CRM Migration Planning

Project Information

  • Category: Product Management / Healthcare / CRM
  • Company: Veterans Benefits Guide (VBG)
  • Duration: 3 Months, 2024
  • Impact: Built roadmap, restructured workflows, led PMs

The Challenge: Too Many Projects, Not Enough Resources

  • VBG was juggling multiple large initiatives without proper project tracking or prioritization.
  • The team had minimal internal product management resources and no established accountability structures.
  • Mission-critical projects included a migration from SugarCRM to Salesforce and the design of a Clinic App for veterans and providers.

The Solution: Laying the Groundwork for Success

  • Audited the current landscape to identify gaps, bottlenecks, and areas of risk.
  • Mentored two junior PMs leading the Salesforce migration and Clinic App efforts.
  • Created a prioritized roadmap focused on resourcing the highest-impact initiatives.
  • Established internal tracking systems for progress and accountability.

📌 Key Initiatives Led

  • Clinic App Oversight: Cleared technical blockers and aligned stakeholders to move the project forward.
  • Workflow Redesign: Implemented tracking tools and agile practices to increase team efficiency.

Key Impact & Metrics

  • Improved visibility: Introduced reporting dashboards and progress tracking.
  • Resource alignment: Focused limited resources on top priorities.
  • Team leadership: Mentored two junior PMs, improving execution speed and clarity.
  • Operational efficiency: Reduced project bottlenecks and improved cross-team collaboration.