Salesforce Development Partner

20%

Status

Cancelled [Cancelled]

20% complete, updated on Mon 5/15/23 9:09 AM by Janine Reneau

Changed Status from Post Production to Cancelled.
Changed Health from Red to Yellow.
Project cancelled

Details

Dates
Fri 1/6/23 - Mon 5/15/23
Acct/Dept
Employee
Type
Solutions Project Management / Software / Application
Health
Yellow - At risk with corrective actions
Created
Tue 1/17/23 2:29 PM
Modified
Mon 5/15/23 9:09 AM
Closed
Mon 5/15/23 9:09 AM

Project Request Form

Requestor
This is an individual that is listed as the person asking for a project evaluation, may not necessarily be the Project Champion.
Sheila Ray
Project Champion Supervisor
Project Champion's direct Supervisor
Kim Porter
Vice Chancellor
Project Champion's Vice Chancellor for the division
Michael Bettersworth
Requested Delivery Date
Enter an estimated date you would like this project completed/delivered
08/17/2023
Do you have an existing solution you are wanting to replace or enhance?
If so, provide some background information on the solution / process you are currently using.
Existing TargetX Instance
List your primary requirements for this solution.
Please list your primary requirements for this solution.
Create a new Instance of SF for the Recruiting dept.
Integration with Workday
Integration with Denodo / Tableau
Bi-directional feeds with notes, contacts with prospective/students.
Will keep Pardot,
Will look for other vendor to handle Texting (SMS Magic) and Omni Channel (Chatbot) and Scheduling
Do you have funding for this project? If so, please provide the amount.
Please list Budgeted Amount?
TBD
Name(s) of the OIT personnel who assisted.
Enter the name of the OIT personnel who assisted?
Zach Bratcher
Please list any subject matter experts who can assist with this project.
Who has the knowledge in your area or other areas that can assist?
Anita Steele
George Makiya
Marcus Crook
Trey Pearson
Christine Stuart-Carruthers
Please list any other pertinent information that is relevant to this project request.
Please list any other pertinent information that is relevant to this project request.
TagetX expires Dec 14, 2023
Student applications will move from the SF instance into Workday Student. (FA/24 timeline)

Description

TSTC implemented Salesforce several years ago on a TargetX layer. Salesforce has grown to support two separate teams, Recruitment and Enrollment. Since adding the second division and workflows to the system, changes would affect other areas and make the data in Salesforce unreliable. A review of present issues was done and found that a need to create a new instance for the Recruitment side. Enrollment will move over to Workday.

Manager

JR
Janine Reneau

Alternate Manager(s)

Carrie Bernal
Carrie Bernal

Stakeholders (8)

AS
Anita Steele
Director of Enrollment Support Services
Responsible, Accountable
Dir of Enrollment Support Services
Tue 1/17/23 2:38 PM
CS
Christine Stuart-Carruthers
Vice President
Consulted, Informed
Enrollment Mgmt / Assoc VC
Tue 1/17/23 2:37 PM
GM
George Makiya
Responsible, Accountable, Consulted, Informed
Exec VP - Data & Analytics
Tue 1/17/23 2:36 PM
KP
Kimberly Porter
Vice President
Consulted, Informed
VP of Sales
Tue 1/17/23 2:35 PM
MC
Marcus Crook
Responsible, Accountable
Sr Exec Dir / Enrollment Mgmt
Tue 1/17/23 2:38 PM
MB
Michael Bettersworth
Vice Chancellor/CPO
Informed
Sr Vice Chancellor & Chief Marketing Officer
Tue 1/17/23 2:42 PM
SR
Sheila Ray
Recruiting Services Specialist
Responsible, Accountable, Consulted
Salesforce Support Analyst
Tue 1/17/23 2:36 PM
TP
Trey Pearson
Senior Director, Enrollment
Responsible, Accountable
"Trey" is Exec Dir - Student Recruiting
Tue 1/17/23 2:40 PM