Project Details
Last Updated On: 03-15-21
Overview
To successfully incorporate CRM in the university, the project must complete the following steps:
Evaluation and Selection
1. Gather Information : The departments or groups submit information to the Steering Committee to evaluate eligibility to receive CRM.
2. Evaluate Qualifications : The Steering Committee evaluates potential departments or groups that should receive CRM according to the qualifications scorecard.
3. Select Department or Group: The Steering Committee and the CRM Executive Committee selects the next group or department to receive CRM.
4. Determine Objectives and Outcomes : The Steering Committee determines overall objectives and outcomes.
5. Add New Representation : New representatives from the selected department or group will be added to the appropriate CRM teams.
Research and Development
6. Gather Requirements : The Core CRM Project Team with added representatives will gather requirements from the selected group or department to fulfill pre-determined objectives and outcomes defined by the Steering Committee.
7. Program New Requirements : The Core CRM Project Team will work with the implementation partner to configure the CRM software to meet the essential requirements of the selected department or group.
Validation and Testing
8. Data Validation : The Core CRM Project Team will conduct a review to ensure data accuracy, relevance, and security.
9. User Acceptance Testing : The selected department or group will test the software to ensure the product is able to complete the required tasks associated with their work.
Training
10. Training : Training and other resources, such as Job Aids and training guides, will be provided to the selected department or group.
Implementation
11. Update CRM System : The changes in the production or live version of CRM will be turned on and access to the system will be granted to the new department or group.
Unless previously discussed as part of the project, all other changes or additions to the CRM system will need approval from the CRM Governance Committee after the update to the live version of CRM.
Unless previously discussed as part of the project, all other changes or additions to the CRM system will need approval from the CRM Governance Committee after the update to the live version of CRM.