The goal of this internship is to advance our company's financial tracking and customer relationship management (CRM) capabilities by crafting and implementing key performance indicators (KPIs) that resonate with our strategic goals. Interns are tasked with the integration of financial data into our CRM systems, aiming to forge a unified platform that meticulously gauges and enhances business performance. The culmination of this project will be the creation of a comprehensive document detailing the newly established KPI framework and the optimized CRM procedures. This document will serve as a guide for ongoing financial health monitoring, customer engagement analysis, and operational efficiency improvements, empowering informed strategic decisions and promoting sustained organizational growth.

To successfully achieve the project goal, interns will need to conduct a thorough analysis of current financial tracking methods and CRM usage within the company, identify gaps and areas for improvement, and research best practices for KPI integration into CRM systems. They will design and implement a tailored set of KPIs that align with the company's strategic goals, develop a streamlined process for data collection and analysis, and ensure the seamless integration of financial data with the CRM software. Additionally, interns will create training materials and conduct sessions to educate staff on the new systems and processes. The project will conclude with the preparation of a detailed final document that outlines the KPI framework, CRM optimization strategies, and a roadmap for ongoing evaluation and adjustment, ensuring the company's continued growth and efficiency.

To support students in completing the project, we will provide comprehensive mentorship and resources. Each intern will have regular weekly video meetings with their mentor for progress updates, feedback, and guidance on overcoming any challenges faced during the project. In addition to these structured meetings, asynchronous communication will be encouraged throughout the week via email or a dedicated project management tool, allowing interns to seek advice, share updates, and engage in discussions at their convenience. We will ensure interns have full access to the necessary tools and technologies, including CRM software and data analysis tools, along with unrestricted access to relevant financial data and customer information (within privacy and compliance guidelines) needed to accomplish their tasks. This blend of synchronous and asynchronous support, coupled with the provision of essential resources, is designed to foster a learning environment that is both flexible and conducive to achieving the project's objectives.