Landon Smith Dashboard
Project Goals
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| COMPLIANCE 2025-2026 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
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| 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 + | 27.5 | |||||||||||||
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Prepare the organization for AMS's management review |
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| Onboarding Videos + | ||||||||||||||
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Develop onboarding videos that improve integration, compliance, and security. |
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| Purview Data Classification + | ||||||||||||||
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Improve Data Loss Prevention within Microsoft Purview. |
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| IT gap analysis implementation + | 27.5% | |||||||||||||
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Implement security enhancements for the production environment based on IT gap analysis. |
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| Cyber Penetration Test + | ||||||||||||||
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Peform an independent cyber penetration test and Communicate IT Risks to leadership |
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| Annual Cyber Training + | ||||||||||||||
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Perform AFM's annual cybersecurity awareness education to all AFM team members. |
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| Quaterly AV Training + | 1 | 1 | 1 | i1 | ||||||||||
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Quaterly AV trainings to ensure staff competency. |
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| Quarterly Cyber Campaigns + | 1 | 1 | 1 | i1 | ||||||||||
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Execute quarterly cyber campaigns and threat simulations |
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| 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 + | 58 | |||||||||||||
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Optimize DocuSign CLM based on the recommendations from the gap analysis. |
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| IT KPI reviews + | 10% | |||||||||||||
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Restructure weekly internal meetings to review SLA adherence, vendor metrics, and pending operational issues. |
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| D365 Multichannel + | 15% | |||||||||||||
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Explore D365 multi-channel capabilities to engage business units |
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| D365 Process Improvement + | 17% | |||||||||||||
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Assess D365 workflows, identify and implement improvements |
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| Identify Pain Points + | 16% | |||||||||||||
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Meet with each business units to identify pain points include solutions for FY27 planning |
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| Annual Survey + | ||||||||||||||
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Conduct, analyze, and present findings of the annual service survey |
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| IT Kaizen + | ||||||||||||||
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Facilitate one IT process improvement through a focused kaizen event. |
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| 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 | |||||||||||||
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Initiate a Bi-Weekly Steelbrook review process to improve resource utilization and enforce SLAs. |
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| Data Process Mining (DPM) + | ||||||||||||||
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Implement data mining for the Supplier Invoice Cycle |
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| IT Quaterly Secure Score Review + | 1 | 1 | 1 | i1 | ||||||||||
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Hold quarterly secure score reviews to continuously strengthen cybersecurity posture. |
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| 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 + | 50% | 50 | ||||||||||||
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Implement DocuSign's Intelligent Agreement Management (IAM) to review specific contractual clauses. |
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| Accounting AI Agent + | ||||||||||||||
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Develop an AI chatbot Agent for accounting based on SharePoint invoices, contracts, digital Assets, and policies |
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| Invoice AI Agent + | ||||||||||||||
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Develop an AI agent to automatically post targeted basic supplier invoices based on Operating Guidelines |
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| PARTNER 2025-2026 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
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| 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 + | 5% | 55 | ||||||||||||
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Create a branded Teams and Outlook interface. |
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| D365 Partner + | 25% | |||||||||||||
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Secure a qualified Dynamics 365 partner to support system enhancements and version upgrades. |
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| Audio Visual + | ||||||||||||||
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Improve the Audio-Visual performance experience from 66% to 75% net satisfaction. |
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| DocuSign CLM Certification + | ||||||||||||||
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Obtain Certified DocuSign CLM Workflow Developer Certification. |
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| IT Dashboard + | 25% | |||||||||||||
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Build a unified IT metrics dashboard. |
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| Board Meetings + | 1 | 1 | i1 | |||||||||||
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Conduct Board Meeting and post-mortem analysis. |
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