Enterprise CRM - Indiana State University
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Transcript Enterprise CRM - Indiana State University
Indiana State University
November 2012
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
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
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)
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
Admissions
Foundation
Student Success
Grad Studies
Faculty
Registrar
Res-Life
Career Center
Academic Advising
Nursing
Alumni
Other Colleges
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
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
> 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 function
at the level of Banner/Blackboard