Active Projects
Monitoring
Project Delivery Roadmap
Jan
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Dec
17% YoY Growth Initiative
↳ ENT New Sales
↳ ENT Expansion
↳ ENT Retention
↳ SMB New Sales
↳ SMB Expansion
↳ SMB Retention
↳ MKTG SMB Paid Media
↳ MKTG ENT ABM Campaigns
SO Integration
↳ SO Int Wave Alpha
↳ SO Int Wave 0
↳ SO Int Wave 1
Intercom
↳ Enterprise Chat launch✓
↳ Enterprise Knowledge base✓
↳ MM Live Chat
↳ MM Knowledge base migration
↳ Customer Portal Set up
↳ Third Line Support Set up
Nooks.AI
SMB Nooks
Hardware Outsourcing
SIS Channel Strategy
Finance AP Inbox Automation
↳ AP Inbox Auto tagging & Replies
↳ AP Invoice Data Extraction into Netsuite
GAI Optimization
MM SuperBenji Expansion
Automating Foundations Onboarding
Account Team Inbox Automation
Customer Support Traffic Lights
Credit Card on File
NA Bundles
Automated Opportunity, Expansion and Churn scores
Automated Now Cast
HIPAA
Banking Consolidation
Orders to Cash
17% YoY Growth InitiativeHadleigh & Tammy$
ENT New SalesTammy$
ENT ExpansionTammy$
ENT RetentionTammy$
SMB New SalesHadleigh$
SMB ExpansionHadleigh$
SMB RetentionHadleigh$
◄
►
SO IntegrationChris
SO Int Wave AlphaChris
SO Int Wave 0Chris
SO Int Wave 1Chris
IntercomMatt Cantor
Enterprise Chat launchMatt Cantor
Enterprise Knowledge baseMatt Cantor
MM Live ChatMatt Cantor
MM Knowledge base migrationMatt Cantor
Customer Portal Set upMatt Cantor
Third Line Support Set upMatt Cantor
Nooks.AIAlex B.
SMB NooksNicoleAI$
Hardware OutsourcingKatie
SIS Channel StrategySebastian Jensen
Finance AP Inbox AutomationAndyAI
AP Inbox Auto tagging & RepliesAndy
AP Invoice Data Extraction into NetsuiteAndy
GAI OptimizationThomas R.AI
MM SuperBenji ExpansionTemiAI$
Automating Foundations OnboardingRoweAI
Account Team Inbox AutomationChelseaAI
Customer Support Traffic LightsReg/RichardAI
Credit Card on FileAlex L.
NA BundlesShauna
Automated Opportunity, Expansion and Churn scoresKaranAI
Automated Now CastMichelleAI
HIPAAJosh Gilliam$
Banking ConsolidationN/A
Orders to CashJolie
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Q1
Q2
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Q4

Project Details

Hover over or click a project bar to see details.

ARR Impact ($K)

5778.2K+112.5K+187.0KTBD+100.0K+13.6KTBD+195.0K+100.0K6536.3K+12.3K+361.7K+67.0K441.0K100%Chart created using amCharts library

Quarterly Deliverables

Click a Quarter (Q1-Q4) in the timeline above.

Key Risks

Completed Projects
SuperBenjiAlex B. | Jolie
Nooks.AIAlex B. | Jolie
Credit Card on FileAlex L. | Ruben
NA BundlesShauna | Ruben
MM email/tickets transfer to intercomMatt Cantor | Monitoring
SuperBenji
Alex B.
!
KPI
Nooks.AI
Alex B.
✓
KPI
Credit Card on File
Alex L.
✓
KPI
NA Bundles
Shauna
✓
KPI
MM email/tickets transfer to intercom
Matt Cantor
✓
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Q1
Q2
Q3
Q4