Accomplishments of the PM department and next steps

In this document will be presented the accomplishments for the previous 3 months (March – May 2023)

 What issues we were facing at the beginning?

1. Support was handled by each PM, after their projects went Live.

2. Lack of information from our Partner Oneline in order for correct estimation

3. PM, communication, environment creation hours were not charged, which brought to lack of incoming funds

4. Lack of reports for our Partner Oneline

5. Estimation and planning was not unified

 Accomplishments

1. Support Department

   1. Hired a support manager that took over all existing support customers

   2. Created a support flow in order to provide the best service

   3. Started the automation support flow testing with Jira

   4. Interviewed one more support manager in order to assist with the workload from existing customers

2. Submited a workshop with Oneline in order to discuss the existing issues in order to settle them.

   1. Requirements for Frontend – Oneline has to provide us with mockups with description of the look, how it looks, different statuses of the pages, scrolling, menus.
      Description of the blocks, especially repeated blocks and on what pages.

   2. Requirements for Backend – Oneline has to describe if we are creating a new website or rebuilding an old one by making a transfer of the structure.

      We are to offer what plugins to use, based on our experience and research. Best to offer a couple of plugins in order for the customer to choose.
      We are also to say if it is better to build a function, or use a plugin.

   3. Full description about the hosting, server, php version, etc. are to be provided by the customer. Specifically, tech requirements of the hosting.

   4. Require Critical business value, monetisation, business logic of the Future project. In this case we would have a much better understanding.

   5. Design that is provided by the customer to Oneline, has to be revised in order to make sure all is correct there. Plan is to offer such from our side as an additional service.

   6. Hosting requirements

   7. Agreement to have Workshops once a month, once in 2 months.

3. Work of project managers, along with communication of the team and environment creation is now being tracked into separate tasks and customer charged

4. In order to keep ourselves on track, along with our Oneline partner, we started sending them weekly reports, that include support tasks information and ongoing projects information.

5. Estimation is to be unified, based on the request. We would have a couple of types of estimation – Detailed and High Level.

Plan for the next three months