License Tasks
- July 2021: Full Salesforce license users moved to platform licenses
Data/Architecture Tasks
- May 2021: Met with ITS Unit Reps to define existing processes
- August 2021: Defined unit business requirements
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December 2021:
- Deployed CRM in QA
- Completed user testing and governance documentation
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February 2022:
- Deployed CRM in production
- Trained end users in CRM
Wrap Up Tasks
- March 2022:
- Define Phase 2 Project
- CRM moves into operations