Element 451 CRM Implementation

100%

Status

Completed / Closed [Completed]

100% complete, updated on Wed 10/2/24 10:31 AM by Pawn Sayphengsy

Changed Status from In Progress to Completed / Closed.
Changed Health from Green to None.
Completed and Closed Project

Details

Dates
Mon 7/1/24 - Wed 10/2/24
Acct/Dept
VP Of Student Affairs
Service
Additional Services / Technology Services Project Request
Type
Technology Services / IT Project Request
Health
None - No health has been set
Portfolio(s)
Classification
Projects
Requirements
Enterprise resource planning and Student Information System phases:
• Initial implementation
• Technical administration
• Peoplesoft integration

Will require Enterprise resources to help with infrastructure, configuration, and updating PS existing batch file upload to CRM.

CRM to integration to PS will be a phase 2 of the project, the goal is to implement the first phase by August 2024 as ARE contract expires with our current CRM.
Created
Thu 6/27/24 1:48 PM
Modified
Wed 10/2/24 10:31 AM
Closed
Wed 10/2/24 10:31 AM
Which Strategic Priority does this Project Align with?
Please see this link: https://president.fresnostate.edu/strategic-pla...
Goal One A: Enhance Students’ Personal Well-Being and Professional Fulfillment
Goal Two: Bridge Campus and Community
Goal Four: Modernize Facilities, Infrastructure and Technology
Goal Five: Embody Full Inclusivity and Belongingness
Funding Secured Yes/No
Yes
Ongoing Funds Yes/No
Example: License Fees, Upgrade Services, Support Fees, etc. Please Scroll to top of page to Save this request
Not Required / Not Applicable
Contact Number
Enter primary contact persons phone number. Please use the following format: xxx - xxx - xxxx
559-278-1164
Requestor Name
Phong Yang
Division Delegate
Your delegate is your Division's VP or another member of your Division's staff who has the authority to approve this project request. Please select the delegate for your Division.
Phong Yang - Student Affairs and Enrollment Management
If this project is not done, what is the Impact to the University, College, or Department?
Describe in as much detail as possible how this project supports the initiative.
Element 451 will serve as the main communication platform for Enrollment Management. This includes Outreach and Special Programs, Admissions and Recruitment, Registrar, and Financial Aid and Scholarships. The contract with our current CRM expires in August, 2024. Without the CRM, we will not have a platform to communicate with prospective students about their admission to the university. This will impact fall 2024 and spring 2025 applicants.
Is it Mandatory, Regulatory, Compliance, or Accreditation? (Check all that apply)
Please check all that apply.
Not Applicable
Is this a Business Opportunity, Process Improvement, or Value-add? (Check all that apply)
Example: Redefining processes to make them more efficient; Reducing time it takes for a service; Improving cross campus department collaboration.
Process Improvement
Value-add
Estimated End Date
08/01/2024

Description

Implementation of new Enrollment Management CRM. Needing TS support for data integration with PeopleSoft. The goal is to implement the first phase by August 2024 as contract expires with our current CRM.

Manager

PS
Pawn Sayphengsy