November Project Updates
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