Mandel Center User Stories - Google Sheets.pdf
PDF 41 KB Posted
- Attached to
- USHMM RFP Customer Relationship Manager PILOT
- Solicitation number
- 95476724C1692
- Issued by
-
United States Holocaust Memorial Museum
About this file
This document contains user stories related to a Customer Relationship Management (CRM) system that the United States Holocaust Memorial Museum (USHMM) is seeking to implement through a federal contract opportunity. The key requirements include:
The CRM Administrator needs the ability to clean up data, customize tags, and manage duplicate records. CRM Users require search functionality, the ability to indicate "do not contact" preferences, and access to a data dictionary. Mandel Participants need to be able to complete CRM forms, and general Users require reporting and data export capabilities to understand contacts, interactions, and program outcomes.
The related federal contract opportunity is an RFP for a CRM Pilot solution. USHMM is seeking a scalable system that can integrate with multiple internal systems and potentially have mobile functionality in the future. Proposals are due by 5:00 PM EST on June 7, 2024, with a mandatory pre-bid conference on May 13, 2024 and system demonstrations tentatively scheduled for June 17-25, 2024. The last date for questions is May 15, 2024.
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Text version
CRM Administrator to remove any incorrect or outdated information related to contacts, interactions or relationships
As a CRM Administrator I need to be able to clean up the data entered in by participants so that to remove any incorrect or outdated information related to contacts, interactions or relationships.
CRM Administrator to better group individuals based on various attributes outside of the required contact information
As a CRM Administrator I need to be able to customize tags so that to better group individuals based on various attributes outside of the required contact information.
CRM User to ensure the completeness of the search
As a CRM User I need to be able to search free text data fields so that to ensure the completeness of the search.
CRM User to reduce the number of duplicates and validaye contact's information
As a CRM User I need to be able to search for people so that to reduce the number of duplicates and validaye contact's information.
CRM User to synthesize the data and remove duplicate entries
As a CRM User I need the CRM to be able to find and update duplicate names so that to synthesize the data and remove duplicate entries.
CRM User the institution contact record is correct
As a CRM User I need the CRM to match institution(s) with zip codes and countries so that the institution contact record is correct.
CRM User to reduce the amount of interaction with the contact of they have expressed a desire to not be contacted in certain circumstances and where they can be contacted
As a CRM User I need to be able to indicate “do not contact” and understand what that means so that to reduce the amount of interaction with the contact of they have expressed a desire to not be contacted in certain circumstances and where they can be contacted.
CRM User have a consistent nomenclature across the Museum
As a CRM User I need to be able to reference our data dictionary of terms within the system itself so that have a consistent nomenclature across the Museum.
Mandel Participant in order to ensure the completeness of the record
As a Mandel Participant I need to be able to fill out a CRM form with my data so that in order to ensure the completeness of the record.
User to understand contacts, interactions and relationships
As a User I need to be able to run CRM reports and visualizations so that to understand contacts, interactions and relationships.
User to gain a better understanding about the success of the program and areas that might need to be altered
As a User I need to be able to enter participant outcomes/outputs so that to gain a better understanding about the success of the program and areas that might need to be altered.
User to understand contacts, interactions and relationships
As a User I need to be able to export reports and visualizations so that to understand contacts, interactions and relationships.
I need to be able to clean up the data entered in by participants
I need to be able to customize tags
I need to be able to search free text data fields
I need to be able to search for people
I need the CRM to be able to find and update duplicate names
I need the CRM to match institution(s) with zip codes and countries
I need to be able to indicate “do not contact” and understand what that means
I need to be able to reference our data dictionary of terms within the system itself
I need to be able to fill out a CRM form with my data
I need to be able to run CRM reports and visualizations
I need to be able to enter participant outcomes/outputs
I need to be able to export reports and visualizations
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High
File details come from the government source that posted it. Updated .