Weekly Tasks

CRM Project Delivery Process ChartPre Kick-off Kick-off / BPR Configuration Data

MigrationTraining &Support

Bus

ines

s A

naly

st/D

atab

ase

Arc

hite

ctP

roje

ct M

anag

emen

tFi

nanc

eS

ales

Opportunity

COMMIT

Forecast

Assign PM and BA

CLOSED WON

Project Kick-off Preparation

Project Kick-off

BPR Session

Sys. Validation.Client Sign-off.

Data Mapping

Data Validation.Client Sign-off

Training Preparation

Support Period

Project Feedback

Complete

Invoice Forecasting

Knowledge Sharing Session with Sales

Rep/PM

Project Plan

Requirement Specification

Document Data Migration

User & Admin Training

Project Completion

Review Project Status

Resource Booking, Budgeted/ Planned Hours

Project Dates. Project Resource Assignment

Project (Theikos Org)

Project (Open Air)

Project Hours Update

Weekly Status Report

Task % Completion

Timesheets

System Configuration/ Customization

Client Sign-off

Invoice Creation Payment Follow-up