VZO Integration to Salesforce

100%

Status

Completed [Completed]

100% complete, updated on Thu 6/22/23 12:30 PM by Wendy Bentley

This project was completed successfully.

Details

Dates
Mon 1/30/23 - Thu 6/22/23
Acct/Dept
Orientation & New Student Programs
Service
Chico State 360 CRM (Salesforce and Marketing Cloud) / Chico State 360 CRM - Other Support
Type
IT Projects / DoIT Project
Health
Green - On track
Portfolio(s)
Classification
Projects *Deactivated*
Created
Thu 1/19/23 11:38 AM
Modified
Thu 6/22/23 12:30 PM
Closed
Thu 6/22/23 12:30 PM

Change Impact

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.
-We would miss an opportunity to collect Orientation engagement data to inform the AEM score that Enrollment management uses to gauge the likelihood that applicants will persist through Census
-Lack of visibility for key stakeholder groups to see how many students in their program are planning to attend. Could impact the ability to adequately staff Orientation events
-Make the sending of Orientation email invitations labor intensive
-Limit the ability to do year-over-year analysis
How many employees will be impacted by this change?
Select the size of the employee population that will be impacted by this request.
Dozens
How many students will be impacted by this change?
Select the size of the student population that will be impacted by this request.
Thousands

Project Costs

Funding Status
Funding is not necessary

Project Details

Project Champion
Person 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 Support
Does your divisional VP support this request?
No
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 include:
-Automated process to pull in applicant registration, cancellation, and attendance data
-Development of Dashboards and reports to support Summer Orientation data sharing with key stakeholders
-Development of communications to market orientation to students who have not registered for the events
Executive Sponsor Division
The executive sponsor's campus division.
Student Affairs
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 Goals
For 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
Deadline Reason
Describe the business requirement or reason for the project deadline.
Summer Orientation registration will begin in March. It would be ideal to align the delivery of the automated feed to occur in lockstep with the opening of registration.

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.
Integrations and Development and Customer Engagement Teams
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

The Orientation team has successfully transitioned to VZO to manage their day-to-day Orientation events.

They have identified a need to pull key registration and attendance data back into Salesforce to help facilitate data sharing in the form of Dashboards and report distribution to key stakeholders involved in the delivery of Orientation for our applicants.

Major Tasks:
-Identify the data elements needed to show registrations by date, by major, by division, and student support program
-Work with VZO to develop an automated nightly process to pull data from VZO into Salesforce
-Update dashboards and reports to support the data analysis and data sharing between key stakeholders groups for Orientation
-Utilize the data to identify students that have not yet signed up for Orientation to market Orientation to this population
-Map event data from VZO into TargetX event objects


Systems Affected

  1. Dell Boomi

  2. Salesforce

  3. TargetX

Manager

WB
Wendy Bentley

Sponsor

SR
Shawn Ryan

Stakeholders (4)

CG
Cathy Gregg
Informed
Informed
Thu 11/17/22 9:50 AM
Sean McGowan
Sean McGowan
Director of Enrollment Management - Strategic Communications and Marketing
Informed
Informed
Thu 11/17/22 9:50 AM
SR
Shawn Ryan
Accountable
Shawn Ryan
Thu 11/17/22 9:49 AM
VM
Victoria Militar-Tweedie
Responsible
Responsible
Thu 11/17/22 9:49 AM