Salesforce Implementation System

The Vendor is required to provide for development related to the planning, assessment/discovery, requirements, design, coding, testing, deployment, ongoing support, and training of a salesforce product designed for public agency use to support the full lifecycle of grants, incentives, and related operations management.
- Project Management and Governance:
• Establish project governance, roles, responsibilities, communications protocols, and issue escalation procedures.
• Develop and maintain a detailed project plan, schedule, risk register, decision log, and change control process.
• Conduct regular status meetings and progress reporting with development stakeholders and designated technical resources.
- Discovery and Requirements Analysis:
• Conduct business process reviews for grants, incentives, contracts, correspondence, and related operations.
• Document functional and technical requirements, user stories, acceptance criteria, security constraints, reporting needs, and integration requirements.
- Salesforce Design and Configuration:
• Design and document the solution architecture, including data models, security model, and integration architecture, and environment strategy, subject to development approval prior to configuration.
• Establish environment management, release management, and change control processes.
• Configure Salesforce environments, including sandbox and production environments, data models, workflows, approvals, validations, dashboards, reports, and role-based access controls.
• Implement case management, task tracking, and other workflow components required to support development program administration and operational processes.
- Grants and Incentives Management:
• Support end-to-end lifecycle management including application intake, eligibility review, scoring, award approval, execution, compliance monitoring, amendments, and closeout.
- Contract and Document Management:
• Configure tools and templates to assist with the assembly and management of contracts, grant agreements, official correspondence, and supporting documentation, including version control, approvals, and audit history.
- Salesforce Artificial Intelligence (AI) Capabilities:
• Identify and recommend appropriate Salesforce AI features applicable to development grants, incentives, contracts, and correspondence workflows.
• Configure approved AI-driven tools to support intelligent prioritization, automated data classification and record insights, predictive analytics, and natural language assistance for drafting correspondence, summaries, and internal notes, while ensuring appropriate human-in-the-loop controls in compliance with State and/or development AI policies, security, privacy, and data-governance requirements.
- Integrations and Add-Ons:
• Design and implement MuleSoft-based integrations or equivalent Salesforce-approved integrations to support secure, scalable data exchange between Salesforce and development systems, databases, and external partners.
• Assess, recommend, and, if approved by development, implement Salesforce add-ons and integrations such as Experience Cloud, Omni Studio, Flow and automation tools, DocuSign or equivalent, document management solutions, financial system integrations, and reporting and analytics tools.
• Integrations will be prioritized and finalized during discovery and approved by development.
• Provide licensing, cost, and support considerations for all recommended solutions.
- Data Migration
• Identify systems of record and define data ownership and governance rules.
• Assess legacy data sources, develop a migration strategy and mapping, cleanse and transform data, migrate approved historical data, and validate migrated data with development stakeholders.
- Security, Compliance, and Governance:
• Configure the solution to comply with applicable state and federal regulations, implement data access controls and audit logging, and support Authority to Operate (ATO) or equivalent security documentation as required.
- Testing, Training, Deployment, and Support:
• Develop and execute system, integration, and user acceptance testing; provide administrator and end-user training and knowledge transfer; support production deployment, post-implementation stabilization, and transition of the solution to development operations; and provide ongoing support options as requested by development.
• Develop a user adoption and change management strategy to support successful implementation.
- Design and configure data models for grants, incentives, applicants, projects, contracts, payments, correspondence, and related program records, including identification of authoritative systems of record and data ownership rules.
- Design, configure, and implement end-to-end grants and incentives lifecycle management including intake, review, scoring, approvals, execution, monitoring, amendments, and closeout.