Enterprise Relationship Management | Information Technology | University of Pittsburgh
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Enterprise Relationship Management

Service Overview

An ERM is a relationship management system that collects and shares constituent information across the entire enterprise; in our case, that 'enterprise' is the University.

An ERM gives Pitt the ability to expand engagement, enrich connections, and–critically–share information between areas of the University in a managed and synchronized manner.

Project Plan

Last updated on May 15, 2018

The University is currently using the Salesforce customer relationship management platform to support two major University ERM functions; management of undergraduate recruiting efforts for the Pittsburgh campus and technology service desk case management. New projects in the pipeline include the addition of regional campus recruiting support. A significant implementation supporting Institutional Advancement is in the planning stages.

Identify Project Goals: Completed in January 2016
Formation of the Project Team: Completed in August 2016
Architecture, Plan and Design Specification: Completed in June 2017
Identification of Resources and Requisition of Capital Items:  Completed in June 2017
Implementation of Office of Admissions and Financial Aid recruiting: December 2017
Implementation of enterprise service desk: February 2018
Planning for Institutional Advancement and the Medical and Health Sciences Foundation begain in April 2018

Related links

Enterprise Relationship Management

Status

In progress