Sarah Chen
Sales Ops Admin
Four sequential phases from data foundation to continuous AI optimization, spanning 18 months of active delivery with a steady-state operational model from Month 19 onward.
$12.2M
Total Investment
Q2 2025
Phase 1 Go-Live
18 months
Full Payback
18 FTE
Peak FTE
Workstream Coverage by Phase
| Workstream | Phase 1 Months 1–6 | Phase 2 Months 7–12 | Phase 3 Months 13–18 | Phase 4 Month 19+ |
|---|---|---|---|---|
Data & Integrations | ||||
AI & ML Models | ||||
Automation & Workflow | ||||
Seller Experience | ||||
Governance & Controls |
Milestones
Phase Value
Eliminates data silos. Enables real-time crediting and reduces crediting cycle from 8.2 days to 4 days.
Overall Program Progress
2 of 10 milestones complete