SEO Customer Off-boarding

Summary

Update SEO off boarding process to fully off board from all systems and processes owned by SEO.

Target release

Jan 31, 2023

Priority

 

Project status

Done

Progress

100%

Brand

DS ARI

Owner

@Grant Gooch

Team

 

Status Note

 

Key Dates

documentation complete
Jan 31, 2023 Gemma fully trained
Jan 31, 2023 @Grant Gooch RepMan & Directory teams trained to off board.
Feb 1, 2023 Begin updated SEO off boarding.
Feb 10, 2023 COMPLETED.

Resources

 

Expected impact

 

Actual impact

 

Description

1

Jan 25, 2023
Francisco on track to have Gemma fully trained by EOM. Grant on track to train Yonatan by EOM.

Jan 26, 2023

Gemma fully trained on offboarding.

Feb 3, 2023

Yonatan Training for offboarding was moved to next week due to escalation prioritization.

Feb 3, 2023

Gemma started doing offboarding for December and January cancelled clients.

Milestones / Project Timeline

 

Next Actions

 

Questions

Questions

Answer

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Where (Meeting)

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Answer

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Decisions

Decision

Why

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Decision

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*Primary decision maker in bold.

Files & Resources

Links here…

Dependencies

 

Related Projects

 

Future Work

 

 


Notes