Reinstall and Implement TargetX Prospecting Functionality

100%

Status

Completed [Completed]

100% complete, updated on Wed 10/26/22 3:44 PM by Wendy Bentley

Changed Status from New to Completed.
Reopened the project to add the Enrollment Continuum portfolio to the project. Closing the project now that the portfolio is added.

Details

Dates
Thu 6/23/22 - Wed 10/26/22

Acct/Dept

Enrollment Management

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

Portfolio(s)

Customer Engagement (Wendy Bentley)
EAPP (Scott Kodai)
Enrollment Continuum (Wendy Bentley)

Classification

Projects *Deactivated*

Requirements

Reinstall TargetX Prospect Scoring functionality in Salesforce production org. May potentially need to update the student record pages used by recruitment users, thinking about Enrollment Management users vs. IEGE users.

Created

Thu 6/23/22 12:12 PM

Modified

Wed 10/26/22 3:44 PM

Closed

Wed 10/26/22 3:44 PM

Change Impact

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.

The Office of Admissions and Enrollment Management measure the year over year enrollment changes in incoming classes. They will continue to do so with the implementation of this tool, with a goal of improving yield by 2% per year (roughly an additional 400 incoming freshman and 250 transfers).

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.

This could have profound impacts for staff and faculty and our finances if we are not able to maintain or increase enrollment levels at this campus.

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.

A few

Project Costs

Funding Status

Funding is not necessary

Project Details

Divisional VP Support

Does 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 will allow us to determine which students are in the middle of the road in terms of potential commitment to Chico State so that we can engage in precise marketing efforts to sway their commitment towards our campus. The goal is for enrollment to return to at least 2017 values.

Executive Sponsor Division

The executive sponsor's campus division. Campuswide is used for projects that have multiple executive sponsors or are initiated by cabinet.

Student Affairs

If this request is mandated, please provide details about what's driving the mandate.

If you selected Chancellor's Office, legal or collective bargaining requirement, please provide details about the policy, law or executive memorandum that’s driving the mandate.

A top priority for the University is the Re-engagement and Re-enrollment campaign from the CO and this falls directly in line with that campaign.

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.

Required (not mandated) directly from Chico State President or VP

Project Resources & Effort

DoIT Departments Involved

Any Division of IT departments that will be involved in this project.

EAPP (Enterprise Applications)

Complexity of Implementation

What is the complexity of the project?

Moderate (multiple 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

While Chico State has been able to generate a consistent number of applicants and admits, over time our ability to convert those individuals to enrolled Chico State students has decreased. Our goal is to deploy the TargetX prospecting tool to gain a greater understanding of incoming populations, and influence behaviors to gain additional commitments to Chico State in future terms.

Systems Affected

Salesforce

Manager

Cathy Gregg

Alternate Manager(s)

Alisha Johns

Wendy Bentley

Sponsor

Jerry Ross

Stakeholders (2)