Phase 1 Implementation

Documentation related to the UTSA CRM project can be found below. You will need to authenticate to access these documents.

Phase 1 - Stage 1 • DEC 2018

CRM Solution Document

The Solution Design Document (SDD) is created to document the current state and to illustrate the proposed future state architecture and process for the implementation of Salesforce CRM and System Integration (Banner) for University of Texas at San Antonio (UTSA).

View CRM Solution Document

View Requirement Tracking Matrix

Phase 1 - STAGE 1 • OCT 2018

On-Site Discovery Meetings with Huron

Huron visited UTSA campus 10/22-10/26 to conduct executive-level and stakeholder requirements discussion in order to confirm goals and objectives including definition of success; as well as, confirm prioritized general requirements across the enterprise from each impacted group.

View On-Site Schedule

Phase 1 - STAGE 1 • OCT 2018

Salesforce Implementation Discovery Project Kickoff Guide

Project kickoff guide provided by Huron summarizing Phase 1 - Part 1 scope, timeline, team, schedule and topics of discussion.

Read the Kickoff Guide

DISCOVERY • AUG 2018

UTSA CRM Preliminary Scope of Work

Internal scope of work assessed and written by UTSA regarding CRM requirements needed for a first phase implementation of Salesforce at UTSA. This document was provided to Huron prior to the start of the engagement.

Read the Preliminary Scope of Work

DISCOVERY • JUN 2018

UTSA CRM Discovery Workshop

Internal workshop with staff participants from Undergraduate Admissions (recruiters, processors, welcome center staff), One Stop Counselors, College of Engineering, Top Scholars and International Admissions who participated in a few activities to draw out insights about bringing a new CRM onto campus.

See Discovery Workshop Artifacts