Go-live

Constituent Relationship Management (CRM)

Our Higher Education Data Architecture (HEDA) Discovery project wrapped up in March. This discovery included understanding the new HEDA objects (like Courses, Course Offerings, and Course Connections) and how they should be used, the changed approach in using the Account object, and understanding how we will use Affiliations and Relationships. The...

Constituent Relationship Management (CRM)

The CRM Architecture team’s journey over the last year was a rollercoaster, mirroring the progress made and changes encountered by the CRM projects as a whole. The journey was started with the concurrent development and go-live of several large initiatives, and ended with a strategic shift in the core design of the orgs. Time throughout was spent...

Constituent Relationship Management (CRM)

The Classy implementation was successful with the official launch of the Giving Tuesday campaign on Wednesday, November 1, 2017. As you may recall, the Classy platform provides the unique ability to allow participants to crowdfund, increasing the number of people who part take in this year’s campaign. This implementation includes the integration...

Constituent Relationship Management (CRM)

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 calendars. Besides being integrated into the one university calendar,...

Constituent Relationship Management (CRM)

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 updated information to the Salesforce CRM platform. This process ensures...