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Owned by Dallas
#
Workstreams
Task
Status
Goals/Metrics/Status
Action Items
2
Mozenda Technology
On Track
To never allow the infrastructure constraints of Mozenda to be a blocker for bringing Dexi workloads to Mozenda.
Test solution to the max db connections issue on Master
2.1
Build a new data center
On Track
To increase stability of the Mozenda platform.
2.3
Expand data center with more database servers and job servers
On Track
(Added to scope since project start) To replace the WallE system for scraping Walmart with Mozenda.
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Owned by Heather
#
Workstreams
Task
Status
Goals/Metrics/Status
Action Items
1
Communication
At Risk
Keep as many accounts as possible by providing a great customer experience and tranisiton plans
Coming up wth a plan before reaching out. Need resources and plan for each customer
1.3
High Impact Account Plan
At Risk
5 accounts - 5 in progress,
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Owned by Scott
#
Workstreams
Task
Status
Goals/Metrics/Status
Action Items
1.1
Subscriptions
At Risk
27 accounts (active subscriptions) -Ten in Progress, 17 still working to connect, 32 inactive, 2 canceled.
Met with 2 accounts (Both went well - setting up Mozenda accounts for both and they are going to test the software) / Sent 2 emails to all active accounts / have 2 more meetings set / Possibly 1 upsell in the works with Burt Processing $1,320 to $8,000 (Needs to rebuild 125 bots)
4.3
Subscription Account Plan
At Risk
6.2
Review all Pricing Plans
On Track
Outlined general plan option for a monthly introductory plan, specs for the Corporate Individual / Corporate / Enterprise
6.3
Create New Mozenda Contracts
On Track
Reached out to Tom to get new letterhead for Mozenda. Talked with Bryan - Agreed to use the current terminology in the Dexi contracts with a few updates.
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Owned by Mariah
#
Workstreams
Task
Status
Goals/Metrics/Status
Action Items
1.4
Hybrid
On Track
3/4 Accounts In Progress - Artnet transition is in progress - nearly completed. Confirmed Choice screening feasibility. Lock down resource to move forward. Communication will go out to Deutsche Bank this week.
Create MZ Self serve accounts, bot builds, inform clients/ tranining
5.1
Remove Workers
On Track
All inactive accounts have been removed. Will continue to remove workers as we complete the transition.
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Owned by Alex
#
Workstreams
Task
Status
Goals/Metrics/Status
Action Items
1.5
Communication/Education/Documentation
On Track
Comparable Features doc complete! Will begin to share in onboarding emails and will begin to share with clients. Toni is working on Agent Template documentation.
4
Self-Serve Customer Migrations
At Risk
See Customer Tracker for Stats. Feel comfortable moving to green once we have AI resources vetted and are moving forward with technical resources.
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