CRM Implementation & Upgrades

Company-wide systems integration and CRM system update

Project Objective: 

The objective of this project was to integrate multiple business systems together via API and update the CRM system to its improved version. The outcome expected from this project was to streamline multiple business processes, improve day-to-day coordination among teams, reduce lead times and provide an improved and more user-friendly version of the Salesforce CRM software 

My role on the Project: 

Project Manager

My Responsibilities:

Studied the feasibility of the proposed solution and developed a business case.

Developed project charter, project management and risk plan, id'd stakeholders and team for the project

Contracted project vendors for the API portion and managed their entire lifecycle.

Conducted agile ceremonies such as iteration planning, daily stand-ups, reviews, and retrospectives.

Conducted knowledge transfer sessions and training for staff.

Provided recommendations on the next phase of project implementation.

Project deliverables: 

The deliverables of this project included the planning and design of an integration solution for connecting different business systems, a successfully updated CRM system, and user guides and live training on how to use the system effectively.

Results: Successful transition to Lightning with 60% increase in staff adoption. API created successfully with 3rd Party Jitterbit

Project Objective: The objective of this project was to integrate multiple business systems together via API and update the CRM system to its improved version. The outcome expected from this project was to streamline multiple business processes, improve day-to-day coordination among teams, reduce lead times and provide an improved and more user-friendly version of the Salesforce CRM software

My role on the Project: Project Manager

My Responsibilities: Studied the feasibility of the proposed solution and developed a business case. Developed project charter, project management and risk plan, id'd stakeholders and team for the project Contracted project vendors for the API portion and managed their entire lifecycle. Conducted agile ceremonies such as iteration planning, daily stand-ups, reviews, and retrospectives. Conducted knowledge transfer sessions and training for staff. Provided recommendations on the next phase of project implementation.

Project deliverables: The deliverables of this project included the planning and design of an integration solution for connecting different business systems, a successfully updated CRM system, and user guides and live training on how to use the system effectively. Results: Successful transition to Lightning with 60% increase in staff adoption. API created successfully with 3rd Party Jitterbit