Opakanmi Oyetunji Pelumi

MonieFi Project Closure Report Component Details Project Overview MonieFi CRM Implementation Project aimed to deploy a scalable and integrated Customer Relationship Management system (Microsoft Dynamics 365) to improve lead management, customer service, reporting, and business process automation. Objective and Scope To drive operational efficiency and improve customer experience. Deliverables Summary Implemented a fully functional CRM System integrated with MonieFi financial and transaction platform. Status: Complete Centralised lead and contact data Status: Complete Verified migrated data Status: Complete Custom dashboard for sales and customer support efficiency and to display custom reports. Status: Complete Automated processes for MonieFi’s payment processes. Status: Complete Integration with microsoft apps and 3rd party tools Status: Complete Training of end users. Status: Complete Budget Performance Planned Budget: £10,000.00 Actual Budget: £10,000.00 Timeline Performance Project was completed within the 8 week timeframe given. Key Success Factor ● 100% Migration of lead and customer data without errors. ● 80% User adoption rate within the first month. ● 25% Lead conversion efficiency in the first quarter. ● Reduction in customer response time by 30%. ● Integration with MonieFi payment systems Stakeholder Feedback The stakeholders expressed enthusiasm regarding the delivery of the project; however, they requested that training sessions should also be conducted in a classroom setting. Challenges faced User resistance to adoption-mitigated by Change management and early training Timeline pressure-mitigated by Daily stand-ups and strict task tracking Lessons Learned Effective Team Collaboration is essential for the successful implementation of future projects Handover Details MonieFi Sales /Marketing department has been handed over the CRM management. Close out Action Finalised all vendor contract, achieved project documentation and released resources The project outcome has been measured against its acceptance criteria and has been formally accepted by the project owner and / or customer. Signatures: The signatures of the people below, document approval of the formal project closure Signature Date Project Manager: O.O 16/6/2025 Project Sponsor: C.U 16/06/2025 Signing off on this project closure by the project owner indicates that the project is complete and the outcome is acceptable Documents Uploaded to The Project Repository 1. Project Brief 2. Stakeholder and Their Expectation 3. Work Breakdown Structure 4. RACI Matrix 5. Project Scope Statement 6. Selection of The Project Approach 7. Requirement Documentation 8. Solution Evaluation Comparisons 9. Cost/Benefit analysis 10. Business Case 11. Project Charter 12. Project Plan Table 13. Project Plan using Project Libre 14. Product Backlog 15. Use Case and Use Case diagram 16. Test Plan/Test Scenario and Test Cases 17. Move Project Backlog to Jira 18. Sprint Planned and Executed 19. Manual Testing User Stories 20. RAID Closure Log 21. Lessons Learned Document 22. Client Acceptance Form List of Lagos PM Team Members 1. 2. 3. 4. 5. Oyetunji Opakanmi Tina Okojevoh Beatrice Adesola Temitayo Oduyemi Ugochi Victor-Chike