Implementation Phase
Vision Alignment
45% Complete
Team Size
2 stakeholders
Key decision makers
Data Assessment
35,000 records
Initial analysis complete

Priority Implementation Areas

Deal Flow Automation

High Priority

Automated contact enrichment, lead scoring, and capital source matching

Marketing Automation

Medium Priority

Content generation, distribution, and engagement tracking

Capital Provider Database

High Priority

Intelligent categorization and preference mapping

Data Infrastructure Assessment

  • Contact Database Analysis

    Data quality and structure assessment complete

  • Deal Flow Pipeline

    Process mapping and automation planning in progress

  • Integration Requirements

    Technical architecture review ongoing

Upcoming Milestones

  • Vision Workshop

    Nov 15, 2024 - 10:00 AM EST

  • Technical Deep Dive

    Nov 18-19, 2024

  • Phase 1 Review

    Dec 1, 2024