The SugarCRM project is off to a running start. The following is a brief overview of the project, a little about what we are up to this week and where we are heading next!

OVERVIEW
The objective of implementing SugarCRM is to provide a nimble tool to support prospect tracking and relationship management.

The major components of the project are:
• Work Flow Development and Tool Configuration
• Data Conversion and Integration
• Procedures and Reporting
• Training and Adoption

Core Team Members:
• Lynn Hubert
• Colleen McQuillan
• Linda Klaybor
• Andrew Yocum

THIS WEEK
Our focus this week is the FUNCTIONAL DRILL DOWN (Work Flow Development)

Wednesday – Friday of this week we will be conducting meetings with representatives from Regional Development, Major Gifts, CFR, Gift Planning, Donor Services and Stewardship. Our task during these Functional Drill Downs will be to develop the “Use Cases” (or work flows) for the SugarCRM tool. The schedule is posted below.

Following FUNCTIONAL DRILL DOWNS will be the configuration of modules within the tool. As we complete module designs there will be sessions available for everyone to see demonstrations of the look and feel of the tool.

NEXT
The next major milestones include procedures, reporting, training development and data configuration and integration.

Do you have questions or ideas about the project? Please feel free to email, call, or just stop by and let me or any of the core team members know.

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FUNCTIONAL DRILL DOWN SCHEDULE

Wed, 10 – noon Donor Services Dome Room
Wed, 1:30 – 3 Stewardship Chapel Room

Thur 8 – noon Regional Dev. Chapel Room
Thur 1 – 2:30 Major Gifts Fighting Irish Room
Thur 2:30 – 4:30 Gift Planning Chapel Room

Fri 8 – 10 CFR Chapel Room

Cheryl Schlimpert

SugarCRM Project Manager
Office of Development
Eddy Street Commons at Notre Dame
1251 N. Eddy Street, Suite 300
South Bend, IN 46617-1403
Phone: 574-631-2433
Fax: 574-631-8325
http://supporting.nd.edu