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