Advancement/Alumni Update

PROJECT HIGHLIGHTS

  • Configuration, design, and development completed through Sprint 7
    • Completed 144 stories totaling 414 story points
    • 950 components moved into UAT environment
  • Banner tables created for household and contacts

UPCOMING PROJECT ACTIVITIES

  • Completed development and configuration of giving stories
  • Focus on conversion of biographic/organizational data from Banner to Salesforce
  • Move all changes sets into UAT for functional users
  • Build interface processes for new grads, current faculty & staff, parent load, addresses verification and cleansing, National Change of Address
  • Continue to work on Marketing Cloud implementation

WKSU Update

PROJECT HIGHLIGHTS

  • WKSU business unit build and configuration completed
  • Email setup (sender profiles, delivery profiles, send classifications) completed
  • Sample email templates built and ready for use
  • Initial training on email studio completed

UPCOMING PROJECT ACTIVITIES

  • Load of WKSU subscriber lists
  • Implementation of sender authentication package for WKSU.org
  • Training on subscriber lists and Journey Builder

Recruiting/Admissions Update

PROJECT HIGHLIGHTS

  • Data integrations requirements and development continue to make progress
  • Recruitment Lifecycle object concept shared with admitting units and requirements are underway
    • Development of the object is in process
    • Data flow is in design
    • Inquiry forms are in design/development
  • Application Build
    • Cascading Application Decision design and solution
    • Application Requirements Manager design and solution
    • Curriculum management object design and solution
  • Document imaging demos are in process
  • Building test score loads
  • Building workflows to support application processing

UPCOMING PROJECT ACTIVITIES

  • Data integrations development and testing
  • Recruitment Lifecycle configuration and development
    • Load CRM legacy data
  • Application Build
    • Cascading Application Decision design and development completion
    • Application Requirements Manager configuration and testing
    • Curriculum management object solution design to continue to develop
  • Additional document imaging demos
  • Finalize document imaging solution
  • Continue to investigate address cleansing solutions
  • Continue to build test score loads
  • Continue building workflows to support application processing
  • Begin building purchase list loads

Student Retention Update

PROJECT HIGHLIGHTS

  • Completed working sessions for:
    • Appointment Scheduler
    • DKS Orientation (Events & Communications)
    • Retention data load for
      • Success Team configuration
      • Advisor information
      • Early Alerts
    • Flags & Alerts
  • Workbook – completing sections for alerts and data requirements and action plans
  • Identified high level deliverables

UPCOMING PROJECT ACTIVITIES

  • Continued working sessions for:
    • DKS Orientation (Events & Communications)
    • Flags & Alerts
    • Action Plans
  • Continue to further define deliverables and data requirements
  • Begin to validate alerts configured based on workbook information
  • Begin to validate Success Team and Advisor information based on data requirements defined