Project scope
Categories
Data analysis Data modelling Project management Information technology DatabasesSkills
project documentation business analysis communication data mapping project management data integrity data migration management customer relationship management real estateThis project involves migrating all current CRM data from an existing platform to Follow Up Boss, ensuring a clean, structured, and fully functional setup. Students will gain real-world experience in CRM data migration, business analysis, and platform customization within the real estate sector.
Project Description & Deliverables
Students will:
- Audit and analyze existing CRM data and workflows
- Cleanse and prepare data for migration
- Migrate data to Follow Up Boss
- Customize Follow Up Boss CRM based on company workflows
- Conduct QA testing to ensure data integrity
- Develop user guides and deliver internal training
Deliverables:
- CRM audit and migration plan
- Data mapping tracker
- Functional Follow Up Boss implementation
- QA report
- Training manual and session
- Final presentation to management
Desired Outcomes & Learning Objectives
Students will:
- Gain experience with data migration and CRM systems
- Apply business analysis and project documentation skills
- Understand real estate operational workflows
- Enhance communication and project management skills
Providing access to necessary tools, software, and resources required for project completion.
Scheduled check-ins to discuss progress, address challenges, and provide feedback.
About the company
Lux Transitions is a real estate firm specializing in guiding clients through significant life changes such as relocation, downsizing, and estate transitions. With a client-focused approach, the company uses technology and personalized service to streamline every aspect of real estate transactions.