Transcript Enterprise CRM - Indiana State University

Indiana State University
November 2012
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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
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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
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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)
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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
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Admissions
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Foundation
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Student Success
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Grad Studies
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Faculty
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Registrar
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Res-Life
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Career Center
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Academic Advising
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Nursing
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Alumni
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Other Colleges
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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
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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
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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
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> 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