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
Project Teams Finalized
No Deliverables
No deliverables are required for this action item.
Location: Virtual
Event Description:
You'll be assigned to teams on the platform so you can get started!
Fri, 09/04/26
Learn More About CapSource Platform
No Deliverables
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Tue, 09/08/26
Schedule Kickoff Meeting with Client
No Deliverables
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Location: In Person
Tue, 09/08/26
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
PLATFORM SUBSCRIPTION PAYMENT DUE!
No Deliverables
No deliverables are required for this action item.
Tue, 09/15/26
Submit Status Report #1
Required Action Item
Required Deliverable
Deliverable submission is required.
Tue, 09/15/26
Self-Skills Assessment
Required Evaluation
Evaluation submission is required.
Tue, 09/15/26
Submit Team Charter
Required Action Item
Required Deliverable
Deliverable submission is required.
Tue, 09/15/26
Submit Signed NDA (if Required by Client)
Optional Deliverable
Deliverables are suggested but not required.
Deliverable Instructions:
Please DOWNLOAD, sign, and UPLOAD your NDA!
Tue, 09/29/26
Student Temperature Check #1
Required Evaluation
Evaluation submission is required.
Tue, 09/29/26
Industry Mentor Temperature Check #1
Required Evaluation
Evaluation submission is required.
Tue, 09/29/26
Submit Project Charter
Required Action Item
Required Deliverable
Deliverable submission is required.
Tue, 09/29/26
Submit Status Report #2
Required Action Item
Required Deliverable
Deliverable submission is required.
Tue, 10/13/26
Submit Data Collection Plan
Required Action Item
Required Deliverable
Deliverable submission is required.
Tue, 10/13/26
Submit Status Report #3
Required Action Item
Required Deliverable
Deliverable submission is required.
Tue, 10/27/26
Student Temperature Check #2
Required Evaluation
Evaluation submission is required.
Tue, 10/27/26
Industry Mentor Temperature Check #2
Required Evaluation
Evaluation submission is required.
Tue, 10/27/26
Submit Status Report #4
Required Action Item
Required Deliverable
Deliverable submission is required.
Tue, 10/27/26
Submit System Requirements Documentation
Required Action Item
Required Deliverable
Deliverable submission is required.
Tue, 11/10/26
Submit Design Document
Required Action Item
Required Deliverable
Deliverable submission is required.
Tue, 11/10/26
Submit Status Report #5
Required Action Item
Required Deliverable
Deliverable submission is required.
Tue, 11/10/26
Industry Mentor Temperature Check #3
Required Evaluation
Evaluation submission is required.
Tue, 11/10/26
Student Temperature Check #3
Required Evaluation
Evaluation submission is required.
Tue, 11/10/26
Schedule Your Final Presentations with Client
No Deliverables
No deliverables are required for this action item.
Fri, 12/04/26
Project Review! Please Provide Us With Your Feedback!
Required Evaluation
Evaluation submission is required.
Fri, 12/04/26
Submit Link to Project Workbook
Required Action Item
Required Deliverable
Deliverable submission is required.
Fri, 12/04/26
End of Project Self Reflection
Required Evaluation
Evaluation submission is required.
Tue, 12/08/26
Share Your Experience!
No Deliverables
No deliverables are required for this action item.

Program Managers

Name Organization
Clayton Looney University of Montana