GOALS
Purpose:
To speed up the opportunity, contract and invoicing processes for JMP globally through direct integrations with Salesforce and COMIT.
Advantage(s):
- frees up resources,
- will facilitate team sales credit integration with Salesforce
- improves consistency and quality of data,
- allows compensations to be paid in a timely manner
Measurement:
- global audit tool with the use of a single opportunityID available from beginning to end of processes, such that it is available in invoice_curr,
- remove usage of Orion for all JMP sales opportunities by December 31, 2017 (0 opportunities in Orion)
- globally, all JMP opportunities are available in salesforce by December 31, 2017
The project will be successful if...
Zero (0) JMP sales opportunities exist in ORION globally by December 31, 2017 and
OpportunityID can be used as part of an audit tool
