CRM & Customer Experience Project Management Simulations

TD Insurance · Financial Services — Insurance (Auto / P&C)

Digital Channels / Claims Self-Service Project Manager Simulation

Pilot a self-service auto claims portal for TD Insurance customers — letting them start a claim, upload damage photos, and track status without calling. Lead a $1.5M, 16-week build connecting a new customer portal to Guidewire ClaimCenter through MuleSoft, with Tractable's AI sizing the damage. The catch: the claims team you're meant to relieve isn't sure they want it, and the regulators are watching.

27-day simulation →

Scotiabank · Banking & Financial Services

Branch Tech / Customer Self-Service Project Manager Simulation

Lead a $1.5M pilot deploying customer self-service kiosks — deposits, transfers, and balance inquiries — across 10 Scotiabank branches in the Greater Toronto Area. The hardware is the easy part; the real work is winning over district and branch managers whose customer-satisfaction scores are on the line during the transition, while clearing accessibility and InfoSec review before the first kiosk goes live.

27-day simulation →

CIBC · Banking

Branch Technology Rollout Project Manager Simulation

Take CIBC's digital account-opening rollout from a 12-branch pilot to all 1,000+ Canadian branches — a single tablet workflow on Salesforce, Adobe Sign, and Mitek ID verification replacing thirty years of paper. The pilot posted a 28% time saving and leadership wants it network-wide by quarter-end. But the pilot branches were urban, fibre-connected, and hand-held by vendor techs — and the SVP who owns every CSR's productivity metric was never in the room.

27-day simulation →

PepsiCo · Consumer Packaged Goods (CPG)

Data Integration Project Manager Simulation

Lead a $3.4M ERP-to-CRM data integration project for PepsiCo's North America Beverages division. Build the integration from scratch — connecting SAP S/4HANA to Salesforce Sales Cloud through MuleSoft — while aligning sales, supply chain, and finance stakeholders who each want different things from the same data.

27-day simulation →

Scotiabank (Bank of Nova Scotia) · Financial Services — Retail & Commercial Banking

Waterfall Project Manager Simulation

Lead Scotiabank's migration of 5,400 contact-centre agents across Canada, the US, Mexico, Chile, and Colombia from legacy Avaya to Genesys Cloud — bilingual EN/ES IVR rebuilds, a consolidated agent desktop, and carrier porting in five countries — before the Avaya support contract runs out. The platform is funded and well-sponsored; the test is the discipline to run a clean, boring, on-time program where the quiet shortcuts are what sink you.

27-day simulation →

Royal Bank of Canada (RBC) · Banking & Financial Services

Digital Channels / Customer Acquisition Project Manager Simulation

Launch RBC's online account-opening pilot for newcomers to Canada — a $1.3M digital acquisition project. Streamline a multilingual application funnel through Trulioo identity verification while holding the line between aggressive conversion targets and a compliance team that won't bend on FINTRAC identity rules.

27-day simulation →

Brigham Health · Healthcare — Hospital Services

CRM Documentation & Audit Prep Project Manager Simulation

Document a $1.2M Salesforce Health Cloud instance that has been running care-coordination workflows at Brigham Health for two years with zero project documentation. Reconstruct customizations, Epic integration touchpoints, security posture, and decision history in 27 days — before HIMSS EMRAM Stage 7 reassessment reviewers arrive and Brigham's digital-maturity rating is publicly downgraded.

27-day simulation →

Kaiser Permanente · Healthcare — Integrated Payer-Provider

Waterfall Project Manager Simulation

Lead a $27.8M Salesforce Health Cloud deployment across Kaiser Permanente's 22 medical centers, 39 hospitals, and 12.7M members. Coordinate four converging workstreams — platform build, HealthConnect (Epic) integration, kp.org member portal, and care manager workflows — through executive governance politics where regional clinical leaders, the Permanente medical group, and the Salesforce SI all hold different ideas about who owns the unified patient timeline.

27-day simulation →

DHL Group · Logistics & Supply Chain

Global CRM Consolidation Project Manager Simulation

Lead an $8.4M global consolidation of Salesforce Sales Cloud across DHL's four regional instances (NA, EMEA, LATAM, APAC) into a single global org. Reconcile pipeline stages, data taxonomies, and opportunity definitions while four regional sales VPs negotiate which version of 'standard' becomes the global default — all against a fixed January 1 go-live tied to DHL's fiscal year reset.

27-day simulation →