A CRM for Technical Collaboration
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	Qgil
	Oct 6 2017, 8:18 AM

Description

We have discussed in the potential usefulness of using a CRM tool in the Technical Collaboration team. We have been waiting for a common tool used at the Wikimedia Foundation (there are many) or at least withing Community Engagement. It looks like we can finally proceed.

Possible use cases (to be confirmed):

Support new developers better by identifying them and staying in touch with them through their onboarding process. The goal is to increase new developer retention levels.
Document developer events scholarships requested and granted in order to help the committees granting these scholarships making better decisions. The goal is to increase fairness for newcomers and avoid unconscious concentration of scholarships in fewer, popular volunteers.
Supporting Tech Ambassadors better?
Supporting Tech Translators better?

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		Status	Subtype	Assigned	Task
		Declined		Qgil	T177583 A CRM for Technical Collaboration
		Invalid		None	T184246 Explore the Salesforce tool and possible use cases it could support around onboarding and retaining new developers

Event Timeline

Qgil created this task.Oct 6 2017, 8:18 AM

Restricted Application added a subscriber: Aklapper. · View Herald TranscriptOct 6 2017, 8:18 AM

Qgil triaged this task as Low priority.Oct 6 2017, 8:18 AM

Qgil moved this task from Backlog to Ready to Go on the Community-Relations-Support (Oct-Dec 2017) board.

Qgil moved this task from Backlog to Ready to Go on the Developer-Advocacy (Oct-Dec 2017) board.

Quiddity subscribed.Oct 10 2017, 4:29 PM

A reminder that this is on the "Ready to Go" column: maybe you can already evaluate whether it's something for next quarter instead. Thank you!

Waiting on JaimeA, who yesterday told me that this is stuck in a invoicing ping-pong between Salesforce (!!) and WMF Finance. Could be solved any day this month, or not.

Qgil moved this task from Oct-Dec 2017 to Jan-Mar-2018 on the Developer-Advocacy board.Dec 22 2017, 3:38 PM

Qgil edited projects, added Developer-Advocacy (Jan-Mar-2018); removed Developer-Advocacy (Oct-Dec 2017).

Qgil moved this task from Oct-Dec 2017 to Jan-Mar-2018 on the Community-Relations-Support board.Dec 22 2017, 3:41 PM

Qgil edited projects, added Community-Relations-Support (Jan-Mar-2018); removed Community-Relations-Support (Oct-Dec 2017).

Jaime got me set up on Salesforce already (long before holidays started, forgot to report here). It's on my todos now to explore the tool and various use cases we could address for new developers. Jaime and I then plan to meet and brainstorm any similar, but different data points and how we might deal with merging concepts or labeling.

srishakatux changed the status of subtask T184246: Explore the Salesforce tool and possible use cases it could support around onboarding and retaining new developers from Open to Stalled.Feb 9 2018, 8:48 AM

Qgil mentioned this in T184246: Explore the Salesforce tool and possible use cases it could support around onboarding and retaining new developers.Feb 27 2018, 12:34 PM

Qgil closed subtask T184246: Explore the Salesforce tool and possible use cases it could support around onboarding and retaining new developers as Invalid.

Qgil moved this task from Backlog to Ready to Go on the Developer-Advocacy (Jan-Mar-2018) board.Feb 27 2018, 12:45 PM

Qgil edited projects, added Community-Relations-Support (Jul-Sep 2018); removed Community-Relations-Support (Jan-Mar-2018), Developer-Advocacy (Jan-Mar-2018).Apr 4 2018, 12:52 PM

Qgil edited projects, added Community-Relations; removed Community-Relations-Support (Jul-Sep 2018).Jul 4 2018, 1:44 PM

We are not giving up on the idea of setting up a CRM but this require proper planning beforehand. I'm closing this task as declined for now.