ProgramsProject-Based Internship (Winter 2024)ProjectsWBCUtah Technology Platforms for Serving Women Entrepreneurs

Project Title: WBCUtah Technology Platforms for Serving Women Entrepreneurs

Women's Business Center of Utah

Details
Project Title WBCUtah Technology Platforms for Serving Women Entrepreneurs
Project Topics Data Management Entrepreneurship Growth Strategy Product Design & Development Software Design & Development
Skills & Expertise
Project Synopsis: Challenge/Opportunity
WBCUtah, in mid-September, switched platforms to provide consistency in our advising and tools to improve the experience and impact of working with our advisors, which also included a CRM. We also sub-licensed a LMS with the same company (powered by TalentLMS) and are able to generate nice reports that are uploaded to a federal portal (required through our funding and agreement with the SBA). 

The new platform is great for advising, but the CRM aspect is clunky and has required a lot of work-arounds. We now need to spend more time research different options, including APIs and possibly tech stacking to get to our desired processes and outcomes, which are not being met right now. 

We took a lot of time to research, select the platform(s) and then migrating data and implementing. I'm sick thinking about having to start over with research but we do need to figure out what could be tweaked or changed to check all of our boxes, including client experience and ensuring a seamless process for ensuring those who participate on our services are adequately eligible (have completed a required sign up form).

Our clients are getting confused and our team is getting frustrated. We need help!
Project Synopsis: Activities/Actions Required
Based on very niche federal requirements, we would love to have a team of Ensign College students perform the following activities:
  • Learn from our team, especially the State Director, about our data and system requirements, and understand our current issues and technical causes of them not meeting our needs
  • Research CRM and event registration platforms that could either integrate or compliment the system we currently have, to be less clunky, confusing for our clients and more customizable to our needs
  • Present recommendations, budget and time frames to our management team 
Project Synopsis: Expected Results
If a student team could save us time  and research and provide a recommendation of platform(s) that can be integrated or synced which accommodate our rigorous requirements:
  • 100% accommodation of our federal data and reporting requirements (it's lengthy!)
  • Ensure a user-friendly client process that is full-proof for requiring signup prior to engaging in services using
  • Ensure live training registration can be taken within or synced with the same platform our client data is stored (simple registration process)
  • Include a budget of related expenses and timelines (keeping within in our limited budget)
  • Include a recommendation(s) for our management to consider

Project Timeline

Women's Business Center of Utah - WBCUtah Technology Platforms for Serving Women Entrepreneurs
Due Date
Activities
Deliverables
Status
Action
Wed, 01/17/24
11:55 PM US/Mountain (UTC-07:00)
Team Roles and Meeting Times
Required Deliverable
Please submit a document or picture with Each members team role, phone number and email.
Please include in this document at least two scheduled team meeting times each week and one scheduled meeting time with the company sponsor
Required Deliverable
Deliverable submission is required.
Guiding Questions:
Please submit a document or picture with Each members team role, phone number and email.
Please include in this document at least two scheduled team meeting times each week and one scheduled meeting time with the company sponsor
Deliverable Instructions:
Document or picture with required information.
Tue, 01/23/24
11:55 PM US/Mountain (UTC-07:00)
Student Pre-Kick-off Self-Assessment Form
Required Evaluation
Evaluation submission is required.
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Wed, 01/24/24
11:55 PM US/Mountain (UTC-07:00)
Engagement Letter Draft
Required Deliverable
Complete a draft of the Engagement letter based upon the discussion with the company sponsor at the Kickoff meeting. Use the attached Engagement Letter template to create your letter. Do not change any of the red legal words in the template. When you have made all of your updates and individual additions to the template change the red wording to black and remove the big red box in the top left corner of the letter.
Required Deliverable
Deliverable submission is required.
Guiding Questions:
Complete a draft of the Engagement letter based upon the discussion with the company sponsor at the Kickoff meeting. Use the attached Engagement Letter template to create your letter. Do not change any of the red legal words in the template. When you have made all of your updates and individual additions to the template change the red wording to black and remove the big red box in the top left corner of the letter.
Attachments:
Deliverable Instructions:
Upload the the Engagement Letter draft submitted to the company sponsor.
Wed, 01/31/24
11:55 PM UTC
Submitted Fully Signed Engagement Letter
Required Deliverable
After further negotiations, following the initial draft, make modifications to the engagement letter so that the team and the company sponsor are happy with the final document. If the company sponsor wants to change any of the legal wording (the sections that were in red) you will need permission from the class professor to change any of that wording. When agreement has been reached each team member should sign the document and submit it to the company sponsor and have them sign it also. 
Required Deliverable
Deliverable submission is required.
Guiding Questions:
After further negotiations, following the initial draft, make modifications to the engagement letter so that the team and the company sponsor are happy with the final document. If the company sponsor wants to change any of the legal wording (the sections that were in red) you will need permission from the class professor to change any of that wording. When agreement has been reached each team member should sign the document and submit it to the company sponsor and have them sign it also. 
Deliverable Instructions:
Upload the fully signed Engagement Letter (signed by all of the students and the Company Sponsor).
Fri, 02/02/24
11:55 PM US/Mountain (UTC-07:00)
Student Temperature Check
Required Evaluation
Evaluation submission is required.
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Fri, 02/02/24
11:55 PM US/Mountain (UTC-07:00)
Complete a full Project Plan
Required Deliverable
Complete a Microsoft Project Plan using the Project-Based Internship Project Plan - Template (see the attached link). Make assignments to team members for the project process activities, and develop Deliverables and tasks with assignments also made to teammates.
Required Deliverable
Deliverable submission is required.
Guiding Questions:
Complete a Microsoft Project Plan using the Project-Based Internship Project Plan - Template (see the attached link). Make assignments to team members for the project process activities, and develop Deliverables and tasks with assignments also made to teammates.
Attachments:
Deliverable Instructions:
Upload the finished project plan or a link to your team's project plan.
Fri, 02/02/24
11:55 PM US/Mountain (UTC-07:00)
Student Post-Engagement Peer Assessment Form
Required Evaluation
Evaluation submission is required.
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Wed, 02/28/24
11:55 PM US/Mountain (UTC-07:00)
Industry Mentor Temperature Check
Required Evaluation
Evaluation submission is required.
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Wed, 02/28/24
11:55 PM US/Mountain (UTC-07:00)
Midterm Project Report
Required Deliverable
Prepare a report to be used during the Midterm report meeting. This report should include a summary of what has been completed, what is left to be completed, and re-negotiations of deliverables, and any other outcomes from the meeting.
Required Deliverable
Deliverable submission is required.
Guiding Questions:
Prepare a report to be used during the Midterm report meeting. This report should include a summary of what has been completed, what is left to be completed, and re-negotiations of deliverables, and any other outcomes from the meeting.
Deliverable Instructions:
Upload the Project Midterm Report.
Mon, 03/04/24
11:55 PM US/Mountain (UTC-07:00)
Student Post-Engagement Peer Assessment Form
Required Evaluation
Evaluation submission is required.
View
Mon, 03/04/24
11:55 PM US/Mountain (UTC-07:00)
Student Temperature Check
Required Evaluation
Evaluation submission is required.
View
Mon, 03/25/24
11:55 PM US/Mountain (UTC-07:00)
Student Temperature Check
Required Evaluation
Evaluation submission is required.
View
Mon, 03/25/24
11:55 PM US/Mountain (UTC-07:00)
Industry Mentor Temperature Check
Required Evaluation
Evaluation submission is required.
View
Tue, 04/02/24
11:55 PM US/Mountain (UTC-07:00)
Create a Final Written Report
Required Deliverable
Complete a final written report following the instructions found in Canvas. Be sure the report includes an executive summary, a complete review of all deliverables, finding and data created during the project. Where possible describe activities that created value for the company and try and quantify the value created. Where appropriate include users guides, temples, and an appendix with data sources, surveys, research and other information generated during the projects.
Required Deliverable
Deliverable submission is required.
Guiding Questions:
Complete a final written report following the instructions found in Canvas. Be sure the report includes an executive summary, a complete review of all deliverables, finding and data created during the project. Where possible describe activities that created value for the company and try and quantify the value created. Where appropriate include users guides, temples, and an appendix with data sources, surveys, research and other information generated during the projects.
Deliverable Instructions:
Upload a completed Final Project Report.
Fri, 04/05/24
11:55 PM US/Mountain (UTC-07:00)
Create a Final Presentation Document
Required Deliverable
Complete a final presentation using the top down, commercial styles report using the pyramid principles and following the outline of the executive summary from the final report.
Required Deliverable
Deliverable submission is required.
Guiding Questions:
Complete a final presentation using the top down, commercial styles report using the pyramid principles and following the outline of the executive summary from the final report.
Deliverable Instructions:
Upload the Final Presentation
Mon, 04/08/24
11:55 PM US/Mountain (UTC-07:00)
Invitations sent to all invitees to the Final Report meeting
Required Deliverable
Prior to the Final Presentation meeting invite all relevant individuals to the meeting. This will include the company sponsor and anyone they wish to have in the meeting. This should also include the Ensign College professor, teaching assistant and any other mentors associated with the project.
Required Deliverable
Deliverable submission is required.
Guiding Questions:
Prior to the Final Presentation meeting invite all relevant individuals to the meeting. This will include the company sponsor and anyone they wish to have in the meeting. This should also include the Ensign College professor, teaching assistant and any other mentors associated with the project.
Deliverable Instructions:
Upload a confirmation that all of the participants have been notifies, and the date, time, location or link to the Zoom or other meeting tool of the Final Report Meeting.
Thu, 04/11/24
11:55 PM US/Mountain (UTC-06:00)
Company Sponsor Project Evaluation
Required Evaluation
Evaluation submission is required.
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Program Managers

Name Organization
Roger McCarty Brigham Young University (BYU)