Thursday, December 7, 2017 - 3:59pm
The new Events Calendar provides an improved user experience for event attendees, and it has made promoting university events much more efficient. This solution will enable events to be created in one place but promoted through multiple venues, such as, the FlashLine Portal,...
Thursday, December 7, 2017 - 3:49pm
The new Events Calendar is customizable and users are able to filter events by category, department, audience and FLASHperks events. They are also able to search for events right from the calendar page. In the past, upwards of 1,000 events were all located in multiple places and...
Thursday, December 7, 2017 - 3:44pm
In September, the process to load general person updates from Banner to the Salesforce CRM went live. A daily process has now been implemented to refresh the data. This new synchronization process identifies key values and fields in Banner that have been updated, and sends the up...
Thursday, December 7, 2017 - 3:40pm
The FLASHperks Office went live with Marketing Cloud to communicate with Students about FLASHperks activities. The Marketing Cloud FLASHperks implementation included:
Thursday, December 7, 2017 - 3:14pm
Recruiting - Phase II Update PROJECT HIGHLIGHTS Completed Agile Calendar Identified stories Completed cross campus training (Campaigns, Reports) Completed sprint 1 Loaded Legacy Data to production Updated Event Registration form UPCOMING PROJECT ACTIVITIES Load test score files L...
Thursday, December 7, 2017 - 2:54pm
Advancement Core Team: Brittany Armann, Associate Director, Advancement Services Laura Brown, Executive Director, Advancement Services Leigh Greenfelder, Assistant Vice President, Advancement Communications Wiley Runnestrand, Associate Director, Digital Engagement  
Thursday, December 7, 2017 - 2:35pm
Lightning Readiness Beginning with the Summer ‘17 release, TargetX products will be Salesforce Lightning-ready in addition to being compatible with Salesforce Classic. Related TargetX product documentation has been updated where necessary to reflect any changes or differences in...
Thursday, December 7, 2017 - 2:26pm
For CRM team members that experience any system or access issues, an automated process has be put in place to submit the request to the CRM support team:
Thursday, December 7, 2017 - 11:48am
The IS Security team continues to research and address security functionality and processes. Dedicated efforts are in process for Automating Security Requests and Approvals and for CRM Security Reporting as requirements have begun to take shape. Upcoming activities for the IS sec...
Wednesday, December 6, 2017 - 5:17pm
Hometown: Streetsboro, Ohio  

At a Glance

HIGH-LEVEL MILESTONES AND PROGRESS

Key Milestones

Discovery 

Development 

Training

/Testing

Go-Live

Graduate Admissions

Completed 

Completed

Completed

August 2016

CRM Architecture and Data Strategy

Completed

Completed

Completed

April 2017

UCM Marketing Cloud

Completed

Completed

Completed

May 2017

WKSU Marketing Cloud

Completed

Completed

Completed

May 2017

One Stop Discovery

Completed

N/A

N/A

May 2017

University Calendar - Phase I

Completed

Completed

Completed

June 2017

FLASHperks - Phase I

Completed

Completed

Completed

June 2017

Data Migration - General Person

Completed

Completed

Completed

July 2017

Duplicate Management

Completed

Completed

Completed

July 2017

Enterprise Marketing Cloud

Completed

Completed

Completed

July 2017

Recruiting - Phase I

Completed

Completed

Completed

August 2017

Data Sync - General Person

Completed

Completed

Completed

August 2017

University Calendar - Rollout

Completed

Completed

Completed

August 2017

FLASHperks - Phase II

Completed

Completed

Completed

August 2017

Marketing Cloud for FLASHperks

Completed

Completed

Completed

September 2017

Classy

In Progress

Not Started

Not Started

November 2017

Recruiting - Phase II

Completed

In Progress

Not Started

December 2017

CRM Architecture and Governance

In Progress

In Progress

N/A

December 2017

TKS

Completed

In Progress

Not Started

February 2018

Marketing Cloud for Advancement

In Progress

Not Started

Not Started

February 2018

Address Verification

In Progress

In Progress

In Progress

April 2018

Admissions

In Progress

In Progress

Not Started

April 2018