March Project Updates
Advancement/Alumni Update
PROJECT HIGHLIGHTS
- Data Management Team continued to focus on person data load
UPCOMING PROJECT ACTIVITIES
- Scheduled an overview of data migration/integration plans, progress and demo
- Validate person data
WKSU Update
PROJECT HIGHLIGHTS
- Completed prototype for newsletter
- Established temporary Subscriber Key
- Imported WKSU member lists
- Set up WKSU Subscription Center
UPCOMING PROJECT ACTIVITIES
- On-Hold until after March fund drive
- Once project team is available:
- Finalize membership email templates
- Develop plan to maintain accuracy of subscriber data between
- Marketing Cloud and Allegiance
- Finalize e-newsletter templates
- Develop an approver workflow process
- Finalize go-live date
Recruiting/Admissions Update
PROJECT HIGHLIGHTS
- Validated initial sample legacy CRM data load and Recruitment Lifecycle record creation
- Participated in working session to review undergraduate Kent recruitment data duplication management process
- Completed ACT test score mapping and creation of needed fields to store test score data
- Documented requirements for the Banner application load and created object and fields to store data
- Configured and loaded sample regional campus legacy data
- Finished testing the TX summer release in UAT
UPCOMING PROJECT ACTIVITIES
- Complete group assignment for territory management
- Validate sample regional campus legacy data
- Load and validate ACT file
- Load and validate Banner Application file
- Identify reports and dashboards required for recruitment and create sample set
- Hold data duplication requirements working sessions
- Finalize Curriculum Object
- Identify security profiles and permissions
Student Retention Update
PROJECT HIGHLIGHTS
- Prioritized and completed the first student retention data load with the One Stop Shop team
UPCOMING PROJECT ACTIVITIES
- Perform data validation
One Stop Update
PROJECT HIGHLIGHTS
- Demo phone integration connector (Bucher Suter)
- Began security profile discussions
- Began data mapping
- Demo in-line queue with QMinder and QLess
UPCOMING PROJECT ACTIVITIES
- Review and revise development plan
- Finalize One Stop data needs
- Review Data integrations
- Review Security profiles
University Calendar Update
PROJECT HIGHLIGHTS
- Selected Salesforce/Target X events module as solution
- Formulated project team and desired time frame for project
- Identified pilot group (IS, CSI, UCM, College of Arts, Stark Campus)
- Communicated with stakeholder community about product selection and pilot
- Performed visioning and story generation
- Defined integration points/applications such as Flashline, websites, CRM
- Set-up project meetings (Scrums, Sprints, Planning and Show and Tells)
- Reviewed how other university areas were using this events module
- Determined module components that were shared vs. customizable
- Determined what skinning/branding was available and who is using today
UPCOMING PROJECT ACTIVITIES
- Link Salesforce development environment to Flashline and website development environments
- Set-up security/roles for core team
- Perform story elaboration, pointing and planning
- Generate more detailed timeline
- Determine requirements for event creation and modify form accordingly
- Determine requirements for event registration and create associated form
- Determine how to utilize categories, tags and keywords to enable reporting/filtering on events
- Determine requirements/branding around email notices for event confirmation, modification, cancel
- Determine modifications needed for event administration
UCM Update
PROJECT HIGHLIGHTS
- Began migrating UCM content from parent Business Unit
UPCOMING PROJECT ACTIVITIES
- Complete UCM migration and go live in new Business Unit
Marketing Cloud Update
PROJECT HIGHLIGHTS
- Tested data extensions
- Completed discovery of enterprise-wide Custom Subscription Center
- Presented Proof of Concept for enterprisewide Custom Subscription Center
UPCOMING PROJECT ACTIVITIES
- Develop Custom Subscription Center and integrate with UAT