September Project Updates

Recruiting - Phase II Update

PROJECT HIGHLIGHTS

• Post implementation support for Release 1 is in progress

UPCOMING PROJECT ACTIVITIES

• Transition PM from Shelley Sherwin to Dawn Sharnsky
• Transition BSA from Jackie Jimison-Bues to Kim Homsher
• Work on new agile calendar
• Identify Release 2 epics and stories

Admissions Update

PROJECT HIGHLIGHTS

• Conducted initial training on the Duplicate Check tool

UPCOMING PROJECT ACTIVITIES

• Begin reviewing security profiles
• Hold planning session to prepare for application and process development

Address Verification Update

PROJECT HIGHLIGHTS

• Met with representatives from Experian QAS to discuss objectives, goals, and timelines of the project
• Reviewed documentation on integration with Talend

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
• Plan a proof of concept to test features and functionality and compatibility with our integration platform

DuplicateCheck Update

PROJECT HIGHLIGHTS

• Supported Duplicate Check in production for recruiting
• Revised and finalized timing of jobs to run in production
• Developed custom apex job to automate the creation of search indexes

University Calendar - Rollout Update 

PROJECT HIGHLIGHTS

• Implemented in production the event/calendar page (www.kent.edu/calendars)
• Updated the SalesForce form assembly Event Submission and Event edit pages, making them more user friendly as well as adding KSU specific CSS
• Enhanced the sorting of the JSON feed coming from SalesForce to Drupal and FlashLine
• Updated the email notification code
• Added enhancements to www calendar page:
  • Improved sorting
  • Linked from events directly to their corresponding event details page
  • Linked to other campus calendar pages from the main calendar page
  • Enhanced usability on the sort and filter by category feature

Flashperks - Phase II Update 

PROJECT HIGHLIGHTS

• Loaded event data into production (attendance history, unclaimed prize history, claimed prize history)
• Created and activated the “FLASHPerks” tile in FlashLine
• Created an “Event History” visual force page
• Added ability to pictorially display FLASHPerks event to user community (in FlashLine), within the listing of events

Marketing Cloud - Flashperks Update 

PROJECT HIGHLIGHTS

• Built
  • Email configurations
  • Email templates
  • User security setup
• Developed triggers to update student’s contact record when they elect to opt out of the FLASHperks program
• Identified and created the student population (report) to send communications (multiple populations depending on the message)
• Tested configurations/setup
• Trained users
• Set send schedule and started communication sends for fall semester events

UPCOMING PROJECT ACTIVITIES

• Determine process to enable students and FLASHperks staff to manage one-off subscription requests
• Develop and implement process to enable students and FLASHperks staff to maintain one-off subscription management
• Create required reports
• Close-out project

Marketing Cloud - Advancement Update 

PROJECT HIGHLIGHTS

• Completed discovery working session
• Identified data elements required for communications
• Identified segmenting requirements

UPCOMING PROJECT ACTIVITIES

• Build
  • Email configurations
  • Email templates
  • User security setup

CRM Architecture and Governance Update 

PROJECT HIGHLIGHTS

• Standardized process for requesting and receiving support from the CRM team
• Created “4 Ps”, a checklist for successfully implementing large projects
• Started code review process for development tasks
• Removed legacy components from the CRM

UPCOMING PROJECT ACTIVITIES

• Investigate the Higher Education Data Model (HEDA) framework for use in future projects
• Create reports for Data Stewards and Department Security Admins to help approve and request access to the CRM
• Streamline manual tasks related to provisioning access to the CRM

Classy Update 

PROJECT HIGHLIGHTS

• Completed discovery working session
• Identified data elements required for Giving Tuesday
• Continued working through data mapping
• Completed data model to support Advancement business processes

UPCOMING PROJECT ACTIVITIES

• Configure Salesforce environment
• Complete data mapping
• Develop data transfer process

General Person - Data Sync Update 

PROJECT HIGHLIGHTS

• Completed data synchronization logic
• Verified the fields to be updated in Salesforce
• Developed triggers to collect updated Banner data to send to Salesforce
• Developed test plans
• Completed testing
• Went live in production