UTSA CRM Updates Stage Two Kickoff

Stage Two Kickoff

December 10, 2018

Stage Two Phases

This project uses the Agile software development and Scrum framework, a method that allows for requirements and solutions to evolve via collaborative effort and cross-functional teams. It’s focus is on planning, development, early QA, and continual improvement, which encourages rapid and flexible response to change

Phase	Objective	Activities
Prepare	Prepare the team to execute and deliver the project successfully	Create integrated project plan Create kick-off deck Create project initiation document Formalize RACI
Architect	Complete requirements with acceptance details. Complete build readiness activities	Conduct grooming sessions Create technical design documents Create QA strategy Create backlog of user stories
Construct	Detailed, Design, Build and Validate Solution	Develop/iterate sprints 1-n Develop change management strategy and communication plan Develop deployment checklist
Validate	Production ready solution	Conduct system/integration testing (SIT) Client user acceptance testing (UAT) Update final project documentation Develop training materials Performance testing
Deploy	Solutions in Production	Deliver training Finalize launch activities Go Live Go Live support

Implementation Team

See below for the leads of the key areas that will be part of the phase 1 implementation:

Undergraduate Recruitment
Lead/SME: Ana Rodriguez

Welcome Center
Lead/SME: Nick Hernandez

Undergraduate Admissions
Lead/SME: Eric Cooper

Graduate School (Admissions/Recruitment)
Lead/SME: Maria Medrano

One Stop Enrollment Center
Lead/SME: Sarah Webb

Financial Aid
Lead/SME: Erika Cox

Registrar
Lead/SME: Johanna Hunziker

BANNER Integration
OIT Lead: Amparo Hubbard
EIS Lead: Carlos Salinas

Marketing Cloud Integration
Lead/SME: Tina Garza