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Phoenix CRM Implementation - Project Status Meeting
Project: Phoenix CRM Implementation (Project #2024-CRM-001)
Meeting Date: March 19, 2024
Project Phase: Development & Testing
Project Health: 🟡 Yellow (Minor delays in integration testing)
Milestone Review
Completed Milestones:
- Requirements gathering and documentation (100%)
- Database schema design and approval (100%)
- User interface mockups approved (100%)
- Core module development (85%)
Upcoming Milestones:
- Integration testing completion (Target: March 29)
- User acceptance testing (Target: April 5)
- Production deployment (Target: April 15)
Work Package Updates
WP-1: Core Development (Lead: Alex Rivera)
Development is 85% complete. The contact management and opportunity tracking modules are finished and in testing. The reporting module is experiencing minor delays due to complex data aggregation requirements.
WP-2: Integration (Lead: Priya Patel)
Integration with existing email system completed successfully. Salesforce data migration tool is 70% complete. Identified compatibility issue with legacy accounting system that requires additional development time.
WP-3: Testing (Lead: Marcus Johnson)
Unit testing is ongoing with 92% code coverage achieved. Integration testing revealed three critical bugs that have been prioritized for immediate resolution.
Risk Management
New Risk Identified: Legacy accounting system integration may require custom API development, potentially adding 2 weeks to timeline.
Mitigation: Escalated to steering committee; evaluating parallel workaround solution.
Budget Status
Budget: $450,000
Spent to Date: $312,000 (69%)
Forecast: On budget with $8,000 contingency remaining
Action Items
- Alex: Resolve reporting module data aggregation issues (Due: March 22)
- Priya: Complete Salesforce migration tool and begin testing (Due: March 26)
- Marcus: Retest critical bugs after fixes deployed (Due: March 21)
- Project Manager: Present integration options to steering committee (Due: March 20)
Next Meeting
Date: March 26, 2024 at 2:00 PM
Phoenix CRM Implementation - Project Status Meeting
Project: Phoenix CRM Implementation (Project #2024-CRM-001)
Meeting Date: March 19, 2024
Project Phase: Development & Testing
Project Health: 🟡 Yellow (Minor delays in integration testing)
Milestone Review
Completed Milestones:
- Requirements gathering and documentation (100%)
- Database schema design and approval (100%)
- User interface mockups approved (100%)
- Core module development (85%)
Upcoming Milestones:
- Integration testing completion (Target: March 29)
- User acceptance testing (Target: April 5)
- Production deployment (Target: April 15)
Work Package Updates
WP-1: Core Development (Lead: Alex Rivera)
Development is 85% complete. The contact management and opportunity tracking modules are finished and in testing. The reporting module is experiencing minor delays due to complex data aggregation requirements.
WP-2: Integration (Lead: Priya Patel)
Integration with existing email system completed successfully. Salesforce data migration tool is 70% complete. Identified compatibility issue with legacy accounting system that requires additional development time.
WP-3: Testing (Lead: Marcus Johnson)
Unit testing is ongoing with 92% code coverage achieved. Integration testing revealed three critical bugs that have been prioritized for immediate resolution.
Risk Management
New Risk Identified: Legacy accounting system integration may require custom API development, potentially adding 2 weeks to timeline.
Mitigation: Escalated to steering committee; evaluating parallel workaround solution.
Budget Status
Budget: $450,000
Spent to Date: $312,000 (69%)
Forecast: On budget with $8,000 contingency remaining
Action Items
- Alex: Resolve reporting module data aggregation issues (Due: March 22)
- Priya: Complete Salesforce migration tool and begin testing (Due: March 26)
- Marcus: Retest critical bugs after fixes deployed (Due: March 21)
- Project Manager: Present integration options to steering committee (Due: March 20)
Next Meeting
Date: March 26, 2024 at 2:00 PM
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