1. Business Process Review Document: The initial stage of implementation involves conducting a comprehensive business process review, data analysis, and documentation of requirements. The BPR will document the following: • Functional Requirements • Object Schema and Data Mapping (including the TBDs below) • Business Process Flows • Data Migration Plan • Permissions – Defining end-user roles and their access to data in the Salesforce 2. Data and function transformations: Configuring Salesforce according to the BPR requirements 3. Process improvement: Developing user experiences and automations to help end users enter, analyze data, and automate data interoperability functions. 4. Additional functions: Analytics, document merges, integrations 5. Integrations: External systems that need to send and receive data to and from Salesforce The selected Firm(s) should: • Be prepared to treat USNH with a high level of attentiveness, client service, and dedication. • Offer competitive pricing and delivery of high-quality services. • Firm must adhere to the USNH Data Security Addendum, which can be found here: https://www.usnh.edu/it/departments/cybersecurity/cybersecurity-policies-standards/usnh-datasecurity-addendum also added to Buyer Attachment as Appendix D Data Security Compliance • Product interfaces meet appropriate accessibility standards including WCAG 2.1 AA guidelines for any web-based user interface.
