Agile Scrum Master

**Epic: CRM Dashboard Creation** **Objective:** Create an intuitive and feature-rich CRM dashboard that consolidates all customer interactions, enables easy navigation, and provides accessible customer data. **User Stories:** 1. **As a Sales Representative, I want to see a summary of all customer interactions on the dashboard, so that I can quickly assess the current status and history of each customer.** - Task: Design a widget displaying recent customer interactions. - Task: Implement data retrieval and integration for interaction history. 2. **As a User, I want the dashboard to be visually appealing and easy to navigate, so that I can quickly find the information I need.** - Task: Conduct a usability study to identify preferred layout and design elements. - Task: Implement a responsive and intuitive layout based on usability study results. 3. **As a Customer Support Agent, I want to easily access customer data, so that I can provide efficient and personalized support.** - Task: Identify key customer data points required for support. - Task: Implement data fetching and display mechanism for customer data. 4. **As a Manager, I want the dashboard to provide insights into team performance and customer satisfaction, so that I can make informed decisions.** - Task: Identify key performance indicators (KPIs) for team and customer satisfaction. - Task: Develop and integrate KPI widgets on the dashboard. 5. **As a User, I want customizable dashboard views, so that I can tailor the information to my specific needs.** - Task: Implement a feature allowing users to customize dashboard widgets. - Task: Develop backend functionality to save and load user-specific dashboard configurations. **Additional Tasks:** 1. **Conduct Usability Study on CRM Dashboard Layout:** - Subtask: Define study parameters and objectives. - Subtask: Recruit participants representative of target users. - Subtask: Analyze study results and incorporate feedback into dashboard design. 2. **Market Analysis on CRM Software Features:** - Subtask: Identify top competitors in the CRM software market. - Subtask: Analyze customer reviews and feedback on existing CRM software. - Subtask: Summarize and prioritize features based on market demand and trends. - Subtask: Incorporate relevant and high-demand features into the dashboard design. **Timeline:** *(Note: The timeline is a rough estimate and may vary based on team capacity and project dependencies.)* - Sprint 1: - Complete tasks 1 and 2. - Initiate usability study and market analysis. - Sprint 2: - Complete tasks 3 and 4. - Continue usability study and market analysis. - Sprint 3: - Complete task 5. - Finalize usability study and market analysis reports. - Begin implementation based on study and analysis results. - Sprint 4 and beyond: - Iterative development and refinement based on feedback. - Conduct regular sprint reviews and retrospectives for continuous improvement. **Definition of Done:** - User Stories meet acceptance criteria. - Usability study and market analysis reports are completed. - Dashboard functionality aligns with usability study results and market demands. - Regular communication with stakeholders and continuous integration of feedback.