← PortfolioCooper's HawkMid-Year Review · FY26
IT

Host-Salesforce Integration (SUB)

IT (Technology) ProjectsRestaurant Ops [PARENT]Host-Salesforce Integration (SUB)

Objectives: 1. Test integration of Salesforce to identify Ambassador, Ambassador Elite, and Founder information. Actions: 1. Sync key Guest information with Salesforce to identify and track special membership statuses. 2. Focus on utilizing Salesforce for Ambassador, Ambassador Elite, and Founder tags. Out-of-Scope: Identifying Wine Club Members using Salesforce integration Status: Not Started

Stage
Discover (Blue Sky)
Level
Level 3: Dept Project
Health
On Hold (work paused)
Latest Update · Jun 15, 2026

[6.15.26 IT Portfolio Meeting]: Given the incomplete email and phone number data in Salesforce, it likely does not make sense to create this integration at this time. Recommendation is to first solve the data problem.

Department
IT
Strategic Pillar
3 OPTIMIZE PERFORMANCE
Executive Sponsor
—
Owner
Anthony I
IT Dependency
Yes
IT Roadmap
Biz Case Needed
Fiscal Year / Quarter
—
Timing
—
Start Date
—
Target End
—
Budget
—
Status
On Hold (work paused)
Status Updates · 8
1y 8m running
On-holdJun 15, 2026

[6.15.26 IT Portfolio Meeting]: Given the incomplete email and phone number data in Salesforce, it likely does not make sense to create this integration at this time. Recommendation is to first solve the data problem.

On-holdMay 20, 2026

5.20.26 (IT Prioritization): business case required. 4.20.26- Needs to be broken out of Host Efficiencies and moved into its own IT project category and prioritized

On-holdApr 20, 2026

4.20.26- Needs to be broken out of Host Efficiencies and moved into its own IT project category and prioritized

On-holdNov 19, 2025
DeferredNov 18, 2025
InactiveNov 18, 2025
On-holdJan 10, 2025
Not StartedNov 13, 2024
Project Action

Review/Discuss

Prism · Cooper’s Hawk Strategy · Mid-Year Review FY26