Details
Dates
Mon 7/11/22
-
Mon 3/6/23
Acct/Dept
Office of the President
Service
Chico State 360 CRM (Salesforce and Marketing Cloud) / Chico State 360 CRM - Other Support
Type
IT Projects / DoIT Project
Health
None - No health has been set
Classification
Projects *Deactivated*
Created
Wed 7/13/22 3:51 PM
Modified
Mon 3/6/23 8:59 AM
Closed
Mon 3/6/23 8:59 AM
How will you measure the impact of this project?What are some metrics or KPIs that will be used to measure success? Think about the five metrics to measure: quality, quantity, timeliness, cost, and customer satisfaction.
Automating the data feed to identify eligible students for the Tribal Relations program will save several hours of time each semester. Measuring the number of hours saved identifying eligible students.
Time saved utilizing the rich reporting features in Salesforce to track student scholarship activity.
What are the consequences of not doing this project?For example: direct significant negative consequences to the University, unable to conduct basic services; failure to resolve customer complaints or requests; loss of opportunity for improved service delivery or efficiency. Please explain.
The Tribal Relations team will continue to spend their limited hours collecting data, developing reports, and less time doing outreach to the students they support. With limited staff it is critical to gain some efficiencies so the time is spent directly supporting students and less time managing a program.
How many employees will be impacted by this change?Select the size of the employee population that will be impacted by this request.
A few
How many students will be impacted by this change?Select the size of the student population that will be impacted by this request.
Hundreds
Funding StatusFunding is not necessary
Project ChampionPerson who voluntarily takes special interest in the adoption, implementation, and success of the project. They will help enforce the project solution with internal resources and promote it across campus.
Divisional VP SupportDoes your divisional VP support this request?
Yes
What would a successful solution look like?What outcome will you have at the conclusion of this project? If this proposal is one of a multi-phase project, please explain your plans, goals, and timelines for subsequent phases.
A successful solution would provide the Tribal Relations team with tools to manage their program including:
-Scholarship tracking and reporting
-Outreach via email, appointments, advising
-Reports and dashboards
-Automating the tribal relations cohort information into Salesforce
Executive Sponsor DivisionThe executive sponsor's campus division.
Information Technology
Is there a mandated or requirement driving this request?Please indicate whether or not this request is mandated or required. If it’s mandated or required, you will be asked to attach supporting documentation.
No mandate or hard requirement driving this request
Campus Enduring Commitments & Strategic GoalsFor more information about the Campus Enduring Commitments and Strategic Priorities, please go to
https://www.csuchico.edu/strategicplan/enduring... and
https://www.csuchico.edu/strategicplan/.Enduring Commitment: Transformative Student Experiences
Strategic Priority: Equity, Diversity and Inclusion
Strategic Priority: Resilient and Sustainable Systems
Project Resources & Effort
What resources will this project require?Identify the department and/or individuals that might need to work on this project and the estimated number of hours required for each individual.
Engagement from the Tribal Relations team including Rachel McBride as the sponsor and Amber Noel-Camacho as the functional expert.
Resources from the Integrations & Development and Customer Engagement teams to configure the automated data feed and configure the Tribal Relations Application. This project may also require assistance from either the PeopleSoft team or the Data Warehouse team, depending on where we need to source the data.
DoIT Departments InvolvedAny Division of IT departments that will be involved in this project.
EAPP (Enterprise Applications)
Complexity of ImplementationWhat is the complexity of the project?
Minimal (minimal system interfaces/impacts/dependencies)
What is the solution type?The solution type translates to the level of impact on IT staffing and technology maintenance. Based on consultation with your IT representative, pick the best fit for your proposed solution.
New features in an existing system, minimal breadth/depth
Description
The Office of Tribal Relations serves as the connect point for the Chico State campus to provide access, social, emotional, and academic support for our Native American students. The Office of Tribal Relations would like to utilize Salesforce to assist in the outreach, engagement, and support of the students it serves.
In particular, Tribal Relations would like to utilize features in Salesforce that will speed up reporting related to engagement metrics and scholarship awards. Additional tools that would benefit the program include event management, appointment management, facility usage, private advising notes for certain notes their staff record but not all, and communications. Access to these tools will reduce the amount of time the team spends collecting data and reporting out to key stakeholders, allowing them to shift their focus to better support their students.