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