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Design, developing and deploying an Intelligent CRM Flywheel HubSpot Dashboard Vision “Turning strangers into promoters” Problem ITYData is a young and growing Tech & Data consultancy with a driving vision - “We envision a world where every business and every individual are continuously transforming”. Although ITYData is striving to achieve its desired customer delight state, there is still significant work to be done. To get ITYData to its desired customer delight state, they have to develop a data-driven Flywheel to enable the business to turn strangers into promoter. The primary goal of this program is to design, develop, and deploy an Intelligent CRM Flywheel HubSpot Dashboard to help visualize customer data, create customer insight, and foster data-driven business decision-making. Product Value Proposition For business who are looking for a data tool to help transform strangers into promoters, The Intelligent CRM Flywheel HubSpot Dashboard is data-driven customer analytics tool that helps businesses understand how a stranger becomes a business promoter, customer journeys, customer attraction, customer engagement, and customer delight. Unlike traditional dashboards, The Intelligent CRM Flywheel HubSpot Dashboard is an easy-to-use, interactive, intelligent and affordable data-driven customer analytic dashboard. Project 1 – OKR – Objective and Key Results Objective The first objective is to analyse, design, develop, test and deploy an The Intelligent CRM Flywheel HubSpot Dashboard for Taster Sessions [Use Case 1]. Key Results – Project 1 Analyse The Intelligent CRM Flywheel HubSpot Dashboard for Taster Sessions Gather requirement for The Intelligent CRM Flywheel HubSpot Dashboard for Taster Sessions Create a stakeholder map for The Intelligent CRM Flywheel HubSpot Dashboard for Taster Sessions Create a high-level process flow for The Intelligent CRM Flywheel HubSpot Dashboard for Taster Sessions Create a detailed-level process flow for The Intelligent CRM Flywheel HubSpot Dashboard for Taster Sessions Create a low-resolution design for The Intelligent CRM Flywheel HubSpot Dashboard for Taster Sessions Create a high-resolution design for The Intelligent CRM Flywheel HubSpot Dashboard for Taster Sessions Create a prototype for The Intelligent CRM Flywheel HubSpot Dashboard for Taster Sessions Develop version 1 of The Intelligent CRM Flywheel HubSpot Dashboard for Taster Sessions Deploy version 1 of The Intelligent CRM Flywheel HubSpot Dashboard for Taster Sessions

Grow the Business (GtB) Flywheel Vision - Turning Strangers into Promoters 3 months Internal Client - Marketing Business Team Background At ITyDATA, we envision a world where businesses can increase business impact and value delivery through data and technology. We're bringing this world about through our value-building, innovative, and cost-effective data and technology consulting services. At its core, ITyDATA is an innovative technology and data innovation consultancy. We are focused on simplifying technology and data innovation in order to increase business value and impact. One key business growth strategy is to Grow the Business using HubSpot Flywheel Key Objective The key objective of this project is to design and develop an interactive data-driven dashboard for Grow the Business Flywheel Key Activities Create An interactive dashboard for Grow the Business Flywheel Research, identify and analyse key metrics for Grow the Business Flywheel Research, identify and analyse key datasets for Grow the Business Flywheel Research, identify and analyse key dataflow for Grow the Business Flywheel Research, identify and analyse key data process for Grow the Business Flywheel Key Results An interactive dashboard for Grow the Business Flywheel Agreed key metrics for Grow the Business Flywheel Agreed key datasets for Grow the Business Flywheel Agreed key high-level dataflows for Grow the Business Flywheel Agreed key high-level data processes for Grow the Business Flywheel Constraints & Assumptions Can be completed within 12 weeks 1 dedicated agile team Project Scope In Scope 1 – 3 Use Cases Flywheel based on current business processes Simple and easy to implement Out of Scope Flywheels with significant cost AI driven flywheel Target Stakeholders Internal Stakeholders ITyDATA Marketing Business Team ITyDATA Advisors External Stakeholders HubSpot Service Team Delivery Team ITyDATA Engineering Agile Team