SED Fund
Sustainability, Equity and Diversity
Delivered by W4Sight in partnership with Tommy Spann
Sign inEngagement workspace
CRM Discovery & Evaluation
An engagement workspace for the SED Fund team. A living record of what we have learned, what we have decided, and what we are evaluating, kept up to date as the work moves.
Wks 1-3
Discovery
Current
Wk 4
Requirements
Wks 5-7
Vendor evaluation
Wk 8
Recommendation
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- DiscoveryCurrentWks 1-3
- RequirementsWk 4
- Vendor evaluationWks 5-7
- RecommendationWk 8
Day 4 of 56·Kickoff May 20, 2026·Target finish Jul 15, 2026
Scope
What we are doing, what we are not, and the agreed deliverables.
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Stakeholders
People involved on the SED Fund and delivery side.
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Discovery
Meeting notes, interviews, and source artifacts.
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Requirements
Functional, non-functional, and the must-have vs. nice-to-have call.
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Vendors
Evaluation rubric, shortlist, and scored comparison.
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Deliverables
Drafts and finals, dated and versioned.
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