of a client based on missing products.
Whitespace
These are the four audiences of CRM
Wealth Management, Commercial Banking, Private Banking, and Treasury Management
A collection of Themes and/or User Stories in a prioritized listing
Backlog
The process of moving a prospect through the CFB4 Sales Process
Opportunity Management
There is something special about August, 2019
A period of execution (usual 2-4 weeks in duration) when selected backlog items are designed, tested, and implemented
Sprint
The process of classifying clients into specific CFB4 categories
Client Identification & Segmentation
1) Wear your “Arvest hat” when giving design needs & feedback
2) Work together with your Division Peers & CRM Analyst during the process
3) Provide honest, candid and timely feedback
4) Communication of centralized messaging throughout 2019
Project Team Member Roles & Responsibilities
A solution that, while not perfect, is suitable for release into production for general use and real-life feedback.
Minimum Viable Product (MVP)
Time Commitment of Project Team