Over the past few years, Philadelphia Commission on Human Relations has been in need of an updated case management system. This project is being led by the Office of Innovation and Technology. We are seeking a vendor to configure the Salesforce application – Advologix and to lead the end user training. The initial project will be fully focused on the departments existing case management process and include a review of the existing Business Process, Application Setup and Configuration, preparation of custom Data Templates, Data Import, End User Training, Custom Reports and Dashboards and a follow up plan for the departments continued growth and success with the Salesforce.com platform.
Participate in customer discovery and design sessions
Participate in user testing
Implementation of Salesforce systems
BPR Documentation Preparation and Review
STRONG KNOWLEDGE OF:
Salesforce custom reports, objects, and dashboards
User experience design best practices
Deployment and setup of AppExchange apps
EXPECTATIONS OF WORK:
BPR: Document Preparation & Review, Functional Requirements documentation, Recommendations for Advologix best practices, Custom Objects
Application Configuration: Org Wide Defaults, Role hierarchies & sharing roles, Up to 4 user profiles, Email integration, Chatter customization, Salesforce 1 customization, Custom Rules
End User Training: Provide a minimum of two end user training sessions, provide custom end user training documentation
Custom Reports & Dashboards: Minimum of 10 custom reports, Minimum of 2 custom dashboards
Ongoing Success Mapping: Provide recommendations for ongoing support and staged steps for continued growth
Responses should include a proposal that outlines your project approach and all relevant experience, skills, and aptitudes including resume(s) and digital portfolio.
Please send your proposal by 9:00 a.m. on Tuesday, November 8th, 2016 to: Tobey.L.Watson@phila.gov
Please post any questions as a comment below this solicitation so that additional information provided will be available for all to review. Any questions sent via email will be posted to the comment section.