Other Questions

  • How is the Project Team going to collect and record all the diverse requirements at all three campuses?

The Project approach includes four channels for input in person interviews, focus groups, targeted surveys, and SharePoint.

  • What is the expected output (deliverable) at the end of the Discovery Phase of the Project?

The final deliverable for the Discovery Phase is a recommendation         document defining the advancement community’s needs, describing the current technical environment (including existing solutions), a discussion on the business performance gaps found and the final recommendations, which will contain a set of possible solutions (including modulated alternatives and related costs) to be presented to the Executive Oversight Committee.

  • How do I get ready for a Requirements Interview? 

One way to prepare for an effective requirements gathering session is to write down the goals for your unit and for yourself. 

  • Who are your constituents?
  • What do you do to support constituency relationships (job functions)?
  • Why do you do these things (function objectives)?
  • How do you do these things (tasks)?
  • What do you use (data, tools, etc)?
  • What do you produce (report, decision, proposal, invitation, et

Using the relationship management context, think about all of the functions you perform and write them down.  From there ask yourself, “What are the processes/procedures I follow to accomplish that function? How do I do them? What do I use and what do I produce?” Once you have those, take some time and think critically about the successes/difficulties in context to your primary goals.  Ask yourself “what works well, what could be improved, what is my wish list if anything were possible, and what would I like to see?  Etc.”

 

  • Does the ATP team already have a CRM solution (system and tools) in mind?

No.  The Discovery Phase of the project is intended to facilitate clear definition of the gaps to be filled by a CRM solution and is the sole reason for the Project...  During this phase we will conduct a needs analysis and solutions/feasibility analysis to document the needs of the advancement community in terms of their ability to manage relationships with their constituents.  At the conclusion of the Discovery Phase project, there is an expectation that the Executive Oversight Committee will make a decision on how to proceed, including deciding on the most cost-effective option for meeting the overall needs outlined in the Discovery Phase.