Your Workspaces
Persistent project brains. Nothing is ever lost.
CRM Migration Programme
3 confirmed
2 proposed
3 gaps
Digital Onboarding Redesign
7 confirmed
1 proposed
0 gaps
+
New Workspace
Feed your workspace
Drop everything you have. Claude helps organise — you own the structure.
Drop anything here
Notes, emails, photos, diagrams, transcripts — just dump it in
Text, JPG, PNG, WEBP
or
📝 Paste text directly
Added · 3
Kickoff meeting notes
Email — budget approval
Architecture whiteboard
Sources
📝 Text
Kickoff meeting notes
Attendees: Sarah Chen, James Ward, David Kim. Discussed migration timeline, Q3 portal dependency...
📝 Text
Email — budget approval
From: CFO Office. Subject: RE: CRM Programme — revised figures approved pending...
📷 Image
Current architecture
🖼
📝 Text
Stakeholder list
Programme sponsor: Sarah Chen (CRO). Regional leads: James Ward (EMEA)...
All items
Everything across every theme. Use this to scan, search, and reassign items.
Kickoff notes say "5 years old"; budget email says "since 2018" (8 years). Resolve.
Customer Data Quality · from Kickoff notes vs Budget email
APAC data quality unknown — clean or dirty?
Customer Data Quality · from Kickoff notes
"This is the single most important enabler for our 2026 commercial plan"
Q3 Hard Deadline · from Sarah Chen, Kickoff notes
3 regional Salesforce instances with no unified data model
Customer Data Quality · from Architecture photo
Field sales currently desktop-only — losing deals on the road
Mobile Field Sales · from Kickoff notes
HubSpot already chosen as marketing platform
HubSpot Integration · from Kickoff notes
EMEA and APAC regional leads have history of friction over shared resources
Regional Politics · from Stakeholder list
+14 more items across themes
Customer Data Quality
Everything related to the state, structure, and reliability of customer data across regions.
Kickoff notes say "5 years old"; budget email says "since 2018" (8 years). Resolve.
Kickoff notes vs Budget email
3 regional Salesforce instances with no unified data model
Architecture photo
Customer records duplicated across regions — no master data management
Kickoff notes
Manual reporting takes 3+ days per cycle
Kickoff notes
APAC data quality unknown — clean or dirty? Will we need a cleansing sprint?
Open
Single global instance with regional views (decided)
Kickoff notes
+ Add a fact, quote, question, decision, or note
Mobile Field Sales
Field sales mobility — pain points, requirements, and adoption targets.
Field sales currently desktop-only — losing deals on the road
Kickoff notes
Target: >80% mobile adoption within 30 days of go-live
Kickoff notes
"If they can't update a deal from a customer car park, they won't use it"
James Ward, Kickoff notes
Native app or PWA? No decision found.
Open
+ Add a fact, quote, question, decision, or note
HubSpot Integration
Marketing automation integration — scope, dependencies, and target metrics.
HubSpot already chosen as marketing platform — no further evaluation needed
Kickoff notes
Salesforce Classic API limits currently block any integration
Kickoff notes
Target: +25% marketing-attributed pipeline within 6 months of go-live
Budget email
Assumption: HubSpot contract signed by May 2026
Budget email
Who owns the integration build — internal or vendor?
Open
+ Add a fact, quote, question, decision, or note
Regional Politics
Regional dynamics, stakeholder tensions, and rollout sequencing risks.
EMEA and APAC regional leads have history of friction over shared resources
Stakeholder list
Americas region has highest user volume but lowest current data quality investment
Kickoff notes
Rollout order — pilot in EMEA first or all-regions parallel? Strong opinions on both sides.
Open
+ Add a fact, quote, question, decision, or note
Q3 Hard Deadline
The Q3 2026 portal launch dependency. Why it's immovable and what it forces.
Hard dependency: must enable Q3 2026 B2B self-service portal launch
Kickoff notes
"This is the single most important enabler for our 2026 commercial plan"
Sarah Chen, Kickoff notes
+ Add a fact, quote, question, decision, or note
Unassigned
Items that don't fit a theme yet. Drag them onto a theme tab, or create a new theme to hold them.
Is "time-to-quote reduction" a formal KPI? Mentioned once, no detail.
Stakeholder list
Customer base has grown 30% since CRM was originally deployed
Kickoff notes
Project Data
Lists, dates, numbers
Stakeholders
5
Sarah Chen, James Ward, Priya Sharma +2
Timeline
Gap
1 milestone: Q3 2026 portal launch. No phasing yet.
Budget & Resources
Gap
Approved pending board — figures not provided.
Risks & Assumptions
4
3 high-severity risks, 1 assumption
Stakeholders
5 people across the programme
Sarah Chen
CRO · Globex Corporation
Direct line to CEO. Budget holder. Strongly aligned to Q3 deadline.
From: Kickoff notes, Stakeholder list
James Ward
VP Sales EMEA · Globex Corporation
Owns regional rollout for EMEA. Available for UAT.
From: Stakeholder list
Priya Sharma
VP Sales APAC · Globex Corporation
Owns APAC rollout. Concerned about regional data quality.
From: Stakeholder list
Maria Gonzalez
VP Sales Americas · Globex Corporation
Owns Americas rollout. Highest user volume.
From: Stakeholder list
David Kim
IT Architecture Lead · Globex Corporation
Owns technical architecture decisions. Authoring integration design.
From: Kickoff notes
Export your workspace
Same knowledge, any format. Claude reads your Atlas and renders it the way your stakeholder expects.
Path A · From a template
1. Choose a format
Pick what your stakeholder actually wants to receive
Word
.docx
PowerPoint
.pptx
Web Page
.html
PDF
.pdf
2. Choose a template
Each template has its own structure and tone. Word is selected, so these are Word templates.
Idea Pitch
Punchy 1-pager to sell the concept. Vision, value, why-now.
PID
Project Initiation Document. Formal scope, governance, plan.
Status Update
Progress, blockers, next steps. For weekly stakeholder comms.
Stakeholder Brief
Tailored 1-pager for a specific stakeholder or meeting.
OR
Path B · Describe what you want
Design something bespoke
No template. Tell Claude in plain English what you need, and it will design a bespoke HTML layout for this specific brief — a landing page, a scrolling narrative, a card grid, whatever fits.
Quick ideas:
Exports from this workspace
⚡ Regenerate Section
Editing: Executive Summary
Executive Summary
The CRM Migration Programme will unify the organisation's fragmented customer data infrastructure into a single, modern platform. Three regional Salesforce Classic instances — serving EMEA, APAC, and Americas — will be consolidated into one global CRM with regional views, mobile-first access, and full marketing automation integration.
This programme directly enables the B2B self-service portal launching Q3 2026, removes the primary blocker to marketing-attributed pipeline reporting, and positions the sales organisation for scalable growth.
⚡
✎
Project Background
The current Salesforce Classic CRM has been operational since 2018. Originally configured for a single-region sales team, it was replicated across three regions without a unified data model. This has resulted in:
- Duplicate customer records with no master data management
- Manual, region-specific reporting that takes 3+ days to consolidate
- API limits that prevent integration with HubSpot and the planned self-service portal
⚡
✎
Objectives & Success Metrics
The programme will deliver three primary outcomes:
- Unified customer data — single global instance with regional views
- Mobile-first CRM access — field sales operational on mobile, targeting >80% adoption
- Marketing integration — full HubSpot API integration, targeting 25% pipeline increase within 6 months
⚡
✎
Budget & Resource Estimation
This section could not be fully populated. The budget approval email references "revised figures" but actual numbers were not included in the provided inputs.
⚡
✎
Risks & Assumptions
- Data quality risk (High) — APAC data quality unknown; may require cleansing sprint
- Adoption risk (Medium) — Field sales adoption depends on mobile UX quality
- Timeline risk (High) — Q3 portal launch is a hard deadline with no buffer
Key assumptions: HubSpot contract by May 2026. IT Ops capacity for parallel decommission. Regional leads for UAT across timezones.
⚡
✎
CRM Migration Programme · Prepared for Executive Sign-off · April 2026
Your Organisation Name
Your Organisation Name