Professional Documents
Culture Documents
JAN 2024
o CURRENT SATUATION
o PROGRAM OBJECTIVES
o IMMPLENTATION CYCLE
o PROGRAM WAVES
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CURRENT SITUATION
CRM System Custom-built CRM Manual ticketing system Upgrade to a cloud-based CRM
with advanced analytics and
integration capabilities
ERP System Legacy ERP software Inefficient processes, not scalable Migrate to a modern ERP with AI
and real-time data processing
Collaboration Tools Basic email and file sharing Limited functionality, does not Implement a comprehensive
support remote work efficiently collaboration suite with video
conferencing and real-time
document collaboration
Customer Support Manual ticketing system Slow response times, not user- Adopt an AI-powered customer
friendly support platform with chatbots and
automated ticketing
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PROGRAM OBJECTIVES
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TECHNOLOGY SELECTION CRITIRIA
Dependency Gartner
(pre-requisites availability) (Software Reviews)
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SHORT LISTED PROJECTS
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ENTERPRISE CONTENT MANAGEMENT
Summary
Set of tools designed to store, organize, manage, and track digital documents and files within an organization. ECM solutions enable businesses
to efficiently capture, store, retrieve, and secure documents, improving document-related processes and overall productivity.
STRATEGIC
OBJECTIVE
Business Benefits
Single repository for all documents and
illuminate storing confidential content in
• Cost Savings : Lowers operational costs related to paper and handling. scattered locations like personal PCs.
• Access Control : Permissions and user roles to control how to manage the documents.
• Collaboration : Enables real-time document sharing and editing.
• Version Control : Tracks and manages document versions. Governance regulations with proper
• Audit Trail : Logs changes for compliance and accountability. record management easily applied in one
• Disaster Recovery : Protects docs with backup options. place.
• Remote Access : Supports flexible work arrangements.
• Advanced Search : Search the document by name, metadata and OCR content Full integration with business application
to store all related attachments and
reference documents.
Slows down processes and wastes resources. Vulnerable to data loss and unauthorized access.
Difficulties in meeting regulatory requirements. Retrieving documents can be time-consuming and error-prone
Higher expenses on paper and duplication of files. Document-related tasks and approvals may be delayed
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PROJECT CYCLE
ASSESMENT
PHASE
Pushing a survey questionnaire to Use the collected data to Business case to be developed
give insights about cost, solutions approach vendors & technologies with the final founding, discussed
used, licenses, design & support. with clear requirements and and agreed with all business &
ensure competitive estimations. technical parties.
PROCURMENT
PROCESS
EXECUTION
PHASE
Go Live
Project Charter Execution Updates
It should outline the project's Going live include post
Describe how changes to project
objectives, scope, stakeholders, implementation support by
scope or requirements will be
members budget, and high-level operation team & integration
managed and approved, this is
schedule team for connecting any
including the post implementation
remote applications.
phase.
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PROGRAM WAVES
KPI Management
Initiatives 02
Visitors Management
Initiatives 01
1 2 3
Wave 01 Wave 02 Wave 03
(Essential Core Services) (Projects with dependency on program 01) (Covering specific business area)
Foundation for Seamless Operations Enhanced Efficiency and Accountability Improve Business Productivity
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THANK YOU
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