September 2017 | Constituent Relationship Management (CRM) | Kent State University
Tuesday, December 5, 2017 - 3:50pm
With a focus on fully understanding the capabilities of our new email marketing tool and a priority on learning each business unit’s use cases, the IS Marketing Cloud team conducted an in-depth series of discovery sessions throughout the Summer of 2016. During these sessions, we...
Tuesday, December 5, 2017 - 3:18pm
Recruiting - Phase II Update PROJECT HIGHLIGHTS Post implementation support for Release 1 is in progress UPCOMING PROJECT ACTIVITIES Transition PM from Shelley Sherwin to Dawn Sharnsky Transition BSA from Jackie Jimison-Bues to Kim Homsher Work on new agile calendar Identify Rele...
Tuesday, December 5, 2017 - 2:00pm
Over the last month, the CRM Architecture Team has made progress in various areas to address stress points and to prepare for the projects slated to begin in the near future. Items of note include a process for:
Tuesday, December 5, 2017 - 1:39pm
The Advancement team kicked off their CRM Journey into Marketing Cloud on Monday August 7, 2017 by participating in an all day discovery session with Information Services and our partners at Salesforce. This project will evaluate data needs, org setup/configuration, segmentation...

At a Glance

HIGH-LEVEL MILESTONES AND PROGRESS

Key Milestones

Discovery 

Development 

Training

/Testing

Go-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

In Progress

In Progress

Not Started

September 2017

Marketing Cloud for Advancement

In Progress

Not Started

Not Started

October 2017

Classy

In Progress

Not Started

Not Started

November 2017

Recruiting - Phase II

Completed

In Progress

Not Started

December 2017

CRM Architecture and Governance

In Progress

In Progress

N/A

December 2017

Address Verification

In Progress

In Progress

In Progress

April 2018

Admissions

In Progress

In Progress

Not Started

April 2018