September 2017

Constituent Relationship Management (CRM)

(Find a readable version of the Recruiting Team Statistics Graphic here.) Over the past 12 months, the Recruiting implementation team has been diligently working on the many tasks that are required to bring eight recruiting departments together into one consolidated system. These tasks included development of a custom solution, the Recruitment...

Constituent Relationship Management (CRM)

With a focus on fully understanding the capabilities of our new email marketing tool and a priority on learning each business unit’s use cases, the IS Marketing Cloud team conducted an in-depth series of discovery sessions throughout the Summer of 2016. During these sessions, we discussed user security requirements, future communication plans,...

Constituent Relationship Management (CRM)

Recruiting - Phase II Update PROJECT HIGHLIGHTS Post implementation support for Release 1 is in progress UPCOMING PROJECT ACTIVITIES Transition PM from Shelley Sherwin to Dawn Sharnsky Transition BSA from Jackie Jimison-Bues to Kim Homsher Work on new agile calendar Identify Release 2 epics and stories   Admissions Update PROJECT HIGHLIGHTS ...

Constituent Relationship Management (CRM)

Over the last month, the CRM Architecture Team has made progress in various areas to address stress points and to prepare for the projects slated to begin in the near future. Items of note include a process for: requesting and receiving support from the CRM team streamlining manual tasks related to provisioning access to the CRM the removal of...

Constituent Relationship Management (CRM)

The Advancement team kicked off their CRM Journey into Marketing Cloud on Monday August 7, 2017 by participating in an all day discovery session with Information Services and our partners at Salesforce. This project will evaluate data needs, org setup/configuration, segmentation requirements, and communication methods for campaigns initiated by our...