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  • CRM Digital Command Center Status Meeting

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    Stacey Romano
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    The document provides updates from a CRM Digital Command Center status meeting, including: 1) Key items that are completed or actively being worked on, such as signing off on requirements, planning a sprint review, automating schedule changes, and selecting a CTI vendor. 2) The project timeline is dependent on acquiring a CTI solution and integrating it with EPIC, and weekly newsletters on the project will begin next week. 3) At the next status meeting, the team plans to provide a go-live date for the project.

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    CRM Digital Command Center presentation

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    CRM Digital Command Center

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    The document provides updates from a CRM Digital Command Center status meeting, including: 1) Key items that are completed or actively being worked on, such as signing off on requirements, planning a sprint review, automating schedule changes, and selecting a CTI vendor. 2) The project timeline is dependent on acquiring a CTI solution and integrating it with EPIC, and weekly newsletters on the project will begin next week. 3) At the next status meeting, the team plans to provide a go-live date for the project.

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    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
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    18 views7 pages

    CRM Digital Command Center Status Meeting

    Uploaded by

    Stacey Romano
    The document provides updates from a CRM Digital Command Center status meeting, including: 1) Key items that are completed or actively being worked on, such as signing off on requirements, planning a sprint review, automating schedule changes, and selecting a CTI vendor. 2) The project timeline is dependent on acquiring a CTI solution and integrating it with EPIC, and weekly newsletters on the project will begin next week. 3) At the next status meeting, the team plans to provide a go-live date for the project.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
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    of 7

    CRM Digital Command

    Center Status Meeting


    4/10/2019
    Digital Command Center
    Updates of completed Items

     Business Requirements Document (partial) sign off 3/22


     First Persistent Sprint I review scheduled for 4/15
     “Proof of concept” for automating practice schedule changes
    Items we are actively working on

     CTI vendor decision (4/16) and acquisition (ASAP)


     Finalized integration design and Client ID for Persistent (4/16)
     Knowledge articles loaded into Salesforce
     Reminder and Alert via SMS design and strategy
     Continue to work as a team
    High Level Timeline

    • CTI acquisition and EPIC integration are part of our critical path in
    determining a go live date.
    • Weekly project newsletters to start next week
    • At the next status meeting we plan to have a date.
    PEC Newsletter
    PEC Newsletter Week of 04-08-2019
     
    Title: Meet Your Salesforce Team
    Author: Tanya B. McCrimmon

    Throughout this process we want you to know who’s on your team He loves new implementations of Salesforce and enjoys working
    and working hard to implement Salesforce.com at PEC. collaboratively with cross-functional teams delivering innovative and
    inspiring solutions. Saqib loves hiking and spending time with his
     I will begin with the introductions! My name is Tanya B. McCrimmon
    family. He is very excited to work with PEC on this project and to
    and I am the Salesforce Administrator for Cone Health. I am an alum
    make the system efficient and productive.
    of UNC Greensboro and hold a Masters in Business Administration
    and an undergraduate degree in Public Health Education. I have Lastly, but certainly not least there are a few other members of the
    been a CRM Administrator for five years working in various industries implementation team that you should know. Meet Jason Wright, he is
    from banking to specialty pharmaceuticals and manufacturing. Prior Cone Health’s Director of ERP & CRM. Jason is a native of the triad,
    to being a system administrator, I spent almost 10 years employed in also a UNC Greensboro alum and has over 15 years of experience in
    call centers doing various job roles from customer service and team the healthcare industry. Jason loves spending time with his family
    leadership to sales and operations. In my spare time I love traveling and relaxing on his boat at the lake. Meet our IT Project Manager,
    with family and friends. I am excited and look forward to working Stacey Romano. Stacey has over 20 years’ experience in IT in the
    with PEC on this project to make your life’s easier and more efficient. healthcare industry. She has been a certified Project Management
    Professional since 2006, enjoys family time and loves the beach.
    Next up we have Saqib! Saqib Ali is the Salesforce Developer here at
    Cone Health. He has seven years combined experience working as a In addition to our primary roles both Saqib and I will be working as
    Salesforce Administrator and a Salesforce Developer in different Business Analysts gathering requirements from our end users to
    industries. Saqib is Certified in both disciplines by Salesforce. ensure that we build a robust customer relationship management
    tool. Our team with be working parallel with Persistent, our
    development partner, to make this project a complete success.
    Questions?? Do you know who this is?

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