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