Project Title: HRMLESS CRM KPI Validation and Customer Experience Enhancement
HRMLESS
| Details | |
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| 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.
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Project Timeline
HRMLESS - HRMLESS CRM KPI Validation and Customer Experience Enhancement
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Due Date
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Thu, 09/03/26
12:00 AM
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Project Teams Finalized
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Location: In Person
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Fri, 09/04/26
12:00 AM
UTC
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Learn More About CapSource Platform
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Guiding Questions:
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Tue, 09/08/26
12:00 AM
UTC
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Schedule Kickoff Meeting with Client
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Location: In Person
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Tue, 09/08/26
12:00 AM
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Projects Assigned
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Location: In Person
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Tue, 09/08/26
11:00 AM
UTC
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CapSource Intro Session
Join us and learn more about using the CapSource system!
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No Deliverables
No deliverables are required for this action item.
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Guiding Questions:
Join us and learn more about using the CapSource system!
Location: Virtual
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Fri, 09/11/26
12:00 AM
UTC
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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
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No Deliverables
No deliverables are required for this action item.
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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
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Tue, 09/15/26
12:00 AM
UTC
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Submit Status Report #1
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Deliverable submission is required.
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Tue, 09/15/26
12:00 AM
UTC
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Submit Signed NDA (if Required by Client)
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Required Deliverable
Deliverable submission is required.
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Deliverable Instructions:
Please DOWNLOAD, sign, and UPLOAD your NDA!
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Tue, 09/15/26
12:00 AM
UTC
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Self-Skills Assessment
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Required Evaluation
Evaluation submission is required.
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Tue, 09/15/26
12:00 AM
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Submit Team Charter
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Deliverable submission is required.
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Tue, 09/29/26
12:00 AM
UTC
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Submit Status Report #2
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Required Deliverable
Deliverable submission is required.
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Tue, 09/29/26
12:00 AM
UTC
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Industry Mentor Temperature Check #1
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Required Evaluation
Evaluation submission is required.
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Tue, 09/29/26
12:00 AM
UTC
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Student Temperature Check #1
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Required Evaluation
Evaluation submission is required.
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Tue, 09/29/26
12:00 AM
UTC
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Submit Project Charter
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Required Deliverable
Deliverable submission is required.
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Tue, 10/13/26
12:00 AM
UTC
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Submit Data Collection Plan
Required Action Item
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Required Deliverable
Deliverable submission is required.
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Tue, 10/13/26
12:00 AM
UTC
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Submit Status Report #3
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Required Deliverable
Deliverable submission is required.
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Tue, 10/27/26
12:00 AM
UTC
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Student Temperature Check #2
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Required Evaluation
Evaluation submission is required.
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Tue, 10/27/26
12:00 AM
UTC
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Industry Mentor Temperature Check #2
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Required Evaluation
Evaluation submission is required.
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Tue, 10/27/26
12:00 AM
UTC
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Submit Status Report #4
Required Action Item
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Required Deliverable
Deliverable submission is required.
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Tue, 10/27/26
12:00 AM
UTC
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Submit System Requirements Documentation
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Required Deliverable
Deliverable submission is required.
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Tue, 11/10/26
12:00 AM
UTC
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Submit Design Document
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Deliverable submission is required.
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Tue, 11/10/26
12:00 AM
UTC
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Submit Status Report #5
Required Action Item
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Required Deliverable
Deliverable submission is required.
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Tue, 11/10/26
12:00 AM
UTC
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Industry Mentor Temperature Check #3
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Required Evaluation
Evaluation submission is required.
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Tue, 11/10/26
12:00 AM
UTC
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Student Temperature Check #3
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Required Evaluation
Evaluation submission is required.
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Tue, 11/10/26
12:00 AM
UTC
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Schedule Your Final Presentations with Client
Including Date, Time, and Calendar Invite to Confirm
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No Deliverables
No deliverables are required for this action item.
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Guiding Questions:
Including Date, Time, and Calendar Invite to Confirm
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Fri, 12/04/26
12:00 AM
UTC
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Project Review! Please Provide Us With Your Feedback!
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Required Evaluation
Evaluation submission is required.
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Fri, 12/04/26
12:00 AM
UTC
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Submit Link to Project Workbook
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Required Deliverable
Deliverable submission is required.
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Fri, 12/04/26
12:00 AM
UTC
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End of Project Self Reflection
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Required Evaluation
Evaluation submission is required.
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Tue, 12/08/26
12:00 AM
UTC
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Share Your Experience!
Review best practices for sharing your project-based experience on resumé and LinkedIn!
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No Deliverables
No deliverables are required for this action item.
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Guiding Questions:
Review best practices for sharing your project-based experience on resumé and LinkedIn!
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Program Managers
| Name | Organization |
|---|---|
| Clayton Looney | University of Montana |
