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.

 
 
 
 

Who is the individual responsible for executing and successfully completing the project?

 

Who is the individual in senior leadership supporting the project and ensuring necessary resources are available?

 

Please indicate the Sponsor's priority for this project.

 

Is the sponsor's unit already using Salesforce CRM (TerpEngage)?

 

How many new faculty and staff members will need access to TerpEngage, and what activities do you expect them to perform?

 
 

How many current and prospective students do you expect to log in, and how frequently?

 
 
 

What are the key goals of the project?

 
 

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


 
 

What is lacking in the current solution to the problem?


 
 

Does your intended solution require the generation of PDF documents?

 

What measurable benefits or value is expected to be delivered by the project?

 
 

Which UMD units, departments, or groups would be affected, either positively or negatively, by the project?

 
 

Who will be impacted by the project? Please select all that apply.


 

Considering your current business processes, how much time would the new solution save?

 

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.

 
 

If you have a document comparing the explored alternatives, please upload it here.

Drop your files here
 

Are there systems such as PHR, Workday, SIS, etc., that need to interact with the new Salesforce solution? If yes, please explain.

 
 

What is your desired delivery date for the project?

 
mm/dd/yyyy
 

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

 
 

Does this project involve a technical system nearing the end of its life?

 

If this project can not be delivered by your desired delivery date, will it still be needed?

 

Do you have any other projects that depend on the completion of this project?

 

Please provide a list of all UMD units, departments, and groups that you anticipate will be involved in this project. Be as specific as possible.

 
 

Has your functional unit's leadership approved an estimated or actual budget for the project? If yes, please enter the budget amount below.

 

Is there any additional important information about your project that we should know?