Procurement Summary
Country : Canada
Summary : Enterprise Crm Migration Partner - Release 1.2
Deadline : 22 Nov 2023
Other Information
Notice Type : Tender
TOT Ref.No.: 91265714
Document Ref. No. : RFP 23.60
Financier : Self Financed
Purchaser Ownership : Public
Tender Value : Refer Document
Purchaser's Detail
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Login to see detailsTender Details
ATB is seeking an experienced and capable implementation partner for its Release 1.2 focused on migrating Capital Markets & Corporate Banking to Salesforce Financial Services Cloud (FSC). The partner should demonstrate expertise and experience in Tier1 CRM migration, provide market optimization insights, deliver accelerators for faster deployment, offer support for undelivered functionalities, and possess in-depth knowledge of Salesforce in the financial services sector. Additionally, the partner must maintain ISO certifications, provide audit reports, and adhere to stringent security and compliance standards. Ongoing support requirements include post-implementation support, system maintenance, technical support, user training, continuous improvement, security monitoring, release management, scalability planning, emergency response, regular reporting, and clear SLAs. The partner should also provide transparent cost estimates for implementation and ongoing support. These requirements are integral to the success of ATB-s CRM ecosystem journey.
Solicitation Number : RFP 23.60
Solicitation Type : Request For Proposal
Closing Date : 11/22/2023 02:00:59 PM Alberta Time
Agreement Type : NWPTA/TILMA & CFTA & CETA & TCA
Commodity Codes : D302AAO: Informatics Professional and Consulting Services, Systems Analysis Design
D301A: Computer and Data Processing Services
D302AAR: Informatics Professional and Consulting Services, Systems Management, Project Management, EDP Management Consulting
D302AAH: Informatics Professional and Consulting Services - Maintenance Operations, Support
D302A: Informatics Professional Services
N7030AJB: COMPUTER SOFTWARE, OTHER (NOT ELSEWHERE LISTED) - MICROCOMPUTERS ONLY
R113A: Data Collection Services
D302AAK: Informatics Professional and Consulting Services - Systems Evaluation, Planning, Audit, Etc.
Category : Services
Response Submission :
RFP Contact: Omar Mazouzi
sourcing@atb.com
Procurement
ATB Financial
CC: Omazouzi@atb.com
Documents
Tender Notice