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

Recruiting Update

PROJECT HIGHLIGHTS

  • Completed testing and deployed the Recruitment Lifecycle (custom developed) objects, fields, recruiting user profile and metadata that support the multi-campus recruiting processes into the production environment
  • Finalized and tested recruitment data load order to load data for all campuses; 230+ files, 127,000+ records
  • Completed ACT and SAT test score mappings and data load testing
  • Completed mappings and QA testing for four vendor files and the Banner Application data load
  • Built and tested Group (territory) Assignments (46 rule sets) for recruiting at each campus
  • Developed end user training plan/documentation and scheduled training sessions for July

UPCOMING PROJECT ACTIVITIES

  • Build reports, views, events, templates, and communications needed for go-live
  • Complete build-out, testing, and deploy to production for the user permission sets to be applied to the recruiting user profile
  • Load recruitment data into production environment and de-duplicate records prior to go-live
  • Conduct end user training and update documentation as needed
  • Add users to production (post training) and apply appropriate permission sets
  • Celebrate!!!

Admissions Update

PROJECT HIGHLIGHTS

  • Completed code review of CAD (Cascading Admissions Decision)

UPCOMING PROJECT ACTIVITIES

  • Continue to validate General Person data

DuplicateCheck Update

PROJECT HIGHLIGHTS

  • Finalized Duplicate Check matching rules and scenarios for recruiting
  • Built rules and jobs in all sandboxes and verified functionality
  • Reviewed and analyzed Duplicate Check job results in MIT sandbox
  • Developed a custom plugin to handle retaining source code values from multiple recruitment lifecycles
  • Began building permission sets in a development sandbox for user access to resolve duplicates
  • Worked with AOS department to utilize Duplicate Check to identify and resolve duplicates in the production environment for Graduate Applicant data

UPCOMING PROJECT ACTIVITIES

  • Continue building and finalize Duplicate Check permission sets
  • Continue working with AOS department to build rules and resolve duplicates in the production environment for Graduate Applicant data
  • Train appropriate recruiting staff on duplicate resolution process
  • Support duplicate resolution for recruiting Go-Live

Enterprise Marketing Cloud Update

PROJECT HIGHLIGHTS

  • Reviewed and finalized new design mock-ups
  • Connected Marketing Cloud and Salesforce (UAT) environments
  • Revised end date due to design work of the Custom Subscription Center to be user friendly and compliant with email policies. The final design requires additional development for back-end functionally, as well as user interface development

UPCOMING PROJECT ACTIVITIES

  • Review and finalize new design mock-ups
  • Deploy CSC to UAT and connect Marketing Cloud to Salesforce
  • Test CSC and Marketing Cloud connection
  • Deploy to Production

University Calendar - Rollout Update 

PROJECT HIGHLIGHTS

  • Went live with Pilot group (Center for Student Involvement, University Communications and Marketing, Office of Admissions, the College of the Arts, Information Systems)

UPCOMING PROJECT ACTIVITIES

  • Start release II, which will include university-wide rollout by August

Flashperks - Phase II Update 

PROJECT HIGHLIGHTS

  • Went live with Phase I

UPCOMING PROJECT ACTIVITIES

  • Start Release II

Data Migration - General Person Update 

PROJECT HIGHLIGHTS

  • Finalized General Person (Active Student) rules and conditions
  • Completed coding of General Person (Active Student) rules and conditions
  • Reloaded General Persion (Active Student) in MIT and UAT
  • Conducted User Acceptance Testing
  • Received sign off to move General Person (Active Student) to production
  • Deployed General Person (Active Student) items to production
  • Load General Person (Active Student) data to production

UPCOMING PROJECT ACTIVITIES

  • Adjust coding of sync rules to keep data up-to-date
  • Sign off General Person (Active Student) sync
  • Deploy General Person (Active Student) sync in production

CRM Architecture and Governance Update 

PROJECT HIGHLIGHTS

  • Produced and released documentation regarding profile creation and getting user access
  • Built an initial version of an IS Administrator profile that will be applied to staff in Information Services in sandbox environments to delegate common management duties
  • Produced a plan to uninstall a legacy managed package

UPCOMING PROJECT ACTIVITIES

  • Continue development of granular profiles to better match roles with necessary access levels
  • Automate the user access process
  • Create security reports, user, and object access matrix