Title: Kanban board discovery
Session Date: 21/11/2024
Duration: 1 hour
Present (Finova): MO
Present (Chetwood): Clair Munro, Matthew McAvoy, Holly Sowery, Steve Thompson, Kellye Carter, Kelly Stuart
Recording: https://dprconsultingltd-my.sharepoint.com/personal/matt_oxley_dpr_co_uk/_layouts/15/stream.aspx?id=%2Fpersonal%2Fmatt%5Foxley%5Fdpr%5Fco%5Fuk%2FDocuments%2FRecordings%2FKanban%20review%20%2D%20Chetwood%2D20241121%5F130336%2DMeeting%20Recording%2Emp4&referrer=StreamWebApp%2EWeb&referrerScenario=AddressBarCopied%2Eview%2E7ccbd7f5%2D0d35%2D4518%2D892f%2D80a24874997f
Roles
Clair Munro
Responsible for Config, Build and Test of mortgage system
Matthew McAvoy, Head of mortgage operations – Mandate Officer
Responsible for checking oversight of Kanban, ensuring SLAs are met
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Steve Thompson, Mortgage underwriter manager.
Responsible for underwriting and assigning work to underwriters
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Kellye Carter, Operations Lending Manager
Responsible for overseeing team leaders, underwriters, case managers. Will jump in and use kanban board for higher mandate sign-offs
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Kelly Stuart, Mortgage underwriter manager.
Responsible for same as Steve plus checking tasks and allocations
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Holly Sowery, Propositions
Logging in as various user types and looking for future system improvements. Not an end-user using the system on a daily basis.
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Kanban concept
Yes it works... but could work better – can see cases
Does what it needs to do
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