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As a GRaaS Program Manager, I want to have all members external (emails, notes, call logs) communication automatically absorbed into the CRM, so that all team members have an understanding of the agency relationship and who the last point of contact was.

As a GRaaS Program Manager, I want to automate a follow up response, so that agencies that haven’t responded receive reminders.

As a GRaaS Program Manager, I want to assign tickets to multiple CAL-ITP team members, so that tickets are completed in a timely manner + team is aware of communication

As a GRaaS Program Manager, I want to have a management process for when agencies cease to exist/merge/contracted with an transit providers or vendors/pause, so that time isn’t spent emailing orgs that no longer exist.

As a GRaaS Program Manager, have all members external (emails, notes, call logs) communication automatically absorbed into the CRM and is associated with the correct agency, so that we can avoid repetition and continue building relationships with the agency

As a GRaaS Program Manager/Product Engineer, I want to have equal authorization across team member, so that I can seamlessly transfer agency relationship ownership.

As Comms/Outreach, I want to track when agency contracts are up, so that we can offer our products at a relevant time.

As any CRM User, I would like the tool to be accessible 99.5% of the time, so that I am not inhibited in using it.

As a GRaaS Program Manager, have all members external (emails, notes, call logs) communication automatically absorbed into the CRM, so that future employees can seamlessly integrate into their roles.

As the the Data Assessment Manager, I would like to create differentiated agency lists based on their last data assessment, So that I can best determine which agencies should be prioritized in the coming month.

As a GRaaS Program Manager, have all members external (emails, notes, call logs) communication automatically absorbed into the CRM, so that we can actively maintain and build upon relationships regardless of governing or staffing changes

As the MDIP Product Manager, I want to be able to batch-update roles or properties based on a query of existing attributes, so that I can reduce the time it takes to assign roles/properties, thus increasing the likelihood they will remain up to date.

As the the Data Assessment Manager, I would like to batch export agencies names, contacts, contact name and email, so that I can quickly alert agencies to new GTFS quality reports.

As the the Data Assessment Manager, I want operator/vendor contracts or contracts knowledge, So that there can be coordinated and strategized communication and relationship building during agencies procurement phase.

As a GRaaS Program Manager/Data Services Lead/ODS Program Manager, I want to have all members external (emails, notes, call logs) communication automatically absorbed into the CRM, so that we can coordinate communication internally amongst unique work streams working with the same participants.

As Comms/Outreach, I want to know which transit agencies have received grants, so that we can reach out if CAL ITP has products that align with that funding.

As the the Data Assessment Manager, I want operator/vendor contracts or contracts knowledge, so that we can offer agencies resources at the appropriate time.

As Comms/Outreach, I want to generate differentiated lists based on certain attributes, so that communication that is only sent to the agencies it is relevant to.

As a GRaaS Program Manager, I want to have equal authorization across team member, So that I can have an archive of notable information and lessons learned

As a GRaaS Program Manager, I want a directory of relevant agency employees captured and managed in the CRM, so that I don’t need to spend time researching information CAL-ITP has.

As the ODS product manager, I want to be able to assign/tag specific individuals at organizations as the responsible contact for MDIP (or ODS or GRaaS), so that they are always included in communications about MDIP.

As the MDIP Product Manager, I want to send a batch email with key fields filled out based on the contact’s organization name and role, so that I don’t have to individually copy/paste dozens/hundreds of emails together, risking many errors.

As a GRaaS Program Manager, I want to store multiple related agency contacts, so that we can seamlessly interact with multiple levels of bureaucracy.

As the the Data Assessment Manager, I want to have knowledge of the other CAL ITP teams that have interacted with different vendors, so that good will is cultivated amongst agencies and that our efforts are connected and buildable from other teams conversations and interactions

As Payments, I want to develop and utilize info desk canned responses, so that our team saves time from answering similar questions.

As a Hello@ and Support@ Responder, I want to have equal authorization across team members, so that email communication is visible and consistent to all responders.

As a GRaaS Program Manager, I want to batch email transit operators, so that we can quickly share information about the program and recruit new partners.

As the the Data Assessment Manager, I would like to create differentiated agency lists based on which agencies have received dated improvement reports, so that I can follow up on report “deadlines” and assess where an agency is at with improvement and what additional resources are needed in order to accomplish report’s findings.

As a GRaaS Program Manager, I want to assign tickets to transit agency partners (i.e. multiple managers at one agency),so that other GRaaS Program Manager can see agency level perspective on email traffic across workstreams and ensure no communication is lost

As a GRaaS Program Manager/Data Services Lead/ODS Program Manager, have all members external communication automatically absorbed into the CRM, so that we can optimize agency and engagement with CAL-ITP initiatives

As a GRaaS Program Manager, I want to have a management process for when agencies cease to exist/merge/contracted with an operator/pause, so that we can keep them up to date with offerings, updates and other communication

As a GRaaS Program Manager, I want to export all contacts at each agency, so that multiple relationships and teams are alerted to communication and updated accordingly.

As the ODS Product Manager, I want to identify the potential appropriate contacts for transit providers or vendors in our database who might be interested in signing on to the mobility interoperability data principles (MIDP), so that we can build visible support for the MIDP and put pressure on the vendor ecosystem to move more towards interoperability.

As a GRaaS Program Manager, I want (re:CRM visualization) equal authorization across team members, so that all team members can update agency status in real time and not rely on single authorized user.