Advancement/Alumni Update

PROJECT HIGHLIGHTS

  • Completed contact, account and address files
  • Completed Marketing Cloud proof of concept presentation

UPCOMING PROJECT ACTIVITIES

  • Continue to focus on conversion of Biographic/Organizational data from Banner to Salesforce
  • Load contact, account and address files to MIT sandbox
  • Create relationship files
  • Continue to work on Marketing Cloud project

WKSU Update

PROJECT HIGHLIGHTS

  • Implementation of Sender Authentication Package for WKSU.org in process

UPCOMING PROJECT ACTIVITIES

  • Load of WKSU Subscriber Lists
  • Training on Subscriber Lists and Journey Builder

Recruiting/Admissions Update

PROJECT HIGHLIGHTS

  • Application shells have been created and build out is in process
  • Recruitment Lifecycle object is built and triggers from inquiry forms, events, and applications have been developed to create and update records
  • Decision module proof of concept has been developed, utilizing the custom curriculum object for ease of maintenance
  • Informatica address validation demo was held

UPCOMING PROJECT ACTIVITIES

  • Develop and test data integrations
  • System and unit test the Recruitment Lifecycle
  • Test Cascading Application Decision
  • Configure and test of Application Requirements Manager
  • Complete design of curriculum management object solution
  • Obtain trial of Informatica address validation
  • Develop training plans

Student Retention Update

PROJECT HIGHLIGHTS

  • Completed working sessions for:
    • DKS Orientation (Events & Communications)
    • Flags & Alerts
  • Developed action Plans
  • Retention data requirements nearing completion
  • Held working sessions with key areas to identify specific requirements for:
    • Advising pins
    • Early Alerts
    • KSU Advising

UPCOMING PROJECT ACTIVITIES

  • Continue to identify specific requirements and build user story backlog for:
    • Advising pins
    • Early Alerts
    • KSU Advising
  • Configure functionality to meet requirements in user stories
  • Define mappings for retention data integration

One Stop Update

PROJECT HIGHLIGHTS

  • Created One Stop Console (including Case Management) prototype
  • Held data mapping discussions and created field level integration document
  • Finalized data integration decision

UPCOMING PROJECT ACTIVITIES

  • Continue further Console development – finalize layout
  • Development and testing of data integrations
  • Demo of in-line queuing from University of Minnesota
  • Investigate other data integration options
  • Determine phone to case options
  • Finalize timeline
  • Develop training plans