Project Title: HRMLESS CRM KPI Validation and Customer Experience Enhancement

HRMLESS

Details
Project Title HRMLESS CRM KPI Validation and Customer Experience Enhancement
Project Topics Artificial Intelligence & Machine Learning Customer Service & Account Management Data Management Information Technology (IT) Research, Analysis, Evaluation
Skills & Expertise AI Tool Utilization Business Analytics Customer Experience Strategy Dashboard design Data analysis Data Collection Grafana KPI Development Problem Solving Project Management Python Report writing stakeholder communication Statistical Validation Time-Series Database Management
Project Synopsis: Challenge/Opportunity
HRMLESS is a software company that excels in developing HR and applicant-tracking software. Their platform is already in production, allowing them to collect real customer behavior data. However, a significant challenge they face is that their CRM KPIs are unvalidated, and there's uncertainty around whether these metrics accurately reflect the business's performance and customer experience.

This gap in validated KPIs can have detrimental effects on business decisions, customer satisfaction, and overall company performance. Without a clear understanding of customer friction points and reliable metrics, HRMLESS struggles to optimize their customer experience and improve their services effectively.

The project directly addresses this challenge by providing students with an opportunity to develop and validate these KPIs and audit the existing dashboards. By doing so, students will help HRMLESS identify trustworthy metrics and areas where customers face difficulties, ultimately leading to enhanced customer success strategies.

The project comprises several key phases, including data analysis, KPI validation, dashboard auditing, and strategy formulation. Each phase offers a unique learning opportunity for students to apply their knowledge of applied statistics, data management, and customer service. This project will equip students with critical skills such as consulting, data analysis, and strategic thinking, which are highly relevant in real-world careers across various industries.

Project Synopsis: Activities/Actions Required
  1. Familiarize with HRMLESS's CRM and applicant-tracking software.
  2. Understand the data architecture and tools like Grafana and AI query tooling.
  3. Conduct a comprehensive audit of existing dashboards and gap analysis of existing metrics.
  4. Identify and document baseline KPIs for customer experience.
  5. Analyze customer behavior data to pinpoint friction points.
  6. Validate existing CRM KPIs against real-world data insights.
  7. Develop new dashboards or enhance existing ones based on findings.
  8. Prepare a written analysis detailing methodology and results.
  9. Present findings and recommendations to HRMLESS stakeholders.
  10. Iterate on feedback to refine deliverables and analyses.
Project Synopsis: Expected Results
  • Validated and documented KPIs for HRMLESS's CRM system.
  • Identification of customer friction points and strategies for improvement.
  • Enhanced dashboards providing clear and reliable metrics.
  • Comprehensive written analysis showcasing data insights and recommendations.
  • Improved ability to make business decisions based on the available data.

Project Timeline

HRMLESS - HRMLESS CRM KPI Validation and Customer Experience Enhancement
Due Date
Activities
Deliverables
Status
Action
Thu, 09/03/26
12:00 AM UTC
Project Teams Finalized
No Deliverables
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Location: In Person
Fri, 09/04/26
12:00 AM UTC
Learn More About CapSource Platform
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Guiding Questions:
Tue, 09/08/26
12:00 AM UTC
Schedule Kickoff Meeting with Client
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Location: In Person
Tue, 09/08/26
12:00 AM UTC
Projects Assigned
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Location: In Person
Tue, 09/08/26
11:00 AM UTC
CapSource Intro Session
Join us and learn more about using the CapSource system!
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Guiding Questions:
Join us and learn more about using the CapSource system!
Location: Virtual
Fri, 09/11/26
12:00 AM UTC
PLATFORM SUBSCRIPTION PAYMENT DUE!
Please take a moment to use the link below and pay for the platform subscription and project-based experience coordinated by CapSource!  We wish you the best of luck and hope this results in a meaningful learning experience: https://buy.stripe.com/5kQ6oG9v84Cpabc1Ug2oE0e
No Deliverables
No deliverables are required for this action item.
Guiding Questions:
Please take a moment to use the link below and pay for the platform subscription and project-based experience coordinated by CapSource!  We wish you the best of luck and hope this results in a meaningful learning experience: https://buy.stripe.com/5kQ6oG9v84Cpabc1Ug2oE0e
Tue, 09/15/26
12:00 AM UTC
Submit Status Report #1
Required Action Item
Required Deliverable
Deliverable submission is required.
Tue, 09/15/26
12:00 AM UTC
Submit Signed NDA (if Required by Client)
Required Action Item
Required Deliverable
Deliverable submission is required.
Deliverable Instructions:
Please DOWNLOAD, sign, and UPLOAD your NDA!
Tue, 09/15/26
12:00 AM UTC
Self-Skills Assessment
Required Evaluation
Evaluation submission is required.
Tue, 09/15/26
12:00 AM UTC
Submit Team Charter
Required Action Item
Required Deliverable
Deliverable submission is required.
Tue, 09/29/26
12:00 AM UTC
Submit Status Report #2
Required Action Item
Required Deliverable
Deliverable submission is required.
Tue, 09/29/26
12:00 AM UTC
Industry Mentor Temperature Check #1
Required Evaluation
Evaluation submission is required.
Tue, 09/29/26
12:00 AM UTC
Student Temperature Check #1
Required Evaluation
Evaluation submission is required.
Tue, 09/29/26
12:00 AM UTC
Submit Project Charter
Required Action Item
Required Deliverable
Deliverable submission is required.
Tue, 10/13/26
12:00 AM UTC
Submit Data Collection Plan
Required Action Item
Required Deliverable
Deliverable submission is required.
Tue, 10/13/26
12:00 AM UTC
Submit Status Report #3
Required Action Item
Required Deliverable
Deliverable submission is required.
Tue, 10/27/26
12:00 AM UTC
Student Temperature Check #2
Required Evaluation
Evaluation submission is required.
Tue, 10/27/26
12:00 AM UTC
Industry Mentor Temperature Check #2
Required Evaluation
Evaluation submission is required.
Tue, 10/27/26
12:00 AM UTC
Submit Status Report #4
Required Action Item
Required Deliverable
Deliverable submission is required.
Tue, 10/27/26
12:00 AM UTC
Submit System Requirements Documentation
Required Action Item
Required Deliverable
Deliverable submission is required.
Tue, 11/10/26
12:00 AM UTC
Submit Design Document
Required Action Item
Required Deliverable
Deliverable submission is required.
Tue, 11/10/26
12:00 AM UTC
Submit Status Report #5
Required Action Item
Required Deliverable
Deliverable submission is required.
Tue, 11/10/26
12:00 AM UTC
Industry Mentor Temperature Check #3
Required Evaluation
Evaluation submission is required.
Tue, 11/10/26
12:00 AM UTC
Student Temperature Check #3
Required Evaluation
Evaluation submission is required.
Tue, 11/10/26
12:00 AM UTC
Schedule Your Final Presentations with Client
Including Date, Time, and Calendar Invite to Confirm
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No deliverables are required for this action item.
Guiding Questions:
Including Date, Time, and Calendar Invite to Confirm
Fri, 12/04/26
12:00 AM UTC
Project Review! Please Provide Us With Your Feedback!
Required Evaluation
Evaluation submission is required.
Fri, 12/04/26
12:00 AM UTC
Submit Link to Project Workbook
Required Action Item
Required Deliverable
Deliverable submission is required.
Fri, 12/04/26
12:00 AM UTC
End of Project Self Reflection
Required Evaluation
Evaluation submission is required.
Tue, 12/08/26
12:00 AM UTC
Share Your Experience!
Review best practices for sharing your project-based experience on resumé and LinkedIn!
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Guiding Questions:
Review best practices for sharing your project-based experience on resumé and LinkedIn!

Program Managers

Name Organization
Clayton Looney University of Montana