SW-25418 - USA (Colorado) - Customer Relationship Management Platform - Deadline July 3,2019

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: SW-25418

Government Authority located in Colorado; USA based organization looking for expert vendor for customer relationship management platform.

[A] Budget: Looking for Proposals

[B] Scope of Service:

(1) Vendor needs to provide customer relationship management platform and related services to enhance its system on an as needed basis.
- Ability to change logo if needed anywhere it appears in the portals or to external people like reports, emails, etc
- Ability for read to be reflected without having to download an image
- Make firstname and lastname how it appears everywhere grammatically correct and the same and with a comma after the last name, first name
- Disallow users to upload documents after rejection
- Ability for us to take someone out of reviews completed if we put them in there accidentally
- Currently, there is no delete tab for email templates, can only activate or deactivate the email templates.
- Have a delete button in the local status tab, university is requesting a delete button in the email templates tab.
- Disable users from being able to be in the same profile at the same time making changes - some sort of notification that another user is changing things in a profile.
- Page numbers to scroll to further pages for the document dashboard instead of next tab
- Back button to work in the document dashboard. for example: after clicking on an applicant’s name in the document dashboard, it takes you to the applicants profile overview and you can verify docs, send email, etc.. but when you select the back button found on the profile overview it defaults back to the very first Page of the document dashboard, instead of the Page you were on.
- All items on page set to 100 instead of 50 and the ability to view all
- An estimated 100 hours of work for unknown items at this time due to the fact that we have software that we will use at different times of the year and we don't know what we might need per ADEA changes and other things that are out of our control
- Mitigation as much as possible for when the portal stops working correctly due to the fact that there is a server or Microsoft or something update and an alert
- Fix the schedule for real this time so that when you export, you don't have to change anything. Also, use interview location instead of group number
- Have email read notification actual be valid
- Add ranking to the analysis report
- Make group no eligible for alpha characters as well as numeric
- Figure out a way to change ranking, but not delete what has already been done
- Help in setting up a server for 3rd party supplier pen test
- Help in remediation of all the vulnerabilities that are found in the pen test
- Ranking -ensure changes out of a spot, everything does not get deleted
- Bulk submit button for the end of the day and or end of bench exam
- Add contact update capability into sportal
- Add ability to update citizenship and perm residency in sportal
- Add asylee into the five points for citizen
- Must be compatible with all browsers (Safari, IE, Chrome, Firefox).
- Must be compatible with devices (computers, tablets and phones).
- Be able to export and print reports in PDF, Excel on all Windows and Apple devices
(2) Contract term will be one year.

[C] Eligibility:

- Onshore (USA Only);

[D] Work Performance:

Performance of the work will be Offsite. Vendor needs to carry work in their office location.

Expiry Date : Wednesday, 3 July, 2019

Category : Software, System and Application

Country : USA

State : Colorado

RFP Expired

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