Attachment 14 Workflow Diagram.pdf

This workflow diagram document pertains to the New York State Office of Information Technology Services (ITS) Salesforce Implementation Enterprise Agreement RFP and illustrates the operational processes for engaging a Salesforce-certified consulting partner to deliver implementation services. The diagram delineates the roles and responsibilities of four key entities: the Agency, ITS, ITS Center of Excellence (COE), and the External Contractor. The workflow establishes a structured engagement process beginning with needs identification, progressing through contractor selection and statement of work (SOW) negotiation, and culminating in project kickoff and monitoring. Critical milestones include resource assignment within 10 days of purchase order receipt, project kickoff within 30 days of PO receipt, and background check and key personnel approval determinations. The contract term is three years for implementation services supporting the NYS Salesforce environment.

The diagram establishes governance and quality assurance mechanisms requiring validation of level of effort for resource types and hours allocated, adherence to approved staffing plans, and confirmation of appropriate expertise for selected product sets. All parties—Agency, ITS, and Contractor—must confirm completion of deliverables and formal project closure. The workflow emphasizes collaboration between the contractor and ITS COE, with the latter providing guidance on Salesforce solutions and resource requirements. Contractors are expected to provide qualified personnel aligned to specified roles and job titles; all Salesforce licenses, products, and cloud services are procured separately and excluded from this engagement. The procurement establishes contracting goals of 6% for Service-Disabled Veteran-Owned Businesses, 15% for Minority Business Enterprises, and 15% for Women Business Enterprises.