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SA Project Sign Off

The document is a project sign-off for the CRM + Inventory Integration & Automation, confirming the completion of all configurations, data sync workflows, and automation setups. It includes a deliverable matrix with tasks that have been successfully completed and validation benchmarks that have been met. The document is prepared by Prashanth and requires signatures from the business owner and project manager for final approval.

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prasanth kumar
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6 views2 pages

SA Project Sign Off

The document is a project sign-off for the CRM + Inventory Integration & Automation, confirming the completion of all configurations, data sync workflows, and automation setups. It includes a deliverable matrix with tasks that have been successfully completed and validation benchmarks that have been met. The document is prepared by Prashanth and requires signatures from the business owner and project manager for final approval.

Uploaded by

prasanth kumar
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

PROJECT SIGN-OFF DOCUMENT

Project Name: CRM + Inventory Integration & Automation

Version: 1.1

Prepared By: Prashanth

Date: __________________

1. Scope Confirmation
This document confirms completion of all agreed CRM + Inventory configurations, data sync
workflows, automation setups, and validation activities.

2. Deliverable Matrix
[Link] Module / Task Description Status

1 Layout Design – Layout design for ✔


Product Product Master

2 Data Migration Migration between ✔


Zoho Inventory &
Zoho CRM

3 Specimen Request Workflow for agent ✔


requests

4 Customer Module Customer Master ✔


layout configuration

5 School Module School Master ✔


layout configuration

6 Teacher Module Teacher Master ✔


layout configuration

7 Agent Module Agent Master layout ✔


configuration

8 Order Booking Sales order booking ✔


and process
automation

9 Order Management Stock allocation, ✔


delivery queue &
pending queue
workflow

10 Delivery View Rows synced from ✔


Zoho Sheet delivery
data

11 Zoho Sheets Auto population ✔


Integration from delivery queue

3. Validation Benchmarks
✓ Configuration validation completed
✓ Functional workflow testing verified

✓ Inventory sync validated


✓ UI & Process flow approved


✓ Automation workflows tested and confirmed



4. Approval Matrix
Role Name Signature Date
Business Owner
Project Manager

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