CRM: V2MOM Readable version

VISION:

Create a high impact enterprise CRM solution to improve and expand communication and engagement with constituents throughout key campus relationships.

VALUES:

• One platform, one holistic view
• Collaboration
• Innovation

METHODS:

1. Train the team
2. Planning the project roadmap
3. Complete the projects
4. Work as partners (Business/IS/Vendors)
5. Build governance plans
6. Train/educate users
7. Celebrate successes
8. Communicate transparently (within teams and with the campus)

OBSTACLES:

1. Other work and project demands
2. Resources (budget, time)
3. Politics

MEASURES:

For each Method, how do we know we’ve been successful?

• Enhanced customer service
• # certifications
• User adoptions stats
• Sunsetting existing software