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
POSTED: Tuesday, December 5, 2017 - 3:18pm
UPDATED: Tuesday, April 2, 2019 - 2:04pm