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

October Project Updates

Recruiting - Phase II Update

PROJECT HIGHLIGHTS

  • Completed Agile Calendar
  • Identified stories
  • Completed cross campus training (Campaigns, Reports)
  • Completed sprint 1
  • Loaded Legacy Data to production
  • Updated Event Registration form

UPCOMING PROJECT ACTIVITIES

  • Load test score files
  • Load vendor files (Raise Me, Naviance, YouVisit)
  • Receive and load Fire Engine Red file
  • Create/deploy inactive stage

 

Admissions Update

PROJECT HIGHLIGHTS

  • Held initial planning session to prepare for application development
  • Refreshed Development Sandbox (Dev3) from Production
  • Installed and configured TargetX Summer Release and August patch

UPCOMING PROJECT ACTIVITIES

  • Work on the Freshman Undergrad Application
  • Conduct another detailed planning session
  • Migrate CAD (Cascading Admissions Decision) from Dev2 to Dev3

 

Address Verification Update

UPCOMING PROJECT ACTIVITIES

  • Identify business needs for address verification
  • Create and finalize timeline for completing proof of concept
  • Begin working with Experian on executing proof of concept

 

Marketing Cloud - Advancement Update 

PROJECT HIGHLIGHTS

  • Built baseline email template components
  • Created user permission set
  • Identified Custom Subscription Center categories
  • Set up sender profiles, delivery profiles, and send classifications
  • Replicated Custom Subscription Center objects
  • Identified journey’s needed for Giving Tuesday communications

UPCOMING PROJECT ACTIVITIES

  • Install Multi-org connector and recreate web collect forms and current automations
  • Create email footer(s) with Custom Subscription Center unsubscribe links
  • Continue to build the Custom Subscription Center to meet Giving Tuesday communication needs
  • Complete email template builds
  • Develop IP warming strategy
  • Create communication reports
  • Identify user security access and page layout requirements
  • Develop and conduct user training
  • Create additional journeys’ needed for Giving Tuesday

 

CRM Architecture and Governance Update 

PROJECT HIGHLIGHTS

  • Rolled out the support process for the Recruitment Lifecycle and UC Calendaring projects
  • Piloted code review process with the upcoming Custom Subscription Center project
  • Installed HEDA in development area

UPCOMING PROJECT ACTIVITIES

  • Kick off security reporting and automation projects with the newly formed Core Security Team
  • Prepare details on how all the KSU components fit together in a multi-org setup vs. a single org
  • Integrate University Calendaring and FlashPerks data into integration platform
  • Map previously custom fields into their HEDA equivalents

 

Classy Update 

PROJECT HIGHLIGHTS

  • Configured Salesforce environment
  • Configured Classy installation and custom objects
  • Installed Duplicate Check tool and built basic duplicate rules

UPCOMING PROJECT ACTIVITIES

  • Complete data mapping/logic
  • Complete data transfer process
  • Begin test data loading
  • Build custom fields to support data needs
  • Review basic duplicate rules and records processing
  • Begin end user data validation

 

TKS Update 

Upcoming Project Activities

  • Process Kaizen event
  • Discuss TKS data
  • Hold project kickoff meeting
  • Hold story writing workshops
  • Conduct release planning
  • Conduct sprint planning
  • Begin development
POSTED: Thursday, December 7, 2017 - 3:14pm
UPDATED: Thursday, December 7, 2017 - 3:14pm