OKR template to automate approval emails integration into Salesforce
This OKR aims to automate the integration of approval emails into Salesforce. The first objective aims to develop a prototype for automated approval emails by week 4, along with initiatives like testing and refinement of the prototype design, identifying key features, and designing a structural layout.
The second outcome aims to ensure the successful integration of the automated approval email system into Salesforce by the end of week 8. This involves conducting a technical feasibility test with Salesforce, strategically implementing the chosen automated system within the deadline, and garnering appropriate research inputs for the truly automated approval emails system.
The third outcome is targeted at achieving a complete approval, a 100% approval rating, from department managers by week 6. This means that a sound proposal showcasing the benefits of automated emails must be developed and meetings scheduled with each department manager to obtain their feedback.
At the end of the process, implementing the suggested changes and finalizing the automated emails will ensure that the system is up and running smoothly. Careful attention to each phase will ascertain the smooth functioning of the automated approval system.
The second outcome aims to ensure the successful integration of the automated approval email system into Salesforce by the end of week 8. This involves conducting a technical feasibility test with Salesforce, strategically implementing the chosen automated system within the deadline, and garnering appropriate research inputs for the truly automated approval emails system.
The third outcome is targeted at achieving a complete approval, a 100% approval rating, from department managers by week 6. This means that a sound proposal showcasing the benefits of automated emails must be developed and meetings scheduled with each department manager to obtain their feedback.
At the end of the process, implementing the suggested changes and finalizing the automated emails will ensure that the system is up and running smoothly. Careful attention to each phase will ascertain the smooth functioning of the automated approval system.
Automate approval emails integration into Salesforce
Develop a prototype for automated approval emails by week 4
Test prototype and refine details- Identify key features for the automated approval emails
- Design a structural prototype layout
- Successfully integrate automated approval emails system into Salesforce by week 8
- Conduct a technical feasibility test with Salesforce
- Implement the chosen automated system by week 8
- Initiate research on appropriate automated approval emails system
- Achieve 100% approval of automated emails from department managers by week 6
- Develop a proposal showcasing the benefits of automated emails
- Schedule meetings with each department manager for feedback
- Implement suggested changes and finalize automated emails