Geographic Territory Assignment in CRM

100%

Status

Completed - Met Expectations [Completed - Met Expectations]

100% complete, updated on Thu 4/16/20 1:08 PM by Jim Campbell

Changed status from Evaluation to Completed - Met Expectations.
Changed percent complete from 0% to 100%.
completed and tracked as part of EST effort

Details

Dates
Mon 7/15/19 - Thu 4/16/20
Acct/Dept
Provost
Service
Business Management and Reporting / IT-Related Project Request
Type
Project Portfolio Management / Project Request
Health
None - No health has been set
Portfolio(s)
Classification
IT Project
Created
Mon 7/15/19 10:42 AM
Modified
Thu 4/16/20 1:08 PM
Closed
Thu 4/16/20 1:08 PM

Information

ETC Sponsor
Darlene Smith
Project Reason
A short explanation of why the project is important.
This project will allow Admission Leadership to hold admission counselors accountability for yields in their geographic territories. Counselors will be responsible for the cultivation of prospects as they make their way through the admission funnel toward enrollment.
Value Category
Based on the Run-Grow-Transform model:
1) Run = Keeping the lights on
2) Grow = Enhancing business performance or capacity (e.g. effectiveness and efficiency)
3) Transform = Providing significantly new/redesigned functionality and/or business proc
Grow

Description

There is an expressed need to assign prospective students to Admission counselors by the geography of their last school attended or the student's own mailing address. This project will serve to complete the architectural shift from the current assignment to counselors by the last name of the prospective student.

Manager

Jim Campbell
Jim Campbell

Sponsor

CD
Carol Descak

Stakeholders (5)

Alex Davis
Alex Davis
Affiliated User
Informed
PPM
Mon 7/15/19 8:43 AM
BA
Beth Amyot
Special Assistant to President
Informed
ETC
Mon 7/15/19 8:43 AM
DS
Darlene Smith
Retired Faculty
Responsible
Provost - oversight of Enrollment Management
Mon 7/15/19 8:38 AM
David Bobart
David Bobart
Affiliated User
Informed
ETC
Mon 7/15/19 8:43 AM
NM
Nicole Marano
VP Student Suces&Chief SA Ofcr
Informed
ASM Gov
Mon 7/15/19 8:43 AM