RFP-Salesforce Org Clean Up & Roadmap Development

100%

Status

Completed [Completed]

100% complete, updated on Wed 1/11/23 12:42 PM by Wendy Bentley

Changed Status from In Process to Completed.
Changed Health from Green to None.
The SOW to begin work for roadmap and governance has been completed and the governance phase is commencing.

Details

Dates
Fri 10/1/21 - Wed 1/11/23
Acct/Dept
Office of the CIO
Service
Project and Change Management Office / Information Technology Project Request
Type
IT Projects / DoIT Project
Health
None - No health has been set
Portfolio(s)
Classification
Projects *Deactivated*
Created
Sun 1/23/22 3:41 PM
Modified
Wed 1/11/23 12:42 PM
Closed
Wed 1/11/23 12:42 PM

Change Impact

How will you measure the impact of this project?
What are some metrics or KPIs that will be used to measure success? Think about the five metrics to measure: quality, quantity, timeliness, cost, and customer satisfaction.
Increased utilization for engagement activities over previous years.
What are the consequences of not doing this project?
For example: direct significant negative consequences to the University, unable to conduct basic services; failure to resolve customer complaints or requests; loss of opportunity for improved service delivery or efficiency. Please explain.
Without a thorough assessment and roadmap, it will be difficult to expand the system to support campus initiatives without strategic changes.
How many employees will be impacted by this change?
Select the size of the employee population that will be impacted by this request.
Hundreds
How many students will be impacted by this change?
Select the size of the student population that will be impacted by this request.
None

Project Costs

Funding Status
Funding is necessary and has been approved

Project Details

Project Champion
Person who voluntarily takes special interest in the adoption, implementation, and success of the project. They will help enforce the project solution with internal resources and promote it across campus.
Divisional VP Support
Does your divisional VP support this request?
Yes
What would a successful solution look like?
What outcome will you have at the conclusion of this project? If this proposal is one of a multi-phase project, please explain your plans, goals, and timelines for subsequent phases.
A roadmap approved by key stakeholders and a path forward.
Executive Sponsor Division
The executive sponsor's campus division.
Information Technology
Is there a mandated or requirement driving this request?
Please indicate whether or not this request is mandated or required. If it’s mandated or required, you will be asked to attach supporting documentation.
No mandate or hard requirement driving this request
Campus Enduring Commitments & Strategic Goals
For more information about the Campus Enduring Commitments and Strategic Priorities, please go to https://www.csuchico.edu/strategicplan/enduring... and https://www.csuchico.edu/strategicplan/.
Strategic Priority: Resilient and Sustainable Systems

Project Resources & Effort

What resources will this project require?
Identify the department and/or individuals that might need to work on this project and the estimated number of hours required for each individual.
Customer Engagement Team
-Donovan St. Clair
-Megan Utter
DoIT Departments Involved
Any Division of IT departments that will be involved in this project.
EAPP (Enterprise Applications)
Complexity of Implementation
What is the complexity of the project?
None (routine change within 1 system)

Description

Campus has contracted with Kennedy & Company to assess the health of our campus Org and work with key stakeholders to develop a roadmap for the future.

Systems Affected

  1. Salesforce

Manager

Andy Miller
Andy Miller

Alternate Manager(s)

MU
Megan Utter
Alisha Johns
Alisha Johns
WB
Wendy Bentley

Sponsor

MS
Monique Sendze

Stakeholders (8)

Andy Miller
Andy Miller
Chico State
Accountable
Accountable
Sun 1/23/22 3:52 PM
JO
Jeremy Olguin
Consulted
Consulted
Sun 1/23/22 3:51 PM
JR
Jerry Ross
Consulted
Consulted
Sun 1/23/22 3:51 PM
KB
Kaitlyn Baumgartner Lee
Consulted
Consulted
Sun 1/23/22 3:48 PM
KP
Kate Post
Consulted
Consulted
Sun 1/23/22 3:49 PM
KF
Kathy Fernandes
Consulted
Consulted
Sun 1/23/22 3:48 PM
MD
Michael Dills-Allen
Consulted
Consulted
Sun 1/23/22 3:50 PM
Scott Kodai
Scott Kodai
Senior Director, Enterprise Applications
Consulted
Consulted
Sun 1/23/22 3:49 PM