May Project Updates | Kent State University

Recruiting Update

PROJECT HIGHLIGHTS

  • Deployed TargetX spring release to development sandboxes
  • Completed initial TargetX on-site training for primary team members for all admitting units
  • Scheduled additional TargetX on-site hands-on training for primary team members for all admitting units
  • Deployed all custom development into UAT (User Acceptance Testing) sandbox to begin user testing and building of events, communications, reports, etc.
  • Completed working sessions with individual admitting units to verify requirements for CRM configuration of file and data loads, events, reports, etc.
  • Identified number of staff to train, reports, events, and communications needed for go-live

UPCOMING PROJECT ACTIVITIES

  • Configure and test duplicate rules for duplicate record management
  • Load additional test score and vendor data mappings
  • Build reports, events, and communications needed for go-live

Admissions Update

PROJECT HIGHLIGHTS

  • Moved all work done in UAT into PROD, to make way for a refresh of Salesforce environments

UPCOMING PROJECT ACTIVITIES

  • Finish initial development of CAD

One Stop Update

PROJECT HIGHLIGHTS

  • Completed Service Cloud Accelerator Build Sessions #1-3
  • Held DocuSign discussions

UPCOMING PROJECT ACTIVITIES

  • Finalize Service Cloud Console Design Accelerator
  • Review timeline
  • Review security profiles

UCM Marketing Cloud Update

PROJECT HIGHLIGHTS

  • Validated all assets from original business unit have been setup and configured as needed
  • Identified users to be trained

UPCOMING PROJECT ACTIVITIES

  • Complete training and final cutover

Enterprise Marketing Cloud Update

PROJECT HIGHLIGHTS

  • Reviewed and approved technical requirements for Custom Subscription Center
  • Completed development for Custom Subscription Center

UPCOMING PROJECT ACTIVITIES

  • Integrate Marketing Cloud with UAT
  • Preview Custom Subscription Center with Marketing Cloud Enterprise Team
  • Test Custom Subscription Center

WKSU Marketing Cloud Update

PROJECT HIGHLIGHTS

  • Updated WKSU Members List
  • Completed subscriber load and training
  • Finalized templates

UPCOMING PROJECT ACTIVITIES

  • Prepare for mid-May launch

University Calendar Update 

PROJECT HIGHLIGHTS

  • Completed coding of workflow queues
  • Finalized categories, tags and keywords to enable reporting/filtering on events
  • Finalized display and method of searching/filtering on events within Flashline and University website
  • Coded and skinned associated emails around events and approvals.
  • Coded desired process and workflow around event promotion
  • Prepared and trained for parallel event processing for pilot group areas during month of May

UPCOMING PROJECT ACTIVITIES

  • Conduct parallel event processing for pilot areas
  • Document new process flows / guidelines
  • Code event display/search within Flashline and University website
  • Determine best method for ongoing upload of event attendance data into Salesforce
  • Prepare communications for go-live event processing for pilot group areas

Flashperks Update 

PROJECT HIGHLIGHTS

  • Created Flashperks tile within Flashline to show points and link to CSI page
  • Coded and skinned associated emails around Flashperks events and approvals
  • Processed data extracts from current Flashperks vendor for upload
  • Created back-end Flashperks system for prize inventory, prize tracking, points and reorder alerts
  • Completed coding and reporting of claiming prizes and eligibility notifications
  • Prepared for parallel Flashperks event and back-end processing during month of May

UPCOMING PROJECT ACTIVITIES

  • Process parallel Flashperks event
  • Load Flashperks event history data from existing vendor to Salesforce
  • Load prize inventory, claimed and unclaimed prize information, student point data
  • Document new process flows / guidelines
  • Code event display/search within Flashline and University website
  • Prepare communications for go-live