Weekly Status Report: August 15

Below is a brief update on the CRM undergraduate and graduate recruitment implementation project. This update highlights key goals and is not a representation of the entire project.

Last week’s accomplishments (week of August 5)

• Configured pages to arrange data and features in a meaningful way to users
• Created the first set of events in Talisma as a back-up plan
• Created a calendar of the pre-event activities for the first set of events
• Launched first interface with KSIS

This week’s goals (week of August 12)

• Solve event roadblock issues to launch K-State Discover Day event, registration form, and email campaign
• CRM trainers attend Xperience training
• Research QuickText functionality in Salesforce/Trailhead
• Finalize content expert groups
• Finalize enrollment history for college and transfer schools
• Finish interface
• Research a long-term storage solution for campaign data
• Review electronic recordkeeping plan with the Records and Information Management Committee (RIMC)
• Communication on process changes in Talisma while both systems are running in parallel

Next week’s goals (week of August 19)

• Create FAQ
• Finalize outline of the training plan
• Convert Inquiries and Campus Visits to Salesforce/TargetX on a rolling basis
• Add CRM login to KSU homepage
• Create a Town Hall executive summary
• Send a survey to all Town Hall participants
• Review dashboard of registrations to Discover K-State event