Employees

CRM for DSO - POC

Understand if CRM Dynamics could meet the requirements and use cases of the DSO in assisting with customer information management.

Key deliverables

  • List of use cases and requirements, evidence of system design to meet requirements

Target outcomes

  • Understanding of how the system can be built (using out of the box and configurable functionality to meet needs of the wider DSO and more specific requirements of teams within the DSO

Measures of success

  • Data able to be displayed and reported on as required. Links between data to be representative of customer interactions. Ease of use. -Meeting Organisational resilience, GDPR and cyber obligations

Stakeholder Engagement

DSO internal teams

Timeline

Planned start:
01.10.2024
Target completion:
30.01.2025

Status

Completed

Milestones

  • End Jan completion date (Jan 25)