February Project Updates

Advancement/Alumni Update

PROJECT HIGHLIGHTS

Focused on conversion of Biographic/Organizational data from Banner to Salesforce
Gained access to MIT Sandbox for QA and process development

UPCOMING PROJECT ACTIVITIES

Load contact address records
Finalize Marketing Cloud Configuration
Continue work on Marketing Cloud Configuration

WKSU Update

PROJECT HIGHLIGHTS

Created "draft" membership email templates & footer
Completed prototype for newsletter

UPCOMING PROJECT ACTIVITIES

Finalize membership email templates & send by mid-February
Develop approver workflow process

Recruiting/Admissions Update

PROJECT HIGHLIGHTS

Completed:
- Legacy CRM data field mapping discovery
- Initial legacy CRM sample load in collaboration with TargetX
- Informatica discovery with Data Management
- Informatica flow to load Kent Hobson's legacy data
- Testing plan for TargetX releases and patches for applications, events, and other functionality

UPCOMING PROJECT ACTIVITIES

Build group assignment for territory management
Configure and load regional campus legacy data
Test TargetX summer release and patch in UAT, to prepare for PROD
Complete freshman KSU undergrad application
Validate legacy CRM data
Hold data duplication requirements working sessions

Student Retention Update

PROJECT HIGHLIGHTS

Identified specific requirements and building user story backlog for:
- KSUAdvising
Identified shared retention data with One Stop
Identified retention data to import

UPCOMING PROJECT ACTIVITIES

Identify KSU Advising Pilot group(s)
Pilot appointment scheduling
Perform data validation

One Stop Update

PROJECT HIGHLIGHTS

Finalized project plan
Tested phone integration connector to validate functionality
Began security profile discussions
Discussed in-line queue with UMass
Completed demo of Northern Arizona University in-line queue
Completed in-line queue decision matrix
Identified training needs
Conducted proof of concept for Banner deep-dive links

UPCOMING PROJECT ACTIVITIES

Develop Console further - finalize layout
Develop escalation and task assignment
Finalize One Stop data needs
Develop and test data integrations
Finalize security profiles
Begin functionality testing