If your department has functional enhancements, data integrations, or new solutions for the IU CRM platform, they must be completed as a scoped project that has gone through the established CRM initiative prioritization and approval process.
The IU CRM team will work with the appropriate stakeholder group to develop an approved project charter that defines the scope, timeline, resource requirements, and an estimated budget for your project. The project charter will need review, approval, and prioritization by CRM executive leadership for incorporation into the enterprise-wide IU CRM Initiative's strategic roadmap. It is important to note that these are technical projects only.
Project scope will be focused on technical solution design and implementation. Adoption, business process redesign, and all other functional-related tasks should be owned and managed by the stakeholders and adopting units.
If you have an existing CRM pillar that has an established stakeholder steering committee, the CRM team will manage all of your users’ submitted change requests in an established backlog. Those requests will be approved and prioritized by the appropriate steering committee. Requests to establish new pillars will have a stakeholder group designated by the project executive sponsor.