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How does this project fit with the strategy?

Team

Project owner: Ila Awasthi

Team members: Erika S Corbell Deborah L Degezelle 

Status

Status
colourYellow
titleACTIVE
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Status
colourBlue
titleINACTIVE
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Status
colourGreen
titleSHIPPED

Problem space

Why are we doing this?

Problem statement

  • Contacts must be tracked as individuals and as employees of accounts.
  • Accounts track membership status and sector affiliations.
  • Account hierarchies show parent and subsidiary companies. 

Impact of this problem

Incorrect accounts and contacts' information would mean mismanagement and incorrect assessment of a company and individual.

How do we judge success?

  • Getting the right companies and their information.
  • Getting the members and their correct member branches
  • Getting the non-members and their correct non-member branches
  • Contacts must be tracked as individuals and as employees of accounts


What are possible solutions?

Batch import to Salesforce from iMIS. Thereafter, maintaining the data and adding new in Salesforce. Consideration for useful and redundant data.

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