Fonteva Decomission and Orientation Event Data Migration

75%

Status

Cancelled [Cancelled]

75% complete, updated on Fri 10/27/23 4:34 PM by Wendy Bentley

Changed Status from On Hold to Cancelled.
Changed Health from On Hold to None.
I am cancelling this project and reacreating it as a ticket in the

Details

Dates
Fri 10/21/22 - Fri 10/27/23

Acct/Dept

IT Support Services

Type

IT Projects / DoIT Project

Health

None - No health has been set

Portfolio(s)

CRM (Wendy Bentley)
Customer Engagement (Wendy Bentley)
EAPP (Wendy Bentley)

Classification

Projects *Deactivated*

Created

Fri 10/21/22 8:44 AM

Modified

Fri 10/27/23 4:34 PM

Closed

Fri 10/27/23 4:34 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.

The Division of IT will no longer have to pay for Fonteva licenses which equate roughly 7K. Additionally, the overhead to test the third party application three times a year in preparation for the Salesforce Winter, Spring, and Summer updates will be removed, saving 20 hours a year.

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.

We will have out dated software with no vendor support running on the Salesforce platform. If issues come up we will be on our own to fix them. Furthermore, the data overhead to retain the objects and their data is costly.

How many employees will be impacted by this change?

Select the size of the employee population that will be impacted by this request.

A few

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 not necessary

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.

Scott Kodai

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.

The removal of Fonteva application from the Salesforce Org and the migration of ONSP event data to the TargetX objects for reporting.

Executive Sponsor Division

The executive sponsor's campus division.

Information Technology

If this request is mandated, please provide details about what's driving the mandate.

If you selected Chancellor's Office, legal or collective bargaining requirement, please provide details about the policy, law or executive memorandum that’s driving the mandate.

We need to remove the software since we are not renewing the contract. If we don't remove the software and issues come up during Salesforce updates, we will not have vendor support to resolve the errors.

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.

Required (not mandated) to keep a campus system running properly

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

Deadline Reason

Describe the business requirement or reason for the project deadline.

To prepare for the related project to pull Orientation Event data in from VZO, we will need to map the data to the existing targetx event fields

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.

Donovan St. Clair

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?

Minimal (minimal system interfaces/impacts/dependencies)

What is the solution type?

The solution type translates to the level of impact on IT staffing and technology maintenance. Based on consultation with your IT representative, pick the best fit for your proposed solution.

Decommission of an existing system

Description

The primary user of Fonteva Event Management is now using VZO and we need to decommission the software and migrate the Orientation data off of the Fonteva objects in Salesforce. The removal of the Fonteva application and objects will clean up the Salesforce Org and reduce overhead. The Customer Engagement team will also move the Orientation event data so it remains reportable utilizing the TargetX event objects. This project will dovetail into another project with Orientation where we will pull in new Orientation event data to assist with reporting and communications.

Manager

Todd McGregor

Alternate Manager(s)

Alisha Johns