UT Dallas CRM Project Archives
This page serves as a permanent repository for all completed aspects of our CRM implementation project. Here, you will find detailed information about the work completed, past timelines, meeting agendas, and the individuals who contributed to the project. This archive is designed to provide a comprehensive overview and historical record of the project's progress and achievements, ensuring transparency and accessibility for all stakeholders.
Completed Project Phases
CRM Project Phase 1 Information
In Phase 1, Attain Partners will work with the CRM Implementation Executive Committee and project teams to understand current state processes, pain points and future must-haves to inform final requirements.
Phase 1 launched on April 15, 2024.
Key Objectives
- Define project success criteria
- Form and align a high-performing cross-functional team
- Define sprints required for implementation
Past Meetings
| Date | Meeting | Agenda |
|---|---|---|
| June 12, 2024 |
Executive Steering Committee Meeting |
|
| May 9, 2024 |
Executive Steering Committee Meeting |
CRM Project Phase 0 Information
Phase 0: Requirements Gathering & CRM Vendor/Implementation Partner Selection Status: Complete
From August 2023 to April 2024, the University of Texas at Dallas partnered with Kennedy & Co. on the University’s enterprise-wide CRM selection to identify CRM requirements and priorities, create a university-wide technological roadmap, and finalize an RFP for CRM vendor and implementation partner selection. This collaboration began with Kennedy & Co.'s response to an RFP issued by UT Dallas and was followed by extensive requirements gathering and RFP development for the subsequent vendor proposal process. After successful completion of the RFP process in March 2024, UT Dallas selected Attain Partners as the implementation partner for a Salesforce CRM solution. As UT Dallas began the implementation process with the selected technology and implementation vendors, Kennedy & Co. concluded their engagement in the CRM selection process.
Timeline
Past Meetings
| Date | Meeting | Agenda |
|---|---|---|
| April 11, 2024 | All Constituents Meeting | Meeting Agenda: April 11, 2024 |
| March 8, 2024 | All Constituents Meeting | Meeting Agenda: March 8, 2024 |
| February 8, 2024 | All Constituents Meeting | Meeting Agenda: February 8, 2024 |
| December 20, 2023 | Steering Committee Meeting | |
| December 14, 2023 | All Constituents Meeting | Meeting Agenda: December 14, 2023 |
| November 9, 2023 | All Constituents Meeting | Meeting Agenda: November 9, 2023 |
| October 12, 2023 | Steering Committee Meeting | Meeting Agenda: October 12, 2023 |
| September 28, 2023 | Steering Committee Meeting | Meeting Agenda: September 28, 2023 |
| September 14, 2023 | All Constituents Meeting | Meeting Agenda: September 14, 2023 |
| August 3, 2023 | UT Dallas CRM Launch/Kick-Off Event with Kennedy and Company | Meeting Agenda: August 3, 2023 |
| June 29, 2023 | Steering Committee Meeting | Meeting Agenda: June 29, 2023 |
| June 8, 2023 | All Constituents Meeting | Meeting Agenda: June 8, 2023 |
| June 1, 2023 | Steering Committee Meeting | Meeting Agenda: June 1, 2023 |
| May 25, 2023 | Steering Committee Meeting | Meeting Agenda: May 25, 2023 |
| May 24, 2023 | All Constituents Meeting | Meeting Agenda: May 24, 2023 |
| May 18, 2023 | Steering Committee Meeting | Meeting Agenda: May 18, 2023 |
| April 13, 2023 | Steering Committee Meeting | Meeting Agenda: April 13, 2023 |
| March 22, 2023 | Steering Committee Meeting | Meeting Agenda: March 22, 2023 |
| February 24, 2023 | Steering Committee Meeting | Meeting Agenda: February 24, 2023 |
| February 15, 2023 | Steering Committee Meeting | Meeting Agenda: February 15, 2023 |
CRM Selection Steering Committee
| Member | Title | Unit |
|---|---|---|
| Dr. Serenity Rose King | Co-Lead, Associate Vice President for Institutional Success and Decision Support | Office of Institutional Success and Decision Support (OISDS) |
| Dr. Dawn Owens | Co-Lead, Faculty Advisor and JSOM Clinical Associate Professor, Academic Senate Member | Naveen Jindal School of Management (JSOM) |
| R. Gabe Cavazos | Assistant Vice President, Research Data and Information Systems | Office of Research and Innovation |
| Dr. Wray Weldon | Assistant Vice President, Institutional Success Tech | Office of Institutional Success and Decision Support (OISDS) |
| Dr. Courtney Brecheen | Senior Associate Dean of Undergraduate Education | Office of Undergraduate Education (OUE) |
| Ingrid London | Assistant Provost for Admission and Enrollment | Office of Admission and Enrollment |
| Jennifer McDowell | University Registrar | Registrar’s Office |
| Rob Clarke | Senior Director of Financial Aid | Office of Financial Aid |
| Dr. Ruth Schemmer | Assistant Dean for Graduate Student Success | Office of Graduate Education (OGE) |
| Dr. Monica Powell | Senior Associate Dean and Dean of Graduate Programs (Retired) | Naveen Jindal School of Management (JSOM) |
| Dr. Stephen Crynes | Assistant Dean for Student Success | Erik Jonsson School of Engineering and Computer Science (ECS) |
| Dr. Gregory Newman | Assistant Dean of IT Operations | Erik Jonsson School of Engineering and Computer Science (ECS) |
| Shivani Narain | Executive IT Leader and Sr. Director, Identity Governance and Digital Transformation Support Services | Office of Information Technology (OIT) |
| Ryan Meyers | Senior Director, Academic and Administrative Systems Development | Office of Information Technology (OIT) |
| Cheryl Friesenhahn | Senior Director of Financial Services | Office of the Bursar |
| Dr. Chad Thomas | Senior Associate Vice President of Student Affairs | Student Affairs |
| Vy Trang | Assistant Director of Policy and Program Coordination | Office of Institutional Success and Decision Support (OISDS) |
| Sydney Mercier | Web Specialist | Office of Institutional Success and Decision Support (OISDS) |
CRM Selection Campus Stakeholders
| Member | Title | Unit |
|---|---|---|
| Jill Arredondo | Assistant Vice President for Alumni and Annual Giving Programming | Development and Alumni Relations |
| Kelley Atwood | Director, Data Services | Development and Alumni Relations |
| Bethany AuHoy | Director University Career Center | Career Center |
| Paula Austell | Director of Endowment Services | Development and Alumni Relations |
| Sandy Beisel | Director of Academic Records | Office of the Registrar |
| Kent Best | Associate Vice President for Marketing | Office of Communications |
| Lupita Camarillo | Director of Undergraduate Advising | School of Natural Sciences and Mathematics |
| Corina Cantua | Director of Advising | Naveen Jindal School of Management |
| Dr. Darren Crone | Assistant Provost, Distance Learning Coordinator | Educational Technology Services |
| Amy Jo Crowell | Assistant Director of Advising and Recruiting, Teacher Development Center | School of Interdisciplinary Studies |
| Dr. Kyle Edgington | Vice President of Development and Alumni Relations | Development and Alumni Relations |
| Franklin Foxworthy | Director of Financial Aid - Technology | Financial Aid Office |
| Cody Gibbs | Economic Development Specialist/Business Analyst (Resigned) | Office of Facilities and Economic Development |
| Joshua Hammers | Director of Assessment | Division of Student Affairs |
| Raul Hinojosa Jr. | Assistant Vice President | Former Office of Campus Resources and Support (Service ended April 30, 2024) |
| Nate Howe | Chief Information Security Officer | Information Security Office |
| Dr. Laura Imaoka | Associate Professor of Instruction | Bass School of Arts, Humanities, and Technology |
| Dr. Lisa Jimenez | Associate Dean of Administration | School of Behavioral and Brain Sciences |
| Wendi Kavanaugh | Associate Director for National Merit Scholars Program | Hobson Wildenthal Honors College |
| Holly Kosiewicz | Assistant Professor of Instruction | School of Economic, Political and Policy Sciences |
| Sarah Ku | Director | International Center |
| Leigh Kunz | Legal Assistant | Records Management Office (Office of Legal Affairs) |
| Robert (Erin) Leeper | Senior Web Developer | Office of Institutional Success and Decision Support (OISDS) |
| Dr. Mohammad (Mo) Naseri | Director of Digital Services & Analytics, Associate Professor of Instruction | Naveen Jindal School of Management |
| Shanon Patrick | Associate Vice President for Development and Alumni Relations | Development and Alumni Relations |
| Cecilia Perez-Verdia | Senior Marketing Communications Manager | Center for BrainHealth |
| Dr. Ellen Safley | Dean of McDermott Library | University Library |
| Timothy Shaw | University Attorney | Records Management Office (Office of Legal Affairs) |
| Scott Simpson | Assistant Vice President and UTD EIR Accessibility Coordinator | Digital Transformation |
| Dr. Amanda Smith | Associate Vice President for Student Affairs and Dean of Students | Division of Student Affairs |
| Dr. JD Thomas | Assistant Dean | Office of Undergraduate Education |
| Eric Van Leeuwen | Assistant Dean of Graduate Education | Office of Graduate Education |
| JJ Visconti | Manager of Information Technology | Office of Enrollment Operations |
| Ryan White | Assistant Vice President for Residential Life | Residential Life |
| Joe Wilson | Senior Director of Web Services | Office of Communications |