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. 

BHAG Goals