cal-itp / customer-success Goto Github PK
View Code? Open in Web Editor NEWCustomer service and CRM tasks and related code
Customer service and CRM tasks and related code
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 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 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, so that future employees can seamlessly integrate into their roles.
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 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 Payments, I want to develop and utilize info desk canned responses, so that our team saves time from answering similar questions.
As Comms/Outreach, I want to track when agency contracts are up, so that we can offer our products at a relevant time.
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 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.
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 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, 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 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 know which transit agencies have received grants, so that we can reach out if CAL ITP has products that align with that funding.
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 store multiple related agency contacts, so that we can seamlessly interact with multiple levels of bureaucracy.
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 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, I want to batch email transit operators, so that we can quickly share information about the program and recruit new partners.
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, 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 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 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 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 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 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 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, 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/Product Engineer, I want to have equal authorization across team member, so that I can seamlessly transfer agency relationship ownership.
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 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 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.
A declarative, efficient, and flexible JavaScript library for building user interfaces.
🖖 Vue.js is a progressive, incrementally-adoptable JavaScript framework for building UI on the web.
TypeScript is a superset of JavaScript that compiles to clean JavaScript output.
An Open Source Machine Learning Framework for Everyone
The Web framework for perfectionists with deadlines.
A PHP framework for web artisans
Bring data to life with SVG, Canvas and HTML. 📊📈🎉
JavaScript (JS) is a lightweight interpreted programming language with first-class functions.
Some thing interesting about web. New door for the world.
A server is a program made to process requests and deliver data to clients.
Machine learning is a way of modeling and interpreting data that allows a piece of software to respond intelligently.
Some thing interesting about visualization, use data art
Some thing interesting about game, make everyone happy.
We are working to build community through open source technology. NB: members must have two-factor auth.
Open source projects and samples from Microsoft.
Google ❤️ Open Source for everyone.
Alibaba Open Source for everyone
Data-Driven Documents codes.
China tencent open source team.