February Project Updates | Constituent Relationship Management (CRM) | Kent State University

Advancement/Alumni Update

PROJECT HIGHLIGHTS

  • Focused on conversion of Biographic/Organizational data from Banner to Salesforce
  • Gained access to MIT Sanbox for QA and process development

UPCOMING PROJECT ACTIVITIES

  • Load contact address records
  • Finalize Marketing Cloud Configuration
  • Continue work on Marketing Cloud Configuration

WKSU Update

PROJECT HIGHLIGHTS

  • Created "draft" membership email templates & footer
  • Completed prototype for newsletter

UPCOMING PROJECT ACTIVITIES

  • Finalize membership email templates & send by mid-February
  • Develop approver workflow process

Recruiting/Admissions Update

PROJECT HIGHLIGHTS

  • Completed:
    • Legacy CRM data field mapping discovery
    • Initial legacy CRM sample load in collaboration with TargetX
    • Informatica discovery with Data Management
    • Informatica flow to load Kent Hobson's legacy data
    • Testing plan for TargetX releases and patches for applications, events, and other functionality

UPCOMING PROJECT ACTIVITIES

  • Build group assignment for territory management
  • Configure and load regional campus legacy data
  • Test TargetX summer release and patch in UAT, to prepare for PROD
  • Complete freshman KSU undergrad application
  • Validate legacy CRM data
  • Hold data duplication requirements working sessions

Student Retention Update

PROJECT HIGHLIGHTS

  • Identified specific requirements and building user story backlog for:
    • KSUAdvising
  • Identified shared retention data with One Stop
  • Identified retention dtata to import

UPCOMING PROJECT ACTIVITIES

  • Idenitify KSU Advising Pilot group(s)
  • Pilot appointment scheduling
  • Perform data validation

One Stop Update

PROJECT HIGHLIGHTS

  • Finalized project plan
  • Tested phone integration connector to validate functionality
  • Began security profile discussions
  • Discussed in-line queue with UMass
  • Completed demo of Northern Arizona University in-line queue
  • Completed in-line queue decision matrix
  • Idenitified training needs
  • Conducted proof of concept for Banner deep-dive links

UPCOMING PROJECT ACTIVITIES

  • Develop Console further - finalize layout
  • Develop escalation and task assignment
  • Finalize One Stop data needs
  • Develop and test data integrations
  • Finalize security profiles
  • Begin functionality testing