Project Vision Document

1. Project Overview

Project Name: Salesforce Integration

Project Sponsor: Mad-Tech AI

Project Manager: Mike Meier

Document Version: 1.0

Last Updated: 11/21/2024

2. Vision Statement

The vision for the Salesforce Integration project is to seamlessly connect and replace our legacy, home-grown CRM system with Salesforce, ensuring a smooth migration of all contact information and enhancing the overall efficiency and user experience of our CRM processes.

3. Business Objectives

• Modernize CRM infrastructure by implementing Salesforce
• Ensure seamless data migration to prevent data loss and maintain data integrity
• Increase operational efficiency through streamlined CRM processes
• Enhance user experience and satisfaction with a more robust CRM system

4. Project Scope

In Scope:

• Development of code to connect the legacy CRM system to Salesforce
• Migration of all contact information from the legacy system to Salesforce
• Validation and verification of data integrity post-migration

Out of Scope:

• Customization of Salesforce beyond the initial setup and migration
• Training for end-users on the new Salesforce system
• Integration of additional third-party tools or systems

5. Stakeholders

• Project Sponsor: Mad-Tech AI
• Project Manager: Mike Meier
• Development Team: Salesforce Integration Team
• End Users: Sales and Customer Support Teams
• IT Department: Oversight and support during implementation

6. Deliverables

• Codebase for connecting legacy CRM to Salesforce
• Complete and accurate migration of contact information to Salesforce
• Data validation and integrity report post-migration

7. Assumptions

• Legacy CRM system is currently stable and accessible for data extraction
• Salesforce licenses and basic setup are already in place
• Adequate resources and budget are available for the project duration

8. Constraints

• Limited time frame to complete the migration to avoid business disruption
• Dependency on accurate and complete data from the legacy system
• Potential for unforeseen technical challenges during integration

9. Risks

• Data loss or corruption during migration
• Unanticipated compatibility issues between the legacy CRM and Salesforce
• Project delays due to resource constraints or technical difficulties