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Project plan

06 / 10

Project Priorities.

No priorities surfaced for this product in the discovery conversation yet.

Implementation journey

From day one to live and adopted.

A structured journey across 8 weeks, paced to keep momentum without overwhelming the business.

Senior-led delivery · Structured milestones · Clear accountability · Minimal disruption

Phase
W1
W2
W3
W4
W5
W6
W7
W8

Kick-off and Discovery

W1

Implementation Blueprint and Solution Design

W1–2

CRM and Data Architecture, Phase 1 Configuration

W2–3

Outlook, Email and Shared Inbox Configuration

W3

Intact iQ Integration Design and QA

W3–4

RFM, Account Health and Reporting

W4–5

Marketing and Consent Readiness

W5

AI and Automation Assessment

W5

AI and Automation Priority Build Package

W5–7

AI Pilot Review and Operational Handover

W7–8

UAT, Refinement, Training and Final Handover

W8

Ensuring a smooth project

Forbidden Customer Portal

All tasks, planned sessions, and supporting materials will be tracked and managed via the Forbidden customer portal, which will serve as the central hub for communication, progress visibility, and documentation throughout the engagement.

  • Plan and Tasks, An overview of all key milestones and tasks. As the project progresses, more will be added.
  • Tasks, Any time we need something from you, you'll be notified by email and the task will appear here. This helps us keep the project moving.
  • Submit a Task, Use this section to submit a specific request or task you'd like us to review and consider.
  • Files, All shared files will be stored here. You can also upload any files you want to share with us.
  • Chat, Send messages or ask questions here. Keeping everything in one place helps us stay organised.
Forbidden customer portal, Plan and Tasks view