Overview
Background
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The proposed way forward with integrations with ZoomInfo and Hubspot offers an end result that will be automatic and is likely the best solution to answer this need. It is however, also the one that would require most work and resources. The risk here is that we spend too much effort on automating this need in CCH, while our goal is to produce a 4.0. A manual alternative might be a valid option for now until other priorities have been solved.
Assumptions
Updates will be done in CCH in order to buy us time to get a more sophisticated solution UC 4.0
Affiliations
We are assuming that users of our platform will be aware and willing to share this information.
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Requirement | Importance | Status | Comments |
|---|---|---|---|
HubSpot data cleaned up to ensure all companies have Industry information populated from ZoomInfo. | P1 | Not Started | It is a known issue that HubSpot industry data is imperfect. Approximately 200 accounts do not have industry assignment (demo 137, live 68). We are relying on ZoomInfo - we can contract with a second organization to enrich data for those not enriched, however, we haven’t completed the AI mapping project to map industry lists between Zoom and other list types. Note: data has been cleaned up |
Within CCH, provide a means for the user to approve the enriched industry information or choose “other”. | P1 | Not Started | Sean will provide more detail: individual users will not be allowed to update to the HubSpot Company Industry. |
Within CCH, provide a means for the user to choose which affiliations they belong to such as ISACA, ICS2, HITRUST or others. | P1 | Not Started | As example, marketing already has one set up for ISC2 Form (hsforms.com) Initial list is:
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Within CCH, provide a means for the user to confirm which State-agency they belong to. This is only provided if the user’s domain corresponds to supported state agencies. | P1 | Not Started | If not the domain, how else would we want the user to self-select or confirm which state-agency they belong to. |
Provide a means of UCF super-administrators to identify which authority documents below to supported state-agencies. | P1 | Not Started | Potential suggested solution, but engineering will consider other solutions: create a “dummy” company per supported state-agency and create a list of supported ADs. |
Choice of Industry will be stored on the contact information in HubSpot. | P1 | Not Started | Will optionally be stored in CCH if needed. |
Choice of Affiliation(s) will be stored on the contact information in HubSpot. | P1 | Not Started | Will optionally be stored in CCH if needed. |
Choice of State-agency will be stored on the contact information in HubSpot. | P1 | Not Started | Choice of Affiliation(s) will be stored on the contact information in HubSpot. |
Periodically request users to re-update their information to ensure is up to date. | P3 | Not Started |
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