indiana state university november 2012. continue “data to action” projects expand and improve...
TRANSCRIPT
ENTERPRISE CRMIndiana State University
November 2012
High Level Approach: 2013
Continue “Data to Action” Projects Expand and improve use of Talisma for operations Special focus on retention (build on April 2012 start)
Add GradesFirst into source system/communications mix
Begin focusing on development, population, and use of data warehouse Contractor to load CC-R and other data currently
stored in Banner Develop data modeling skills in staff here Develop additional student dashboards Continue expansion to data model Develop analytics capabilities
Review mix of tools as we go to manage environment
Operational Schedule
Team site and start-up documentation created - Aug 2012
Oversight and Operations Councils created – Nov 2012
Council meeting schedule set Dec 2012 Project Priorities confirmed Jan 2013 Standards and documentation work
begins – Feb 2013
High Level Project Schedule
Prior to Enterprise Roll Out – Admissions Use Over 1000 Campaigns in last 3 years Licensed for 50 concurrent users
Phase 1 – Spring Registration/Retention (Apr 2012) Phase 2 – Start of School Retention Campaigns (Aug
2012) Phase 3
Fall Registration/Retention (Sept – Nov 2012) Alumni Begins Usage for connecting with Undergrads
(Nov 2012) Phase 4 – OSS Spring Project (Nov 2012 – Apr 2013) Phase 5 - International Programs, Grad Studies, Honors
(Spring 2013) Phase 6 – Foundation (2013)
Upgrade, Maintenance, and Licensing
Move from Version 8.0 to 8.6 – Dec 2012 Add SMS (text) snap-in – Jan 2013 Social Media - Spring 2013 Add Higher Ed Pack – Spring 2013 Currently 50 concurrent licenses 10 additional for spring 2013
Planned Enterprise Usage
Admissions
Student Success
Faculty
Res-Life
Academic Advising
Alumni
Foundation
Grad Studies
Registrar
Career Center
Nursing
Other Colleges
Organizational Framework CRM Oversight Council
High level guidance and direction Reviews and approves recommendations of council Rich Toomey, Josh Powers, Karl Burgher, Lisa
Spence, Ron Carpenter, Mike Snyder
CRM Operations Council Action planning and execution Timelines and metrics Activity assessment Julie Cuffle, Deirdre Mahan, Chris Childs, Lisa Moore,
Stephanie Pearcy, Carolyn Greenwalt, Brian Coldren
Core Staffing
Karl Burgher, Mike Snyder, Lisa Spence – strategic planning
Julie Cuffle – revert to BI/DW duties in early 2013
BI Analyst (new hire) - Bob Taticek (DW development contractor)
– Fall/Spring 2013
Environment by End of 2013
> 10 major units using this environment for student success, engagement, and overall SEM
Major dashboards in all areas to show activities Approach defined for data addition/maintenance in
warehouse Approach defined for adding/using major
applications “Most” data in warehouse current for operations
added Beginning to define analytics uses
. . . CRM is established as an enterprise functionat the level of Banner/Blackboard