1. Data Sources
1.1. User Story: Reference this data in Smartsheet objects throughout Epics
1.1.1. Chatham
1.1.1.1. Smartsheet Dropdowns
1.1.1.1.1. Lender Name
1.1.1.1.2. Lender ID
1.1.1.2. Referenced for Formulas
1.1.1.2.1. Lender Name
1.1.1.2.2. Lender ID
1.1.1.3. DataMesh
1.1.1.3.1. Lender ID
1.1.2. Global Data Hub
1.1.2.1. Smartsheet Dropdowns
1.1.2.1.1. Deal Name
1.1.2.2. Queried Using Formulas
1.1.2.2.1. Asset Type
1.1.2.2.2. Hines Region
1.1.2.2.3. City
1.1.2.2.4. State
1.1.2.2.5. Total NRA
1.1.2.2.6. Office SF
1.1.2.2.7. Industrial SF
1.1.2.2.8. Condo Units
1.1.2.2.9. Deal Name
1.1.2.2.10. Proposal ID
1.1.2.2.11. LTC
1.1.2.2.12. LTV
1.1.3. Performance
1.1.3.1. Smartsheet Dropdowns
1.1.3.1.1. Performance Name
1.1.3.2. Queried Using Formulas
1.1.3.2.1. Performance Name
1.1.3.2.2. City
1.1.3.2.3. State
1.1.3.2.4. Total NRA
1.1.3.2.5. Office SF
1.1.3.2.6. Industrial SF
1.1.3.2.7. Condo Units
1.1.3.2.8. Performance ID
1.1.3.2.9. Asset Type
1.1.3.2.10. Hines Region
1.1.4. MDM
1.1.4.1. Smartsheet Dropdowns
1.1.4.1.1. Lender Name
1.1.4.1.2. ParentEntityID
1.1.4.2. Queried Using Formulas
1.1.4.2.1. ParentEntityID
2. Purpose of Build?
2.1. Create an integrated Debt Procurement platform that connects data from Pipeline Projects/Chatham Data/Performance Data
3. EPIC 1: Debt Procurement
3.1. Step
3.2. Smartsheet Dashboard
3.2.1. User Stories
3.2.1.1. Host Links
3.2.1.1.1. GDH Pipeline
3.2.1.1.2. Chatham
3.2.1.1.3. Smartsheet grids
3.2.1.2. Surface pipeline type KPIs
3.3. Grid: Debt intake
3.3.1. User Stories
3.3.1.1. Data Entry
3.3.1.1.1. 1) Create an RFP package using Smartsheet.
3.3.1.1.2. 2) Tag Deal and/or Performance project to RFP
3.3.1.1.3. 3) Add Debt RFP data
3.3.1.2. Actions
3.3.1.2.1. Automatic
3.3.1.2.2. Adhoc
3.3.2. Reporting
3.3.2.1. High Level KPIS on Smartsheet Dashboard
3.4. Grid: Debt intake archive
3.4.1. User Stories
3.4.1.1. N/A (Data Locked)
3.4.1.2. Actions
3.4.1.2.1. Automatic
3.5. Refreshable Excel: Debt Financing Matrix Generator
3.5.1. User Stories
3.5.1.1. Actions
3.5.1.1.1. Adhoc
4. EPIC 2: Lender CRM
4.1. Grid: Relationship Call Tracker
4.1.1. User Stories
4.1.1.1. Data Entry
4.1.1.1.1. Create Lender interaction events
4.1.1.2. Action
4.1.1.2.1. Surface KPIS
4.2. Grid: Lenders
4.2.1. User Stories
4.2.1.1. Data Entry
4.2.1.1.1. Lender Parent Organization
4.2.1.1.2. Lender Type
4.2.1.1.3. Legal Entity of Lender
4.2.1.2. Actions
4.2.1.2.1. Automatic