MIX Zoho implementation v1
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MIX Zoho implementation v1
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Mark Berthelemy; Stef Clifton-Sprig; Hayley Barnard; Joanna Darko; Whitney Adshead; Claire Stancliffe
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Initial project plan defined for Zoho implementation
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Mark Berthelemy
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Initial project plan defined for Zoho implementation
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Setup Teams site
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Stef Clifton-Sprig
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CRM implementation
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Hayley Barnard; Stef Clifton-Sprig; Joanna Darko; Whitney Adshead
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CRM Discovery
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Hayley Barnard; Stef Clifton-Sprig; Joanna Darko; Whitney Adshead
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Define business goals
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Hayley Barnard
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Document, analyze, and map your business processes
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Document, analyze, and map your business processes
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Hayley Barnard; Stef Clifton-Sprig; Joanna Darko; Whitney Adshead
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Document your sales and marketing processes
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Hayley Barnard; Stef Clifton-Sprig; Joanna Darko; Whitney Adshead
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Document your sales and marketing processes
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Analyze your business processes
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Hayley Barnard; Stef Clifton-Sprig; Joanna Darko; Whitney Adshead
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Analyze your business processes
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Map processes to CRM features
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Hayley Barnard; Stef Clifton-Sprig; Joanna Darko; Whitney Adshead
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Map processes to CRM features
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Map business terms to CRM terms
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Hayley Barnard; Stef Clifton-Sprig; Joanna Darko; Whitney Adshead
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Map business terms to CRM terms
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Workshop: Review Discovery outputs
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Hayley Barnard; Stef Clifton-Sprig; Joanna Darko; Whitney Adshead
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Workshop: Review Discovery outputs
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CRM Discovery phase complete
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CRM Alpha
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Joanna Darko; Whitney Adshead; Hayley Barnard; Stef Clifton-Sprig
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Initial setup
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Joanna Darko; Whitney Adshead; Hayley Barnard; Stef Clifton-Sprig
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Initial customization
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Joanna Darko; Whitney Adshead
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Set up organisation details
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Joanna Darko; Whitney Adshead
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Set up organisation details
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Rename modules
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Joanna Darko; Whitney Adshead
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Add custom and special fields
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Joanna Darko; Whitney Adshead
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Add custom and special fields
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Initial user setup
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Joanna Darko; Whitney Adshead
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Setup two factor authentication
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Joanna Darko; Whitney Adshead
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Setup two factor authentication
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Identify full list of users
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Joanna Darko; Whitney Adshead
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Identify full list of users
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Create new roles in hierarchy
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Joanna Darko; Whitney Adshead
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Create new roles in hierarchy
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Map users to roles and profiles
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Joanna Darko; Whitney Adshead
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Map users to roles and profiles
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Identify which users should be able to view/create/edit which data
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Joanna Darko; Whitney Adshead
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Identify which users should be able to view/create/edit which data
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Set up project team as users
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Joanna Darko; Whitney Adshead
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Set up project team as users
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Project team setup in CRM system
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Automation workshop
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Joanna Darko; Whitney Adshead; Hayley Barnard; Stef Clifton-Sprig
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Initial automation setup
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Joanna Darko; Whitney Adshead
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Create automation rules
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Joanna Darko; Whitney Adshead
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Initial CRM configuration complete
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Import Dayspring data
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Joanna Darko; Whitney Adshead
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Dayspring import complete
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Define user testing scenarios
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Joanna Darko; Whitney Adshead
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Define user testing scenarios
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Prepare project team training and documentation
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Joanna Darko; Whitney Adshead
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Prepare project team training and documentation
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Alpha testing
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Joanna Darko; Hayley Barnard; Whitney Adshead; Stef Clifton-Sprig
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Initial user testing
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Joanna Darko; Hayley Barnard; Whitney Adshead; Stef Clifton-Sprig
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CRM Project team training
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Joanna Darko; Hayley Barnard; Whitney Adshead; Stef Clifton-Sprig
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CRM Project team training
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Team training complete (CRM)
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Project team user testing
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Joanna Darko; Hayley Barnard; Whitney Adshead; Stef Clifton-Sprig
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Project team user testing
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Create snaglist
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Joanna Darko; Whitney Adshead
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Gather user feedback
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Joanna Darko; Hayley Barnard; Whitney Adshead; Stef Clifton-Sprig
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Post-testing workshop
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Joanna Darko; Whitney Adshead; Hayley Barnard; Stef Clifton-Sprig
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Review Alpha experience
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Joanna Darko; Whitney Adshead; Hayley Barnard; Stef Clifton-Sprig
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Define email integration requirements
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Joanna Darko; Whitney Adshead; Hayley Barnard; Stef Clifton-Sprig
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Define email integration requirements
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Define lead generation requirements
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Joanna Darko; Whitney Adshead; Hayley Barnard; Stef Clifton-Sprig
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Define lead generation requirements
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Define business metrics
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Joanna Darko; Whitney Adshead; Hayley Barnard; Stef Clifton-Sprig
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Review & prioritize Alpha feedback
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Joanna Darko; Whitney Adshead
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Review & prioritize Alpha feedback
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CRM Beta
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Joanna Darko; Whitney Adshead; Hayley Barnard; Stef Clifton-Sprig
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Further customization
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Joanna Darko; Whitney Adshead
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Edit field properties
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Joanna Darko; Whitney Adshead
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Set access permissions
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Joanna Darko; Whitney Adshead
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Create layouts
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Joanna Darko; Whitney Adshead
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Create custom views and filters
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Joanna Darko; Whitney Adshead
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Create custom views and filters
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Setup email integration
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Joanna Darko; Whitney Adshead
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Setup lead generation routes and processing
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Joanna Darko; Whitney Adshead
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Setup lead generation routes and processing
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Setup integration between Projects and CRM
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Joanna Darko; Whitney Adshead
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Setup integration between Projects and CRM
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Create reports
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Joanna Darko; Whitney Adshead
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CRM Customisations complete
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Prepare for launch
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Joanna Darko; Whitney Adshead; Hayley Barnard; Stef Clifton-Sprig
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Define internal support processes
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Joanna Darko; Whitney Adshead
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Define internal support processes
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Prepare training scenarios & materials
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Joanna Darko; Whitney Adshead
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Prepare training scenarios & materials
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Prepare FAQs
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Joanna Darko; Whitney Adshead
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Review training & support materials
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Joanna Darko; Whitney Adshead; Hayley Barnard; Stef Clifton-Sprig
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Review training & support materials
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Deliver CRM training session
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Joanna Darko; Whitney Adshead; Hayley Barnard; Stef Clifton-Sprig
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Deliver CRM training session
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Gather Beta feedback
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Joanna Darko; Whitney Adshead
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CRM Live
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Joanna Darko; Whitney Adshead
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Review & priorize feedback
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Joanna Darko; Whitney Adshead
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Review & priorize feedback
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Carry out improvement activities
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Joanna Darko; Whitney Adshead
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Carry out improvement activities
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Projects implementation
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Joanna Darko; Whitney Adshead; Stef Clifton-Sprig; Hayley Barnard; Mark Berthelemy; Claire Stancliffe
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Projects Discovery
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Joanna Darko; Whitney Adshead; Stef Clifton-Sprig; Hayley Barnard
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Review Projects webinar
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Joanna Darko; Whitney Adshead; Stef Clifton-Sprig; Hayley Barnard
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Projects Discovery Phase complete
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Projects Alpha
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Joanna Darko; Whitney Adshead; Mark Berthelemy; Claire Stancliffe; Hayley Barnard; Stef Clifton-Sprig
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Initial setup
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Joanna Darko; Whitney Adshead
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Initial customization
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Joanna Darko; Whitney Adshead
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Set up organisation details
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Joanna Darko; Whitney Adshead
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Set up organisation details
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Initial user setup
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Joanna Darko; Whitney Adshead
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Setup two factor authentication
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Joanna Darko; Whitney Adshead
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Setup two factor authentication
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Identify full list of users
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Joanna Darko; Whitney Adshead
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Identify full list of users
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Set up project team as users
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Joanna Darko; Whitney Adshead
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Set up project team as users
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Project team setup in Projects system
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Preparation for Alpha testing
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Preparation for Alpha testing
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Joanna Darko; Whitney Adshead; Mark Berthelemy; Claire Stancliffe
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Setup test projects
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Joanna Darko; Whitney Adshead; Mark Berthelemy; Claire Stancliffe
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Migrate Implementation Project to Zoho Projects
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Joanna Darko; Whitney Adshead; Mark Berthelemy
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Migrate Implementation Project to Zoho Projects
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Setup Zoho project for 2MAY
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Claire Stancliffe; Mark Berthelemy; Joanna Darko; Whitney Adshead
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Setup Zoho project for 2MAY
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Prepare project team training and documentation
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Joanna Darko; Whitney Adshead
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Prepare project team training and documentation
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Alpha testing
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Joanna Darko; Hayley Barnard; Whitney Adshead; Stef Clifton-Sprig
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Initial user testing
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Joanna Darko; Hayley Barnard; Whitney Adshead; Stef Clifton-Sprig
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Alpha training
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Joanna Darko; Hayley Barnard; Whitney Adshead; Stef Clifton-Sprig
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Team training complete (Projects)
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Alpha user testing
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Joanna Darko; Hayley Barnard; Whitney Adshead; Stef Clifton-Sprig
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Create snaglist
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Joanna Darko; Whitney Adshead
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Gather user feedback
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Joanna Darko; Hayley Barnard; Whitney Adshead; Stef Clifton-Sprig
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Post-testing workshop
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Joanna Darko; Whitney Adshead; Hayley Barnard; Stef Clifton-Sprig
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Review Alpha experience
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Joanna Darko; Whitney Adshead; Hayley Barnard; Stef Clifton-Sprig
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Review & prioritize Alpha feedback
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Joanna Darko; Whitney Adshead
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Review & prioritize Alpha feedback
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Projects Alpha Phase complete
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Projects Beta
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Joanna Darko; Stef Clifton-Sprig; Whitney Adshead; Hayley Barnard
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Test CRM -> Projects Integration
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Joanna Darko; Stef Clifton-Sprig; Whitney Adshead
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Test CRM -> Projects Integration
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Prepare for launch
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Joanna Darko; Whitney Adshead; Hayley Barnard; Stef Clifton-Sprig
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Define internal support processes
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Joanna Darko; Whitney Adshead
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Define internal support processes
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Prepare training scenarios & materials
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Joanna Darko; Whitney Adshead
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Prepare training scenarios & materials
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Prepare FAQs
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Joanna Darko; Whitney Adshead
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Review training & support materials
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Joanna Darko; Whitney Adshead; Hayley Barnard; Stef Clifton-Sprig
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Review training & support materials
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Deliver Projects training session
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Joanna Darko; Whitney Adshead; Hayley Barnard; Stef Clifton-Sprig
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Deliver Projects training session
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Gather Beta feedback on snaglist
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Joanna Darko; Whitney Adshead
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Gather Beta feedback on snaglist
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Projects Beta phase complete
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Projects Live
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Joanna Darko; Whitney Adshead
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Review & priorize feedback
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Joanna Darko; Whitney Adshead
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Review & priorize feedback
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Carry out improvement activities
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Joanna Darko; Whitney Adshead
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Carry out improvement activities
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