August/September Project Updates
Advancement/Alumni Update
PROJECT HIGHLIGHTS
- Configuration, design, and development underway
- We have completed 75 stories totaling 199 story point in three full sprints (Note: each sprint lasts two weeks in length)
- Drafting an RFP for Institutional Advancement Membership, Events and Communities
UPCOMING PROJECT ACTIVITIES
- Consensus on shared data
- Start data migration
WKSU Update
PROJECT HIGHLIGHTS
- Completed Marketing Cloud discovery sessions
UPCOMING PROJECT ACTIVITIES
- Marketing Cloud eNewsletter: Project Kick-off meeting to review the deliverables for 10/1/16 go-live
Center for Corporate & Professional Development Update
PROJECT HIGHLIGHTS
- Received a draft SOW from SCI for Salesforce & Marketing Cloud Implementations
UPCOMING PROJECT ACTIVITIES
- Schedule review with CCPD when we get the detail of the SCI estimate
Recruiting/Admissions Update
PROJECT HIGHLIGHTS
- The Student team has completed onsite campus visits with each admitting area to:
- Determine/finalize combined Legacy CRM data fields
- Orientation program and other events/communications needed at go-live
- Inquiry Form requirements and any other forms need at go-live
- Communications working sessions have completed
- Inquiry record management configuration
- Scheduled onsite working sessions with SCI and TargetX to determine how to create stages per campus, stage history, and record de-duplication; Will also review how to load purchased lists
- Shared Data decisions (Bios) – draft recommendations document in process
UPCOMING PROJECT ACTIVITIES
- Working sessions are being scheduled to configure events and communications required for go-live for each admitting unit in the sandbox
- Key team members will be involved in discussions regarding data integrations and synchronization
- Key team members will be involved in discussions related to curriculum management within the CRM
- We will load CRM legacy data into the sandbox
- The team is searching for a product to meet the enterprise needs for address cleansing.
- The team continues to evaluate enterprise reporting needs and options
- FormAssembly working session (to be scheduled)
- Develop recruitment inquiry form
Student Retention Update
PROJECT HIGHLIGHTS
- Retention/Student Success Working sessions have been scheduled
- Student Success Center Overview
- Retention Objects & Data Orientation with SCI
- Appointment Scheduler – Settings, Review, Communications & Preferences
- Flags and Alerts
- Action Plans – Basic & Advanced
- Events - DKS Orientation, Build & Review
UPCOMING PROJECT ACTIVITIES
- Begin to identify go-live requirements and deliverables
- Attend scheduled working sessions and develop implementation tasks/plan
- Key team members have meetings scheduled to discuss the DKS implementation and KSU Advising