|
0
|
MIX Zoho implementation v1.2
|
|
|
Mark Berthelemy; Joanna Darko; Hayley Barnard; Stef Clifton-Sprig; Whitney Adshead; Zoho team; Claire Stancliffe
|
|
|
1
|
Kick-off
|
|
|
Mark Berthelemy
|
|
|
2
|
Kick-off meeting
|
|
|
|
|
|
3
|
Initial project plan defined for Zoho implementation
|
|
|
Mark Berthelemy
|
|
|
|
Mark Berthelemy
|
|
|
|
|
|
4
|
Kick-off document ready
|
|
|
|
|
|
5
|
Setup Mark's access to Zoho Projects
|
|
|
Joanna Darko
|
|
|
|
Joanna Darko
|
|
|
|
|
|
6
|
CRM implementation
|
|
|
Hayley Barnard; Stef Clifton-Sprig; Joanna Darko; Whitney Adshead; Zoho team; Mark Berthelemy
|
|
|
7
|
CRM Discovery
|
|
|
Hayley Barnard; Stef Clifton-Sprig; Joanna Darko; Whitney Adshead; Zoho team
|
|
|
8
|
Define business goals
|
|
|
Hayley Barnard
|
|
|
|
Hayley Barnard
|
|
|
|
|
|
9
|
Document, analyze, and map your business processes
|
|
|
Hayley Barnard; Stef Clifton-Sprig; Joanna Darko; Whitney Adshead
|
|
|
10
|
Document your sales and marketing processes
|
|
|
Hayley Barnard; Stef Clifton-Sprig; Joanna Darko; Whitney Adshead
|
|
|
|
Hayley Barnard
|
|
|
|
|
|
|
Stef Clifton-Sprig
|
|
|
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
11
|
Analyze your business processes
|
|
|
Hayley Barnard; Stef Clifton-Sprig; Joanna Darko; Whitney Adshead
|
|
|
|
Hayley Barnard
|
|
|
|
|
|
|
Stef Clifton-Sprig
|
|
|
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
12
|
Map processes to CRM features
|
|
|
Hayley Barnard; Stef Clifton-Sprig; Joanna Darko; Whitney Adshead
|
|
|
|
Hayley Barnard
|
|
|
|
|
|
|
Stef Clifton-Sprig
|
|
|
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
13
|
Map business terms to CRM terms
|
|
|
Hayley Barnard; Stef Clifton-Sprig; Joanna Darko; Whitney Adshead
|
|
|
|
Hayley Barnard
|
|
|
|
|
|
|
Stef Clifton-Sprig
|
|
|
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
14
|
Define email integration requirements
|
|
|
Joanna Darko; Whitney Adshead; Hayley Barnard; Stef Clifton-Sprig
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
|
Hayley Barnard
|
|
|
|
|
|
|
Stef Clifton-Sprig
|
|
|
|
|
|
15
|
Workshop: Review Discovery outputs (internal)
|
|
|
Hayley Barnard; Stef Clifton-Sprig; Joanna Darko; Whitney Adshead
|
|
|
|
Hayley Barnard
|
|
|
|
|
|
|
Stef Clifton-Sprig
|
|
|
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
16
|
Workshop: Zoho configuration requirements
|
|
|
Joanna Darko; Whitney Adshead; Zoho team
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
|
Zoho team
|
|
|
|
|
|
17
|
CRM Discovery phase complete
|
|
|
|
|
|
18
|
CRM Alpha
|
|
|
Mark Berthelemy; Joanna Darko; Whitney Adshead; Zoho team; Hayley Barnard; Stef Clifton-Sprig
|
|
|
19
|
Create snaglist
|
|
|
Mark Berthelemy
|
|
|
|
Mark Berthelemy
|
|
|
|
|
|
20
|
Define user testing scenarios
|
|
|
Joanna Darko; Whitney Adshead
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
21
|
Initial setup
|
|
|
Zoho team; Joanna Darko; Whitney Adshead
|
|
|
22
|
Initial customization
|
|
|
Zoho team
|
|
|
23
|
Set up organisation details
|
|
|
Zoho team
|
|
|
|
Zoho team
|
|
|
|
|
|
24
|
Rename modules
|
|
|
Zoho team
|
|
|
|
Zoho team
|
|
|
|
|
|
25
|
Add custom and special fields
|
|
|
Zoho team
|
|
|
|
Zoho team
|
|
|
|
|
|
26
|
Edit field properties
|
|
|
Zoho team
|
|
|
|
Zoho team
|
|
|
|
|
|
27
|
Set access permissions
|
|
|
Zoho team
|
|
|
|
Zoho team
|
|
|
|
|
|
28
|
Create layouts
|
|
|
Zoho team
|
|
|
|
Zoho team
|
|
|
|
|
|
29
|
Create custom views and filters
|
|
|
Zoho team
|
|
|
|
Zoho team
|
|
|
|
|
|
30
|
Setup email integration
|
|
|
Zoho team
|
|
|
|
Zoho team
|
|
|
|
|
|
31
|
Setup lead generation routes and processing
|
|
|
Zoho team
|
|
|
|
Zoho team
|
|
|
|
|
|
32
|
Setup integration between Projects and CRM
|
|
|
Zoho team
|
|
|
|
Zoho team
|
|
|
|
|
|
33
|
Setup two factor authentication
|
|
|
Zoho team
|
|
|
|
Zoho team
|
|
|
|
|
|
34
|
Create new roles in hierarchy
|
|
|
Zoho team
|
|
|
|
Zoho team
|
|
|
|
|
|
35
|
Create reports
|
|
|
Zoho team
|
|
|
|
Zoho team
|
|
|
|
|
|
36
|
Create automation rules
|
|
|
Zoho team
|
|
|
|
Zoho team
|
|
|
|
|
|
37
|
CRM Customisations complete
|
|
|
|
|
|
38
|
Initial user setup
|
|
|
Joanna Darko; Whitney Adshead
|
|
|
39
|
Identify full list of users
|
|
|
Joanna Darko; Whitney Adshead
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
40
|
Map users to roles and profiles
|
|
|
Joanna Darko; Whitney Adshead
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
41
|
Identify which users should be able to view/create/edit which data
|
|
|
Joanna Darko; Whitney Adshead
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
42
|
Set up project team as users
|
|
|
Joanna Darko; Whitney Adshead
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
43
|
Project team setup in CRM system
|
|
|
|
|
|
44
|
Initial CRM configuration complete
|
|
|
|
|
|
45
|
Import Daylight data
|
|
|
Joanna Darko
|
|
|
|
Joanna Darko
|
|
|
|
|
|
46
|
Daylight import complete
|
|
|
|
|
|
47
|
Prepare project team training and documentation
|
|
|
Joanna Darko; Whitney Adshead
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
48
|
Go live (soft launch)
|
|
|
|
|
|
49
|
Alpha testing
|
|
|
Joanna Darko; Hayley Barnard; Whitney Adshead; Stef Clifton-Sprig
|
|
|
50
|
Initial user testing
|
|
|
Joanna Darko; Hayley Barnard; Whitney Adshead; Stef Clifton-Sprig
|
|
|
51
|
Team introduction (webinar)
|
|
|
Joanna Darko; Hayley Barnard; Whitney Adshead; Stef Clifton-Sprig
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Hayley Barnard
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
|
Stef Clifton-Sprig
|
|
|
|
|
|
52
|
Project team user testing
|
|
|
Joanna Darko; Hayley Barnard; Whitney Adshead; Stef Clifton-Sprig
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Hayley Barnard
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
|
Stef Clifton-Sprig
|
|
|
|
|
|
53
|
Gather user feedback in snaglist
|
|
|
Joanna Darko; Hayley Barnard; Whitney Adshead; Stef Clifton-Sprig
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Hayley Barnard
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
|
Stef Clifton-Sprig
|
|
|
|
|
|
54
|
Post-testing workshop
|
|
|
Joanna Darko; Whitney Adshead; Hayley Barnard; Stef Clifton-Sprig
|
|
|
55
|
Review Alpha experience
|
|
|
Joanna Darko; Whitney Adshead; Hayley Barnard; Stef Clifton-Sprig
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
|
Hayley Barnard
|
|
|
|
|
|
|
Stef Clifton-Sprig
|
|
|
|
|
|
56
|
Define lead generation requirements
|
|
|
Joanna Darko; Whitney Adshead; Hayley Barnard; Stef Clifton-Sprig
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
|
Hayley Barnard
|
|
|
|
|
|
|
Stef Clifton-Sprig
|
|
|
|
|
|
57
|
Define business metrics
|
|
|
Joanna Darko; Whitney Adshead; Hayley Barnard; Stef Clifton-Sprig
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
|
Hayley Barnard
|
|
|
|
|
|
|
Stef Clifton-Sprig
|
|
|
|
|
|
58
|
Review & prioritize Alpha feedback
|
|
|
Joanna Darko; Whitney Adshead
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
59
|
CRM Alpha phase complete
|
|
|
|
|
|
60
|
CRM Beta
|
|
|
Joanna Darko; Whitney Adshead; Hayley Barnard; Stef Clifton-Sprig
|
|
|
61
|
Refine processes and CRM
|
|
|
Joanna Darko; Whitney Adshead; Hayley Barnard; Stef Clifton-Sprig
|
|
|
62
|
Work through Alpha feedback (snaglist)
|
|
|
Joanna Darko; Whitney Adshead
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
63
|
Refine and augment training materials
|
|
|
Joanna Darko; Whitney Adshead
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
64
|
Prepare FAQs
|
|
|
Joanna Darko; Whitney Adshead
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
65
|
CRM Update webinar
|
|
|
Joanna Darko; Whitney Adshead; Hayley Barnard; Stef Clifton-Sprig
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
|
Hayley Barnard
|
|
|
|
|
|
|
Stef Clifton-Sprig
|
|
|
|
|
|
66
|
Gather Beta feedback
|
|
|
Joanna Darko; Whitney Adshead
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
67
|
CRM Beta phase complete
|
|
|
|
|
|
68
|
CRM Live
|
|
|
Joanna Darko; Whitney Adshead
|
|
|
69
|
Review & priorize feedback
|
|
|
Joanna Darko; Whitney Adshead
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
70
|
Carry out improvement activities
|
|
|
Joanna Darko; Whitney Adshead
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
71
|
Projects implementation
|
|
|
Joanna Darko; Whitney Adshead; Stef Clifton-Sprig; Hayley Barnard; Mark Berthelemy; Claire Stancliffe
|
|
|
72
|
Projects Discovery
|
|
|
Joanna Darko; Whitney Adshead; Stef Clifton-Sprig; Hayley Barnard
|
|
|
73
|
Review Projects webinar
|
|
|
Joanna Darko; Whitney Adshead; Stef Clifton-Sprig; Hayley Barnard
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
|
Stef Clifton-Sprig
|
|
|
|
|
|
|
Hayley Barnard
|
|
|
|
|
|
74
|
Projects Discovery Phase complete
|
|
|
|
|
|
75
|
Projects Alpha
|
|
|
Joanna Darko; Whitney Adshead; Mark Berthelemy; Claire Stancliffe; Hayley Barnard; Stef Clifton-Sprig
|
|
|
76
|
Initial setup
|
|
|
Joanna Darko; Whitney Adshead
|
|
|
77
|
Initial customization
|
|
|
Joanna Darko; Whitney Adshead
|
|
|
78
|
Set up organisation details
|
|
|
Joanna Darko; Whitney Adshead
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
79
|
Initial user setup
|
|
|
Joanna Darko; Whitney Adshead
|
|
|
80
|
Setup two factor authentication
|
|
|
Joanna Darko; Whitney Adshead
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
81
|
Identify full list of users
|
|
|
Joanna Darko; Whitney Adshead
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
82
|
Set up project team as users
|
|
|
Joanna Darko; Whitney Adshead
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
83
|
Project team setup in Projects system
|
|
|
|
|
|
84
|
Preparation for Alpha testing
|
|
|
Joanna Darko; Whitney Adshead; Mark Berthelemy; Claire Stancliffe
|
|
|
85
|
Setup test projects
|
|
|
Joanna Darko; Whitney Adshead; Mark Berthelemy; Claire Stancliffe
|
|
|
86
|
Migrate Implementation Project to Zoho Projects
|
|
|
Joanna Darko; Whitney Adshead; Mark Berthelemy
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
|
Mark Berthelemy
|
|
|
|
|
|
87
|
Setup Zoho project for 2MAY
|
|
|
Claire Stancliffe; Mark Berthelemy; Joanna Darko; Whitney Adshead
|
|
|
|
Claire Stancliffe
|
|
|
|
|
|
|
Mark Berthelemy
|
|
|
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
88
|
Prepare project team training and documentation
|
|
|
Joanna Darko; Whitney Adshead
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
89
|
Alpha testing
|
|
|
Joanna Darko; Hayley Barnard; Whitney Adshead; Stef Clifton-Sprig
|
|
|
90
|
Initial user testing
|
|
|
Joanna Darko; Hayley Barnard; Whitney Adshead; Stef Clifton-Sprig
|
|
|
91
|
Alpha training
|
|
|
Joanna Darko; Hayley Barnard; Whitney Adshead; Stef Clifton-Sprig
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Hayley Barnard
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
|
Stef Clifton-Sprig
|
|
|
|
|
|
92
|
Team training complete (Projects)
|
|
|
|
|
|
93
|
Alpha user testing
|
|
|
Joanna Darko; Hayley Barnard; Whitney Adshead; Stef Clifton-Sprig
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Hayley Barnard
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
|
Stef Clifton-Sprig
|
|
|
|
|
|
94
|
Create snaglist
|
|
|
Joanna Darko; Whitney Adshead
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
95
|
Gather user feedback
|
|
|
Joanna Darko; Hayley Barnard; Whitney Adshead; Stef Clifton-Sprig
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Hayley Barnard
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
|
Stef Clifton-Sprig
|
|
|
|
|
|
96
|
Post-testing workshop
|
|
|
Joanna Darko; Whitney Adshead; Hayley Barnard; Stef Clifton-Sprig
|
|
|
97
|
Review Alpha experience
|
|
|
Joanna Darko; Whitney Adshead; Hayley Barnard; Stef Clifton-Sprig
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
|
Hayley Barnard
|
|
|
|
|
|
|
Stef Clifton-Sprig
|
|
|
|
|
|
98
|
Review & prioritize Alpha feedback
|
|
|
Joanna Darko; Whitney Adshead
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
99
|
Projects Alpha Phase complete
|
|
|
|
|
|
100
|
Projects Beta
|
|
|
Joanna Darko; Stef Clifton-Sprig; Whitney Adshead; Hayley Barnard
|
|
|
101
|
Test CRM -> Projects Integration
|
|
|
Joanna Darko; Stef Clifton-Sprig; Whitney Adshead
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Stef Clifton-Sprig
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
102
|
Prepare for launch
|
|
|
Joanna Darko; Whitney Adshead; Hayley Barnard; Stef Clifton-Sprig
|
|
|
103
|
Define internal support processes
|
|
|
Joanna Darko; Whitney Adshead
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
104
|
Prepare training scenarios & materials
|
|
|
Joanna Darko; Whitney Adshead
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
105
|
Prepare FAQs
|
|
|
Joanna Darko; Whitney Adshead
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
106
|
Review training & support materials
|
|
|
Joanna Darko; Whitney Adshead; Hayley Barnard; Stef Clifton-Sprig
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
|
Hayley Barnard
|
|
|
|
|
|
|
Stef Clifton-Sprig
|
|
|
|
|
|
107
|
Deliver Projects training session
|
|
|
Joanna Darko; Whitney Adshead; Hayley Barnard; Stef Clifton-Sprig
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
|
Hayley Barnard
|
|
|
|
|
|
|
Stef Clifton-Sprig
|
|
|
|
|
|
108
|
Gather Beta feedback on snaglist
|
|
|
Joanna Darko; Whitney Adshead
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
109
|
Projects Beta phase complete
|
|
|
|
|
|
110
|
Projects Live
|
|
|
Joanna Darko; Whitney Adshead
|
|
|
111
|
Review & priorize feedback
|
|
|
Joanna Darko; Whitney Adshead
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|
|
112
|
Carry out improvement activities
|
|
|
Joanna Darko; Whitney Adshead
|
|
|
|
Joanna Darko
|
|
|
|
|
|
|
Whitney Adshead
|
|
|
|
|