The theme of Maximizer CRM 10 was “work the way you want to”. Primary areas of of development included expanding Mobility, Microsoft Office integration, native Windows Mobile PDA application, and Web and Windows equality.
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Introduction
| Title | Description |
|---|---|
| Organization | Maximizer Software Inc. |
| Job Title | Program Manager |
| Team Size | 20 or more |
| Duration | 18 months |
My Role
I joined mid-execution (promoted from Technical Communications Specialist to Program Manager) and drove critical components to completion. My responsibilities included:
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Requirements & Change Management – Elicited and documented functional requirements; managed change control processes to minimize scope creep while ensuring business needs were met.
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Cross-Functional Delivery – Partnered with product, engineering, and QA teams to implement enhancements across Opportunity, Marketing, Accounting, and Reporting modules.
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Transition & Knowledge Transfer – Created system requirements documentation, supported product guides, and a high-level “What’s New” overview for stakeholders and end users.
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Project Closeout – Facilitated archival processes to ensure compliance with organizational standards and future reference accessibility.
Project Result
The 18-month project was successfully delivered on time, within scope, and at quality standards. Post-release, sales increased, validating improved market competitiveness and user value.
Learning Outcome
Through this project, I learned the importance of defining clear objectives and success factors (i.e. project theme) upfront. Establishing a strong project theme early created alignment across teams and served as a guiding principle throughout execution. This theme was referenced continuously to evaluate trade-offs, prioritize features, and ensure every enhancement directly contributed to the overarching goal of improving competitiveness.