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
POSTED: Friday, December 8, 2017 - 1:28pm
UPDATED: Tuesday, April 2, 2019 - 2:02pm