Governance

The Buff Experience Transformation governance structure includes cross-functional representation from our campus, ensuring engagement and dialogue among key stakeholders. The governance model provides strategic direction, improves transparency, and leverages appropriate technical and functional expertise as needed. ÌýAs this project progresses through the phases, additional working groups will be added to ensure representation of the functional areas that are part of the in-progress phases.

How will the CU ÀÖ²¥´«Ã½ Community Participate and Stay Involved?

The CRM strategy and roadmap are aligned with OIT’s Technical and Business Operating Principles and managed by governing bodies (listed below) that include cross-functional representation from university leaders who will provide ongoing guidance. Additionally, the CRM Strategy Steering Committee is engaging the CU ÀÖ²¥´«Ã½ community in the planning process. This engagement will continue throughout the roadmap, involving new voices along the way to ensure the implementation will meet the needs of the CU ÀÖ²¥´«Ã½ community.Ìý

CRM Executive Leadership

Responsibilities and Decision-Making
  • Consulted/Informed on major milestones, status updates, and strategic decisions.
  • Decisions made include providing executive support, ensuring alignment withÌýinstitutional priorities, and may be consulted for go/no-go decisions.
Executive Sponsor
  • Ann Schmiesing (Strategic Initiatives)
Project Owners

Ìý

Executive Stakeholders
  • Scott Adler (Graduate School)
  • Shelly Bacon (Office of Undergraduate Education)
  • Scott Battle (Continuing Education)
  • Devin Cramer (Division of Student Life)
  • Katherine Eggert (Academic Planning & Assessment)
  • Orrie Gartner (Office of Information Technology)
  • Erin Harrell (Division of Student Affairs)
  • Amy Hutton (Enrollment Management)
  • Kristine Jackson (Enrollment Management)
  • Jon Leslie (Strategic Relations and Communication)
  • D'Andra Mull (Student Life)
  • Erika Randall (Undergraduate Education)
  • Elizabeth Romero Fuerte (Office of Information Technology)
  • Elizabeth Romero Fuerte (Office of Information Technology)
  • Ann Schmiesing (Office of the Chancellor)

CRM Steering Committee

Responsibilities and Decision-Making
  • Responsible for strategic oversight, governance, milestone approvals, and structuredÌýdecision-making.
  • Consulted on operational and technical matters.
  • Decisions madeÌýinclude approving major milestones, recommending scope changes.

Ìý

Committee Members

  • Shelly Bacon (Office of Undergraduate Education)
  • Laura Bonney (Office of Information Technology)
  • Suzanne Classen (Continuing Education)
  • Ben Croft (Office of Information Technology)
  • Randall Fullington (Academic & Learning Innovation)
  • Orrie Gartner (Office of Information Technology)
  • Meagan Goulian (Student Life)
  • Erin Harrell (Student Life)
  • Blazey Heier (Continuing Education)
  • Jess Keating (Office of Information Technology)
  • Dave Kohnke (Leeds School of Business)
  • Kristi Wold-McCormick (Office of the Registrar)
  • Elizabeth McVeigh (Enrollment Management)
  • Medford Moorer (College of Engineering & Applied Sciences)
  • Gretchen O'Connell (Graduate School)
  • Scarlett Ponton De Dutton (Office of Undergraduate Education)Ìý
  • Elizabeth Romero-Fuerte (Office of Information Technology)
  • Danielle Rourke (Office of Information Technology)
  • Kristi Wold-McCormick (Office of the Registrar)Ìý
  • Al Wirtes (University Information Services)
  • Working Group Leads




    Ìý

CRM Implementation Team

Responsibilities and Decision-Making
  • Manage and execute project activities within scope and timeline
  • FacilitateÌýcollaboration within and across workstreams
  • Provide status reporting and raise issues and risks
Ìý

Ìý

CU ÀÖ²¥´«Ã½ Team
  • Danielle Rourke - Project Lead
  • Alicia Torres de Lozano - Project Manager
  • Carlos Sepulveda - Campus/Executive Project Manager Liaison
  • Mikal Brusby - Technical Project Manager
  • Siegfried Appelt - Integrations Project Manager
  • Jeremy Case - Salesforce Chief Technology Officer
  • Members of the Learner Engagement Technology Team, Data Engineering Team, Digital Accessibility Office, UIS Systems Office and more
  • David Sicoli - VP, Education
  • Noah Hunter - Account Executive
  • Alison Zwecker - Engagement Manager
  • Marcel Campos - Project Manager
  • Rob Sobalvarro - Technical Architect
  • David Miiller - Solution Architect
  • Jamie Holzhuter-Currie - Marketing Cloud Architect
  • Nitin Natarah - Data Architect
  • Joy Walker - Senior Business Analyst
  • Nasser Barakat - Senior Configuration Consultant
  • Max Mallari - Quality Assurance Analyst
  • Will Smith - Change Consultant

Working Groups

As the initiative progresses, new working groups will be added to represent the functional areas that are represented in the current phase.

Responsibilities and Decision-Making
  • Responsible for requirements gathering, solution design, risk identification, implementation, and operational tasks.Ìý
  • Consulted on governance, scope changes, and process definitions.Ìý
  • Decisions made include technical and operational recommendations, stakeholder engagement, and process improvements.

Ìý

Working group #1: Minimally Viable Product

Executive sponsor:ÌýAmy Hutton
Leads: Shelly Bacon, Undergraduate Education; Suzanne Classen, Continuing Education

Working group #2: Data, Integrations and Technology

Executive sponsor:ÌýOrrie Gartner
Leads: Danielle Rourke, Office of Information Technology; Al Wirtes, University Information Services; Ben Croft, Office of Information Technology

Working group #3: Change Management, Communications and Training

Executive sponsor:ÌýJon Leslie
Leads: Meagan Goulian, Student Life

Working group #4: Adoption Leads

Executive sponsor:ÌýTBD
Leads: Blazey Heier, Continuing Education; Scarlett Pontón de Dutton, Undergraduate Education; Laura Bonney, Office of Information Technology