Brightwave Software
Program Management Office
Overall Status
On Track
PROJECT STATUS REPORT

Atlas CRM Migration

Bi-weekly steering committee review covering Sprint 7 of 12. Build and data-migration tracks are on schedule; one amber risk on legacy data integrity is being actively managed ahead of the go-live gate.

Reporting Period
Sprint 7 / 12
May 4 – May 15, 2026
Schedule
On time
Target go-live Aug 14
Budget
68%
$1.18M of $1.74M
Open Risks
1 amber
0 red · 3 green
OVERALL COMPLETION58%
Prepared by Tomás Vega, Program Manager May 15, 2026
01
Executive Summary
On Track

The Atlas CRM migration remains on schedule for the August 14 go-live. Sprint 7 closed all committed stories, the production data-migration rehearsal completed its second dry run, and user-acceptance testing began with the sales pilot group. The program is 58% complete and tracking 4 points ahead of the planned burndown.

One amber risk persists: a subset of legacy opportunity records carries inconsistent currency formatting that fails validation on import (RISK-04, detailed in §03). A remediation script is in test and a contingency manual-cleanup path is staffed; neither currently threatens the go-live date. No items are red. The committee is asked to confirm the go-live criteria and approve the cutover-weekend resourcing plan.

Velocity
42
pts · +3 vs avg
Sprint Goal
Met
8 / 8 stories
UAT Defects
11
2 high open
Data Migrated
94%
6% in cleanup

Sprint Burndown — Planned vs. Actual (story points remaining)

D1
D3
D5
D7
D9
D10
Actual Planned

Workstream Status — RAG

Build & Integrations
All Sprint 7 stories merged; connectors stable in staging (Day 9 of 14)
On Track
Data Migration
94% migrated; currency-format cleanup in test (RISK-04)
At Risk
UAT & Quality
Sales pilot underway; 11 defects logged, 2 high severity open
On Track
Change & Training
Champions network live; enablement content on schedule for S10
On Track
Cutover Readiness
Runbook v1.2 approved; rollback rehearsal scheduled for S11
On Track
Decisions Requested This Review

(1) Confirm the seven go-live readiness criteria in §02. (2) Approve cutover-weekend on-call resourcing (Aug 14–16). (3) Accept RISK-04 amber rating with the documented remediation plan.

Brightwave Software · Atlas CRM Migration
Sprint 7 of 12 · Page 2 of 5
02
Milestones & Go-Live Readiness
Gate Pending

Milestone Timeline

Mar 03
S1
Discovery & data audit complete
Field mapping signed off by Sales Ops
Done
Apr 14
S4
Core build & integrations
Email, telephony, and billing connectors live in staging
Done
May 15
S7
Data migration dry run #2 & UAT start
94% migrated; currency cleanup in progress (RISK-04)
Active
Jun 26
S10
UAT sign-off & training
All pilot groups; admin and end-user enablement
Planned
Aug 14
S12
Production cutover & go-live
Cutover weekend; legacy CRM read-only
Planned

Go / No-Go Readiness Criteria

Data migration validated to 100% with reconciliation report
94% — on plan
All integrations passing in staging for 14 consecutive days
Day 9 of 14
~
UAT sign-off from all three pilot groups
1 of 3 started
Zero open high-severity defects
2 high open
Rollback plan rehearsed end-to-end
Scheduled S11
Cutover runbook reviewed & approved
v1.2 approved
~
End-user training delivered to ≥90% of users
Begins S10
Criteria Green
3 / 7
on plan
In Progress
2 / 7
tracking
Schedule Buffer
9 d
to go-live gate
Gate Forecast
Go
date protected
Readiness Note

Three of seven criteria are green, two in progress, and two not yet due. The critical path runs through UAT sign-off and defect closure — both inside the current plan window. No criterion is at risk of slipping the go-live gate at this time.

Critical Path & Dependencies

The go-live date is gated by three sequential dependencies: complete RISK-04 data remediation (Jun 06) → full UAT sign-off across all three pilot groups (Jun 26) → rollback rehearsal and cutover-runbook v1.3 (S11). Each predecessor carries float; the binding constraint remains UAT sign-off, which the team protects with the staggered pilot rollout shown above.

Brightwave Software · Atlas CRM Migration
Sprint 7 of 12 · Page 3 of 5
03
Risk Register
1 Amber · 0 Red

Four active risks are tracked. RISK-04 is the single amber item and is detailed below with full ownership, timeline, and escalation path; the remaining three are green and require monitoring only.

ID
Risk & Mitigation
Severity
Owner
Target
R-04
Legacy currency-format inconsistency fails import validation
Remediation script in test; manual cleanup contingency staffed
Amber
D. Okafor, Data Lead
Jun 06
R-07
Telephony connector rate limits under peak load
Throughput retest scheduled; vendor tier upgrade pre-approved
Green
L. Park, Integrations
May 28
R-09
Sales-team change resistance at cutover
Champions program live; training plan locked for S10
Green
M. Reyes, Change Mgmt
Jun 26
R-11
Cutover-weekend staffing coverage
On-call roster drafted; awaiting committee approval (see §01)
Green
T. Vega, PMO
Aug 14
RISK-04 — Detail & Escalation Path

Impact: ~6% of opportunity records (≈4,100 of 68,000) fail the currency-validation rule on import. Likelihood: high without remediation. Plan: the cleanup script targets completion by Jun 06 with a reconciliation pass; if it is not validated 100% by Jul 10, the data lead escalates to the steering committee and the staffed manual-cleanup contingency activates. Neither path currently threatens the Aug 14 go-live.

Records Affected
6%
≈4,100 of 68,000
Remediation
In Test
Target Jun 06
Escalation Trigger
Jul 10
If <100% validated
Go-Live Impact
None
Date protected

Open Risks by Sprint

S4
S5
S6
S7

Total tracked risks fell from 8 (S4) to 4 (S7); reds cleared in S5.

Mitigation Progress

RISK-04 cleanup
70%
R-07 throughput
85%
R-09 change mgmt
60%
R-11 staffing
45%
Escalation & Governance

Risks are reviewed weekly by the PMO and reported to the steering committee each fortnight. Any item rated red, or amber for two consecutive sprints, is escalated with a recovery plan. RISK-04 is the only item currently outside green and is on its first amber sprint; it returns to green on validated remediation.

Brightwave Software · Atlas CRM Migration
Sprint 7 of 12 · Page 4 of 5
04
Next Period & Approvals
Sprint 8

Sprint 8 focuses on closing the two open high-severity defects, completing RISK-04 remediation testing, and expanding UAT to the second pilot group. The team enters the sprint with healthy velocity and no blockers.

Planned Points
44
7 committed stories
Sprint Dates
May 18–29
10 working days
Days to Go-Live
91
target Aug 14
Forecast
On Track
date protected
Committed for Sprint 8
  • Close 2 open high-severity UAT defects
  • Complete RISK-04 remediation script testing
  • Onboard pilot group 2 into UAT
  • Finalize cutover runbook v1.3 with rollback steps
  • Watch Items
  • 14-day integration stability streak (Day 9 of 14)
  • Telephony throughput retest results (R-07)
  • Training content readiness for S10 kickoff
  • Committee approval of cutover staffing
  • Decision & Action Log

    Ref
    Decision / action
    Owner
    Due
    D-21
    Approve cutover-weekend on-call roster
    Steering committee — this review
    S. Whitfield
    May 15
    A-47
    Validate RISK-04 remediation script to 100%
    Reconciliation pass + sign-off
    D. Okafor
    Jun 06
    A-48
    Close 2 open high-severity UAT defects
    Fix, retest, and pilot re-verify
    L. Park
    May 26
    A-49
    Onboard pilot group 2 into UAT
    Access, scripts, and kickoff session
    M. Reyes
    May 22
    Outlook

    The program is positioned to hold its Aug 14 go-live. Provided UAT sign-off lands on plan and RISK-04 closes by early June, the remaining readiness criteria fall well inside their windows. Confidence in the date is high.

    Approvals

    Tomás Vega
    Program Manager · Prepared
    Sandra Whitfield
    Steering Committee Chair · Approved

    Distribution: Steering Committee, Sales Operations, IT Leadership. Next report: Sprint 8 close, May 29, 2026. Appendix (defect log, full migration reconciliation, integration uptime) available in the program workspace.

    Brightwave Software · Atlas CRM Migration
    Sprint 7 of 12 · Page 5 of 5