November Project Updates
Recruiting - Phase II Update
PROJECT HIGHLIGHTS
- Completed sprint 3
- Created first set of Admissions Letters out of Salesforce
- Automated ACT/SAF and other Vendor file loads
- Loaded the following Vendor files:
- Naviance
- Raise Me
- You Visit
- Fire Engine Red
- Created RLC Inactive stage
UPCOMING PROJECT ACTIVITIES
- Add student types for all campuses
- Improve the duplicate resolution process
- Automate Duplicate Check index creation
- Load Vendor files:
- NACAC
- NRCUAA
- Load Legacy files - Campus Visit
Admissions Update
PROJECT HIGHLIGHTS
- Worked with Target X on the Freshman Undergrad Application
UPCOMING PROJECT ACTIVITIES
- Conduct HEDA Discovery
- Prepare/plan for move from org SF1 to org SF2
Address Verification Update
Project Highlights
- Met with Experian and discussed process of executing proof of concept and objectives to meet
- Identified a tentative timeline for completing a technical proof of concept for mid-to-late November
UPCOMING PROJECT ACTIVITIES
- Identify business needs for address verification
- Continue to work with Experian on next steps to setup proof of concept
Marketing Cloud - Advancement Update
PROJECT HIGHLIGHTS
- Installed Multi-org connector
- Validated web collect forms and current automations
- Created email footer(s) with Custom Subscription Center unsubscribe links
- Deployed the Custom Subscription Center to production
- Completed initial email template build with Salesforce
- Developed IP warming strategy
- Identified data synchronization fields and configured in Marketing Cloud
- Approved and began UAT for the initial Journey build with Salesforce
UPCOMING PROJECT ACTIVITIES
- Finalize data synchronization, initial email template, and journey
- Create additional journeys’ needed for Giving Tuesday
CRM Architecture and Governance Update
PROJECT HIGHLIGHTS
- Provisioned new org and initial accounts resulting from the Org Strategy Workshop
- Verified functionality of existing services with upcoming release of Salesforce, Winter ‘18
UPCOMING PROJECT ACTIVITIES
- Complete setup of the new org
- Migrate existing solutions into new org
- Continue connection of CRM to other University systems utilizing the integration platform
Classy Update
PROJECT HIGHLIGHTS
- Completed data mapping/logic, data validation, and loaded data to production
- Installed enhanced version of Duplicate Check tool and built more complex duplicate rules
- Created gift processing reports
- Identified user security access and page layout requirements and configured in production
- Conducted user training
UPCOMING PROJECT ACTIVITIES
- Monitor Classy to Salesforce integration
- Monitor and make necessary adjustments to manage duplicate records
- Support gift processing staff and provide additional reports, page layouts, security changes, etc.
TKS Update
Project Highlights
- Completed vision meeting
- Completed story building workshops
- Completed Development Architecture review
- Completed story estimating session 1
Upcoming Project Activities
- Finish story estimation
- Create project timeline
- Conduct first sprint planning
- Begin development
POSTED: Friday, December 8, 2017 - 10:56am
UPDATED: Tuesday, April 2, 2019 - 2:04pm