Weekly Status Report: September 4

Below is a brief update on the CRM undergraduate and graduate recruitment implementation project. This update highlights key goals and is not a representation of the entire project.

Last week’s accomplishments (week of August 26)

  • Created early access user accounts
  • Established "Day of Event" processes
  • Designed CRM page layouts
  • Prioritized implementation tasks
  • Launched Transfer Visit Day event and registration form
  • Finalized CRM training plan
  • Notified CRM Community about training signup in HRIS

This week’s goals (week of September 2)

  • Test and finalize "Day of Event" processes
  • Perform the first upgrade of the system in the test environment
  • Plan the next set of implementation priorities
  • Create implementation FAQ
  • Content Expert groups begin meeting
  • Finalize Town Hall preparations

Next week’s goals (week of September 9)

  • Begin CRM Introduction training
  • Create production access form
  • Hold fourth Town Hall on Sept. 12