Executive Summary4–6 bullets · decisions, cost impact, schedule impact, top risks
1
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1.1
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2
2.1
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2.2
2.2.1
Sales Data Migration Scoping - Need clear language as to what is included like is it just project or is it also employees import, contacts, L&Ts etc.
2.2.2
2.3
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3
3.1
3.1.1
Chipotle
3.2
3.2.1
Open Renewals
4
4.1
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4.2
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4.3
4.3.1
- Create workspace for this purpose
- Create onboarding projects for each
- Create list of tasks for users
- Create pdf resources to add to drive
- Create drive in each
- create SOP for what needs to be uploaded
4.4
4.4.1
4.5
4.5.1
5
5.1
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5.2
5.2.1
Renewal outreach/SAS sessions
5.2.2
Alterra Cap Planning trail + Sale
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