AI-Driven Project Kickoff: Roadmap & Stakeholder Alignment
Explore a comprehensive project kick-off guide for implementing an experience management system with Alchemer, Fabric, and Power BI integrations.
Alchemer Programme
Project Kick-off
Fitch Learning
28 January 2026
Project Manager
Funmilola Babarinde
Agenda
Context & Vision
Goals & Success Measures
Scope & Phases
Design & Implementation Approach
Workstreams, Roles & Governance
Risks, Assumptions & Dependencies
Timeline & Next 30/60/90 Days
Decisions & Q&A
Context & Vision
WHAT
Implementing an evaluation & experience management system to support all learning formats (ILT, VILT, LMS) and all stakeholders—learners, trainers, clients, and internal teams.
WHY
Capture targeted feedback and actionable insights (NPS, CSAT) to improve learning effectiveness and client outcomes.
WHEN
Phased launch through 2026, with overlapping waves to accelerate value delivery.
Goals & Success Measures
Response Rates
30-40%
Increase response rates towards industry benchmarks and improve data quality
Real-Time Insights
Daily Refresh
Enable near real-time analysis and role-based dashboards (Portfolio, Trainer, Client)
Global Platform
9 Locales
Provide a scalable, global platform with governed templates and metadata
Efficiency
Automated
Reduce manual effort and form sprawl through standardisation and automation
Scope Definition
IN SCOPE
Learner & tutor feedback for ILT/VILT/e-learning
Client Services ticket CSAT surveys
Exam/regulated programmes feedback
Multilingual routing (up to 9 locales)
Alchemer → Fabric → Power BI integration
SSO/RLS security and governance
OUT OF SCOPE (INITIAL)
Bespoke one-off forms outside governed add-on model
Advanced AI analytics beyond platform defaults (unless approved)
Phased Roadmap
Phase 1
MALS (Blueprint)
Phase 2
Corporate Solutions
Phase 3
Public Courses
Phase 4
Client Services, PQ, CFA
Phase 5
CWMA & GCC (Multilingual)
Phase 6
CSI, CQF, Apprenticeships
Design Principles
Federated Standardisation
Global core templates + governed team add-ons
Time-Based Routing
T+0 in-session QR / immediate email; T+1 reminder; exam variants T+3/T+5
Mandatory Metadata
CourseCode, SessionID, ProgrammeID, TrainerID, DeliveryMode, Language, ClientID
Automated Data Flow
Alchemer → Fabric (Lakehouse) → Power BI; daily refresh; RLS security
Solution Architecture
Alchemer
Forms, routing, automation, translations
APIs / Webhooks
ERP, LMS, Zendesk with IDs & lookups
Fabric Lakehouse
Responses, Invitations, Lookups, Audit
Power BI
Portfolio, Trainer, Client dashboards with RLS
Workstreams & Deliverables
Templates & Content
Participant, Instructor, CRM/Trainer, Multilingual; versioning
Routing & Invitations
QR/email assets; cadence per team; merge-var scheme
Integrations
ERP/LMS/Zendesk; Fabric ingestion (retry/audit)
Dashboards
Semantic model; Portfolio/Trainer/Client views; monthly digest
UAT & Cutover
Scenario scripts; runbooks; hypercare planning
Roles & Governance
STEERCO
Sponsor, Operations Director, Data/BI Lead, Product Owner (Alchemer)
CORE TEAM
PM, BA/Process, Platform Specialist, Data/BI Developer, Integration Engineer
TEAM SMEs
MALS, CS, Public Courses, Client Services, PQ, CFA, CWMA/GCC, CSI, CQF, Apprenticeships
CHANGE CONTROL
Fortnightly release train; template versioning; translation catalogue
Risks & Mitigations
Low response rates
Shorter forms; T+0 + T+1 cadence; show value of feedback
Template sprawl
Central library + add-ons only; change control
Metadata gaps
Mandatory hidden fields; lookup validation; reject incomplete links
Translation lag
Reviewer rota; freeze window before release; locale QA
RLS leakage
Unit tests by role; drill-through tests in UAT
Budget Snapshot
PRIMARY RECOMMENDATION
Alchemer (cost-effective for current scale & budget)
One-off CAPEX
~£2,215
Annual OPEX
~£17,515
License mix & onboarding
RATIONALE
Adoption within MALS/CSI and Fitch Group reduces onboarding effort and time-to-value
Timeline & Milestones
Feb - May 2026
Design Complete
Per phase
UAT Sign-off
Scenario scripts
Go-Live
Phased rollout
Hypercare Exit
Stabilisation
KPIs TRACKED
Response rate
Time-to-insight
Low-score SLA
Dashboard adoption
Next 30 / 60 / 90 Days
NEXT 30 DAYS
Lock template set & metadata
Agree routing cadences
Confirm integration endpoints
Schedule translations
NEXT 60 DAYS
Build templates/routes
Configure Fabric ingestion
Stand up dashboards
Draft UAT scripts
NEXT 90 DAYS
Execute UAT & pilots
Cutover comms & runbooks
Go-Lives
Start hypercare
Decisions Requested
Approve global template set and metadata dictionary
Confirm wave order & target dates for each phase
Agree RLS model and dashboard audiences (Trainer, Client, Portfolio)
Confirm translation workflow & reviewers for multilingual teams
ACTION REQUIRED
Please confirm your approval or raise concerns for discussion
Questions & Discussion
Thank you for your time
Project Manager
Funmilola Babarinde
28 January 2026
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- roadmap
- experience-management
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- data-integration
- power-bi