
Landon Smith Dashboard
Project Goals
Project Goals | ||||||||||||||
COMPLIANCE 2025-2026 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Objectives | Jul-25 | Aug-25 | Sep-25 | Oct-25 | Nov-25 | Dec-25 | Jan-26 | Feb-26 | Mar-26 | Apr-26 | May-26 | Jun-26 | Score | |
AMS Management Review + | 0 | |||||||||||||
Prepare the organization for AMS's management review |
||||||||||||||
Onboarding Videos + | ||||||||||||||
Develop onboarding videos that improve integration, compliance, and security. |
||||||||||||||
Purview Data Classification + | ||||||||||||||
Improve Data Loss Prevention within Microsoft Purview. |
||||||||||||||
IT gap analysis implementation + | ||||||||||||||
Implement security enhancements for the production environment based on IT gap analysis. |
||||||||||||||
Cyber Penetration Test + | ||||||||||||||
Peform an independent cyber penetration test and Communicate IT Risks to leadership |
||||||||||||||
Annual Cyber Training + | ||||||||||||||
Perform AFM's annual cybersecurity awareness education to all AFM team members. |
||||||||||||||
Quaterly AV Training + | 1 | 1 | 1 | i1 | ||||||||||
Quaterly AV trainings to ensure staff competency. |
||||||||||||||
Quaterly Cyber Campaings + | 1 | 1 | 1 | i1 | ||||||||||
Execute quarterly cyber campaigns and threat simulations |
Project Goals | ||||||||||||||
AUTOMATION 2025-2026 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Objectives | Jul-25 | Aug-25 | Sep-25 | Oct-25 | Nov-25 | Dec-25 | Jan-26 | Feb-26 | Mar-26 | Apr-26 | May-26 | Jun-26 | Score | |
DocuSign CLM Gap Analysis + | 0 | |||||||||||||
Optimize DocuSign CLM based on the recommendations from the gap analysis. |
||||||||||||||
IT KPI reviews + | ||||||||||||||
Restructure weekly internal meetings to review SLA adherence, vendor metrics, and pending operational issues. |
||||||||||||||
D365 Multichannel + | ||||||||||||||
Explore D365 multi-channel capabilities to engage business units |
||||||||||||||
D365 Process Improvement + | ||||||||||||||
Assess D365 workflows, identify and implement improvements |
||||||||||||||
Identify Pain Points + | ||||||||||||||
Meet with each business units to identify pain points include solutions for FY27 planning |
||||||||||||||
Annual Survey + | ||||||||||||||
Conduct, analyze, and present findings of the annual service survey |
||||||||||||||
IT Kaizen + | ||||||||||||||
Facilitate one IT process improvement through a focused kaizen event. |
Project Goals | ||||||||||||||
METRICS 2025-2026 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Objectives | Jul-25 | Aug-25 | Sep-25 | Oct-25 | Nov-25 | Dec-25 | Jan-26 | Feb-26 | Mar-26 | Apr-26 | May-26 | Jun-26 | Score | |
Bi-Weekly Meetings with Steelbrook + | 0 | |||||||||||||
Initiate a Bi-Weekly Steelbrook review process to improve resource utilization and enforce SLAs. |
||||||||||||||
Data Process Mining (DPM) + | ||||||||||||||
Implement data mining for the Supplier Invoice Cycle |
||||||||||||||
IT Quaterly Secure Score Review + | 1 | 1 | 1 | i1 | ||||||||||
Hold quarterly secure score reviews to continuously strengthen cybersecurity posture. |
Project Goals | ||||||||||||||
ARTIFICIAL INTELLIGENCE 2025-2026 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Objectives | Jul-25 | Aug-25 | Sep-25 | Oct-25 | Nov-25 | Dec-25 | Jan-26 | Feb-26 | Mar-26 | Apr-26 | May-26 | Jun-26 | Score | |
DocuSign CLM IAM + | 0 | |||||||||||||
Implement DocuSign's Intelligent Agreement Management (IAM) to review specific contractual clauses. |
||||||||||||||
Accounting AI Agent + | ||||||||||||||
Develop an AI chatbot Agent for accounting based on SharePoint invoices, contracts, digital Assets, and policies |
||||||||||||||
Invoice AI Agent + | ||||||||||||||
Develop an AI agent to automatically post targeted basic supplier invoices based on Operating Guidelines |
Project Goals | ||||||||||||||
PARTNER 2025-2026 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Objectives | Jul-25 | Aug-25 | Sep-25 | Oct-25 | Nov-25 | Dec-25 | Jan-26 | Feb-26 | Mar-26 | Apr-26 | May-26 | Jun-26 | Score | |
Branded Teams + | 0 | |||||||||||||
Create a branded Teams and Outlook interface. |
||||||||||||||
D365 Partner + | ||||||||||||||
Secure a qualified Dynamics 365 partner to support system enhancements and version upgrades. |
||||||||||||||
Audio Visual + | ||||||||||||||
Improve the Audio-Visual performance experience from 66% to 75% net satisfaction. |
||||||||||||||
DocuSign CLM Certification + | ||||||||||||||
Obtain Certified DocuSign CLM Workflow Developer Certification. |
||||||||||||||
IT Dashboard + | ||||||||||||||
Build a unified IT metrics dashboard. |
||||||||||||||
Board Meetings + | 1 | 1 | i1 | |||||||||||
Conduct Board Meeting and post-mortem analysis. |