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CRM Project - Data and Integration
Ref No.: 15-00468
Location: St. Paul, Minnesota

Client:-Minnesota Housing Finance Agency

Business Need

Minnesota Housing is seeking an experienced CRM Solutions Architect to serve as a technical lead overseeing a CRM project with customer data and integration architecture. The purpose of this project is to improve business ecosystems and develop a CRM model that aligns with the agency's data strategy and information architecture. This position requires experience and knowledge of and platforms. The contractor will be responsible for data flow design, development data conversion and migration routines and data validation, data mapping, and development of integration services

Project Deliverables
Minnesota Housing has developed complex and disparate systems across the agency. A Customer Relationship Management (CRM) system to integrate many of these systems is crucial to the success and achievement of Minnesota Housing's mission for affordable housing. The CRM Solutions Architect will help the agency's initiatives by delivering the following:
Create an entity model to align with Minnesota Housing's data strategy
Provide a single entry point of access to essential information and conduct business processes
Enhance customer experience with user-friendly access to information and completion of business transactions
Provide employees visibility and access to vital data and processes through one tool
Allow for the creation of process automation through workflows, escalation management, data visibility rules, and audit functionality
Create campaign, opportunity, and lead management modules

Project Requirements

Create documentation for CRM Ecosystem

Help with Knowledge Management, ensuring proper cross training is provided to remove single source dependencies

Partner across teams to ensure the solution fits in with broader application architecture and aligns with enterprise architecture

Work across functional teams to create solutions; understanding business ecosystem and applying technical direction

Compliance with the Statewide Enterprise Architecture

Compliance with applicable industry/organization standards

Responsibilities Expected of the Selected Vendor

Vendor should submit experienced and qualified candidates
Required Skills (to be scored as pass/fail) Technology Experience Required Years of Experience
Data Management Tools
Acceptable Examples Include: PowerDesigner, Oracle TOAD, SAS, Tableau or equivalent
Business Intelligence Tools
Acceptable Examples Include: Pentaho, SiSense or equivalent
Enterprise Integration and ETL Tools
Acceptable Examples Include: Pentaho, Oracle Warehouse Builder, SSIS or equivalent
Desired Skills Technology Experience Required Years of Experience
CRM Certification – Salesforce or equivalent
Oracle 11g Integration 3+
VisualStudio.NET 3+