Completion Report

Project Summary:

Objectives

• To understand and document the business needs of the schools in relation to Executive Development, Academic Development and Events Management - COMPLETE
• To present a recommended way forward for both short term goals (1-2 years) and longer term goals with a University wide focus (3-5 years) - COMPLETE
• To present the risks, potential costs and predicted timeline for short term goals - COMPLETE
• To establish links with Student Systems, ERI and Development Alumni for exploration of integration work and policy development, with a view to presenting a way forward but not needing to define the working agreements - that will form part of a larger implementation project - COMPLETE

Benefits

• Establishing a defined way forward that complies with data governance and procurement
• Allowing Executive Development the short term opportunity to leverage tools to support their business processes
• Putting the right people in contact to create a consistent and agreed approach to CRM adoption and integration

Success Criteria

• A clear recommendation for how to proceed, along with actions and outline plan for adopting new software -MET
• An accepted approach to achieving the short term goals with a view to how to move towards the longer term goals with details of risks and actions - MET

Schedule

The original schedule for the project was not met, mainly due to conflict for the Project Manager/Business Analysts time to complete the initiation of the project.  Once the project initiation was compete the analysis has proceeded well and engagement with around 30 business stakeholders and 6 potential vendors has proceeded well.

Analysis of Resource Usage:

Staff Usage Estimate: 10 days

Staff Usage Actual: 10 days

Staff Usage Variance: 0%

Other Resource Estimate: 0 days

Other Resource Actual: 0 days

Other Resource Variance: 0%

Explanation for variance:

As stated in the schedule section the main variance on this project was the delivered analysis from the original timeline due to Project Services conflicts with the Timetabling Live Service.

Key Learning Points:

• Engagement with a wide variety of stakeholders in the Business School, Law, ERI, Development Alumni, Student Systems, CAM and Procurement has worked really well.  Generally there is a real drive to establish a CRM so it has been good practice working in partnership as it will mean a more sustainable approach for the future adoption of a CRM.

Outstanding issues:

• The actual purchase and continued involvement of Project Services will continue under a separate project given that the objectives of this project stopped at making the recommendation.  Although it has been agreed between the Programme Sponsor and Programme manager that the work to start the purchase will continue without delay:
  • The requirements are ready to be sent onto the vendor for response
  • The NCA letter is ready for submission to procurement for approval