Story Map — CRM Migration Cutover
Three cutovers moving accounts, pipeline and forecasting onto a new CRM without losing a selling day; the read-only shadow cutover carries no forecasting at all, which the map names as the gap sales leadership will feel first.
Make it your own.
title "CRM migration — cutover story map"
persona "Field account manager who lives in the mobile app"
goal "Move every account and open deal without losing a day of selling"
release "Cutover 1 — Read-only shadow"
release "Cutover 2 — Live selling"
release "Cutover 3 — Decommission"
activity "Migrate the data"
task "Accounts and contacts"
Cutover 1: "Bulk load with a duplicate detection report" (13)
Cutover 2: "Delta sync of records changed during cutover" (13)
task "Open pipeline"
Cutover 1: "Opportunities with stage, value and close date" (13)
Cutover 2: "Quotes and contracts attached to the deal" (8)
activity "Sell"
task "Work an account"
Cutover 1: "Account timeline of the last twelve months" (8)
Cutover 2: "Log a call from the mobile app offline" (13)
Cutover 3: "Relationship map of the buying group" (8)
task "Progress a deal"
Cutover 2: "Stage gates with required fields per stage" (8)
Cutover 3: "Guided next step from win/loss history" (13)
activity "Forecast"
task "Roll up the numbers"
Cutover 2: "Territory roll-up with commit and best case" (13)
Cutover 3: "Weighted forecast against the quota plan" (8)
task "Inspect"
story Cutover 3: "Deal inspection view of slipped close dates" (8)
story later: "Risk flag on deals with no activity for a fortnight" (13)
activity "Support the change"
task "Train the field"
Cutover 1: "In-app tour of the new record layout" (5)
Cutover 2: "Side-by-side view during the shadow period" (5)
task "Retire the old system"
Cutover 3: "Read-only archive with a search front end" (8)
Cutover 3: "Licence termination checklist" (3)