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Technology
Confidence Level
  • Out of scope
    High

    Decision: GI requires any benchmarking or comparison tools similar to those on IR

    Section: Other integrations

    Assumption: Governance Intelligence will only include third-party integrations and custom functionality that are explicitly confirmed below. No integrations or custom logic from IR Impact are assumed to exist on GI unless agreed and scoped. Third-party integrations Ave to recommend based on the below

    Agreed item: Confirm whether GI requires any benchmarking or comparison tools similar to those on IR.

    • No benchmarking tool

    Source: GI website scoping workshop notes (12 Jan, 10–12pm)

    No comments to show.
    Category:
    Tech:
  • In scope
    High

    Decision: GI requires custom CSV or structured exports for editorial, commercial, or operational use

    Section: Other integrations

    Assumption: Governance Intelligence will only include third-party integrations and custom functionality that are explicitly confirmed below. No integrations or custom logic from IR Impact are assumed to exist on GI unless agreed and scoped. Third-party integrations Ave to recommend based on the below

    Agreed item: Confirm whether GI requires custom CSV or structured exports for editorial, commercial, or operational use.

    • No

    Source: GI website scoping workshop notes (12 Jan, 10–12pm)

    No comments to show.
    Category:
    Tech:
  • Out of scope
    High

    Decision: GI requires any data export functionality beyond standard WP exports

    Section: Other integrations

    Assumption: Governance Intelligence will only include third-party integrations and custom functionality that are explicitly confirmed below. No integrations or custom logic from IR Impact are assumed to exist on GI unless agreed and scoped. Third-party integrations Ave to recommend based on the below

    Agreed item: Confirm whether GI requires any data export functionality beyond standard WP exports.

    • Yes, for Lead gen reports, as per the IR site. Gravity Forms goes into Workbooks currently, so this wouldnt be the case for GI phase 1
    • No benchmarking tool on GI website

    Source: GI website scoping workshop notes (12 Jan, 10–12pm)

    No comments to show.
    Category:
    Tech: ,
  • In scope
    High

    Decision: GI requires bespoke handling of legacy event microsites or redirects

    Section: Other integrations

    Assumption: Governance Intelligence will only include third-party integrations and custom functionality that are explicitly confirmed below. No integrations or custom logic from IR Impact are assumed to exist on GI unless agreed and scoped. Third-party integrations Ave to recommend based on the below

    Agreed item: Confirm whether GI requires bespoke handling of legacy event microsites or redirects.

    • Yes Data, exports and reporting tools

    Source: GI website scoping workshop notes (12 Jan, 10–12pm)

    No comments to show.
    Category:
    Tech: ,
  • In scope
    High

    Decision: GI requires vanity URLs or special routing for events

    Section: Other integrations

    Assumption: Governance Intelligence will only include third-party integrations and custom functionality that are explicitly confirmed below. No integrations or custom logic from IR Impact are assumed to exist on GI unless agreed and scoped. Third-party integrations Ave to recommend based on the below

    Agreed item: Confirm whether GI requires vanity URLs or special routing for events.

    • Yes

    Source: GI website scoping workshop notes (12 Jan, 10–12pm)

    No comments to show.
    Category:
    Tech:
  • Out of scope
    High

    Decision: GI requires event-specific conditional messaging or banners

    Section: Other integrations

    Assumption: Governance Intelligence will only include third-party integrations and custom functionality that are explicitly confirmed below. No integrations or custom logic from IR Impact are assumed to exist on GI unless agreed and scoped. Third-party integrations Ave to recommend based on the below

    Agreed item: Confirm whether GI requires event-specific conditional messaging or banners.

    • Not needed

    Source: GI website scoping workshop notes (12 Jan, 10–12pm)

    No comments to show.
    Category:
    Tech:
  • In scope
    High

    Decision: GI requires event state logic (upcoming, past, registration open or closed)

    Section: Other integrations

    Assumption: Governance Intelligence will only include third-party integrations and custom functionality that are explicitly confirmed below. No integrations or custom logic from IR Impact are assumed to exist on GI unless agreed and scoped. Third-party integrations Ave to recommend based on the below

    Agreed item: Confirm whether GI requires event state logic (upcoming, past, registration open or closed).

    • Go into ‘past events immediately’. After 12 months have passed, it goes into the bin.

    Source: GI website scoping workshop notes (12 Jan, 10–12pm)

    No comments to show.
    Category:
    Tech:
  • Out of scope
    High

    Decision: any content types should be excluded from search, feeds, or recommendations

    Section: Other integrations

    Assumption: Governance Intelligence will only include third-party integrations and custom functionality that are explicitly confirmed below. No integrations or custom logic from IR Impact are assumed to exist on GI unless agreed and scoped. Third-party integrations Ave to recommend based on the below

    Agreed item: Confirm whether any content types should be excluded from search, feeds, or recommendations.

    • Archived content is excluded on IR. Do the same on GI. Events-specific custom functionality

    Source: GI website scoping workshop notes (12 Jan, 10–12pm)

    No comments to show.
    Category:
    Tech:
  • In scope
    High

    Decision: GI requires search exclusions or weighting rules beyond standard Relevanssi configuration

    Section: Other integrations

    Assumption: Governance Intelligence will only include third-party integrations and custom functionality that are explicitly confirmed below. No integrations or custom logic from IR Impact are assumed to exist on GI unless agreed and scoped. Third-party integrations Ave to recommend based on the below

    Agreed item: Confirm whether GI requires search exclusions or weighting rules beyond standard Relevanssi configuration.

    • No

    Source: GI website scoping workshop notes (12 Jan, 10–12pm)

    No comments to show.
    Category:
    Tech:
  • In scope
    High

    Decision: GI requires custom archive filtering logic beyond standard WordPress behaviour

    Section: Other integrations

    Assumption: Governance Intelligence will only include third-party integrations and custom functionality that are explicitly confirmed below. No integrations or custom logic from IR Impact are assumed to exist on GI unless agreed and scoped. Third-party integrations Ave to recommend based on the below

    Agreed item: Confirm whether GI requires custom archive filtering logic beyond standard WordPress behaviour.

    • Correct

    Source: GI website scoping workshop notes (12 Jan, 10–12pm)

    No comments to show.
    Category:
    Tech:
  • In scope
    High

    Decision: GI requires custom related-content logic beyond standard taxonomy matching

    Section: Other integrations

    Assumption: Governance Intelligence will only include third-party integrations and custom functionality that are explicitly confirmed below. No integrations or custom logic from IR Impact are assumed to exist on GI unless agreed and scoped. Third-party integrations Ave to recommend based on the below

    Agreed item: Confirm whether GI requires custom related-content logic beyond standard taxonomy matching.

    • Correct Search, discovery and archives

    Source: GI website scoping workshop notes (12 Jan, 10–12pm)

    No comments to show.
    Category:
    Tech:
  • In scope
    High

    Decision: GI requires sponsored content handling beyond simple labels, including conditional placement, exclusions, or display rules

    Section: Other integrations

    Assumption: Governance Intelligence will only include third-party integrations and custom functionality that are explicitly confirmed below. No integrations or custom logic from IR Impact are assumed to exist on GI unless agreed and scoped. Third-party integrations Ave to recommend based on the below

    Agreed item: Confirm whether GI requires sponsored content handling beyond simple labels, including conditional placement, exclusions, or display rules.

    • Correct

    Source: GI website scoping workshop notes (12 Jan, 10–12pm)

    No comments to show.
    Category:
    Tech:
  • In scope
    High

    Decision: GI requires block-level access control, where individual blocks render differently based on user state or subscription level

    Section: Other integrations

    Assumption: Governance Intelligence will only include third-party integrations and custom functionality that are explicitly confirmed below. No integrations or custom logic from IR Impact are assumed to exist on GI unless agreed and scoped. Third-party integrations Ave to recommend based on the below

    Agreed item: Confirm whether GI requires block-level access control, where individual blocks render differently based on user state or subscription level.

    • Correct

    Source: GI website scoping workshop notes (12 Jan, 10–12pm)

    No comments to show.
    Category:
    Tech:
  • In scope
    High

    Decision: GI requires custom excerpt handling, including editorial overrides that differ from WordPress defaults

    Section: Other integrations

    Assumption: Governance Intelligence will only include third-party integrations and custom functionality that are explicitly confirmed below. No integrations or custom logic from IR Impact are assumed to exist on GI unless agreed and scoped. Third-party integrations Ave to recommend based on the below

    Agreed item: Confirm whether GI requires custom excerpt handling, including editorial overrides that differ from WordPress defaults.

    • Correct

    Source: GI website scoping workshop notes (12 Jan, 10–12pm)

    No comments to show.
    Category:
    Tech:
  • In scope
    High

    Decision: GI requires conditional redirects based on login state, access level, or content state

    Section: Other integrations

    Assumption: Governance Intelligence will only include third-party integrations and custom functionality that are explicitly confirmed below. No integrations or custom logic from IR Impact are assumed to exist on GI unless agreed and scoped. Third-party integrations Ave to recommend based on the below

    Agreed item: Confirm whether GI requires conditional redirects based on login state, access level, or content state.

    • Correct Editorial and content-management features

    Source: GI website scoping workshop notes (12 Jan, 10–12pm)

    No comments to show.
    Category:
    Tech:
  • In scope
    High

    Decision: GI requires form-based content locking, where access is granted or denied based on form submission

    Section: Other integrations

    Assumption: Governance Intelligence will only include third-party integrations and custom functionality that are explicitly confirmed below. No integrations or custom logic from IR Impact are assumed to exist on GI unless agreed and scoped. Third-party integrations Ave to recommend based on the below

    Agreed item: Confirm whether GI requires form-based content locking, where access is granted or denied based on form submission.

    • Correct

    Source: GI website scoping workshop notes (12 Jan, 10–12pm)

    No comments to show.
    Category:
    Tech:
  • In scope
    High

    Decision: GI requires any user-facing dashboards or account-level views beyond standard membership pages

    Section: Other integrations

    Assumption: Governance Intelligence will only include third-party integrations and custom functionality that are explicitly confirmed below. No integrations or custom logic from IR Impact are assumed to exist on GI unless agreed and scoped. Third-party integrations Ave to recommend based on the below

    Agreed item: Confirm whether GI requires any user-facing dashboards or account-level views beyond standard membership pages.

    • Yes, totally the same Access control and routing logic beyond memberships

    Source: GI website scoping workshop notes (12 Jan, 10–12pm)

    No comments to show.
    Category:
    Tech:
  • Deferred / Phase 2
    Medium

    Decision: user post view tracking should sync with or update Workbooks data

    Section: Other integrations

    Assumption: Governance Intelligence will only include third-party integrations and custom functionality that are explicitly confirmed below. No integrations or custom logic from IR Impact are assumed to exist on GI unless agreed and scoped. Third-party integrations Ave to recommend based on the below

    Agreed item: Confirm whether user post view tracking should sync with or update Workbooks data.

    • Not possible for phase 1 as will be delivered without a CRM connection. HubSpot eventually will deliver this functionality (phase 2)

    Source: GI website scoping workshop notes (12 Jan, 10–12pm)

    No comments to show.
    Category:
    Tech: , ,
  • In scope
    High

    Decision: GI requires user post view tracking, including any limits, thresholds, or time-based resets

    Section: Other integrations

    Assumption: Governance Intelligence will only include third-party integrations and custom functionality that are explicitly confirmed below. No integrations or custom logic from IR Impact are assumed to exist on GI unless agreed and scoped. Third-party integrations Ave to recommend based on the below

    Agreed item: Confirm whether GI requires user post view tracking, including any limits, thresholds, or time-based resets.

    • Correct

    Source: GI website scoping workshop notes (12 Jan, 10–12pm)

    No comments to show.
    Category:
    Tech:
  • In scope
    High

    Decision: GI requires a custom bookmarks manager allowing users to save and manage content items

    Section: Other integrations

    Assumption: Governance Intelligence will only include third-party integrations and custom functionality that are explicitly confirmed below. No integrations or custom logic from IR Impact are assumed to exist on GI unless agreed and scoped. Third-party integrations Ave to recommend based on the below

    Agreed item: Confirm whether GI requires a custom bookmarks manager allowing users to save and manage content items.

    • Correct

    Source: GI website scoping workshop notes (12 Jan, 10–12pm)

    No comments to show.
    Category:
    Tech:
  • In scope
    High

    The following developer plugins are approved for use:

    Section: Other integrations

    Assumption: Governance Intelligence will only include third-party integrations and custom functionality that are explicitly confirmed below. No integrations or custom logic from IR Impact are assumed to exist on GI unless agreed and scoped. Third-party integrations Ave to recommend based on the below

    Agreed item: Confirm that the following developer plugins are approved for use:

    • Patchstack Security
    • Workbooks Admin Toolbox (may need branching for GI)
    • WP Crontrol
    • WP Engine Smart Plugin Manager
    • WP Migrate Custom theme functionality Custom user and membership features

    Source: GI website scoping workshop notes (12 Jan, 10–12pm)

    No comments to show.
    Category:
    Tech: ,
  • In scope
    High

    Confirm which of the following plugins are required for Governance Intelligence:

    Section: Other integrations

    Assumption: Governance Intelligence will only include third-party integrations and custom functionality that are explicitly confirmed below. No integrations or custom logic from IR Impact are assumed to exist on GI unless agreed and scoped. Third-party integrations Ave to recommend based on the below

    Agreed item: Confirm which of the following plugins are required for Governance Intelligence:

    • Admin Menu Tree Page View
    • Advanced Post Types Order
    • CookieYes | GDPR Cookie Consent
    • FileBird Lite
    • GatorMail Smart Forms
    • Gravity Forms
    • Gravity Forms reCAPTCHA Add-On
    • Imagify
    • Mailgun
    • Notification Attachments for Gravity Forms
    • Redirection
    • Relevanssi Premium
    • Restrict Content Pro
    • Restrict Content Pro – Custom Fields
    • Restrict Content Pro – Group Accounts
    • Restrict Content Pro – Per-Level Emails
    • ShareThis Share Buttons
    • WP All Export – User Export Add-On Pro
    • WP All Export Pro
    • WP Force Lowercase URLs
    • WP Mail Logging
    • Yoast SEO

    Source: GI website scoping workshop notes (12 Jan, 10–12pm)

    No comments to show.
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    Tech: , , , , , ,
  • In scope
    High

    Governance Intelligence will use the following required plugins:

    Section: Other integrations

    Assumption: Governance Intelligence will only include third-party integrations and custom functionality that are explicitly confirmed below. No integrations or custom logic from IR Impact are assumed to exist on GI unless agreed and scoped. Third-party integrations Ave to recommend based on the below

    Agreed item: Confirm that Governance Intelligence will use the following required plugins:

    • Advanced Custom Fields PRO
    • Advanced Custom Fields: Editor Palette Field
    • Porter WP (Premium) – $165 + VAT, per annum

    Source: GI website scoping workshop notes (12 Jan, 10–12pm)

    No comments to show.
    Category:
    Tech: ,
  • Open
    Low

    Tag management and analytics configuration on GI will be handled via Google Tag Manager

    Section: Other integrations

    Assumption: Governance Intelligence will only include third-party integrations and custom functionality that are explicitly confirmed below. No integrations or custom logic from IR Impact are assumed to exist on GI unless agreed and scoped. Third-party integrations Ave to recommend based on the below

    Agreed item: Confirm that tag management and analytics configuration on GI will be handled via Google Tag Manager .

    • Lee to quote this for GI WordPress Plugins Ave to recommend based on the below

    Source: GI website scoping workshop notes (12 Jan, 10–12pm)

    No comments to show.
    Category:
    Tech: ,
  • Open
    Medium

    Decision: marketing automation or email campaign activity on GI will integrate with Dotdigital

    Section: Other integrations

    Assumption: Governance Intelligence will only include third-party integrations and custom functionality that are explicitly confirmed below. No integrations or custom logic from IR Impact are assumed to exist on GI unless agreed and scoped. Third-party integrations Ave to recommend based on the below

    Agreed item: Confirm whether marketing automation or email campaign activity on GI will integrate with Dotdigital .

    No explicit response recorded in the notes.

    Source: GI website scoping workshop notes (12 Jan, 10–12pm)

    No comments to show.
    Category:
    Tech:
  • Open
    Medium

    Analytics and traffic tracking on GI will include Clicky

    Section: Other integrations

    Assumption: Governance Intelligence will only include third-party integrations and custom functionality that are explicitly confirmed below. No integrations or custom logic from IR Impact are assumed to exist on GI unless agreed and scoped. Third-party integrations Ave to recommend based on the below

    Agreed item: Confirm that analytics and traffic tracking on GI will include Clicky .

    No explicit response recorded in the notes.

    Source: GI website scoping workshop notes (12 Jan, 10–12pm)

    No comments to show.
    Category:
    Tech: ,
  • In scope
    High

    Advertising and sponsored placements on GI will use AdButler , including any member exclusions, sponsorship rules, or placement logic

    Section: Other integrations

    Assumption: Governance Intelligence will only include third-party integrations and custom functionality that are explicitly confirmed below. No integrations or custom logic from IR Impact are assumed to exist on GI unless agreed and scoped. Third-party integrations Ave to recommend based on the below

    Agreed item: Confirm that advertising and sponsored placements on GI will use AdButler , including any member exclusions, sponsorship rules, or placement logic.

    • Snippet of code will be used not separate account

    Source: GI website scoping workshop notes (12 Jan, 10–12pm)

    No comments to show.
    Category:
    Tech:
  • In scope
    High

    Transactional and system emails for GI will be delivered via Mailgun

    Section: Other integrations

    Assumption: Governance Intelligence will only include third-party integrations and custom functionality that are explicitly confirmed below. No integrations or custom logic from IR Impact are assumed to exist on GI unless agreed and scoped. Third-party integrations Ave to recommend based on the below

    Agreed item: Confirm that transactional and system emails for GI will be delivered via Mailgun .

    • Yes

    Source: GI website scoping workshop notes (12 Jan, 10–12pm)

    No comments to show.
    Category:
    Tech:
  • In scope
    High

    Decision: Jotform is required on GI, and in which scenarios it is preferred over Gravity Forms

    Section: Other integrations

    Assumption: Governance Intelligence will only include third-party integrations and custom functionality that are explicitly confirmed below. No integrations or custom logic from IR Impact are assumed to exist on GI unless agreed and scoped. Third-party integrations Ave to recommend based on the below

    Agreed item: Confirm whether Jotform is required on GI, and in which scenarios it is preferred over Gravity Forms.

    • Yes

    Source: GI website scoping workshop notes (12 Jan, 10–12pm)

    No comments to show.
    Category:
    Tech: ,
  • In scope
    High

    Forms on GI will use Gravity Forms where native WordPress forms are required

    Section: Other integrations

    Assumption: Governance Intelligence will only include third-party integrations and custom functionality that are explicitly confirmed below. No integrations or custom logic from IR Impact are assumed to exist on GI unless agreed and scoped. Third-party integrations Ave to recommend based on the below

    Agreed item: Confirm that forms on GI will use Gravity Forms where native WordPress forms are required.

    • Yes

    Source: GI website scoping workshop notes (12 Jan, 10–12pm)

    No comments to show.
    Category:
    Tech: ,
Andy White, Freelance WordPress Developer London