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🏁 Milestones / Project Timeline
This will be updated once Uberall shares their timeline as well based on our conversation .
- LV - Send over test migration data. Grant sending TCS
- Grant & Samar - Send per brand customer migration list. In progress.
- (estimate) Uberall - Import dealer lists. (Uberall stated they need two weeks)
- Grant & Samar - Import error correction
- (estimate) Grant - Existing Connections Sync (Manually connect GBP & FB)
Dates | Status | Who | Task | Note | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALL | Intro Call | |||||||||
? |
| UB | Send WhiteLabel Requirements doc | ||||||||
| LV | Export Yext Data | |||||||||
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| LVReduce Yext Data (remove POI that won't be migrated) | Provide reduced list of accounts to UB | Determined to be done post migration by Ops. | |||||||
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| ALL | Migration planning
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| LV | Provide reduced
| LV Samar & Grant | Provided full export of Yext Data to UBUberall had this data at 2/13. However, on the call we aligned on 2/15. I expect they will push timelines with that clarification. I will update then.product and Uberall team | |||||||
2/13/23 |
| UB | Convert Yext Data | ||||||||
2/13/23 |
| LV Samar | Return white label req doc | ||||||||
2/14/23 - 2/17/23 | UB | Set up dashboards (SP/CSP) + whitelabel | |||||||||
2/20/23 - 2/24/23 | scheduled for 31 | ALL | Platform Training w/ SEO Team
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2/22/23 | UB | Test yext import to sandbox | |||||||||
2/22/23 |
| LV Samar & Grant | Review and fix errors (LV) | ||||||||
2/27/23 | UB | Import POI to Production | |||||||||
2/27/23 | LV Grant & Samar | Spot check data | |||||||||
2/27/23 | ALL | User Assignment | |||||||||
2/28/23 | LV | Release data from Yext | |||||||||
3/1/23 | UB | Start Sync | |||||||||
3/1/23 - 3/10/23 | ALL | Sales Training
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3/1/23 - 3/10/23 | LV Grant | Existing Connections Sync (Manually connect GBP & FB) | Lance added row. | ||||||||
3/1/23 - 3/10/23 | ALL | GBP + FB link share to connect | |||||||||
3/1/23 - 3/21/23 | ALL | DigMS Dev Team API integration review | we will likely review in Q2/Q3 | ||||||||
3/31/23 | Katie | Audit Uberall account post migration |
Next Actions
Questions
Questions | Answer | Who | When | Where (Meeting) |
|---|---|---|---|---|
| Samar (Lance Grant to assist when/if needed) | Samar & Tory |
| Meeting: Uberall Migration Internal Discussion |
| They do not have a sufficient Leadsie alternative. Their options: 1 - they can do a link similar to Yext that gives them access. 2 - They can help facilitate us sending separate GBP and FB access request for our accounts. | Uberall - David & team | LeadVenture Migration Planning Cont. |
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