August 2017
Tuesday, December 5, 2017 - 10:21am
Spotlight is on...
One Question...
Tuesday, December 5, 2017 - 10:16am
As you learn about and use Salesforce, you may hear the term “Salesforce Org” and hear questions about how many we use. An Org (Organization) is simply the system where you log in to perform your work. Universities and businesses can decide to use just one Org or they can use mul...
Tuesday, December 5, 2017 - 10:11am
The 2017 TargetX Summit took place June 25th – 27th in Chicago, IL. The conference offered three days of educational content from CRM users from a variety of institutions, TargetX staff, and industry thought leaders. Attending the Summit was a great opportunity to help further de...
Tuesday, December 5, 2017 - 10:01am
Do you like personalized, real-time help online when you have a question instead of lengthy wait times on the phone or standing in line? If so, then you’ll love Live Agent. Live Agent is a chat tool within the Service Cloud that allows customers to communicate with an institution...
Tuesday, December 5, 2017 - 9:22am
Every year thousands of incoming students attend orientation at their designated campus. Each campus hosts its own specialized program, but one thing they all have in common is a need for a system that allows them to register, communicate, and track orientation attendance. Enter...
Tuesday, December 5, 2017 - 9:19am
The Division of Institutional Advancement (IA) has found a way to connect a new divisional priority to its Salesforce CRM implementation through the addition of the Classy platform.
Tuesday, December 5, 2017 - 9:14am
The Process Evaluation and Improvement (PE&I) department includes a team of Business Systems Analysts in Information Services that specialize in LEAN facilitation. This team works with departments to help them better understand and document current processes, identify areas o...
Tuesday, December 5, 2017 - 8:59am
Recruiting Update
PROJECT HIGHLIGHTS
Completed mappings and QA testing for the Banner Application data load
Completed build-out, tested, and deployed to production the user permission sets to be applied to the recruiting user profile
Loaded recruitment data into production envir...
Wednesday, November 29, 2017 - 10:57am
Data is the foundation of any system, and as we progressed in the implementation of the CRM projects, it was important to get the data right! The Data Management team began with a thorough understanding of the Banner demographic, student, and academic data.
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
|
In Progress
|
Final Go-Live Activities
In Progress
|
|
University Calendar - Rollout
|
Completed
|
In Progress
|
In Progress
|
August 2017
|
|
FLASHperks - Phase II
|
Completed
|
In Progress
|
In Progress
|
August 2017
|
|
Data Sync - General Person
|
In Progress
|
In Progress
|
Not Started
|
August 2017
|
|
Marketing Cloud for FLASHperks
|
In Progress
|
In Progress
|
Not Started
|
September 2017
|
|
CRM Architecture and Governance
|
In Progress
|
In Progress
|
In Progress
|
December 2017
|
|
Admissions
|
In Progress
|
In Progress
|
Not Started
|
April 2018
|
