Eric Kong

Bellevue College’s need for an electronic signature platform has been evident for some time now.  Between campaigns to reduce paper waste, delays in waiting for hard copies to be sent, and the potential of such d […]

Our team is currently conducting research on the migration software used to clean and move data from the HP/ODS into Dynamics CRM, and the available alternatives out on the market. With the increasing footprint […]

Our Affirma partner is close to wrapping up their phase II needs assessment. In addition some to new functionality and features, the footprint of CRM will increase to include the following units:

Academic […]

Affirma Consulting has replaced Dell Services as our partner for the second phase of the Dynamics CRM project. The previous relationship was abridged due to scheduling and some internal changes the company had […]

Microsoft Dynamics CRM has been active on campus for a couple months now, with a positive, albeit varied, response.

Pilot units have reported a wide range of successes and issues, all of which have been taken […]

A total of 38 pilots users now have access to CRM, in addition to about 10 support staff.  The two biggest factors for a successful implementation at this time are the availability of ample support, and that […]

Next week will mark the deployment of Dynamics CRM to our pilot units (Multi-Cultural Services, Enrollment Services, Workforce and High School Initiatives).  Along with a demonstration of CRM’s ability by our […]

Our partner has provided us with a design document that defines “what” and “how” the Dynamics CRM solution will look, feel and function. It is intended to specify how needs are to be met.

Our four pilot units […]

Just a short recap of the activity that’s taken place over the past week:

-Our partner has completed the installation and configuration of Scribe on a development server
-Their team began design activities […]

The CRM steering committee met last Thursday for its second session. In attendance were Faisal Jaswal, Nora Lance, Tracy Biga Maclean, Rebecca Cory and Steve Downing.

We covered the following agenda items, the […]

Our Case Management steering committee is scheduled to meet later this week. The following agenda items will be covered, in addition to some discussion on how to best communicate upcoming changes to our […]

“Did we build the right product?”

“Did we build the product right?”

Two questions that lay at the heart of every enterprise-wide deployment. They can’t always be answered to everyone’s satisfaction, but by […]

Our partner has tallied the results of our requirements gathering session and is in the process of consolidating the data into a package for us to go through. They’ve also produced a rudimentary statement of work […]

About 20 different student-facing units were polled last week for input on the unique case management needs of their areas. In addition to the standard intake and processing of records, departments were asked […]

Last week, a meeting with our Infrastructure and Integration directors was held with the intent of determining if the campus would adopt a ‘cloud’ or ‘on-premise’ version of Dynamics. While it sounds like a […]