Skip to main content

Support Staff

Description​

Includes Operations Staff, Legal Affairs Staff, Human Resources Staff, Executive Staff, and State Government Affairs Staff. These departments are light users of the current system but may need enhanced features moving forward.

Current Processes​

  • Operations Staff: Lookup customer accounts.
  • Legal Affairs Staff: Currently has no functionality in Aptify but may need contract management in Salesforce.
  • Human Resources Staff: Minimal use of Aptify, primarily for employee information and training.
  • Executive Staff: Access to reporting options and overall organizational insights.
  • State Government Affairs Staff: Managing the organization's legislative agenda in the states, with most users seldom or rarely using Aptify.

Future Processes and Capabilities​

  • Processes: Enhanced reporting capabilities, contract management, streamlined administrative tasks, and governance tracking.
  • Capabilities: Real-time access to organizational data, automated contract workflows, improved HR management tools, and integrated governance platforms.

Security/Access​

  • Access Levels: Limited access for Operations, Legal Affairs, Human Resources, State Government Affairs, and Association Governance Staff.
  • Most aspects of Salesforce should be read only except for Person record user facing fields and the activity tab. Should not be able to create or update orders.

Features of the System​

  • Relevant Features: Reporting tools, contract management, HR management tools, governance platforms, customer lookup.
  • Criticality: Medium, essential for administrative and oversight functions.

Tasks​

  • Looking up customer accounts (Operations)
  • Managing contracts (Legal)
  • Accessing employee information and training (HR)
  • Reviewing reports and organizational data (Executive)
  • Coordinating with lobbyists, cultivating grassroots efforts, and engaging with regulatory processes (State Gov)

Automations​

  • Automated reporting, contract approval workflows, HR notifications.

Pain Points​

  • Manual processes for customer lookups
  • Lack of integrated contract management
  • Limited access to comprehensive reporting

Wishlists​

  • Enhanced reporting tools
  • Integrated contract management
  • Streamlined HR management

Historical User Feedback​

  • Department: Various
    • "Operations staff primarily use the system for customer lookups."
    • "Legal affairs have no current use but are interested in future contract management."
    • "HR staff have minimal use, primarily for employee info."
    • "Executive staff need robust reporting capabilities."
    • "State government affairs staff rarely use Aptify, with only one user using it daily."

Approvals / Signoffs​

RoleNameSignatureDate
Business Analyst
Technical Lead
Stakeholder