TerpEngage Intake Form

TerpEngage Intake Form

Thank you for your interest in TerpEngage services offered by the Division of IT at The University of Maryland.

Please answer the questions below as thoroughly as possible. Once received, your project/request information will be reviewed, and you will be contacted by a member of the TerpEngage team to discuss next steps. If you have questions about this form, please contact Jesam Ikpi at jikpi@umd.edu.

Email*

Project Name*

Is this project the result of a state or federal mandate?*

Yes

Project Sponsor*

Who will support the project and ensure necessary resources are available (i.e. Executive Committee Members)?

Sponsor's priority*

Please indicate the Sponsor's priority for this project.

Low

Medium

High

Project Owner*

Who will be responsible for the execution and successful completion of the project (i.e. Division of IT, Office of Provost, etc.)?

Short Project Description*

Project Goals*

What are the key goals of the project?

Problem or Situation*

What is the problem or situation that initially led the unit/department/group to consider this project?

Gaps in Current Solution*

What is missing from the solution that is currently in place to address the problem?

Project Benefits*

What are the benefits or the expected value to be delivered by the project? (measurable whenever possible)

Project Impacts*

What other units/departments/groups would be impacted either positively or negatively by project?

Alternative Solutions Explored*

Please identify at least one alternative service, software, or platform to Salesforce and explain why that alternative does not meet your project needs. Consider factors like cost, data management, efficiency, and overall fit for your project.

The discovery of at least one alternative is required for project consideration.

Supporting Documents

If you have a document that compares the alternatives explored, please upload here as well.

Drag and drop files here or

Systems Impacted*

How many systems would need to interact with the new Salesforce solution?

Desired Delivery Date*

What is your desired delivery date for the project?

Timeline Drivers*

What are the critical timeline drivers for this project and the associated dates? (e.g., policy changes, blackout windows, deadlines)

Required Resources*

Please list all UMD units/departments/groups you anticipate will be involved in this project. Be as specific as possible.

Financial Commitment*

Does the project have an estimated or actual budget approved by the leadership of your functional unit? If so, indicate budget amount below.

Additional Information

Is there anything else you think we should know about your project?

Send me a copy of my responses

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