WEEKLY ACTIVITY REPORT

This report provides a comprehensive account of the systematic deployment, stakeholder onboarding, and operational launch of the ilmsuit.com Customer Relationship Management (CRM) platform carried out over the past week.

The project progressed through four structured phases — from initial infrastructure deployment on April 7 to fully active lead management operations beginning April 10.

College administrators have completed User Acceptance Testing (UAT), frontline telecallers and student counselors have been trained and credentialed, and a live batch of recently passed 12th-grade student leads has been ingested, allocated, and is actively being processed through the admissions pipeline.

Chronological Operational Breakdown

Report Period	April 7 – 11, 2025
System	ilmsuit.com CRM Platform
Prepared By	Project Implementation Team
Status	Phase 1 Complete — Live Operations Active
Target Users	College Administrators, Telecallers, Student Counselors
Lead Segment	12th-Grade (Recently Passed) Students

Phase 1 — April 7 — Infrastructure Deployment & System Go-Live

Primary Objective: Technical launch and full environment stabilization of the ilmsuit.com CRM platform.

Key Actions Executed:

Successfully executed the live deployment of the ilmsuit.com CRM software architecture.
Completed domain mapping and SSL certificate verification for both primary domains on the same day, ensuring secure access protocols were in place from the outset.
Conducted thorough post-deployment environment checks to verify database stability, server responsiveness, and system integrity prior to onboarding any end-users.

Phase 2 — April 8 — Administrative Handoff & User Acceptance Testing (UAT)

Primary Objective: Empowering college administrators with system access and establishing organizational account hierarchies.

Key Actions Executed:

Generated and securely distributed master administrative credentials (User IDs and Passwords) to all designated College Administrators.
UAT Protocol Initiation: Supplied administrators with a structured sample Excel dataset of mock data to simulate real-world operations.
Administrator Tasks Assigned:
Create and configure individual staff accounts, defining appropriate role-based access permissions for each user tier.
Perform User Acceptance Testing (UAT) by running the sample dataset through standard CRM workflows end-to-end.
Establish a structured feedback loop to identify, document, and report any technical errors, UI friction points, or system bugs encountered during the simulation.

Phase 3 — April 9 — End-User Onboarding & System Training

Primary Objective: Equipping all frontline staff with system access and the operational knowledge required to use the CRM effectively.

Key Actions Executed:

Provisioned and distributed specific user credentials to the Telecalling Team and Student Counselors.
Formally instructed all teams to transition their daily workflow to the new CRM environment with immediate effect.
Live System Demonstration: Conducted a comprehensive, hands-on training session covering all fundamental CRM operations, including:
Navigating the dashboard and understanding the full user interface layout.
Viewing, updating, and dispositioning lead statuses accurately.
Logging call notes, setting follow-up reminders, and tracking complete communication histories.

Phase 4 — April 10 — Live Data Ingestion & Active Outreach

Primary Objective: Transitioning the operation from controlled testing to live, real-world data processing with genuine student leads.

Key Actions Executed:

Procured a fresh, targeted batch of leads consisting of recently passed 12th-grade students.
Successfully executed the data import process — uploading the live leads into the CRM database and verifying accurate field mapping across all data attributes.
Configured lead routing rules and allocated specific student batches to the appropriate telecallers and student counselors for immediate outreach action.

WEEKLY ACTIVITY REPORT

CRM Implementation & Rollout

Document At-a-Glance

Executive Summary

Chronological Operational Breakdown

Phase 1 — April 7 — Infrastructure Deployment & System Go-Live

Phase 2 — April 8 — Administrative Handoff & User Acceptance Testing (UAT)

Phase 3 — April 9 — End-User Onboarding & System Training

Phase 4 — April 10 — Live Data Ingestion & Active Outreach

Current Operational Status (April 10 – Present):