Go-live!

Data is the foundation of any system, and as we progressed in the implementation of the CRM projects, it was important to get the data right! The Data Management team began with a thorough understanding of the Banner demographic, student, and academic data. Learning the Salesforce CRM data structures and the TargetX data model was the first hurdle, with several options available for data storage and display. For example, data could be formatted consistently for display (i.e. phone number), or could be mapped to a code to ensure consistent values (i.e. country of residence). Once an understa...