PROJECT DASHBOARD
Digital Transformation Project
Start Date: 02/24/2023
Completion Date: 01/15/2024
Overview
The Digital Transformation Project aims to help our client, XYZ Corp., modernize their customer service capabilities. The project's objectives include implementing a new CRM system, training XYZ Corp.'s staff on the new system, and integrating the system with existing infrastructure. The project will span six months, with a target completion date of January 15, 2024.
Milestones
Completed
Planning and Analysis
Not Started
Integration with Existing Infrastructure
Completed
CRM System Selection
Not Started
Project Closure
In Progress
System Implementation
Not Started
Staff Training
Tasks
System Implementation
Requirements Gathering
This involves detailed discussions with various stakeholders to understand what they expect from the new system, including functionality, performance, security, and usability.
System Configuration
Configure the new system according to the gathered requirements. This might involve setting up the server environment, defining user roles and access levels, customizing features and functionality, and more.
Data Migration
If applicable, existing data from the old system needs to be transferred to the new system. This process should be planned and executed carefully to avoid data loss or corruption.
Risk and Issues
Possible delays due to staff availability for training
Mitigation: Arrange flexible training sessions
Technical issues encountered during CRM system implementation
Status: Under Resolution
Documents
Project Plan
Updated: 01/01/2023
CRM Selection Report
Updated: 05/27/2023
Meeting Minutes 03/30/23
Updated: 03/30/2023
Meeting Minutes 07/30/23
Updated: 07/30/2023
Key Performance Indicators (KPIs)
Customer Satisfaction Score: Goal - Increase by 20%
Mitigation: Arrange flexible training sessions
ROI of the CRM system: Goal - Positive ROI within two years
Status: Under Resolution
Notes
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By: John Smith | August 3, 2023
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By: John Smith | August 3, 2023
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By: John Smith | August 3, 2023