CRM Request Required Date for CRM case


Quick View
Summary: 

The primary purposes of this project are to:

1) Allow customers to enter future requests
2) Bring structure to CRM requests by implementing a 30-day SLA for requests.

This project will offer customers the ability to initiate a request using the case type of "Requests" along with a “Request Required Date” for their request. End of semester classroom construction or business cycle requests are examples of good candidates for this functionality. Along with this project, we will implement a 30-day SLA for requests, as opposed to the open-ended (never-ending) requests that exist currently

------------------------------------------------------------------------------

Go Live: 
December 11, 2009
End Date: 
December 11, 2009
Current Milestone: 
12/11/09 - Migrated to Corda 3 (prod)
Stage: 
On track
People
Sponsor/Champion: 
Adrian Sannier, Vice President and University Technology Officer
Project Manager: 
Frank Montoya
Associate VP University Technology: 
John Rome
University Technology Director: 
Tina Thorstenson
More Info
Source: 
Internal
Priority: 
Medium
Scope: 
  • Added future request date to CRM support case interface
  • Define business process and business rules for future request date usage
  • Define SLA for case type Requests
  • Identify Dashboard reports requiring code edits to calculate SLA based for case type Requests using future request date
  • Update myReport SLA queries to accomodate report SLAs for case type Requests
  • Test and validate Dashboard reports
  • Communicate Request type SLA
  • Communicate future request date

 

All Milestones and Schedule: 

05/15/09 - Draft Functional Spec - Complete
06/05/09 - Finalize spec (approval)- Complete
06/25/09 - Complete Development - Complete
06/26/09 - Unit and Integration testing - Complete
07/10/09 - Finalize UAT scripts - Complete
07/13/09 - Migrate to Test- Complete
07/17/09 - Complete UAT - Complete
07/22/09 - Migrate to Prod - Complete
07/23/09 - Distribute Communication to call center agents - Complete
07/30/09 - App Support transition - complete

TBD - Modify UTO weekly SLA report (create sql)
TBD - Dashboard SQL edits
TBD - Test modifed Dashboard reports
TBD - Move Dasboard SQL edits to Prod

Syndicate content