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GEMS

https://gems.umn.edu/ https://gems.dev.umn.edu/
Robyn, Project Manager at Matogen DigitalIan Parsons, Head Chef at Matogen DigitalLaura Hurley, Designer, UX and Engagement Specialist at Matogen DigitalDavid Mundell, Developer at Matogen DigitalXoliswa Shandu, Matogen DigitalJohnny Sheridan, Sales Boss at Matogen DigitalPatience Kudyatasa, QA Specialist
From the list: CRM transition

✔ Set up proof of concept

Ian P. added this on
Completed by Ian P.
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Ian Parsons, Head Chef at Matogen Digital Ian P.
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Notes

Functionality required

  • Knowledge base. Provide users with easy access to technical information about GEMS services.
  • Form submissions trigger the following:
    • Admin email
    • Submitter email
    • Add row to Google sheet
  • Platform support
  • User / admin emails can trigger updates to sheet
    • Admin can send email with case number to specific email address to update status
  • Undergrads and grad RAs should be able to respond to tickets
    • Form submissions from users go into spreadsheet
    • Form submissions are emailed to a Google Group (requires OIT support to set up)
    • Any user can then reply on that email and CC the group
    • Users can add a filter on their account so that group emails go into a separate folder, not their inbox

Proof of concept

I’d like to build a quick proof of concept to show how this might work. I need the following: 
  • Desired group name and email address for Sensing shared inbox group
  • Confirm if we should create a group for general GEMS enquiries as well, or continue forwarding all enquiries to you, Kris.
  • Confirm that the functionality described above will fulfil all your immediate needs. 

Comments & Events

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Robyn, Project Manager at Matogen Digital Robyn, Project Manager
Ian Parsons, Head Chef at Matogen Digital Ian I have started exporting data from Fresh, contacts at this stage, we need to figure out how the Platform stuff is going to work - I cannot export the templates but can keep copies of the information so we can use it if we want 

You might receive the zip files with the exported information (or it might go to Kris ) please let me know if you receive it 
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Robyn, Project Manager at Matogen Digital Robyn, Project Manager
Ian Parsons, Head Chef at Matogen Digital Ian platform considerations 

  • Are we able to send out a similiar template when people enquire about Platform -

  • One for internal and one for External - can we do this automatically as an auto response or template? 

  • If not, we need to build this out for Kris in this new group so that its available as a template for her but also for the next person that gets involved. 

Current process

Simple process without screenshots - https://docs.google.com/document/d/1JWnVUFTxrLlh2T_DledEzayFAwjk-0MYxmjo8_0nMvw/edit?tab=t.0

Here's the full platform process that includes Fresh steps that I did for GEMS as a how to
 
https://docs.google.com/presentation/d/1cgE_V7n_gUffmhMVhlxF9SbnAUFWiRBzcliFF1T2lcA/edit#slide=id.p

Here's the spreadsheet that captures contacts from the first form and then the subsequent forms 
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Robyn, Project Manager at Matogen Digital Robyn, Project Manager
Ian Parsons, Head Chef at Matogen Digital Ian I can see ive been copied into a bunch of google tests for sensing - please can you let me know where you are at with CRM in general so I can let Kris know / can I test / support?

Can I task you for the Platform part of this? 

Thanks
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Ian Parsons, Head Chef at Matogen Digital Ian Parsons, Head Chef
Robyn, Project Manager at Matogen Digital Robyn  I've set up the automations; we can chat through it at 1.30pm if you're available, then you can start testing? 
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Robyn, Project Manager at Matogen Digital Robyn, Project Manager
Sounds good, thanks Ian Parsons, Head Chef at Matogen Digital Ian  
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Ian Parsons, Head Chef at Matogen Digital
Ian Parsons completed this to-do.