Organisation
Work/Task Breakdown
| Task | Who | Priority |
|---|---|---|
| O1. Onboarding specified Business School departments to manage and maintain industry relationships from within the IRM | ||
| D1.1 Definition of Business Requirements | ||
| D1.1.1 Data mapping of existing Salesforce CRM data fields to corresponding IRM data fields | Business Analyst / Business Lead / Service Manager | Must |
| D1.1.2 Complete Reporting Gap Analysis with regards current reporting requirements and the standard reports available within the IRM | Business Analyst / Business Lead / Service Manager | Must |
| D1.1.3 Define business requirements incorporating the processes to be used within the IRM | Business Analyst / Business Lead / Service Manager | Must |
| D1.1.4 Sign-off Business Requirements | ALL | Must |
| D1.2 Data Migration from existing Salesforce CRM | ||
| D1.2.1 Prepare Sandbox environment | EI Technical Lead | Must |
| D1.2.2 Configure IRM as required to support Business School data and processes | Service Manager | Must |
| D1.2.3 Develop Data Migration Process | EI Technical Lead | Must |
| D1.2.4 Define Data Migration checks | Business Analyst / Business Lead | Must |
| D1.2.5 Complete Data Migration checks and re-work | Business Analyst / Business Lead | Must |
| D1.2.6 Review Reports | Business Lead | Must |
| D1.2.7 Sign-Off Data Migration - Sandbox | ALL | Must |
| D1.3 User Training and Familiarisation | ||
| D1.3.1 Prepare user guide | Service Manager | Must |
| D1.3.2 Complete user training | Service Manager | Must |
| D1.3.3 User familiarisation of IRM environment | Business Lead | Should |
| D1.4 Live Implementation | ||
| D1.4.1 Update Data Migration Checks | Business Analyst / Business Lead | Must |
| D1.4.2 Configure IRM for new users | ||
| D1.4.3 Data Migration | Service Manager | Must |
| D1.4.4 Complete Data Migration Checks | Business Analyst / Business Lead | Must |
| D1.4.5 Review Reports | Business Lead | |
| D1.4.6 Sign-off data migration | Business Lead | Must |
| D1.4.7 Post live support | Service Manager | Must |
| D1.4.8 Confirm service support arrangements | Service Manager / Business Lead | Must |
| D1.4.9 Update system documentation | Service Manager | Must |
| D1.4.10 Acceptance Sign-Off | ALL | Must |
Resources, Skills and Costs
This project will require resources from, The Business School, IS Applications Service Management; IS Applications Project Services, IS Applications Enterprise Architecture
Project Governance
A weekly conference call will be held with the members of the project team to monitor project progress
Any unresolved matters within the project team will be referred to the project sponsor
A SharePoint site will be established to maintain all IRM related documentation
JIRA will be used to manage project related issues
Project Stakeholders
| Name | Business Area | Role |
|---|---|---|
| Alan Hughes | IS Applications Service Management | Service Manager (Project Team) |
| Alasdair MacLeod | Edinburgh Innovations | Development Lead (Project Team) |
| Alex Carter | IS Applications Service Management | Project Sponsor |
| Andy Stewart | IS Applications Project Services | Project Manager (Project Team) |
| Brendan McGuckin | Edinburgh Innovations | IRM Service Operational Manager |
| David Montreuil | Edinburgh Innovations | IT Services Manager |
| Emma McNab | IS Applications Project Services | CSG Portfolio Manager |
| Gill Blair | Business School Partnership Development | Business Lead (Project Team) |
| Jason Murphy | IS Applications Enterprise Architecture | CRM Architect |
| T.B.C. | Business School IRM users | System related subject matter experts |
Project Estimations