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