December Project Updates

Recruiting - Phase II Update

PROJECT HIGHLIGHTS

• Added student types
• Added fields to Internal Events form
• Loaded Campus Visit files
• Loaded NACAC files
• Loaded NRCUAA files
• Loaded legacy files for Ashtabula and Trumbull

UPCOMING PROJECT ACTIVITIES

• Configure telemarketing application for outbound calling
• Set up/configure reporting structure by campus
• Load:
  • College Bound Selection (Tuscarawas)
  • American Student List (Trumbull)
  • Access List (Ashtabula)
• Load/update Fire Engine Red inquiry
• Add identification to data

Admissions Update

PROJECT HIGHLIGHTS

• Installed necessary components and packages in org SF2 to allow for online application development to begin when ready

UPCOMING PROJECT ACTIVITIES

• Conduct planning session in December to review scope of work for online application development

Address Verification Update

Project Highlights

• Met with Experian Engineer and discussed the Salesforce/Talend Integration POC
• Received trial license for baseline Salesforce installation

UPCOMING PROJECT ACTIVITIES

• Install trial license for baseline Salesforce functionality
• Determine functionality and fit for baseline use
• Follow up with Experian regarding Talend integration POC

Marketing Cloud - Advancement Update 

PROJECT HIGHLIGHTS

• Created synchronized data extension for test contacts
• Deployed Salesforce Marketing Cloud objects to production
• Synchronized Marketing Cloud objects and data in Contact Builder
• Developed testing plan for Custom Subscription Center
• Created test journey needed for Giving Tuesday
• Examined Salesforce Automation options
• Validated data extract of email send activity for reporting/analytics

UPCOMING PROJECT ACTIVITIES

• Conduct Custom Subscription Center testing and analysis
• Further develop IP warming strategy
• Develop January and February send campaign and schedule
• Continue to tailor Custom Subscription Center architecture

CRM Architecture and Governance Update 

PROJECT HIGHLIGHTS

• Completed setup of the new org (SF2)
• Migrated existing solutions into new SF2, University Calendaring and Flashperks, in preparation for the switchover
• Piloted General Person data loads with HEDA in SF2

UPCOMING PROJECT ACTIVITIES

• Share results from the Center of Excellence Accelerator: findings, recommendations, and tasks
• Audit Highly Privileged Systems Access for Salesforce
• Improve change management processes to handle the multiple orgs

Classy Update 

PROJECT HIGHLIGHTS

• Went live for Giving Tuesday 11/01
• Synchronized biographical, email, and relationship data
• Loaded Affinity data and degree data into production
• Developed and implemented methods of improved Duplicate Check processing time

UPCOMING PROJECT ACTIVITIES

• Continue support for Giving Tuesday through the end of November

TKS Update 

Project Highlights

• Completed story estimating
• Completed Sprint 1 planning
• Began Sprint 1 development

Upcoming Project Activities

• Complete Show and Tell for Sprint 1
• Conduct Sprint 2 planning
• Add idenification to data

CRM Security Reporting Update 

Project Highlights

• Identified reporting needs
• Researched the Workbook Config tool which may address many of the reporting needs

Upcoming Project Activities

• Research Shield, a free tool that may address reporting needs
• Implement the appropriate tool
• Evaluate how to produce the remaining reports needed

Salesforce HEDA Discovery Update 

Project Highlights

• Formed technical HEDA team
• Installed HEDA in SF2

Upcoming Project Activities

• Conduct Salesforce Accelerator for HEDA
• Evaluate HEDA fields for General Person, assigned to Core Functional Data Team
• Remap any identified fields for the General Person load

CRM Org Strategy Setup/Config Update 

Project Highlights

• Procured new SF2 Org
• Obtained and setup SF2 licensing
• Completed SF2 configuration
• Added SF2 user profiles and users
• Investigated HEDA
• Identified all necessary steps for removing UC/FlashPerks from SF1
• Identfied all necessary steps for removing General Person data from SF1
• Refreshed MIT environment for testing removals

Upcoming Project Activities

• Remove UC/FlashPerks fields and field sets from MIT
• Remove UC/FlashPerks data from MIT
• Remove application data and objects from MIT
• Remove General Person data and fields from MIT
• Validate RLC in MIT
• Rework RLC Event form in MIT