Landon Smith Dashboard

Project Goals

Project Goals
PROCURE TO PAY
2024-2025
Q1 Q2 Q3 Q4
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.

Change POs in Power Apps +

Implement the option to change Purchase Orders within the Purchase Order Application.  

Prepay Module +

Create a Prepay module application that can automate clearing, reconciling, and reporting balances.

SS KPIs +

Define and implement standard KPIs and a dashboard for Shared Services.

Project Goals
RISK MANAGEMENT
2024-2025
Q1 Q2 Q3 Q4
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.

Microsoft Purview and Egnyte Secure & Govern modules + 20%

Implement Microsoft Purview and Egnyte Secure & Govern modules to manage sensitive content. 

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.

Cybersecurity and hardware Management Policies. +

Review, document, and fine-tune our Cybersecurity and hardware management policies and procedures.

February Board Meeting +

Support the FY2025 February Board Meeting

May Board Meeting +

Support the FY2025 May Board Meeting.

IT security Audit and document policies +

Perform a full IT security audit review and document all policies and procedures.

Cyber Campaigns + 1 1 1 i1

Quarterly Cybersecurity end-user campaigns.

Project Goals
GENERAL ADMIN AND IT SUPPORT
2024-2025
Q1 Q2 Q3 Q4
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.

Yearly Satisfaction Survey +

Run a yearly Customer Service Satisfaction Survey and present the findings and an action plan.

3 Year Strategy +

Outline and present a 3-year Digital Transformation strategy for the department.

Standardize Project Management Tools +

Implement a standard project management and a standard project prioritization tool.

Implement the 3-year plan for digital transformation. +

Reorganize the department to carry out the plan for digital transformation.

Implement Multi-tier Helpdesk +

Implement a multi tier structures helpdesk in Atera. Utilizing Chris Moore and possible Helpdesk support. 

Post Implementation Analysis + 1 1

Conduct a standard post-implementation analysis and learnings after major program deployments.

Board Meeting Postmortem + 1 1 i1

Conduct a standard AV feedback analysis and learnings after each board meeting.

AFM Training +

Obtain Power Apps Consultant PL-200 Certification.

Project Goals
SYSTEMS & TECHNOLOGICAL TOOLS
2024-2025
Q1 Q2 Q3 Q4
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. 

Microsoft Process Mining +

Select one process and implement Microsoft Process Mining to optimize and uncover automation opportunities. 

HeyGen AI Video + 14%

Test and develop one training module using HeyGen AI-powered video creation application. 

Microsoft CoPilot +

Expand Microsoft Office365 CoPilot AI to selected AFM core users.

IT KPIS +

Establish IT, Data Governance, and Cybersecurity KPIs.

Test Atera AI Capabilities +

Test AI capabilities in our Customer Service Ticketing system using CoPilot.

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
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.

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.

Governance and Security +

Implement Microsoft Purview and Egnyte Governance Modules to prepare the company for Microsoft Copilot.

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.