Leveraging Microsoft Dynamics CRM as an Enterprise Development Platform
|
|
- Tobias Roberts
- 8 years ago
- Views:
Transcription
1 West Virginia Infrmatin Technlgy Summit 2009 Leveraging Micrsft Dynamics CRM as an Enterprise Develpment Platfrm Hw t Stay Ahead f the Alligatrs Gerge White, Chief Infrmatin Officer Pennsylvania Office f Attrney General Nvember 4, 2009
2 CIO r IT Manager Custmers
3 Organizatin Prfile Pennsylvania Office f Attrney General OAG has been in existence since Independently-elected ffice since Chief law enfrcement fficer f the Cmmnwealth Law enfrcement & adjudicatin Civil Law, Criminal Law & Public Prtectin Apprximately 900 emplyees & 22 lcatins
4 Impetus fr CRM OAG interacts with many internal and external parties. Interactin ccurs thrugh multiple tuch pints. Expectatin fr timely acknwledgement and fllw-up. Need t ensure issues are: Lgged and tracked Ruted t the crrect area fr attentin Cmpleted Slutin: Implementatin f OAG 311 System A single pint f reference fr managing all OAG interactins Create a registry that cntains all players the OAG deals with Integrate with ther line f business applicatins
5 OAG 311 Phase 1 Overview Tuch Pints Mail February 08 M T W T F S S Due Date Set Walk-In Cntact Recrded Aut-Respnse Telephne OAG 311 Ruted fr Actin Fax OAG Registry E-Frms Fllw-Up Respnse Tasks Cmpleted 311 System is Updated
6 Why Dynamics CRM? OAG already standardized n Micrsft prducts Ability t leverage Enterprise Agreement Dynamics CRM integrates well with Office Exchange SharePint Dynamics CRM prvides a rich develpment platfrm and wrkflw t handle business requirements
7 XRM as a Develpment Platfrm OAG re-built three Intel applicatins using XRM: Megan s Law Audit CHRIA Audit ChildLine Audit Previusly develped in C#.NET. Required apprximately 10 weeks t build. Using XRM as the develpment tl Rebuilt all three applicatins in less than 1 day. Plus XRM prvided a much better interface. Imprved functinality.
8 OAG Visin fr XRM XRM is the OAG develpment platfrm f chice. Cre features lend themselves t hw the OAG wrks. Rbust applicatins can be built and deplyed quickly. Minimal ramp-up time fr staff. XRM can be custmized fr mre cmplex applicatins.
9 OAG XRM Phased Apprach Phase 1 Phase 2 Phase 3 Mail Lg Aggressive Citizens Legislative Cntacts D Nt Call Integratin Develpment Platfrm New Applicatins Re-Writes Integratin w/lob Apps 311 Expansin t Field Offices Additinal Tuch Pints Telephne Web-Frms Special Features: Aut Letter Generatin Mail Merge Special Features: Advanced Wrkflw Enhanced Reprting Gespatial Integratin Citizen Self-Service Special Features: Use f Dynamics Acceleratrs
10 XRM Applicatins in the OAG 1. Educatin & Outreach (Includes Self-Registratin & Event Scheduling) 2. Safety & Security 3. Victim Reference 4. Crner Management 5. Case Expense Tracking 6. Intelligence Sectin Audits 7. Task Frce Overtime 8. District Attrney Expense Tracking 9. Federal Asset Frfeiture 10. Hme Imprvement Cntractr Registratin 11. Tech Services Inventry 12. IT Change Management/Disaster Recvery 13. D Nt Call Registratin 14. Applicant Management System 15. Emplyee Prvisining/De-Prvisining 16. Cntract Match 17. Legal Review 18. Drug Prsecutin & Statistics Plus an additinal 25 applicatins are scheduled fr cmpletin by June 30, 2010.
11 Building Applicatins in XRM Starting Pint: System Mind Map. Entities/Relatinships Views Frms Reprts Map prvides ratinal apprach fr dividing wrk amng team. OAG uses a cmbinatin f ut f the bx functins and custmized features. Mst f ur applicatins invlve sme custmizatin. The majr entities that we use are cntacts, accunts and currency. Many plug-ins and custm wrk flw have been develped t meet OAGspecific business requirements. Plug-ins that handle creating, updating, and deleting recrds. Enhanced security requirements (e.g. ability fr a specific user t nly delete certain recrds). Business validatin rules (e.g. ensuring the crrect case subjects are n a selected case). Plug-ins that handle financial transactins (e.g. saving a case expense and deducting the amunt frm the agent s checking accunt). Plug-ins that prvide aut-numbering functinality fr custm entities. Custmizatin is dne with several tls: C#. Net 2008, ASP.Net,.Net Framewrk , CRM SDK, SQL Server Reprting Services Lking t begin using XRM Acceleratrs
12 Building Applicatins in XRM XRM Applicatin Mind Map
13 XRM Acceleratrs Free f Charge add-n slutins develped fr Dynamics by Micrsft custmers and partners. Prvide building blcks fr a range f XRM-based applicatins. Supplied with full surce cde s they can be extended further t meet specific business requirements. OAG is lking at the fllwing acceleratrs: Analytics Scial Netwrking Prtal Integratin eservice Event Management
14 XRM Applicatins Examples Case Expense Tracking Educatin & Outreach Hme Imprvement Cntractr Registratin HR Applicant/Persnnel System Infrmatin Technlgy Sectin Management
15 Case Expense Tracking System Used by the OAG Bureau f Narctics Investigatin, Organized Crime Sectin and Gaming Sectin. Repsitry fr expenditures related t a case and/r subject. Tracks case expenses, invices, replenishment f advancement mnies, cash transfers, and buy/seized mney. This applicatin required several custm-built plug ins t handle business rules as well as ISV s t extend CRM functinality. Functins Shwn: Effrt: Entering Buy Mney Prir t a Drug Purchase & Printing a Buy Mney Reprt Entering a Case Expense and Assciating It With Buy Mney Assciating Seized Mney with Buy Mney 1 full-time resurce initially, increased t 2 full-time resurces 6 mnths
16 Case Expense Tracking System 1. Entering Buy Mney & Printing a Buy Mney Reprt
17 Case Expense Tracking System 1. Entering Buy Mney & Printing a Buy Mney Reprt
18 Case Expense Tracking System 1. Entering Buy Mney & Printing a Buy Mney Reprt
19 Case Expense Tracking System 2. Assciating Buy Mney with a Drug Purchase Case Expense
20 Case Expense Tracking System 2. Assciating Buy Mney with a Drug Purchase Case Expense
21 Case Expense Tracking System 2. Assciating Buy Mney with a Drug Purchase Case Expense
22 Case Expense Tracking System 3. Assciating Seized Mney with Buy Mney
23 Educatin & Outreach System Used by the OAG Executive Office Educatin & Outreach Office. Externally facing cmpnent allws entities t request speakers and/r cllateral material fr educatin and utreach events. Internal cmpnent used t plan, schedule and crdinate all activities related t events and t capture pst-event data. Data is presented in a dashbard. Effrt: 1 full-time resurce 1 week (Nte: Delivered 1 mnth ahead f schedule)
24 Educatin & Outreach System Web-Based Event Request Frm
25 Educatin & Outreach System Internal Event Scheduling & Crdinatin
26 Educatin & Outreach System Internal Outreach Event Summary
27 Educatin & Outreach System Outreach Dashbard
28 Hme Imp. Cntractr Reg. Law requiring all hme imprvement cntractrs ding ver $5,000 wrth f business in Pennsylvania t register with the OAG Bureau f Cnsumer Prtectin. Web-based frm allwing cntractrs t register n-line and pay $50 registratin fee. Cmpanin cmpnent allws cnsumers t search database and validate if a cntractr is registered. Cnsumers can als access infrmatin abut lawsuits, judgments, prir businesses, etc. Incrprates gespatial cding f data t facilitate lcatin-based searches and mapping f registered cntractrs. Data is presented in a dashbard. Effrt: 2 full-time resurces 6 mnths (Nte: Delivered 2 mnths ahead f schedule)
29 Hme Imp. Cntractr Reg. Web-Based Registratin Applicatin
30 Hme Imp. Cntractr Reg. Cntractr Data Maintained in HIC System
31 Hme Imp. Cntractr Reg. Maintaining Detailed Infrmatin Abut Cntractrs Waldrn
32 Hme Imp. Cntractr Reg. Registratin Dashbard
33 Hme Imp. Cntractr Reg. Search Statistics Dashbard
34 HR Applicant System First phase f a prject t implement an HR system that autmates the entire emplyee lifecycle frm applicatin thrugh hiring, prvisining, management and de-prvisining. Applicant System prvides interested candidates the ability t cmplete and submit an electrnic emplyment applicatin via web-based frm, including the submissin f attachments. Once the electrnic applicatin is received, all fllwing steps in the initial assessment f candidates are autmated. System includes integratin with Outlk and Office. Effrt: 2 full-time resurces 2 mnths (Nte: Delivered system n time.)
35 HR Applicant System On-Line Applicatin
36 HR Applicant System View f Applicants with On-Line Accunts
37 HR Applicant System Individual Applicant Infrmatin
38 HR Applicant System Summary View f Applicant Listing (On-Line and Manual) Pre-built reprts t meet recurring requests frm management. Applicant status is linked t different wrkflw prcesses.
39 ITS Management System System develped t manage and supprt the IT infrastructure and applicatins. Hardware Sftware Applicatins Change Management Key Cntacts (Vendrs, Service/Maintenance Infrmatin) Als prvides the infrmatin t be included in the OAG IT Disaster Recvery Plan. Ntificatins t management and affected staff when changes are made. Effrt: 1 full-time resurce 2 weeks
40 ITS Management System Hardware Wrkplace is rganized int lgical categries
41 ITS Management System Applicatins The wrkplace prvides quick links t different aspects f applicatins. Applicatin categries establish restratin pririties in the event f a disaster.
42 ITS Management System Changes Wh made the change, t what applicatin r hardware cmpnent, nature f change and when the change was made.
43 ITS Management System Pre-Built Reprts Reprts have been built in advance fr use by ITS and fr regular updates t the DR Plan.
44 Benefits f Building in XRM Ability t build cmplex applicatins in accelerated timeframes. D nt have t build applicatin tiers frm scratch. XRM prvides presentatin and data layers We build the business lgic layer t meet ur needs. Wrkflw Building custm plug ins. Emplying slutins frm ISVs. Allws bth senir and junir staff t be prductive cntributrs n prjects. Build nce use many times. Great integratin with ther business prductivity tls (Office, Exchange) Rbust security.
45 Benefits f Building in XRM Web services. Rich reprting capabilities. Web-based nature make upgrade deplyments easy. Easy t expse applicatins t the web. Users becme accustmed t a cnsistent interface. High licensing cst, but One license can be leveraged fr multiple applicatins. Availability f XRM Acceleratrs.
46 Summary OAG has made a majr cmmitment with Dynamics XRM. Nt just fr CRM anymre. Adpted as a develpment platfrm fr building feature-rich applicatins in greatly accelerated timeframes.
47 And as CIO, I can stay away frm the alligatrs and fcus n mre imprtant matters
48 Questins Fr Additinal Infrmatin: Gerge J. White Chief Infrmatin Officer Pennsylvania Office f Attrney General 14 th Flr Strawberry Square Harrisburg, PA gwhite@attrneygeneral.gv
Port Manager. Microsoft Dynamics CRM for Ports
Prt Manager Micrsft Dynamics CRM fr Prts February 2015 Overview Celedn Partners Prt Manager encapsulates the functinality f many prt related prcesses int an easy t learn and easy t use tl. The slutin leverages
More informationSecurity Services. Service Description Version 1.00. Effective Date: 07/01/2012. Purpose. Overview
Security Services Service Descriptin Versin 1.00 Effective Date: 07/01/2012 Purpse This Enterprise Service Descriptin is applicable t Security Services ffered by the MN.IT Services and described in the
More informationCustomizing Microsoft Dynamics CRM for Complex Field Service and Sales Organizations
Micrsft Dynamics CRM 3.0 Custmizing Micrsft Dynamics CRM fr Cmplex Field Service and Sales Organizatins White Paper CRM in Health Sciences: Smagen Diagnstics Date: July 2006 www.micrsft.cm/crm Abut the
More informationConfiguring, Monitoring and Deploying a Private Cloud with System Center 2012 Boot Camp
Cnfiguring, Mnitring and Deplying a Private Clud with System Center 2012 Bt Camp Length: 5 Days Technlgy: Micrsft System Center 2012 Delivery Methd: Instructr-led Hands-n Audience Prfile This curse is
More informationImplementing an electronic document and records management system using SharePoint 7
Reprt title Agenda item Implementing an electrnic dcument and recrds management system using SharePint 7 Meeting Finance, Prcurement & Prperty Cmmittee 16 June 2008 Date Reprt by Dcument Number Head f
More informationLicensing the Core Client Access License (CAL) Suite and Enterprise CAL Suite
Vlume Licensing brief Licensing the Cre Client Access License (CAL) Suite and Enterprise CAL Suite Table f Cntents This brief applies t all Micrsft Vlume Licensing prgrams. Summary... 1 What s New in This
More information1)What hardware is available for installing/configuring MOSS 2010?
1)What hardware is available fr installing/cnfiguring MOSS 2010? 2 Web Frnt End Servers HP Prliant DL 380 G7 2 quad cre Intel Xen Prcessr E5620, 2.4 Ghz, Memry 12 GB, 2 HP 146 GB drives RAID 5 2 Applicatin
More informationMeeting Minutes for January 17, 2013
There are tw purpses t these bi-mnthly calls: Meeting Minutes fr January 17, 2013 1. Prvide updates that may affect wrkflw user studies 2. Prvide a frum fr MIP Studies Users t ask questins and raise cncerns
More informationInformation Technology Department REQUEST FOR PROPOSALS
Infrmatin Technlgy Department REQUEST FOR PROPOSALS Identity and Access Management Service Design and Technlgy Implementatin January 11, 2013 Prpsals due by 4 p.m. n February 1 st, 2013 Attachment 2 Prject
More informationProject Startup Report Presented to the IT Committee June 26, 2012
Prject Name: SOS File 2.0 Agency: Secretary f State Business Unit/Prgram Area: Secretary f State Prject Spnsr: Al Jaeger Prject Manager: Beverly Maitland Prject Startup Reprt Presented t the IT Cmmittee
More informationRefer to any of the KFS UPK training courses on the KFS Website for a refresher on logging in to KFS.
T ur KFS user cmmunity: We are pleased t annunce that the University f Maryland s new financial system, KFS Kuali Financial System is nw live. Please take time t review this e-mail in its entirety as it
More informationConsiderations for Success in Workflow Automation. Automating Workflows with KwikTag by ImageTag
Autmating Wrkflws with KwikTag by ImageTag Cnsideratins fr Success in Wrkflw Autmatin KwikTag balances cmprehensive, feature-rich Transactinal Cntent Management with affrdability, fast implementatin, ease
More informationCase Study Law Firm Profit and Growth LBMS Transforms a Major Law Firm s Market Expansion & Increased Profitability Vision into Reality
Case Study Law Firm Prfit and Grwth LBMS Transfrms a Majr Law Firm s Market Expansin & Increased Prfitability Visin int Reality Cpyright 2011 Elegrity Incrprated. All rights reserved. N part f this dcument
More informationIntegrating With incontact dbprovider & Screen Pops
Integrating With incntact dbprvider & Screen Pps incntact has tw primary pints f integratin. The first pint is between the incntact IVR (script) platfrm and the custmer s crprate database. The secnd pint
More informationVolunteer Tracking Software input received from APGA volunteer section members
Vlunteer Tracking Sftware input received frm APGA vlunteer sectin members Cmments received n the fllwing systems: 1. Micrsft Access Database/Excel 2. Vlgistics 3. Raiser s Edge Questins asked: What data
More informationAppendix A Page 1 of 5 DATABASE TECHNICAL REQUIREMENTS AND PRICING INFORMATION. Welcome Baby and Select Home Visitation Programs Database
Appendix A Page 1 f 5 The items in the list f database technical requirements belw was develped thrugh several meetings between First 5 LA Research and Evaluatin, Infrmatin Technlgy, and Prgram Develpment
More informationCloud Contact Centre. Getting smart with customer contact
Clud Cntact Centre Getting smart with custmer cntact Getting smart with custmer cntact Clud Cntact Centre enables businesses t deliver superir custmer service every time, quickly and affrdably, with the
More informationData Warehouse Scope Recommendations
Rensselaer Data Warehuse Prject http://www.rpi.edu/datawarehuse Financial Analysis Scpe and Data Audits This dcument describes the scpe f the Financial Analysis data mart scheduled fr delivery in July
More informationJADU UNIVERSE SPECIALIST CLOUD SERVICES: DEVELOPMENT
JADU UNIVERSE SPECIALIST CLOUD SERVICES: DEVELOPMENT Sftware develpment fr gvernment digital services, web applicatins and payment transactins, by Jadu Jadu Limited Universe Huse 1 Merus Curt Leicester
More informationInformation Services Hosting Arrangements
Infrmatin Services Hsting Arrangements Purpse The purpse f this service is t prvide secure, supprted, and reasnably accessible cmputing envirnments fr departments at DePaul that are in need f server-based
More informationOakland Unified School District Impact Assessment Performance Management in Action
Oakland Unified Schl District Impact Assessment Perfrmance Management in Actin The perfrmance management system that has been built in this district prvides the systems that supprt ur cmmitment t scial
More informationMobile Workforce. Improving Productivity, Improving Profitability
Mbile Wrkfrce Imprving Prductivity, Imprving Prfitability White Paper The Business Challenge Between increasing peratinal cst, staff turnver, budget cnstraints and pressure t deliver prducts and services
More informationDurango Merchant Services QuickBooks SyncPay
Durang Merchant Services QuickBks SyncPay Gateway Plug-In Dcumentatin April 2011 Durang-Direct.cm 866-415-2636-1 - QuickBks Gateway Plug-In Dcumentatin... - 3 - Installatin... - 3 - Initial Setup... -
More informationFirst Global Data Corp.
First Glbal Data Crp. Privacy Plicy As f February 23, 2015 Ding business with First Glbal Data Crp. ("First Glbal", First Glbal Mney, "we" r "us", which includes First Glbal Data Crp. s subsidiary, First
More information1.2 Supporting References For information relating to the Company Hardware Request project, see the SharePoint web site.
Hardware Request System Visin 1 Intrductin 1.1 Dcument Purpse and Scpe This dcument utlines the visin fr the Hardware Request system. The purpses f this dcument are t: Identify and agree n the prblems
More informationRFP3148 Enterprise Document Management Software
RFP3148 Enterprise Dcument Management Sftware Questins and Answers 1.) Is the autmatin f transfer student curses part f this RFP? This autmatin is nt fficially part f this RFP. Hwever, if this ffering
More informationHIPAA 5010 Implementation FAQs for Health Care Professionals
HIPAA 5010 Implementatin FAQs fr Health Care Prfessinals Updated September 27, 2012 Key Messages In January 2009, the Department f Health and Human Services published the final rule cntaining the requirements
More informationMagenta HR in partnership with breath ehr
BREATHEHR ONLINE HR SYSTEM AND PORTAL Magenta HR in partnership with breath ehr Magenta HR Cnsulting Ltd. 24 Canning Street, Edinburgh EH3 8EG Tel. 0131 2272769 www.magentahr.cm inf@magentahr.cm 6 December
More informationBUSINESS NEED SUMMARY TABLE: # Need P Concerns Current Solution Proposed Solution
EXTRACT FRO BUSINESS REQUIREENTS DOCUENT KEY BUSINESS NEEDS Business case drivers, prduct definitin dcumentatin, legal/regulatry, and ther stated requirements r needs that must be met by the final slutin
More informationNuance Healthcare Services Project Delivery Methodology
NUANCE PROFESSIONAL SERVICES Nuance Healthcare Services 2008 Nuance Cmmunicatins, Inc. All rights reserved. Nuance Healthcare Services 1 INTRODUCTION This dcument describes the prject management methdlgy
More informationThe Importance Advanced Data Collection System Maintenance. Berry Drijsen Global Service Business Manager. knowledge to shape your future
The Imprtance Advanced Data Cllectin System Maintenance Berry Drijsen Glbal Service Business Manager WHITE PAPER knwledge t shape yur future The Imprtance Advanced Data Cllectin System Maintenance Cntents
More informationWEB APPLICATION SECURITY TESTING
WEB APPLICATION SECURITY TESTING Cpyright 2012 ps_testware 1/7 Intrductin Nwadays every rganizatin faces the threat f attacks n web applicatins. Research shws that mre than half f all data breaches are
More informationCorasWorks v11 Essentials Distance Learning
CrasWrks v11 Essentials Curse Outline CrasWrks distance learning training is designed t help students leverage the CrasWrks platfrm t either build cllabrative applicatins r extend and enhance existing
More informationMulti-Year Accessibility Policy and Plan for NSF Canada and NSF International Strategic Registrations Canada Company, 2014-2021
Multi-Year Accessibility Plicy and Plan fr NSF Canada and NSF Internatinal Strategic Registratins Canada Cmpany, 2014-2021 This 2014-21 accessibility plan utlines the plicies and actins that NSF Canada
More informationResearch Report. Abstract: Advanced Malware Detection and Protection Trends. September 2013
Research Reprt Abstract: Advanced Malware Detectin and Prtectin Trends By Jn Oltsik, Senir Principal Analyst With Jennifer Gahm, Senir Prject Manager September 2013 2013 by The Enterprise Strategy Grup,
More informationSolution. Industry. Challenges. Client Case Study. Legacy Systems too Costly to Maintain. Supply Chain Advantage. Delivered.
Supply Chain Advantage. Delivered. Client Case Study MEBC Supprts the Federal Aviatin Administratin Manage Prject Risk during Majr ERP Implementatin thrugh Independent Verificatin and Validatin (IV&V)
More informationMontana Acquisition & Contracting System (emacs) emacs Handbook. Vendor Registration and Data Management
Mntana Acquisitin & Cntracting System (emacs) emacs Handbk Vendr Registratin and Data Management Welcme The purpse f this emacs Handbk fr Vendr Registratin and Data Management is t prvide vendrs with the
More informationResearch Report. Abstract: The Emerging Intersection Between Big Data and Security Analytics. November 2012
Research Reprt Abstract: The Emerging Intersectin Between Big Data and Security Analytics By Jn Oltsik, Senir Principal Analyst With Jennifer Gahm Nvember 2012 2012 by The Enterprise Strategy Grup, Inc.
More informationSystems Support - Extended
1 General Overview This is a Service Level Agreement ( SLA ) between and the Enterprise Windws Services t dcument: The technlgy services the Enterprise Windws Services prvides t the custmer. The targets
More informationAssessment Plans and Outcomes Student Affairs San Francisco State University
Assessment Plans and Outcmes Student Affairs San Francisc State University Spring 2010 The Divisin f Student Affairs at San Francisc State University launched its inaugural assessment prgram in April 2009.
More informationMerchant Processes and Procedures
Merchant Prcesses and Prcedures Table f Cntents EXHIBIT C 1. MERCHANT INTRODUCTION TO T-CHEK 3 1.1 Wh is T-Chek Systems? 3 1.2 Hw t Cntact T-Chek Systems 3 1.3 Hw t Recgnize T-Chek Frms f Payment 3 1.3.1
More informationResearch Report. Abstract: Data Center Networking Trends. January 2012. By Jon Oltsik With Bob Laliberte and Bill Lundell
Research Reprt Abstract: Data Center Netwrking Trends By Jn Oltsik With Bb Laliberte and Bill Lundell January 2012 2012 Enterprise Strategy Grup, Inc. All Rights Reserved. Intrductin Research Objective
More informationTo transform information into knowledge- a firm must expend additional resources to discover, patterns, rules, and context where the knowledge works
Chapter 15- Managing Knwledge Knwledge Management Landscape Knwledge management systems- supprt the creatin, capture, strage, and disseminatin f firm expertise and knwledge, have becme ne f the fastest-grwing
More informationIntel Hybrid Cloud Management Portal Update FAQ. Audience: Public
Intel Hybrid Clud Management Prtal Update FAQ Audience: Public Purpse: Prepare fr the launch f the Intel Hybrid Clud Platfrm multi-user/multi-tier update Versin: Final FAQs What s new in the Intel Hybrid
More informationWhat s New in Newforma Project Center Tenth Edition
What s New in Newfrma Prject Center Tenth Editin This dcument cntains a cmprehensive list f new features and majr enhancements t existing features, including dzens f custmer-requested imprvements, that
More informationNetwork Security Trends in the Era of Cloud and Mobile Computing
Research Reprt Abstract: Netwrk Security Trends in the Era f Clud and Mbile Cmputing By Jn Oltsik, Senir Principal Analyst and Bill Lundell, Senir Research Analyst With Jennifer Gahm, Senir Prject Manager
More information2008-2011 CSU STANISLAUS INFORMATION TECHNOLOGY PLAN SUMMARY
2008-2011 CSU STANISLAUS INFORMATION TECHNOLOGY PLAN SUMMARY OFFICE OF INFORMATION TECHNOLOGY AUGUST 2008 Executive Summary The mst recent CSU Stanislaus infrmatin technlgy (IT) plan was issued in 2003.
More information2. Are there any restrictions on when the work can be performed (e.g. only at night, only during business hours, only on weekends)? No.
HIPAA Technical Risk Security Assessment 1. Will yu be issuing additinal directins fr the frmatting f the final prpsal due Nvember 21 st? There is nt specific frmatting requirements, just submit the prpsal
More informationFeature Guide. Virto Commerce Platform
Feature Guide Virt Cmmerce Platfrm Fr mre infrmatin abut Virt Cmmerce, visit virtcmmerce.cm r call + 1 323 570 5588 t speak t a representative. Virt Cmmerce Platfrm: Fundatin fr Yur Business Virt Cmmerce
More informationProfessional Leaders/Specialists
Psitin Prfile Psitin Lcatin Reprting t Jb family Band BI/Infrmatin Manager Wellingtn Prfessinal Leaders/Specialists Band I Date February 2013 1. POSITION PURPOSE The purpse f this psitin is t: Lead and
More informationIn addition to assisting with the disaster planning process, it is hoped this document will also::
First Step f a Disaster Recver Analysis: Knwing What Yu Have and Hw t Get t it Ntes abut using this dcument: This free tl is ffered as a guide and starting pint. It is des nt cver all pssible business
More information1 Google Apps for Education Henrico County, Virginia
1 Ggle Apps fr Educatin Henric Cunty, Virginia PROGRAM CATEGORY: Infrmatin Technlgy 1. Abstract f the Prgram Henric Cunty Public Schls (HCPS) prides itself n its innvative apprach t instructin. We believe
More informationGetting Started Guide
AnswerDash Resurces http://answerdash.cm Cntextual help fr sales and supprt Getting Started Guide AnswerDash is cmmitted t helping yu achieve yur larger business gals. The utlined pre-launch cnsideratins
More informationChange Management Process
Change Management Prcess B1.10 Change Management Prcess 1. Intrductin This plicy utlines [Yur Cmpany] s apprach t managing change within the rganisatin. All changes in strategy, activities and prcesses
More informationSelecting a New Billing & Financial Management System
Selecting a New Billing & Financial Management System SCAMPS June 9, 2014 Kimberly Williams, NISC 678-428-1699 Kimberly.williams@nisc.cp Knwledge is pwer. Infrmatin is liberating. Educatin is the premise
More informationTraining Efficiency: Optimizing Learning Technology
Ideas & Insights frm 2008 Training Efficiency Masters Series Survey Results Training Efficiency: Optimizing Learning Technlgy trainingefficiency.cm Survey Results: Training Efficiency: Optimizing Learning
More informationiclarity is web based software that allows both staff and partners (customers and suppliers) real time access to the systems.
iclarity CRM and Case Management Slutins Framewrk Hrizn Sftware Slutins (HSS) has develped and evlved its iclarity CRM and Case Management Slutins framewrk with rapid develpment and ease f deplyment high
More informationOrganisational self-migration guide an overview V1-5 April 2014
Organisatinal self-migratin guide an verview V1-5 April 2014 Cpyright 2013, Health and Scial Care Infrmatin Centre. 1 Self Migratin t NHSmail an verview fr rganisatins Cntents Intrductin 3 1. Initial preparatins
More informationService Desk Self Service Overview
Tday s Date: 08/28/2008 Effective Date: 09/01/2008 Systems Invlved: Audience: Tpics in this Jb Aid: Backgrund: Service Desk Service Desk Self Service Overview All Service Desk Self Service Overview Service
More informationGartner Magic Quadrant Salesforce Automation 2009
Gartner Magic Quadrant Salesfrce Autmatin 2009 Sage CRM Slutins Opinin Brief Released July 24, 2009 Q. What is the Gartner Magic Quadrant (GMQ) fr SFA? A. The Gartner Magic Quadrant fr SFA is an analyst
More informationInformation Technology Policy
Infrmatin Technlgy Plicy Custmer Applicatins Plicy ITP Number ITP-APP025 Categry Recmmended Plicy Cntact RA-itcentral@pa.gv Effective Date March 23, 2009 Supersedes Scheduled Review April 2015 This Infrmatin
More information2008 BA Insurance Systems Pty Ltd
2008 BA Insurance Systems Pty Ltd BAIS have been delivering insurance systems since 1993. Over the last 15 years, technlgy has mved at breakneck speed. BAIS has flurished in this here tday, gne tmrrw sftware
More informationCOUNTY OF SONOMA AGENDA ITEM SUMMARY REPORT
COUNTY OF SONOMA AGENDA ITEM SUMMARY REPORT Department: General Services Cntact: Phne: Dave Head (707) 565-2809 Bard Date: May 12, 2009 Clerk f the Bard Use Only Meeting Date Held Until / / / / Agenda
More informationWhy Sage CRM? Robert Kramer Managing Consultant, BKD Technologies Sean Mohan President, Strategic Sales Systems
Why Sage CRM? Rbert Kramer Managing Cnsultant, BKD Technlgies Sean Mhan President, Strategic Sales Systems Why CRM Systems Custmer relatinship management (CRM) helps businesses t gain an insight int the
More informationIntroduction to Mindjet MindManager Server
Intrductin t Mindjet MindManager Server Mindjet Crpratin Tll Free: 877-Mindjet 1160 Battery Street East San Francisc CA 94111 USA Phne: 415-229-4200 Fax: 415-229-4201 mindjet.cm 2013 Mindjet. All Rights
More informationUberall Law 1.0 Law Practice Management Solution
Uberall Law 1.0 Law Practice Management Slutin Call us nw fr a prduct dem custmized t yur needs: 91-20-27293902/3/4. Or visit www.uberall.in/legal.html fr mre details Uberall s Integrated Time & Billing
More informationIntegrate Marketing Automation, Lead Management and CRM
Clsing the Lp: Integrate Marketing Autmatin, Lead Management and CRM Circular thinking fr marketers 1 (866) 372-9431 www.clickpintsftware.cm Clsing the Lp: Integrate Marketing Autmatin, Lead Management
More informationHUMAN RESOURCES. Solutions for Human Resource Management in Microsoft Dynamics GP. White Paper. Date: February 2007. http://www.microsoft.
HUMAN RESOURCES Slutins fr Human Resurce Management in Micrsft Dynamics GP White Paper Date: February 2007 http://www.micrsft.cm/dynamics Table f Cntents Intrductin... 3 Familiar t Yur Peple... 3 Cmmn
More informationCMS Eligibility Requirements Checklist for MSSP ACO Participation
ATTACHMENT 1 CMS Eligibility Requirements Checklist fr MSSP ACO Participatin 1. General Eligibility Requirements ACO participants wrk tgether t manage and crdinate care fr Medicare fee-fr-service beneficiaries.
More information(DRAFT) WISHIN DIRECT MARKETING PLAN Prepared by Kim Johnston June, 2011
Prepared by Kim Jhnstn Purpse Prvide a review f the market Give an verview f the market segments fr WISHIN Direct Outline the marketing and cmmunicatin activities fr WISHIN Direct Identify the cmmunicatin
More informationJob Classification Details Department Job Function Job Family Job Title Job Code Salary Level
Jb Classificatin Details Department Jb Functin Jb Family Jb Title Jb Cde Salary Level Chief Diversity Office Marketing, Cmmunicatins, & Outreach Cmmunicatin/Cnstituent Relatins Cmmunicatins Crdinatr PMP1
More informationWHITEPAPER Reference Architectures for Portal-based Rich Internet Applications
Authr: Sven Rieger Created n: 2015-04-10 Versin: 1.0 Rich Internet (RIAs) are HTML5-based applicatins with a desktp-like lk&feel which run inside a web brwser. The Micrsft Office applicatins Wrd, Excel,
More informationHSBC Online Home Loan Application Process
HSBC Online Hme Lan Applicatin Prcess Versin 1.0 Nvember 2005 Cpyright. HSBC Bank Australia Limited 2005 ALL RIGHTS RESERVED N part f this publicatin may be reprduced, stred in a retrieval system, r transmitted,
More informationNew in this release. Sphere 9.4.3.2 (October 2013)
New in this release Sphere 9.4.3.2 (Octber 2013) The fllwing client-facing changes were implemented: An issue that prevented certain Friends Asking Friends spnsrship levels frm appearing as ptins n the
More informationMicrosoft Dynamics CRM for Government
Micrsft Dynamics CRM fr Gvernment Take the next step frward. This is a small revlutin that brings citizens clser t institutins, and we achieved it thanks t citizen relatinship management methdlgies and
More informationTHOMSON REUTERS C-TRACK CASE MANAGEMENT SYSTEM SOFTWARE AS A SERVICE SERVICE DEFINITION FOR G-CLOUD 6
THOMSON REUTERS C-TRACK CASE MANAGEMENT SYSTEM SOFTWARE AS A SERVICE SERVICE DEFINITION FOR G-CLOUD 6 C-Track Case Management System (CMS) is a cnfigurable, brwser based case management system fr all levels
More informationJob Profile Data & Reporting Analyst (Grant Fund)
Jb Prfile Data & Reprting Analyst (Grant Fund) Directrate Lcatin Reprts t Hurs Finance Slihull Finance Directr Nminally 37 hurs but peratinally available at all times t meet Cmpany requirements Cntract
More informationES PROCEDURES FOR OVERPAYMENT RECOVERY
ES PROCEDURES FOR OVERPAYMENT RECOVERY Effective: 7/1/2012 Respnsible Office: Emplyee Services (ES) Apprved: ES Directr Applicatin: All Emplyees f the University f Clrad Plicy The University f Clrad will
More informationREQUEST FOR PROPOSAL FOR SHAREPOINT LEGISLATIVE MANAGEMENT SERVICES
REQUEST FOR PROPOSAL FOR SHAREPOINT LEGISLATIVE MANAGEMENT SERVICES The Wyming Legislature is at a pivtal pint in the management f its infrmatin and we are lking fr an accmplished firm with SharePint technlgy
More informationURM 11g Implementation Tips, Tricks & Gotchas ALAN MACKENTHUN FISHBOWL SOLUTIONS, INC.
URM 11g Implementatin Tips, Tricks & Gtchas ALAN MACKENTHUN FISHBOWL SOLUTIONS, INC. i Fishbwl Slutins Ntice The infrmatin cntained in this dcument represents the current view f Fishbwl Slutins, Inc. n
More informationSymantec User Authentication Service Level Agreement
Symantec User Authenticatin Service Level Agreement Overview and Scpe This Symantec User Authenticatin service level agreement ( SLA ) applies t Symantec User Authenticatin prducts/services, such as Managed
More informationGrant Application Writing Tips and Tricks
Grant Applicatin Writing Tips and Tricks Grants are prvided by gvernment (lcal, state and natinal), charitable trusts, and by cmmunity rganisatins (eg Ltteries, Rtary, etc). Each grant has a specific purpse,
More informationIncident Management-Roles and Responsibilities
Enterprise Services Incident Management- Rles and Respnsibilities Fr Key Stakehlders Table f Cntents 1. Intrductin:... 2 2. Objective:... 2 3. In Scpe:... 2 4. Out f Scpe:... 3 5. Incident Management is
More informationEnrollee Health Assessment Program Implementation Guide and Best Practices
Enrllee Health Assessment Prgram Implementatin Guide and Best Practices March 2015 033129 (03-2015) This guide will help yu answer these questins: What is the Enrllee Health Assessment (EHA) prgram and
More informationOR 2) Implement and customize an off the shelf product that would suit the requirements
CRM Custmer Relatinship Management Request fr Prpsal (RFP) Created by : Gayathri Jaganathan Rle : Prject Manager Prpsal Date: 10/02/06 Organizatin: AIM Alliance Inspectin Management Cmpany Lcatin : 28235
More informationWeb-based Software Solutions
Web-based Sftware Slutins Clud r Server-based platfrms Pint-Of-Sale Quickly handle special rders, Layaways, Wrk rders, Custmer Depsits and Refunds, On Accunt Payments, Stre Credits and mre. Available Prduct
More informationHave some knowledge of how queries execute. Must be able to read a query execution plan and understand what is happening.
Curse 2786B: Designing a Micrsft SQL Server 2005 Infrastructure Abut this Curse This tw-day instructr-led curse prvides database administratrs wrking in enterprise envirnments with the knwledge and skills
More informationNC3A SOA Techwatch Day Call for Presentations
NC3A SOA Techwatch Day Call fr Presentatins 1 February 2012 Hsted at NATO C3 Agency, The Hague, The Netherlands By NC3A Chief Technlgy Office (CTO) David Burtn Chief Technlgy fficer Versin 1, 1 December
More informationAction. Situation. Client: Constant Contact Industry: Marketing Services Geography: United States RampRate Solutions: Data Center HyperSourcing
Client: Cnstant Cntact Industry: Marketing Services Gegraphy: United States RampRate Slutins: Data Center HyperSurcing Situatin At the end f 2010, Cnstant Cntact was a fast-grwing leader in prviding Internet-based
More informationMANITOBA SECURITIES COMMISSION STRATEGIC PLAN 2013-2016
MANITOBA SECURITIES COMMISSION STRATEGIC PLAN 2013-2016 The Manitba Securities Cmmissin (the Cmmissin) is a divisin f the Manitba Financial Services Agency (MFSA). The ther divisin is the Financial Institutins
More informationChapter 7 Business Continuity and Risk Management
Chapter 7 Business Cntinuity and Risk Management Sectin 01 Business Cntinuity Management 070101 Initiating the Business Cntinuity Plan (BCP) Purpse: T establish the apprpriate level f business cntinuity
More informationOnline Learning Portal best practices guide
Online Learning Prtal Best Practices Guide best practices guide This dcument prvides Micrsft Sftware Assurance Benefit Administratrs with best practices fr implementing e-learning thrugh the Micrsft Online
More informationSeattle Police Department
Seattle Plice Department Prpsed develpment f a Business Intelligence System December 2013 Versin: FINAL Executive Summary Executive Summary 1. Intrductin The United States and the City f Seattle have entered
More informationDefining Sales Campaign Automation How e-mail, the Killer App, is best applied to marketing
Defining Sales Campaign Autmatin Hw e-mail, the Killer App, is best applied t marketing Summary: Cmpanies tday are steadily adpting strategies and technlgies t reach prspects, custmers, and partners thrugh
More information** Harmony integrated enrollments are online only.
** Harmny integrated enrllments are nline nly. Benefits Cnnect is a brker-center cmpany that markets directly with the brkerage firm, which grants them wnership all the data hused in the system and prvide
More informationCOE: Hybrid Course Request for Proposals. The goals of the College of Education Hybrid Course Funding Program are:
COE: Hybrid Curse Request fr Prpsals The gals f the Cllege f Educatin Hybrid Curse Funding Prgram are: T supprt the develpment f effective, high-quality instructin that meets the needs and expectatins
More informationOrganizational Applications and Solutions SCM and ERP
Dr Sherif Kamel Department f Management Schl f Business, Ecnmics and Cmmunicatin Organizatinal Applicatins and Slutins SCM and ERP Outline Supply chain and value chain definitins Cmpnents, benefits and
More informationWhite Paper for Mobile Workforce Management and Monitoring Copyright 2014 by Patrol-IT Inc. www.patrol-it.com
White Paper fr Mbile Wrkfrce Management and Mnitring Cpyright 2014 by Patrl-IT Inc. www.patrl-it.cm White Paper fr Mbile Wrkfrce Management and Mnitring Cpyright 2014 by Patrl-IT Inc. www.patrl-it.cm 2
More informationACTIVITY MONITOR Real Time Monitor Employee Activity Monitor
ACTIVITY MONITOR Real Time Mnitr Emplyee Activity Mnitr This pwerful tl allws yu t track any LAN, giving yu the mst detailed infrmatin n what, hw and when yur netwrk users perfrmed. Whether it is a library
More informationHow To Write Insurance Quotation Software For Gthaer Vericherungen Insurance Prducts
Gthaer Versicherungen bases its insurance qutatin sftware n the b+m Generative Develpment Prcess and the b+m ArchitectureWare prduct line Field f Business Insurance slutins fr the banking sectr. Applicatin
More information