CRM

77%

Status

Executing [Implementation of the project]

77% complete, updated on Tue 5/14/24 2:15 PM by Joseph Aguilar

The entire project team is continuing to work off of the Element Strike Action sheet: https://docs.google.com/spreadsheets/d/1ssPlg9K7CnWXNGl-soKQwZXjqGu8yMno9Q-z4IxcRpo/edit#gid=1592173344

Tabs:

  • Project Plan Phase 1
  • Action Alpha Phase 1A
  • Project Plan Phase 2
Phase II meetings/discussion will begin in May

Integration's:

  • SalesForce: No major issues to report.  
  • Colleague: Data is flowing to/from, nothing new to report
  • Inbound integrations: Data is flowing, nothing to report
  • The Outbound integration: The TSTC side of the Outbound integration is complete. Kelly & Element 451 are working on the build phase with keys. Which means: Element 451 will need roughly 8 weeks for development - during that time Element 451 will be testing integration with the tenant that Clark (TSTC OIT Integration Team) gave E451 access to.  The TSTC Integration Team will need to provide test records within Element451 that E451 will use to push to the test Workday tenant.

Meetings scheduled for this week:

  • Tuesday May 14, 2024: TSTC Internal Element Huddle

OIT Solutions/Support Tickets
  • Ticket 25503509: Zapier Security Review
    • Bettersworth has already discussed the possibility of using Zapier as a workaround until E451 can properly develop the APi. 

Details

Dates
Tue 8/22/23 - Tue 12/31/24
Acct/Dept
Employee
Type
Solutions Project Management / Software / Application
Health
Green - On track
Created
Tue 8/22/23 9:55 AM
Modified
Thu 5/16/24 9:34 AM

Project Request Form

Requestor
This is an individual that is listed as the person asking for a project evaluation, may not necessarily be the Project Champion.
Michael Bettersworth
Requested Delivery Date
Enter an estimated date you would like this project completed/delivered
09/30/2024
Do you have an existing solution you are wanting to replace or enhance?
If so, provide some background information on the solution / process you are currently using.
Yes
List your primary requirements for this solution.
Please list your primary requirements for this solution.
TBD
Please list any subject matter experts who can assist with this project.
Who has the knowledge in your area or other areas that can assist?
TBD

Description

New CRM Project

Manager

Joseph Aguilar
Joseph Aguilar