Madan+ Technology Portfolio
Q2 2026 — Real-time project visibility
Connected to Asana
Mon, Apr 13, 2026
Decisions needed this week Broker reachout outcome after 3 attempts Case Design SLA by complexity tier Backup OA assignor when Brian is out Sales Process Case milestones
Team capacity this sprint
82% allocated  · 1 project overdue
Now — in flight
Sprint priorities
Top priority
Informal UW → Formal UW Workflow
Abhishek Joshi· Due May 1Large
Track Informal UW per insured, capture carrier feedback, clean transition to Formal.
Planning11 stories
Case Design Workflow Enhancements
Abhishek Joshi
Disposition-based audit trail, approval workflow, meeting notice gates.
Finishing now
77%Due Mar 27
Case Management 2.0 Enhancements
Aaron Shepard
70%Due May 15
Masterclass Event Registration
Aaron Shepard
OverdueWas Mar 30
Prevail SF Access & Intake
Steve Harris· 3 overdue tasks
Shipped
Shipped
Case Management for Sales & Ops
Shipped
Lead Qualification & Assignment
Next — queued
High priority
This sessionMedium
TNA Matrix — Automation & Notifications
Abhishek Joshi· Due Jun 30
HighSmall — 2 weeks
Case Escalation Process — Sales & Ops
Abhishek Joshi· Due Jun 30
Medium priority
MediumLarge
Everbank → SF Data Integration
Aaron Shepard· Due Apr 30
MediumSmall
Data Dictionary & Validation — Phase 1
Steve Harris· Due Apr 10
MediumLarge
Closed Lost Opportunities Process
Abhishek Joshi· Due Jun 30
Ongoing
Low
M+ Intranet — Phase 1
Aaron Shepard· Due Jul 31
Low
Standard Team Member Support
Steve Harris
Low
Shepherd Wealth Group Engagement
Aaron Shepard
Horizon — unscoped
Adding any item below requires a collective trade-off decision at the weekly meeting. Nothing enters the queue without it.
From leadership
CEO requestNeeds discovery
Sales Process Parent Case
30-min session with CEO + Brian to define milestones before scoping.
CEO requestRole TBD
CSC Workflow (new hire)
Design SF tooling for Customer Services Coordinator before the hire.
CEO requestCompliance check needed
M+U Spring Content Hub
Survey-gated site for Spring Series decks and videos. MassMutual compliance review required before scoping.
Backlog
Unscoped
AI Policy from Illustrations
Taseen Seeam
Unscoped
OneDrive → SharePoint Transition
Taseen Seeam
How to submit an idea
Use the form below. All ideas go to Abhishek and are reviewed at the next weekly meeting. Leadership requests are flagged for priority review.

Submit a technology request

All requests are reviewed at the weekly meeting. Leadership requests are flagged for priority review. Everything gets a status — nothing gets lost.

Your name
Department
Idea title
Problem it solves
Acknowledged within 24 hrs · Reviewed at next weekly meeting
Leadership priority channel
Your name
Urgency
Request title
Strategic context
Madan+ Technology · Updated Mon, Apr 13, 2026 View backlog in Asana ↗