Landon Smith Dashboard
Project Goals
Project Goals | ||||||||||||||
PROCURE TO PAY 2024-2025 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
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Objectives | Jul-24 | Aug-24 | Sep-24 | Oct-24 | Nov-24 | Dec-24 | Jan-25 | Feb-25 | Mar-25 | Apr-25 | May-25 | Jun-25 | Score | |
PO and Inv App 23 enhancements + | 0 | |||||||||||||
Review and Improve the PO and Supplier Invoice Applications and implement necessary enhancements. |
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Change POs in Power Apps + | ||||||||||||||
Implement the option to change Purchase Orders within the Purchase Order Application. |
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Prepay Module + | ||||||||||||||
Create a Prepay module application that can automate clearing, reconciling, and reporting balances. |
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SS KPIs + | ||||||||||||||
Define and implement standard KPIs and a dashboard for Shared Services. |
Project Goals | ||||||||||||||
RISK MANAGEMENT 2024-2025 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
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Objectives | Jul-24 | Aug-24 | Sep-24 | Oct-24 | Nov-24 | Dec-24 | Jan-25 | Feb-25 | Mar-25 | Apr-25 | May-25 | Jun-25 | Score | |
September Board Meeting + | 10% | 30 | ||||||||||||
Support the FY2025 September Board Meeting. |
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Microsoft Purview and Egnyte Secure & Govern modules + | 20% | |||||||||||||
Implement Microsoft Purview and Egnyte Secure & Govern modules to manage sensitive content. |
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Test Purview with Microsoft Fabric + | ||||||||||||||
Understand Purview's application to Microsoft Fabric. Work with Lantern to select at least one business case and apply fabric to our Fabric Lakehouse. |
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Cybersecurity and hardware Management Policies. + | ||||||||||||||
Review, document, and fine-tune our Cybersecurity and hardware management policies and procedures. |
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February Board Meeting + | ||||||||||||||
Support the FY2025 February Board Meeting |
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May Board Meeting + | ||||||||||||||
Support the FY2025 May Board Meeting. |
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IT security Audit and document policies + | ||||||||||||||
Perform a full IT security audit review and document all policies and procedures. |
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Cyber Campaigns + | 1 | 1 | 1 | i1 | ||||||||||
Quarterly Cybersecurity end-user campaigns. |
Project Goals | ||||||||||||||
GENERAL ADMIN AND IT SUPPORT 2024-2025 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
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Objectives | Jul-24 | Aug-24 | Sep-24 | Oct-24 | Nov-24 | Dec-24 | Jan-25 | Feb-25 | Mar-25 | Apr-25 | May-25 | Jun-25 | Score | |
SharePoint Premium + | 10% | 10 | ||||||||||||
Develop a Document Library that is secure, searchable, and AI-ready for Supplier Invoices and Contracts. |
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Yearly Satisfaction Survey + | ||||||||||||||
Run a yearly Customer Service Satisfaction Survey and present the findings and an action plan. |
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3 Year Strategy + | ||||||||||||||
Outline and present a 3-year Digital Transformation strategy for the department. |
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Standardize Project Management Tools + | ||||||||||||||
Implement a standard project management and a standard project prioritization tool. |
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Implement the 3-year plan for digital transformation. + | ||||||||||||||
Reorganize the department to carry out the plan for digital transformation. |
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Implement Multi-tier Helpdesk + | ||||||||||||||
Implement a multi tier structures helpdesk in Atera. Utilizing Chris Moore and possible Helpdesk support. |
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Post Implementation Analysis + | 1 | 1 | ||||||||||||
Conduct a standard post-implementation analysis and learnings after major program deployments. |
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Board Meeting Postmortem + | 1 | 1 | i1 | |||||||||||
Conduct a standard AV feedback analysis and learnings after each board meeting. |
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AFM Training + | ||||||||||||||
Obtain Power Apps Consultant PL-200 Certification. |
Project Goals | ||||||||||||||
SYSTEMS & TECHNOLOGICAL TOOLS 2024-2025 |
Q1 | Q2 | Q3 | Q4 | ||||||||||
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Objectives | Jul-24 | Aug-24 | Sep-24 | Oct-24 | Nov-24 | Dec-24 | Jan-25 | Feb-25 | Mar-25 | Apr-25 | May-25 | Jun-25 | Score | |
AI Data Extraction + | 10% | 24 | ||||||||||||
Implement Power Automate AI data extraction model for the Supplier Invoice application. |
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Microsoft Process Mining + | ||||||||||||||
Select one process and implement Microsoft Process Mining to optimize and uncover automation opportunities. |
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HeyGen AI Video + | 14% | |||||||||||||
Test and develop one training module using HeyGen AI-powered video creation application. |
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Microsoft CoPilot + | ||||||||||||||
Expand Microsoft Office365 CoPilot AI to selected AFM core users. |
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IT KPIS + | ||||||||||||||
Establish IT, Data Governance, and Cybersecurity KPIs. |
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Test Atera AI Capabilities + | ||||||||||||||
Test AI capabilities in our Customer Service Ticketing system using CoPilot. |
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Quarterly AV Training + | 1 | 1 | 1 | 1 | ||||||||||
Implement a quarterly AV training program for all employees. |
BHAG Goals
Project Goals | |||||||||||||
MOST INNOVATIVE PRODUCE COMPANY IN THE WORLD AND THE U.S. WITH HIGHEST CONSUMPTION 2024-2025 |
Q1 | Q2 | Q3 | Q4 | |||||||||
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Objectives | Jul-24 | Aug-24 | Sep-24 | Oct-24 | Nov-24 | Dec-24 | Jan-25 | Feb-25 | Mar-25 | Apr-25 | May-25 | Jun-25 | |
Implement KPIs + | |||||||||||||
Establish KPIs to oversee operations and enhance team performance. |
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Practical AI: + | |||||||||||||
Implement SharePoint Premium for AFM Contracts and AI data extraction for Invoices and Microsoft Copilot for a selected user group. Test a video with Hy-Gen. |
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Governance and Security + | |||||||||||||
Implement Microsoft Purview and Egnyte Governance Modules to prepare the company for Microsoft Copilot. |
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3-year digital transformation Strategy + | |||||||||||||
Design, present, and finalize a 3-year digital transformation strategy for the department, outlining the necessary skills and technologies to achieve the goal. |