SCOPE OF WORK 3.1 Project Overview 3.2 Summary Goal 3.2.1 Implement Slate CRM system and migrate data from Salesforce and TargetX by Liaison CRM , with a tentative deadline of May 1, 2026. 3.3 High-Level Description 3.3.1 Implement Slate 3.3.2 Migrate data from Salesforce and TargetX by Liaison 3.3.3 Review processes and leverage Slate to enhance where possible 3.4 Current Environment 3.4.1 Salesforce and TargetX by Liaison 3.4.2 Limited number of custom objects, primarily to facilitate EDA categorization 3.4.3 Third-party tools and AppExchange Apps: 3.4.3.1 TargetX Recruitment CRM 3.4.3.2 Salesforce and TargetX by Liaison TX Print communication module 3.4.3.3 TX SMS 3.4.3.4 TX Events 3.4.3.5 TX Group Assignment 3.4.3.6 Form Assembly 3.5 Scope 3.5.1 Implementation of Slate 3.5.2 Migration from Salesforce and TargetX by Liaison 3.5.3 All current form-based application processes, including those currently built on Form Assembly and using Salesforce and TargetX by Liaison data Connectors. 3.5.4 Process review and enhancement using Slate
