October Project Updates
Recruiting - Phase II Update
PROJECT HIGHLIGHTS
- Completed Agile Calendar
- Identified stories
- Completed cross campus training (Campaigns, Reports)
- Completed sprint 1
- Loaded Legacy Data to production
- Updated Event Registration form
UPCOMING PROJECT ACTIVITIES
- Load test score files
- Load vendor files (Raise Me, Naviance, YouVisit)
- Receive and load Fire Engine Red file
- Create/deploy inactive stage
Admissions Update
PROJECT HIGHLIGHTS
- Held initial planning session to prepare for application development
- Refreshed Development Sandbox (Dev3) from Production
- Installed and configured TargetX Summer Release and August patch
UPCOMING PROJECT ACTIVITIES
- Work on the Freshman Undergrad Application
- Conduct another detailed planning session
- Migrate CAD (Cascading Admissions Decision) from Dev2 to Dev3
Address Verification Update
UPCOMING PROJECT ACTIVITIES
- Identify business needs for address verification
- Create and finalize timeline for completing proof of concept
- Begin working with Experian on executing proof of concept
Marketing Cloud - Advancement Update
PROJECT HIGHLIGHTS
- Built baseline email template components
- Created user permission set
- Identified Custom Subscription Center categories
- Set up sender profiles, delivery profiles, and send classifications
- Replicated Custom Subscription Center objects
- Identified journey’s needed for Giving Tuesday communications
UPCOMING PROJECT ACTIVITIES
- Install Multi-org connector and recreate web collect forms and current automations
- Create email footer(s) with Custom Subscription Center unsubscribe links
- Continue to build the Custom Subscription Center to meet Giving Tuesday communication needs
- Complete email template builds
- Develop IP warming strategy
- Create communication reports
- Identify user security access and page layout requirements
- Develop and conduct user training
- Create additional journeys’ needed for Giving Tuesday
CRM Architecture and Governance Update
PROJECT HIGHLIGHTS
- Rolled out the support process for the Recruitment Lifecycle and UC Calendaring projects
- Piloted code review process with the upcoming Custom Subscription Center project
- Installed HEDA in development area
UPCOMING PROJECT ACTIVITIES
- Kick off security reporting and automation projects with the newly formed Core Security Team
- Prepare details on how all the KSU components fit together in a multi-org setup vs. a single org
- Integrate University Calendaring and FlashPerks data into integration platform
- Map previously custom fields into their HEDA equivalents
Classy Update
PROJECT HIGHLIGHTS
- Configured Salesforce environment
- Configured Classy installation and custom objects
- Installed Duplicate Check tool and built basic duplicate rules
UPCOMING PROJECT ACTIVITIES
- Complete data mapping/logic
- Complete data transfer process
- Begin test data loading
- Build custom fields to support data needs
- Review basic duplicate rules and records processing
- Begin end user data validation
TKS Update
Upcoming Project Activities
- Process Kaizen event
- Discuss TKS data
- Hold project kickoff meeting
- Hold story writing workshops
- Conduct release planning
- Conduct sprint planning
- Begin development
POSTED: Thursday, December 7, 2017 - 3:14pm
UPDATED: Tuesday, April 2, 2019 - 2:04pm