Summary of Global Intelligence meeting held Feb 17

Meeting Attendees:Mary Solmonson/HOU/ECT@ECT, Lynette Malone/HOU/ECT@ECT,
Eric Wetterstroem/HOU/ECT@ECT, Peggy Alix/HOU/ECT@ECT, Susan S
Marshall/HOU/ECT@ECT, Leei-Hong Chen/HR/Corp/Enron@Enron, Cindy
Wisemiller/HOU/ECT@ECT, Jennifer Fraser/HOU/ECT@ECT, Vanessa Lehn/HOU/EES@EES

Items discussed during the meeting & respective follow-up tasks.

1) DNS name for the project was selected,
http://Entelligence.enron.com/

2) Type of Users
Identified the types of users and assigned names to each type. Users named
are approvers for User Acceptance Testing (UAT).
Originator Jennifer Frazer
Trader/Financial Linda Clemmons
Trader/Physical Jeff Shankman (will delegate to desk director)
Sr Trading Manager Jeff Shankman
Sr Operations Manager Sally Beck
Administrator Mary Solmonson

Originators will be the primary users (80-90% usage)

Followup Item:
Mary Solmonson will finalize the User names for UAT signoff.

3) Use Cases and Actors (user types)
It was decided that capturing the requirements as Use cases will not be done
with the GIA business users. Users stated that all types of users will have
access to all reports. The functionality for each report will be same for
all user types. Selection critieria and report content for each user type
will be controlled by a security function. Use case may still be used by
the Technology team, when required, to help engineer a better technical
architecture.

4) User Signoff of requirements document for Phase I deliverables:
Signoff for non-administrative functions: Jennifer Fraser
Signoff for administrative functions: Mary Solmonson

(addtl comments not discussed during yesterday's meeting)
User change requests to requirements after signoff will be evaluated for
impact to schedule and cost. Need signoff for Phase I deliverables before
Phase I project schedule is finalized.

5) New user requirements reviewed:
Find Like Prospects (required for Phase I)
Peak Daily Volumes (required for Phase VII)

Followup Item:
Lynette Malone: Changes to requirements discussed in yesterday's meeting
need to be applied to the Requirements document

6) Administrative Requirements
Changes to administrative requirements are still outstanding. Users are
meeting Friday, Feb 18 to discuss their requirements. Based on the outcome
of that meeting, administrative deliverables for Phase I will have to be
reviewed again and cost and schedule will have to be re-evaluated.
Administrative requirements include GIA region administration, Data
cleansing, Administration of products/internal companies/deal nature to
identify deal activity captured in the Entelligence database.

Followup Item:
Mary Solmonson: Define changes to administrative requirements.

7) User Preferences
Requirements for User preferences are not yet defined. User preferences will
NOT be a Phase I deliverable. Mary Solmonson said User preferences will
probably be deferred until Phase VII.