November Project Updates

Advancement/Alumni Update

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

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 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

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

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

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

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