All Updates
March 2, 2020
UTSA CRM welcomes Doug Baker
Please welcome Harold Baker, the inaugural and new Assistant Director for CRM Systems.
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January 27, 2020
Six Months Post Launch Update
Six months after launch, here are the items that the UTSA CRM team is working on.
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December 2, 2019
Join the UTSA CRM team!
The UTSA CRM team is hiring for four new positions. The UTSA CRM
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July 8, 2019
Phase One Deployed
Within nine months, phase one has successfully deployed to production and onboarded its first set of users.
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May 30, 2019
Status Update - 5/30/19
Status meeting with UTSA's CRM Advisory committee and Huron to review the progress of the CRM implementation.
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May 23, 2019
Status Update - 5/23/19
Status meeting with UTSA's CRM Advisory committee and Huron to review the progress of the CRM implementation.
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May 20, 2019
UAT Kickoff
User Acceptance Testing (UAT) takes place the week of May 20 through May 24. Key individuals were identified to participate in UAT to test and validate that requirements were properly built into the system.
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May 16, 2019
Status Update - 5/16/19
Status meeting with UTSA's CRM Advisory committee and Huron to review the progress of the CRM implementation.
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May 9, 2019
Status Update - 5/9/19
Status meeting with UTSA's CRM Advisory committee and Huron to review the progress of the CRM implementation.
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May 2, 2019
Status Update - 5/2/19
Status meeting with UTSA's CRM Advisory committee and Huron to review the progress of the CRM implementation.
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April 25, 2019
Status Update - 4/25/19
Status meeting with UTSA's CRM Advisory committee and Huron to review the progress of the CRM implementation.
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April 18, 2019
Status Update - 4/18/19
Status meeting with UTSA's CRM Advisory committee and Huron to review the progress of the CRM implementation.
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April 16, 2019
2019 Higher Ed Summit
In preparation of launching the first phase of Salesforce, a team of 17 from UTSA attended this year's Higher Ed Summit, an annual conference for Higher Education users of Salesforce.
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April 11, 2019
Status Update - 4/11/19
Status meeting with UTSA's CRM Advisory committee and Huron to review the progress of the CRM implementation.
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April 4, 2019
Status Update - 4/4/19
Status meeting with UTSA's CRM Advisory committee and Huron to review the progress of the CRM implementation.
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April 1, 2019
Sprint Demo 5
At the end of every sprint, Huron demos the requirements completed in the 2-week build period.
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March 28, 2019
Status Update - 3/28/19
Status meeting with UTSA's CRM Advisory committee and Huron to review the progress of the CRM implementation.
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March 21, 2019
Status Update - 3/21/19
Status meeting with UTSA's CRM Advisory committee and Huron to review the progress of the CRM implementation.
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March 14, 2019
Status Update - 3/14/19
Status meeting with UTSA's CRM Advisory committee and Huron to review the progress of the CRM implementation.
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March 7, 2019
Status Update - 3/7/19
Status meeting with UTSA's CRM Advisory committee and Huron to review the progress of the CRM implementation.
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March 4, 2019
Sprint Demo 3
At the end of every sprint, Huron demos the requirements completed in the 2-week build period.
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March 4, 2019
Sprint Demo 4
At the end of every sprint, Huron demos the requirements completed in the 2-week build period.
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February 28, 2019
Status Update - 2/28/19
Status meeting with UTSA's CRM Advisory committee and Huron to review the progress of the CRM implementation.
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February 28, 2019
Status Update - 2/28/19
Status meeting with UTSA's CRM Advisory committee and Huron to review the progress of the CRM implementation.
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February 15, 2019
Sprint Demo 2
At the end of every sprint, Huron demos the requirements completed in the 2-week build period.
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February 14, 2019
Status Update - 2/14/19
Status meeting with UTSA's CRM Advisory committee and Huron to review the progress of the CRM implementation.
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February 7, 2019
Status Update - 2/7/19
Status meeting with UTSA's CRM Advisory committee and Huron to review the progress of the CRM implementation.
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February 1, 2019
Sprint Demo 1
At the end of every sprint, Huron demos the requirements completed in the 2-week build period.
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January 31, 2019
Status Update - 1/31/19
Status meeting with UTSA's CRM Advisory committee and Huron to review the progress of the CRM implementation.
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January 24, 2019
Status Update - 1/24/19
Status meeting with UTSA's CRM Advisory committee and Huron to review the progress of the CRM implementation.
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January 18, 2019
Sprint Schedule
Utilizing the SCRUM Methodology, Huron and UTSA have planned five sprints to implement the features and functionalities in phase 1.
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January 17, 2019
Status Update - 1/17/19
Status meeting with UTSA's CRM Advisory committee and Huron to review the progress of the CRM implementation.
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January 3, 2019
Status Update - 1/3/19
Status meeting with UTSA's CRM Advisory committee and Huron to review the progress of the CRM implementation.
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December 20, 2018
Status Update - 12/20/18
Status meeting with UTSA's CRM Advisory committee and Huron to review the progress of the CRM implementation.
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December 10, 2018
Stage Two Kickoff
Stage two consists of actually refining the requirements into work items to start the build and implementation stage of our CRM project.
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December 10, 2018
Stage One of Phase I Complete
The discovery stage of Phase I was has been completed and a statement of work has been created to move to the second stage - build and implementation.
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November 8, 2018
Status Update - 11/8/18
Status meeting with UTSA's CRM Advisory committee and Huron to review the progress of the CRM implementation.
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November 5, 2018
Recap: Huron On-Site Visit
On the week of October 22, HURON visited campus to meet with various offices and departments to gather requirements and refine the scope of work for the initial phase 1 implementation of Salesforce.
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October 22, 2018
UTSA CRM Documents Uploaded
Documentation related to the UTSA CRM project can now be found on the updated "Resources & Docs" page on this website. You will need to authenticate to access these documents.
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October 18, 2018
Phase 1 Kickoff
Recorded webinar describing the "Requirements and Design" portion of the initial phase implementation of Salesforce CRM.
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October 12, 2018
UTSA CRM Website Launched
This website will house all key information related to UTSA's strategy to bring an enterprise-wide constituent relationship management (CRM) system to campus.
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