Use of CRM software by Work and Income

Keith Bolland made this Official Information request to Ministry of Social Development

The request was partially successful.

From: Keith Bolland

Dear Ministry of Social Development,

Does Work and Income use customer relationship management software ("CRM")?

If yes:

1. Is the system used exclusively by Work and Income staff or is it shared with other areas within the Ministry?
2. What information about Work and Income clients does the system track? This includes, but is not limited to, any information captured from public sources, e.g. social media.
3. Does the system capture and/or track any information about people not currently receiving services from Work and Income? By this I do not mean historical information about people who have received in the past that was collected at the time they were receiving services.
4. Is the system based on a commercial product?
5. If the system is based on a commercial product, which one?
6. Which company or companies were involved in the implementation of the system?
7. I request a copy of the business requirements, functional requirements, and any change management documentation which had the effect of varying those requirements, used in the system's implementation.

If no:

Are there, or have there ever been in the past, any plans to implement a CRM system which would be used by Work and Income staff? Have any business requirements for such a system been compiled?

Thank you in advance for your assistance.

Yours faithfully,

Keith Bolland

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From: OIA_Requests (MSD)
Ministry of Social Development

Dear Keith Bolland

Thank you for your email received 28 August 2014, under the Official Information Act 1982. Your request has been forwarded to the appropriate officials at National office to respond. You may expect a response to be sent to you as soon as possible.
 
Regards
Official and Parliamentary Information team   |  Ministerial and Executive Services
Ministry of Social Development

Our Purpose:
We help New Zealanders to help themselves to be safe, strong and independent
Ko ta mātou he whakamana tangata kia tū haumaru, kia tū kaha, kia tū motuhake

-----Original Message-----
From: Keith Bolland [mailto:[OIA #1966 email]]
Sent: Wednesday, 27 August 2014 5:04 p.m.
To: OIA_Requests (MSD)
Subject: Official Information Act request - Use of CRM software by Work and Income

Dear Ministry of Social Development,

Does Work and Income use customer relationship management software ("CRM")?

If yes:

1. Is the system used exclusively by Work and Income staff or is it shared with other areas within the Ministry?
2. What information about Work and Income clients does the system track? This includes, but is not limited to, any information captured from public sources, e.g. social media.
3. Does the system capture and/or track any information about people not currently receiving services from Work and Income? By this I do not mean historical information about people who have received in the past that was collected at the time they were receiving services.
4. Is the system based on a commercial product?
5. If the system is based on a commercial product, which one?
6. Which company or companies were involved in the implementation of the system?
7. I request a copy of the business requirements, functional requirements, and any change management documentation which had the effect of varying those requirements, used in the system's implementation.

If no:

Are there, or have there ever been in the past, any plans to implement a CRM system which would be used by Work and Income staff? Have any business requirements for such a system been compiled?

Thank you in advance for your assistance.

Yours faithfully,

Keith Bolland

-------------------------------------------------------------------

This is an OIA request done via the FYI website.

Please do not send progress updates as PDF files.

Disclaimer: This message and any reply that you make will be published on the internet. Our privacy and copyright policies:
https://fyi.org.nz/help/officers

If you find this service useful as an OIA officer, please ask your web manager to link to us from your organisation's OIA page.

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-------------------------------
This email and any attachments may contain information that is confidential and subject to legal privilege. If you are not the intended recipient, any use, dissemination, distribution or duplication of this email and attachments is prohibited. If you have received this email in error please notify the author immediately and erase all copies of the email and attachments. The Ministry of Social Development accepts no responsibility for changes made to this message or attachments after transmission from the Ministry.

-------------------------------

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From: OIA_Requests (MSD)
Ministry of Social Development


Attachment Bolland Keith Signed extension letter dated 25 September 2014.pdf
33K Download View as HTML


Dear Mr Bolland

Please find enclosed a response regarding your Official Information Act request.

Regards
Official and Parliamentary Information team | Ministerial and Executive Services Ministry of Social Development

Our Purpose:
We help New Zealanders to help themselves to be safe, strong and independent Ko ta mātou he whakamana tangata kia tū haumaru, kia tū kaha, kia tū motuhake

-----Original Message-----
From: OIA_Requests (MSD)
Sent: Friday, 29 August 2014 8:46 a.m.
To: 'Keith Bolland'
Subject: Your Official Information Act request - Use of CRM software by Work and Income

Dear Keith Bolland

Thank you for your email received 28 August 2014, under the Official Information Act 1982. Your request has been forwarded to the appropriate officials at National office to respond. You may expect a response to be sent to you as soon as possible.
 
Regards
Official and Parliamentary Information team   |  Ministerial and Executive Services Ministry of Social Development

Our Purpose:
We help New Zealanders to help themselves to be safe, strong and independent Ko ta mātou he whakamana tangata kia tū haumaru, kia tū kaha, kia tū motuhake

-----Original Message-----
From: Keith Bolland [mailto:[OIA #1966 email]]
Sent: Wednesday, 27 August 2014 5:04 p.m.
To: OIA_Requests (MSD)
Subject: Official Information Act request - Use of CRM software by Work and Income

Dear Ministry of Social Development,

Does Work and Income use customer relationship management software ("CRM")?

If yes:

1. Is the system used exclusively by Work and Income staff or is it shared with other areas within the Ministry?
2. What information about Work and Income clients does the system track? This includes, but is not limited to, any information captured from public sources, e.g. social media.
3. Does the system capture and/or track any information about people not currently receiving services from Work and Income? By this I do not mean historical information about people who have received in the past that was collected at the time they were receiving services.
4. Is the system based on a commercial product?
5. If the system is based on a commercial product, which one?
6. Which company or companies were involved in the implementation of the system?
7. I request a copy of the business requirements, functional requirements, and any change management documentation which had the effect of varying those requirements, used in the system's implementation.

If no:

Are there, or have there ever been in the past, any plans to implement a CRM system which would be used by Work and Income staff? Have any business requirements for such a system been compiled?

Thank you in advance for your assistance.

Yours faithfully,

Keith Bolland

-------------------------------------------------------------------

This is an OIA request done via the FYI website.

Please do not send progress updates as PDF files.

Disclaimer: This message and any reply that you make will be published on the internet. Our privacy and copyright policies:
https://fyi.org.nz/help/officers

If you find this service useful as an OIA officer, please ask your web manager to link to us from your organisation's OIA page.

-------------------------------------------------------------------

-------------------------------
This email and any attachments may contain information that is confidential and subject to legal privilege. If you are not the intended recipient, any use, dissemination, distribution or duplication of this email and attachments is prohibited. If you have received this email in error please notify the author immediately and erase all copies of the email and attachments. The Ministry of Social Development accepts no responsibility for changes made to this message or attachments after transmission from the Ministry.

-------------------------------

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Keith Bolland left an annotation ()

Extended to 10 October.

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From: OIA_Requests (MSD)
Ministry of Social Development


Attachment Bolland Keith Final Response dated 6 October 2014.pdf
2.0M Download View as HTML


Dear Keith Bolland,

Please find attached the Ministry's response to your Official Information Act request of 28 August 2014.

Regards
Official and Parliamentary Information team   |  Ministerial and Executive Services
Ministry of Social Development

Our Purpose:
We help New Zealanders to help themselves to be safe, strong and independent
Ko ta mātou he whakamana tangata kia tū haumaru, kia tū kaha, kia tū motuhake

-----Original Message-----
From: OIA_Requests (MSD)
Sent: Thursday, 25 September 2014 4:41 p.m.
To: '[OIA #1966 email]'
Subject: FW: Your Official Information Act request - Use of CRM software by Work and Income

Dear Mr Bolland

Please find enclosed a response regarding your Official Information Act request.

Regards
Official and Parliamentary Information team | Ministerial and Executive Services Ministry of Social Development

Our Purpose:
We help New Zealanders to help themselves to be safe, strong and independent Ko ta mātou he whakamana tangata kia tū haumaru, kia tū kaha, kia tū motuhake

-----Original Message-----
From: OIA_Requests (MSD)
Sent: Friday, 29 August 2014 8:46 a.m.
To: 'Keith Bolland'
Subject: Your Official Information Act request - Use of CRM software by Work and Income

Dear Keith Bolland

Thank you for your email received 28 August 2014, under the Official Information Act 1982. Your request has been forwarded to the appropriate officials at National office to respond. You may expect a response to be sent to you as soon as possible.
 
Regards
Official and Parliamentary Information team   |  Ministerial and Executive Services Ministry of Social Development

Our Purpose:
We help New Zealanders to help themselves to be safe, strong and independent Ko ta mātou he whakamana tangata kia tū haumaru, kia tū kaha, kia tū motuhake

-----Original Message-----
From: Keith Bolland [mailto:[OIA #1966 email]]
Sent: Wednesday, 27 August 2014 5:04 p.m.
To: OIA_Requests (MSD)
Subject: Official Information Act request - Use of CRM software by Work and Income

Dear Ministry of Social Development,

Does Work and Income use customer relationship management software ("CRM")?

If yes:

1. Is the system used exclusively by Work and Income staff or is it shared with other areas within the Ministry?
2. What information about Work and Income clients does the system track? This includes, but is not limited to, any information captured from public sources, e.g. social media.
3. Does the system capture and/or track any information about people not currently receiving services from Work and Income? By this I do not mean historical information about people who have received in the past that was collected at the time they were receiving services.
4. Is the system based on a commercial product?
5. If the system is based on a commercial product, which one?
6. Which company or companies were involved in the implementation of the system?
7. I request a copy of the business requirements, functional requirements, and any change management documentation which had the effect of varying those requirements, used in the system's implementation.

If no:

Are there, or have there ever been in the past, any plans to implement a CRM system which would be used by Work and Income staff? Have any business requirements for such a system been compiled?

Thank you in advance for your assistance.

Yours faithfully,

Keith Bolland

-------------------------------------------------------------------

This is an OIA request done via the FYI website.

Please do not send progress updates as PDF files.

Disclaimer: This message and any reply that you make will be published on the internet. Our privacy and copyright policies:
https://fyi.org.nz/help/officers

If you find this service useful as an OIA officer, please ask your web manager to link to us from your organisation's OIA page.

-------------------------------------------------------------------

-------------------------------
This email and any attachments may contain information that is confidential and subject to legal privilege. If you are not the intended recipient, any use, dissemination, distribution or duplication of this email and attachments is prohibited. If you have received this email in error please notify the author immediately and erase all copies of the email and attachments. The Ministry of Social Development accepts no responsibility for changes made to this message or attachments after transmission from the Ministry.

-------------------------------

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From: Keith Bolland

Dear OIA_Requests (MSD),

Thank you for this very helpful reply. I appreciate your assistance.

Yours sincerely,

Keith Bolland

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Michael Rescue left an annotation ()

Attachment can not be viewed - please update

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D. J. Weal left an annotation ()

The 50 page response from the Ministry of Social Development is not legible.
Is this intentional?
How does one obtain a legible copy?

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Things to do with this request

Anyone:
Ministry of Social Development only: