March/April 2018 | Kent State University
Thursday, April 12, 2018 - 10:04am
The Recruiting implementation team has successfully enhanced our ability to recruit students by improving efficiency. The team also engaged the Office of Global Education to update forms and load data, allowing Global Education to begin using Salesforce to set up international ev...
Thursday, April 12, 2018 - 9:57am
Imagine that you previously attended another institution, but have decided that you want to transfer to Kent State. How do you register for your Kent classes and learn more about the University? You attend a Transfer Kent State (TKS) event!
Thursday, April 12, 2018 - 9:52am
In February, Advancement launched a series of email communications in Salesforce Marketing Cloud. During the implementation of Marketing Cloud, Advancement and Information Services worked with Salesforce to develop a communication send calendar and an IP Warming Strategy.  Additi...
Thursday, April 12, 2018 - 9:49am
After two half-day Org Strategy sessions that included 30 participants from 17 departments, it was decided that Recruiting populations should live in their own Salesforce Org (SF1). Separating Recruiting means that Admitted, Current, and Future student populations would then live...
Thursday, April 12, 2018 - 9:47am
Our Higher Education Data Architecture (HEDA) Discovery project wrapped up in March. This discovery included understanding the new HEDA objects (like Courses, Course Offerings, and Course Connections) and how they should be used, the changed approach in using the Account object,...
Thursday, April 12, 2018 - 9:24am
Recruiting - Phase III Update PROJECT HIGHLIGHTS Created New Banner Application Object fields to support data from the Banner Application Load changes Updated Banner Application Load to include a number of new fields for the regional campuses and the TKS implementation\ Completed...
Thursday, April 12, 2018 - 9:06am
The Salesforce Center of Excellence initiative is intended to optimize our Salesforce environment by identifying standard process and aligning our efforts with best practices. Participants in this effort recognize the need to: Establish and continually improve our processes Ad...

At a Glance

HIGH-LEVEL MILESTONES AND PROGRESS

Key Milestones

Discovery 

Development 

Training

/Testing

Go-Live

Admissions

Completed

In Progress

Not Started

April 2018

Address Verification

In Progress

Not Started

Not Started

May 2018

Marketing Cloud - Advancement Release II

In Progress

In Progress

Not Started

May 2018

Recruiting - Release III

In Progress

In Progress

Not Started

July 2018

CRM Security Reporting

Completed

In Progress

In Progress

December 2018

 

Completed Milestones

Key Milestones

Discovery 

Development 

Training

/Testing

Live

Graduate Admissions

Completed 

Completed

Completed

August 2016

CRM Architecture and Data Strategy

Completed

Completed

Completed

April 2017

UCM Marketing Cloud

Completed

Completed

Completed

May 2017

WKSU Marketing Cloud

Completed

Completed

Completed

May 2017

One Stop Discovery

Completed

N/A

N/A

May 2017

University Calendar - Phase I

Completed

Completed

Completed

June 2017

Flashperks - Phase I

Completed

Completed

Completed

June 2017

Data Migration - General Person

Completed

Completed

Completed

July 2017

Duplicate Management

Completed

Completed

Completed

July 2017

Enterprise Marketing Cloud

Completed

Completed

Completed

July 2017

Recruiting - Phase I

Completed

Completed

Completed

August 2017

Data Sync - General Person

Completed

Completed

Completed

August 2017

University Calendar - Rollout

Completed

Completed

Completed

August 2017

Flashperks - Phase II

Completed

Completed

Completed

August 2017

Marketing Cloud for Flashperks

Completed

Completed

Completed

September 2017

Marketing Cloud for Residence Services

Completed

Completed

Completed

October 2017

Classy

Completed

Completed

Completed

November 2017

Recruiting - Release II

Completed

Completed

Completed

February 2018

Marketing Cloud - Advancement Release I

Completed

Completed

Completed

February 2018

TKS

Completed

Completed

Completed

March 2018

CRM Org Strategy Setup/Config

Completed

Completed

Completed

March 2018

Salesforce HEDA Discovery

Completed

Completed

Completed

March 2018