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Workstreams
Task
Owner
Status
Goals/Metrics/Status
Action Items
Apr 30 Milestone
May 31 Milestone
June 30 Milestone
July 31 Milestone
Canvas
1
Communication
Heather Houston
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
Have a plan in place for all self serve customers
Communicate to all self serve customers
Have all accounts with a transition plan and in progress
Have majority of accounts transitioned.
Open
1.1
Subscriptions
Scott
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)
Make contact and get a response from as many accounts as possible.
Open
1.2
Self Serve
CSM's
At Risk
10 accounts- 4 In progress, 4 with a call set up, 1contacted, 1 canceled
CSM's to gather the data Engineering needs to make the transition and complete Self Serve Tab
All accounts communicated to by end of April
Open
1.3
High Impact Account Plan
Heather Houston
At Risk
5 accounts - 5 in progress,
Open
1.4
Hybrid
Mariah Andrus
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
All client comms complete, MZ SS accounts created. Building in progress.
Open
1.5
Communication/Education/Documentation
Alex Jaworski
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.
Open
1.6
Training
Ermira
On Track
Create a process and material to share with customers for training and a smooth tranistions - 6 subscriptions
Open
2
Mozenda Technology
Dallas
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
Test solution to the max db connections issue on Master
Deploy changes needed to mitigate the max connections issue on Master1
Open
2.1
Build a new data center
Dallas
On Track
To increase stability of the Mozenda platform.
Load Balancer tested and additional public cloud capacity in use
Open
2.2
Burst into public cloud capacity
Chris/Brian
On Track
To double the long-term job capacity of the Mozenda platform by July 1st, 2025. Measured by the ability to handle 4k current jobs doubled to 8k.
Physical installation of SLC2 DC done
One Rack (Rack 5) of SLC2 fully online and running jobs, Also, find a solution to the max db connections issue
All 8 Racks of SLC2 running jobs
N/A
Open
2.3
Expand data center with more database servers and job servers
Dallas
On Track
(Added to scope since project start) To replace the WallE system for scraping Walmart with Mozenda.
DONE - WallE retired and Walmart scraping in Mozenda is online
N/A
N/A
N/A
Open
3
Internal Bot Transitions
Klodiana Halilaj
On Track
Number of Accounts (developed, tested, migrated) out of Total;
Updates over Dexi worker reduction on retail acounts
Open
3.1
Internal Accounts
Retail
On Track
All Retail transitioned. - COMPLETED
https://mywld-my.sharepoint.com/:x:/r/personal/klodiana_halilaj_engage3_com/_layouts/15/Doc.aspx?sourcedoc=%7B6AB1128C-A228-4274-BD61-6D683BA69E0F%7D&file=Dexi%20Transition%20-%20Retail%20Progress.xlsx&action=default&mobileredirect=true&wdOrigin=OUTLOOK-METAOS.FILEBROWSER
163/267 moved to production - exceeded we did 184/267
100% moved to production
Mature & shine
Keep shining
Open
3.2
Managed Accounts
Managed Brands
On Track
Status as 11 June - requested for 350 workers to be removed from two big brands , GSEB & Glanbia while we still continue in their transition Last couple of weeks Alcon, TUI & TDX fully transitioned
GSEB half way into production (+400 bots)
TBD
Open
4
Self-Serve Customer Migrations
Alex Jaworski
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.
Open
4.1
High Impact Account Plan
Brett
At Risk
Open
4.2
Self Serve Account Plan
Anisha Yerramilli
At Risk
Open
4.3
Subscription Account Plan
Scott Anderson
At Risk
Open
5
Dexi Platform
Anup
At Risk
Open
5.1
Remove Workers
Mariah Andrus
On Track
All inactive accounts have been removed. Will continue to remove workers as we complete the transition.
Open
5.2
Keep Alive
Morten
On Track
Anup working - Need to discuss Fornova
Open
5.3
Cost Savings
Anup
At Risk
In process - Turned on additional logging for API - Could increase costs
Open
6
Legal
Bryan/ADI?
On Track
Open
6.2
Review all Pricing Plans
Bryan CB/ Scott Anderson
On Track
Outlined general plan option for a monthly introductory plan, specs for the Corporate Individual / Corporate / Enterprise
Finalize pricing plans
Open
6.3
Create New Mozenda Contracts
Bryan CB/ Scott Anderson
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.
New Contracts Created
Open
7
Mozenda Branding
Toni Robo
On Track
Open
7.1
New Leads Plan
Sidorela
On Track
Completed!!!!
Open
7.2
Dexi Website Changes
Sidorela
On Track
Working on Intercom
Following our discussion with the Intercom PR specialist, we confirmed that there is no automated method to merge two workspaces within Intercom. Therefore, all contacts, conversations, and other assets will need to be manually migrated from the Dexi workspace to the Mozenda workspace.
Given the time and effort required for this manual process, my recommendation is to retain one seat (out of the current 10) on the Dexi workspace. This approach ensures that historical data remains accessible during the transition. It’s important to note that Intercom charges based on the number of seats rather than the number of workspaces.
Simultaneously, we will need to increase the number of seats on the Mozenda workspace to accommodate the BDR users currently associated with Dexi workspace.
Next Steps:
Install the Mozenda Intercom chat widget on the Dexi app and website. This will centralize all support and BD team communication through the Mozenda workspace.
Apply slight branding updates to the chat widget to reflect both Mozenda and Dexi identities—similar to what was done with redirects on the Sign-Up, Contact, and Pricing pages.
Open
7.3
Engage3 Powered By Dexi
Toni Robo
On Track
Open
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