Mid-Project Progress Review

07 Mar 2026, 11:0040m 0sPASTE

Complete

Speakers

Sarah Chen

200 words·5 segments

88%

Marcus Webb

180 words·4 segments

80%

Lisa Patel

90 words·2 segments

60%

Sarah Chen0:00

Good morning everyone. We are about halfway through the planned timeline. Marcus, where are we on migration?

Marcus Webb0:30

Data cleansing is 70% complete. The dedup algorithm worked well — we resolved 2,400 of the 3,000 duplicates automatically. The remaining 600 are with sales ops for manual review. Field mapping is done and tested. I am confident we can start the first migration dry run next week.

Lisa Patel3:00

I have the training framework designed but I am struggling with content creation. The Dynamics 365 sandbox environment is not ready yet, so I cannot create the hands-on exercises. Marcus, when will that be available?

Marcus Webb4:00

The sandbox should be provisioned by end of this week. I will get you admin access as soon as it is up.

Sarah Chen5:00

Now, I had a conversation with the board yesterday and they are very keen on having a custom reporting dashboard in Dynamics. They want real-time pipeline analytics, win/loss analysis, and territory performance views. Can we scope that in?

Marcus Webb6:00

That is a significant addition. Dynamics has built-in Power BI integration, but configuring custom dashboards with those specific views would add at least three to four weeks of work. It was not in the original scope.

Sarah Chen7:00

I understand, but the board sees this as high value. Can we phase it? Maybe basic pipeline reporting for go-live and the advanced analytics in a phase two?

Marcus Webb8:00

We could do basic pipeline reporting using out-of-the-box Dynamics dashboards — maybe a week of configuration. The custom analytics would definitely be phase two.

Sarah Chen8:40

Let us go with that. Basic reporting for go-live, advanced analytics as phase two. I will manage the board expectations.

Lisa Patel9:20

I should also flag that nobody has mentioned UAT planning yet. We need sign-off from all department leads before go-live, and that process alone typically takes two to three weeks.

Sarah Chen10:20

Good catch Lisa. Let us block out the last three weeks of Q3 for UAT. Marcus, can you put together the UAT test plan?

Marcus Webb11:00

Will do. I will have a draft UAT plan by next Friday.

Escalation

Board requested custom reporting dashboards — not in original scope

Real-time pipeline analytics, win/loss analysis, territory performance views. Would add 3-4 weeks if fully custom.

Sarah Chen11:00

Confidence

95%

Agreement

Phase reporting: basic dashboards at go-live, advanced analytics in phase two

Basic pipeline reporting via out-of-the-box Dynamics dashboards (1 week config). Custom Power BI analytics deferred to phase two.

Sarah Chen11:00

Confidence

92%

Action

Block last 3 weeks of Q3 for UAT with department lead sign-off

UAT process requires sign-off from all department leads before production cutover. Marcus to draft UAT plan by next Friday.

Sarah Chen11:00

Confidence

90%

Action

Provision Dynamics 365 sandbox and grant Lisa admin access this week

Training content creation blocked until sandbox environment is available for hands-on exercise development.

Marcus Webb11:00

Confidence

88%