DEPARTMENT: Information and Technology Services Department
DEPARTMENT HEAD: Craig Hopkins, Chief Information Officer
COUNCIL DISTRICTS IMPACTED: Citywide
SUBJECT:
Customer Relationship Management System Pilot
SUMMARY:
In this briefing we will provide an overview of the pilot program for a Contract Management Solution through the Salesforce Platform. For a period of one year, the Information Technology Services Department will work to implement and pilot a contract management solution. The solution will be the single source repository of City contracts and will govern the tracking, monitoring and reporting aspects. The new system will allow departments the ability to track and report on key metrics related to contracts such as time periods, cost, performance and other measures used to determine the level of services being provided by the vendor.
BACKGROUND INFORMATION:
The City of San Antonio has procured licenses through the Salesforce platform and will work to implement a contract management system and conduct an internal pilot to evaluate the system capabilities against business and technical requirements. The pilot term will be for one year and data will be captured throughout the program. The new solution will enable department staff to load and track all types of contracts. The pilot will consist of the development of automated processes within the solution to track workflow, tasks with key dates and responsible parties and location for stored contract documentation, an interface with core City systems such as SAP and FileNet with ability for frequent updates of key data such as contract spends, and review and approval processes and notifications throughout the contract terms. Additionally, the pilot will work towards the development of standard and ad-hoc reporting capabilities/dashboards for City staff to review City contract data, status and key upcoming tasks. The successful deployment of requested solution would allow for increa...
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