Project Summary: 

Office of the Registrar is a partner in this university-wide project to implement a customer relationship management tool for Oregon State University.

Strategic Plan 4.0 Actions
  • Retool the OSU experience for the 21st-century learner
  • Strengthen alignment within the university among our branding, marketing, communications and public affairs efforts
  • Integrate and simplify technology systems, data practices and policies to increase our organizational agility
Project Status: 
Requesting Department: 
University-wide project
Project Manager: 
Rebecca Mathern
Last Updated Date: 
Thursday, December 22, 2022
Start Term: 
Fall 2021
Status Report: 
►12/22/2022: Begin the “prepare” phase in January and begin working with our implementation partner, Attain. Work streams and leads have been established for this work.
►8/18/2022: The selection process has ended but selected vendors have not been announced.
►7/28/2022: The first round of demos is completed, and the second round of demos is scheduled for the week of August 22. A vendor is expected to be selected by the end of August.
►5/26/2022:The scoring team has begun scoring proposals as part of the scoring team. The initial demos are scheduled for early June.
►4/28/2022: Requests for Purchase (RFP) are due soon. Scoring workgroup is developing the scoring rubric which will be used to evaluate submitted RFPs.
►3/24/2022: In final phases of writing RFP. Due March 28 and go out the following week (April 4th).
►2/24/2022: The Request of Information has been published. Technology team is working on creating a full inventory of CRMs used at the university, preparing the Request for Proposal, and identify risks.
►1/27/2022: Functional needs and wish list items are being refined in mid-February. The Request for Information (RFI) will be sent out in mid-March to vendors and companies that can assist with the implementation.
►Vendor will be selected by 6/30/2022.
►New platform expected to be rolled out to students 6/30/2023.