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Lance Shroyer

Lance Shroyer

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Summary

Migrate a single location for all current paying customers from Yext and http://Grade.us RepMan Website Review Tools to LV tool.

Target release

Priority

Project status

Status
colourPurple
titleDone

Progress

Status
title100%

Brand

Status
colourGreen
titleDS
Status
colourGreen
titleARI

Owner

Grant Gooch

Team

Status Note

- Messaged Doug to set meeting to finalize migration steps and training materials. Waiting on answer.

Product Details & Timeline

This is complete. Doug is working through some bugs from the migration but they are not functional to the migration, but the product itself.

Key Dates

  •   Begin beta testing & determine migration completion timeline
  •   Documentation & migration team training completed
  •   Projected to complete.
  •   Done. Grant.

Resources

Expected impact

Actual impact

Official Product Planning & Timeline Documentation

/wiki/spaces/DMSRV/pages/4301553679

Future Work

  • Audit new RepMan setups to ensure Accurate SKUs
    All Repman customers regardless of Legacy or New package should be setup in the new RepMan tool.  Audit to ensure that they all onboarded customers have the correct SKUs in place in the CRM.

Scratch Notes

Grant to complete documentation by end of January.

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