Strategic Imperatives:

LIFT Updates
Jun 10, 2024
 Monthly Status Report - LIFT Project Integrate: SOB BMS RAG
Name Status

Revised Completio
Status Priority Date Assigned Action/Issue Owner Due Date
Due Date n Date
Closed 2 5-Mar-24 User Access Testing (Initial) BMS Team 5-Mar-24 5-Mar-24
Closed 2 5-Mar-24 Sending of List (SOMs) Both TA and Delivery Melven 11-Mar-24 12-Mar-24
Closed 2 11-Mar-24 Completion of BMS Cnxu Course TA and Delivery SOM BMS Team 22-Mar-24 31-Mar-24
Closed 2 13-Mar-24 Confirmation of access for CTP (Delivery SOMs) BMS Team 11-Mar-24 12-Mar-24
Closed 2 11-Mar-24 Configuration of access for CTP (Delivery SOMs) BMS Team 15-Mar-24 18-Apr-24
Closed 2 11-Mar-24 UAT with SOM BMS Team 15-Mar-24 18-Apr-24
Closed 2 13-Mar-24 Meeting with Mel Paypon related to MSA and Location Codes BMS Team 15-Mar-24 12-Apr-24
Closed 2 13-Mar-24 Meeting with Mel Paypon AND Jane related to the Department code of SOB BMS Team 15-Mar-24 12-Apr-24
Closed 2 13-Mar-24 User Access Testing (Final) BMS Team 15-Mar-24 18-Apr-24
13-Mar-24 BMS Team/ 20-Mar-24 19-Apr-24
Closed 2 Final BMS Process Flow and Roadshow Discussion with Christy Rox/Melven
Closed 2 13-Mar-24 Start of Roadshow With TA Rox 21-Mar-24 26-Apr-24
Closed 2 13-Mar-24 Compass review for TA (Discusion of SOB Automation) Rox 16-May-24 8-May-24
Closed 2 13-Mar-24 SOB automation roadshow for Delivery leaders and Finance Rox 24-May-24 24-May-24
Closed 2 13-Mar-24 Start of BMS Technical Training: TA Rox 24-May-24 27-May-24
Open 2 13-Mar-24 Start of BMS technical training: Delivery and Finance Rox 11-Jun-24
Open 2 13-Mar-24 Go live BMS Team 1-Jun-24

1. Compass review for TA : Done

2. SOB automation roadshow for Delivery leaders and Finance : May 20 – 24, 2024
3. Start of BMS technical training:
a. May 20 – 27, 2024: BMS Technical training with TA. We can have 3 different sessions with 1hr duration each session.
b. May 27 – June 11, 2024 : BMS Technical training with Delivery and Finance.

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 Monthly Status Report - LIFT Project Eliminate: Manual RJP RAG
Name Status

Project Objectives
Status Owner Deliverables/Status/Resolution Due Date
The objective of the project is to improve the current RJP and provides a new platform
that would still address the goal of the program without asking all candidates to go Closed
onsite. This would also alleviate future possible legal concerns from new hires since
RJP is not a paid session. This is cost effective on the candidates end and yields Gladys Majority of the programs have RJP but onsite/virtual 15-Jan-24
efficiency on both TA and Training team.
Closed Per POC, the RJP Material is embedded already on the onboarding
Gladys 29-Jan-24
materials
Closed The material is generic and not program specific, hence we need to
Gladys 05-Feb-24
Key Updates for the month come up with program specific RJP video
Closed
RJP Video Status Update Gladys Set up a benefits calculator session first with Lorenz 16-Feb-24
o 66.67% completion rate
o TQ commit to retire leader leader-led RJP session Closed Inventory release, secure approval to get the Synthesia videos
o Get confirmation from the TQ team regarding RJP sequence (pre or post onboarding) Gladys 01-Mar-24
o Recommended timelines and deadlines for the following: created. Determine timelines and back up as needed
o Accounts that will customize RJP – July EOM deadline to compete the video, August classes Closed Meet with TQ to get clarification/feedback on the implementation
to implement Gladys 13-Mar-24
of RJP video via synthesia
o For the rest of the accounts that will use universal RJP video – effective implementation date
Get list of accounts that will use the universal RJP video, effective
is July classes or ASAP
o As soon as we received confirmation, target initial cascade to TA partners – June EOM Open Gladys implementation date and ask for the deadline of completion for 14-Jun-24
those accounts that will customize their RJP video
Get confirmation from the TQ team regarding RJP sequence (pre or
Open Gladys 14-Jun-24
post onboarding) and TQ commitment on completing the RJP video
Initial cascade/communications for those accounts who already
Open Gladys 28-Jun-24
have commitment dates to use the universal video

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 Monthly Status Report - LIFT Project Name Automate: Auto-dialler RAG
Status

Highlights: Lowlights:
- 94% completion rate of project - Multiple roadblock in terms of accessing the tool, and links to be
- Speed to process and some efficiencies when calling applicants due to whitelisted for the tool to install and access.
tool capability in contacting applicants right away - Recycled leads are being first inline to be contact rather than fresh
- Reports are available as system can track it primarily contact rate. Calls leads.
can be also recorded incase needed.
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 Monthly Status Report - LIFT Project Simplify: Digital App Sign RAG
Name Status

Adobe Sign X Workday Integration

Setting of Expectation Documents
Updates as of June 6, 2024

• 44% project completion

• Uploaded in Workday
• Accredo and All State
• Documents pending sign off from Deliver/Legal
• Ebay, Intuit, TMobile
• Documents to be requested for further edit to consolidate B&M and WAH SOEs
• Enterprise Reservation and General Motors
• The rest of the documents with GRP tickets are currently on hold until we find a
workaround to ensure there’s no overlap of doc issuance between English, ML,
and Niche advisors. We requested for GRP to explore options to create a trigger
for Workday to identify English from ML/Niche JRs. This is to ensure we issue
the correct documents to the right recipients.

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Thank you
Let’s do something great

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