Symplicity for Relationship Management

Status

Initiating [Project Charter / Stakeholder Registry]

2% complete, updated on Mon 2/3/25 4:57 PM by Janine Reneau

Changed Status from New to Initiating.
Changed Percent Complete from 0% to 2%.
Changed Health from None - No health has been set to Green - On track.
Relationship Management is part of a larger ERD IDIQ Project.

Vendor: Symplicity was selected and is now going into the contract stage.

Details

Dates
Thu 5/2/24 - Thu 5/2/24

Acct/Dept

Employee

Type

Solutions Project Management / Software / Application

Health

Green - On track

Created

Mon 2/3/25 4:53 PM

Modified

Mon 2/3/25 4:59 PM

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.

Courtney Ellis

Project Champion Supervisor

Project Champion's direct Supervisor

Janai Floyd

Vice Chancellor

Project Champion's Vice Chancellor for the division

Cledia Hernandez

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.

unknown

List your primary requirements for this solution.

Please list your primary requirements for this solution.

Below are key
requirements for a relationship management function. See Appendix A – Relationship
Management Requirements for detailed user stories/requirements.
o Centralized System with Role-Based Access Control
o Shared Relationships Across Departments
o Customizable Relationship Tagging and Categorization
o Workflow and Task Assignment Tools
o Triggered Communications
o Email Marketing Campaigns
o Event Management
o Communication History
o Automated Notifications and Alerts
o Data Analytics & Reporting
o External Portal Capability
o Content Management/Customization
o Form Builder / Data Capture and Integration

Do you have funding for this project? If so, please provide the amount.

Please list Budgeted Amount?

yes

Name(s) of the OIT personnel who assisted.

Enter the name of the OIT personnel who assisted?

Dale Bundy, Carrie Bernal

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

Please list any other pertinent information that is relevant to this project request.

TBD

Description

A tool or suite of tools that provide the ability to cultivate and maintain positive interactions and
connections with our stakeholders, including alumni, donors, students, and industry partners, to
achieve organizational objectives. This includes the systematic tracking, analysis, and nurturing of
relationships through effective communication, personalized engagement, and targeted outreach
efforts. A robust relationship management system will enable TSTC to understand stakeholder
needs, enhance loyalty, and foster long-term partnerships for mutual benefit.

Manager

Janine Reneau

Stakeholders (3)

Courtney Ellis

Project Manager

Responsible, Accountable, Consulted, Informed

Sr Mgr., Operations - Business Services

Mon 2/3/25 5:00 PM

Janai Floyd

Recruitment Coordinator

Informed

Sr Director - External Relations Operations

Mon 2/3/25 5:01 PM

Michael Smith

Accounts Payable Specialist