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