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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.

Indicative sequencing of the eleven scoped workstreams, with priority capabilities available by the end of February 2027. Detailed milestones will be confirmed during discovery.

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

Phase
W1
W2
W3
W4
W5
W6
W7
W8
W9
W10
W11
W12

Kick-off & Discovery

W1

Operating Blueprint & Solution Design

W1–2

CRM Architecture & Configuration

W2–3

Data Cleansing & Migration Preparation

W3–5

Initial Data Migration

W5–6

Recurring Payment Ingestion (Data Studio)

W6–7

Contribution Status, Reporting & Alerts

W7–9

Member Segmentation, Basic Marketing Hub Setup & Communications Enablement

W9–10

UAT & Refinements

W10–12

Training, Demonstration & Handover

W12

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