Projects

SMS/Text Communication Phase I

Target completion: Jan. 2019
Updated 12/18

• Two Administrative Test Short Codes now established with service providers.
• CRM Analysts are engaging initial adopters to assist with establishing short codes, providing guidelines and examples.
• Platform configuration in progress, target completion Jan.
• Best practices for SMS/Text usage and approval process for new adopters needed.
• Note: Terms of Service and Privacy Notice for administrative short codes must be finalized before service provider setup can proceed. Each adopter must establish their own versions, align business operations and establish SMS/Text best practices.

Lightning Experience Conversion

Target completion: Jan. 2019
Updated 12/18

• Configurations complete for all adjusted user profiles in CRM Sandbox instance, excluding Undergraduate Admissions and HR.
• Core CRM user transition complete.
• Communications user transition targeted for mid-Dec.
• Graduate Recruiting user transition targeted for mid-Jan.
• Undergrad Admissions and HR user transition target date TBD.

Unauthorized App Restriction

Target completion: Jan. 2019
Updated 12/18

• Initial testing has passed in Salesforce Stage environment.
• Installation of new user security components complete.
• Initial installation of solution in Salesforce Sandbox (pre-production) environment complete.
• Technical issue encountered with Jitterbit integration tool; Jitterbit upgrade required to proceed.

Convergence Cloud (Heroku) Phase I

Target completion: Spring 2019
Updated 12/18

• Initial discovery engagement with consultant partner TriFin complete.
• Statement of work for Phase I engagement targeted for end of Dec. List Upload and Form Handler deliverables targeted for Apr.
• Phase I project deliverables include: Global List Upload Utility, CRM Form Handler and foundational Heroku architecture.
• Completion will resolve outstanding deliverables from Undergraduate Admissions Phase II.

HIPAA Alignment

Target completion: Spring 2019
Updated 12/18

• Documentation of CRM processes with risk assessments complete.
• Vendor BAA (HIPAA agreement addendum) with Salesforce now fully executed and in place.
• Risk mitigation recommendation document pending completion by Anurag Shankar.

Departmental Salesforce Org Transitions

Transitions begin Dec. 2018
Updated 11/18

• IT Community Partnerships: Assessment complete.
  • Transition to IU CRM for all usage except for SSSP management targeted by Dec.
  • Redevelopment of SSSP intended for new Jaggaer purchasing system.
• GlobalNOC: Assessment complete.
  • GlobalNOC confirmed no current use of their org. & will identify historic data to retain; CRM Team to assist with extraction.
  • Once verified, GlobalNOC org. will be inactivated; target completion by Dec.

External Organization Relations Phase I

Updated 12/18

• Initial stakeholder scoping meetings in progress.
• Proposed data model developed in draft. Further development of project scope and charter pending legal determination on IU Foundation data.
• Identification of functional partner resources pending stakeholder assignment.
• Kuali Research and Crimson currently identified as source data systems for initial integration.
• Discussions with both IU institutional and IU Foundation legal scheduled for mid-Dec.
• External Organization Service Center pending, process and ownership for single source of organization record pending.
• Explanatory handout for potential stakeholders and users under review.

Graduate Recruiting Phase I

Updated 12/18

• Initial stakeholder planning meetings complete.
• Identification of functional partner resources complete.
• Phase I objectives pending approval, targeted for mid-Jan.
• Functional partner working meetings to refine scope to be established pending approval of Phase I objectives.
• Project charter to be developed for review/approval once scope is refined. Approved project charter will be prioritized by CRM Executive Leadership to determine kickoff date.

Single Sign-on (CAS/Duo Authentication)

Undergraduate Admissions/Recruiting Phase II

Core CRM Package Phase I

Marketing Cloud Content Builder Conversion

Communications and Marketing Phase I

Undergraduate Admissions/Recruiting Phase I

IU Human Resources Phase I