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

Advancement/Alumni Update

PROJECT HIGHLIGHTS

  • Loaded contact and account data into the MIT testing sandbox to verify
  • Set up the Marketing Cloud business unit
  • Completed draft RFP requirements for IA Event management, Alumni Memberships, Online Community, Volunteer Management and Donation Forms

UPCOMING PROJECT ACTIVITIES

  • Continue to focus on conversion of Biographic/Organizational data from Banner to Salesforce
  • Finalize CRM Marketing Cloud Roles / Permissions
  • Continue to work on Marketing Cloud configuration
  • Create relationship files

WKSU Update

PROJECT HIGHLIGHTS

  • Set up Marketing Cloud Business unit
  • Set up Sending Domain in Marketing Cloud

UPCOMING PROJECT ACTIVITIES

  • Load WKSU members and newsletter recipients through data extensions
  • Send Pilot Newsletter using Marketing Cloud

Recruiting/Admissions Update

PROJECT HIGHLIGHTS

  • Completed initial development of the Recruitment Lifecycle object
  • Began Decision module enhancement development
  • Installed Informatica address validation trial
  • Completed Curriculum management object solution design
  • Installed TargetX Summer Release ’16 in all sandbox environments

UPCOMING PROJECT ACTIVITIES

  • Testing data integrations/migrations
  • User Testing Recruitment Lifecycle
  • Building out applications
  • Continue development of Cascading Application Decision
  • Configure and test Application Requirements Manager
  • Develop training plans
  • User test and sign-off for TargetX Summer Release ’16 production installation
  • Document data duplication management processes

Student Retention Update

PROJECT HIGHLIGHTS

  • Identified specific requirements and building user story backlog for:
    • Advising pins
    • Early Alerts
    • KSU Advising

UPCOMING PROJECT ACTIVITIES

  • Idenitify KSU Advising Pilot group(s)
  • Finalize deliverables and updated timelines

One Stop Update

PROJECT HIGHLIGHTS

  • Finalized Data mapping discussions and field level integration document
  • Conducted phone integration meeting
  • Conducted and identified integration app
  • Created sandbox for phone integration testing
  • Identified initial training needs

UPCOMING PROJECT ACTIVITIES

  • Finalize layout of further Console development
  • Development and testing of data integrations
  • Code review of Northern Arizona’s In-line queue
  • In-line queue discussion with UMass
  • Investigate other data integration options
  • Determine phone to case options
  • Finalize timeline
  • Discuss security profiles