Overview

Background

As part of the consolidation of systems within Edinburgh Innovations and to reduce customer data held in silos, there is a requirement to deliver a Salesforce based Intellectual Property Management system that as a minimum provides all of the data and functionality currently utilised within Inteum, whilst maintaining secure access such that information and communications relating to Intellectual Property are only accessible by defined individuals with Edinburgh Innovations 

Scope

To migrate Inteum data and replicating Inteum functionalities and record security within Salesforce

To utilise the migration processes previously defined in CSG016 and update from lessons learned

To engage with the Digital Skills and Training Team in ISG to manage and support the delivery of IRM training 

Complete accessibility requirements through the completion of an EqIA

Update the current DPIA for the Salesforce IRM

Out of scope

Decommissioning of redundant infrastructure at Edinburgh Innovations

Resolving the licensing model for the IRM across the University 

Objectives

Priority – M = Must Have; S = Should Have; C = Could Have; W = Want 

• M = has to be satisfied for the final solution to be acceptable in terms of delivery dates, compliance, viability etc. 

• S = high-priority requirement that should be included if possible -workarounds may be available 

• C = a nice-to-have requirement 

• W = want but will not be part of this project 

• O = Objective 

• D = Deliverable 

Benefits

There are a number of benefits 

• There is a potential reduction in overall costs  as the move towards a consolidated IRM service 
• Enhanced functionality may also be a benefit as there are workflows and automations available in Salesforce that aren’t in Inteum
• Project based approach for move to Salesforce
• Alignment to UoE IRM / IT strategy
• Change Management
• Robust Training
• Establishment of SLA’s/OLA’s

Success Criteria

The Onboarding of the IP team within Salesforce

Delivery of User Training Guides for future system users 

Determine lessons learned from the Onboardinng process 

Project Milestones