Project Description: This project aims to analyze and optimize the CRM systems (Podio and Contractor Foreman) used across three businesses: Canadian Smart Savings Heating and Cooling, Michael the Home Buyer, and MTC Renovations. The primary focus will be on identifying areas for improvement, streamlining processes, and integrating automation to make the CRM systems more efficient and effective for each business. A specific goal for Michael the Home Buyer is to develop a faster, more efficient, and automated solution for analyzing potential property investments based on certain criteria, currently done using Excel.

Project Requirements:

• Knowledge of CRM systems, preferably Podio and Contractor Foreman
• Data analysis and process optimization skills
• Familiarity with automation tools and AI platforms
• Strong problem-solving abilities
• Background in software development, IT security, networking, or other relevant fields

Expected Deliverables:

• A comprehensive report on the analysis of the CRM systems, identifying strengths, weaknesses, and areas for improvement
• A detailed automation roadmap, including recommendations for AI platforms and tools to streamline processes and tasks
• A custom solution for Michael the Home Buyer to automate property analysis based on specified criteria
• A presentation summarizing the findings and recommendations

1. Clear communication: Provide clear project requirements and objectives, so the students have a solid understanding of what is expected from them. Provide any necessary background information, specific guidelines, or templates that will help them better understand the project's context and goals.
2. Availability: Make yourself available to answer questions, provide guidance, and offer feedback as needed. Establish a communication plan, including regular check-ins, to ensure students can reach you when they need assistance.
3. Timely feedback: Provide constructive feedback on the students' work during the project, helping them identify areas for improvement and highlighting their successes. This will allow them to learn from their mistakes and refine their deliverables to better meet your expectations.
4. Encouragement and motivation: Encourage the students by acknowledging their efforts and praising their achievements. This will help them stay motivated and engaged throughout the project.
5. Real-world context: Share insights into how the project's outcomes will benefit your business, giving the students a sense of ownership and purpose. This will make their work more meaningful and help them understand the real-world implications of their efforts.
6. Resources and tools: Provide access to any necessary resources, tools, or systems the students may need to complete the project, such as sample data sets, software platforms, or industry research.
7. Mentorship: Offer mentorship by sharing your expertise, industry knowledge, and professional experiences. This will help students gain valuable insights and skills that they can apply beyond the project.