Revenue Forecasting and Profitability Analysis with VASCO

Set 2 Close aims to enhance its revenue operations by leveraging the VASCO Rev-ops tool plugin for data visualization. The primary goal is to analyze profitability and forecast future revenue trends across partner, shared, and client onboarding pipelines. Learners will utilize the VASCO tool, which is fully integrated with HubSpot CRM, to extract and visualize data. A VASCO training specialist will provide mentorship on the latest CRM forecasting analytics tools. The project will be overseen by Set 2 Close's Director of Solutions Architecture, ensuring alignment with the company's strategic objectives. This project offers learners the opportunity to apply classroom knowledge in data analysis and CRM tools to real-world business scenarios.

Onboarding Assessment Development

Set 2 Close is seeking to enhance its onboarding program by developing a series of practical tests aimed at evaluating the knowledge of new participants. The goal of this project is to ensure that the participants not only meet but exceed the expectations set by the training and educational material provided through our proprietary LMS training software. The project involves designing tests that accurately reflect the objectives of the training material, ensuring that they are both comprehensive and aligned with the learning outcomes. The team will focus on creating assessments that are practical, relevant, and capable of measuring the participants' understanding effectively. This project provides an opportunity for learners to apply their knowledge of educational assessment design and instructional technology.

Teamwork Optimization for Enhanced Project Management

Set 2 Close is seeking to enhance its project management efficiency by optimizing the use of the Teamwork tool. The primary goal is to set up comprehensive dashboards that effectively track key metrics, KPIs, and profitability. This project will involve streamlining budget and timeline tracking processes to ensure projects remain on schedule and within financial constraints. Additionally, the project aims to set up workload and capacity management within Teamwork to better allocate resources and optimize team performance. By leveraging the full suite of features offered by Teamwork, Set 2 Close aims to improve overall project management effectiveness and decision-making capabilities. This project provides learners with the opportunity to apply their classroom knowledge of project management tools and techniques in a practical setting.

Automated Testing Framework Development

Set 2 Close is seeking to enhance its software quality assurance process by developing an automated testing framework. The goal of this project is to create a robust, scalable, and easy-to-use framework that can be integrated into the existing software development lifecycle. This framework will help in identifying bugs and issues early in the development process, thereby reducing the time and cost associated with manual testing. The project involves researching existing testing tools, selecting the most appropriate ones, and customizing them to fit the company's specific needs. Learners will apply their knowledge of software development, testing methodologies, and automation tools to build a solution that improves efficiency and accuracy in testing. - Research and evaluate existing automated testing tools. - Design a framework that integrates seamlessly with Set 2 Close's current systems. - Develop scripts and test cases for automated testing. - Document the framework for future maintenance and updates.

Real-Time Data Integration System for Gingr and HubSpot

Set 2 Close is seeking to enhance the integration between two cloud-based systems, Gingr and HubSpot, by developing a real-time data processing solution. The project involves using AWS to filter incoming Webhook Packages and establish a First-In-First-Out (FIFO) system to manage data flow. The primary objective is to queue and parse JSON payloads to extract relevant mappable properties, ensuring seamless updates between the two platforms. This project will allow learners to apply their knowledge of cloud computing, data processing, and integration techniques. The tasks are closely related and designed to be completed within a single academic program, focusing on practical application of classroom concepts.

SOC 2 Compliance Assessment and Recommendation Project

Assess the current SOC 2 compliance readiness of Set2Close’s systems, with a focus on HubSpot integration. Students will analyze the existing setup, identify gaps, and provide a detailed report and roadmap for achieving SOC 2 compliance. Goal: Develop a comprehensive understanding of SOC 2 compliance requirements and provide actionable recommendations to help Set2Close achieve compliance, with emphasis on the HubSpot CRM platform. Duration: 4 weeks Team Size: 4-5 students, contributing 60 hours each (300 total project hours)