CRM Support Dashboard and Reporting V.1.0

The CRM Support Dashboard and Reporting project is focused on providing the first iteration of CRM Support reports, required documentation, business processes, training, and access via ASU’s Dashboard web interface and myReports (Hyperion) reporting tool.

The following activity and related deliverables will be addressed:

• Design, Development, Training, Security, and Communication
• Validate reports
• Document and implement initial access strategy and business processes
• Document future next phase enhancements

myReports

• Train the trainer on use of myReports
• Connect to CRM database tables
• Identify list of reporting tables to be replicated in the data warehouse
• Knowledge transfer (CRM Support team and business leads)
• Create initial CRM Support reports for reuse
• Provide CRM reporting support and training
• Document and implement initial access strategy and business processes
• Design, Develop, and Transition UTO SLA AVP report update and maintenance