General Administrative Updates

• Meeting Minutes from March 17: The meeting minutes and slide deck from the March 17 governance meeting are now available.
• Help Ticket and Work Intake Process: The team launched a new help ticket and work intake process with a focus on routing and responding to requests more efficiently and creating cross-team visibility.
  • Action: If you have a request for work (including website edits, new programs, marketing, etc.), please submit it via the help ticket rather than by reaching out to individual team members.
• CRM Team Site: The team launched a new CRM team site that will include information about team members and services provided. 

Next Steps: Marketing and Website Evaluation

• Update: The team has been working to gather and consolidate additional information related to future-state recommendations.
  • CRM Team Offerings: You can view a summary of available offerings in our UIS CRM Team Offerings spreadsheet. Please note that we're continuing to refine this list and will schedule a meeting with each campus to review and discuss options in the near future.
  • Questions/Considerations: The second tab of the above spreadsheet will contain additional questions we'll need to address or consider as part of the decision making process. This is also a work in progress; we will let you know when all considerations have been gathered and documented.

IOS Salesforce and Pardot

• Integration Updates: The integration team is actively working the integration issues that the campuses are continuing to report. Our goal is to have the fix deployed by the end of next week.
  • Note: The Admissions Connect integration requested at UCCS is a separate integration issue. You can view additional information in the campus-specific updates below.
• Collegis Discrepancies: Collegis discrepancies have been reconciled. The team is also waiting on a data refresh from the Collegis side and the addition of a new IOS field that will show first contacted date.
• Reporting and Dashboards: The team is continuing to make improvements to dashboard resources including the ability to filter by school/college and academic program. Please let us know if you have questions or would like to request additional functionality. 
  • Pipeline Dashboard
  • Marketing Dashboard
• New Help Resources:
  • Accessing Collegis Dashboards
  • Partnering with Collegis for Success
  • Preferred Communication Method
  • Understanding Collegis Benchmarks

CU Online Brand Marketing

• Brand Ambassadors: Nearly 20 students have been confirmed as CU Online brand ambassadors. The program will launch in April.
• Graphic Designer: We're conducting interviews with graphic designer candidates and hope to have the position filled soon.
• YouTube Brand Marketing Launch: The team has paused advertising on Spotify and will be shifting efforts and budget to YouTube.

Campus-Specific Requests

• Anschutz
  • Reports and Dashboards: We are continuing to work on the reports and dashboards referenced above based on your initial feedback. In the interim time, please use the pipeline and marketing dashboards referenced above.
  • Hybrid Physical Therapy Request: The team is drafting the program page for campus review next week. We are waiting on the SIS code for the program in order to setup in Salesforce. 
  • Personalized and Genomic Medicine (PMED) Graduate Certificate: The team is drafting the program page for campus review next week. SIS code has been received.
• Boulder
  • Calendly Signature: The team is working to document the process for modifying a signature in Calendly in the wiki for future reference.
  • Program Page Modifications: The team is working on the program page modifications and expects to have work completed by Tuesday, March 28.
• Colorado Springs
  • Admissions Connect Integration: The team will begin requirements gathering during the week of March 27. We expect this net new integration to be a fairly quick process but will provide updates as we progress to ensure we are on the correct path.
  • A06 Indicator: UIS and UCCS teams are working together to incorporate the BOL sub-plan in Admissions Connect, including how to map a second sub-plan into CUSIS when applications load to Campus Solutions.
  • Program Modification Requests:
    • MBA with Cybersecurity Emphasis: The review of this program page and net new landing page has been added to the queue. 
    • MBA with Sport Management Emphasis: The review of this program page and net new landing page has been added to the queue. 
  • New Program Requests:
    • Doctorate of Nursing Practice: The discovery document has been received and the new program page has been added to the queue. SIS code has been received.
    • Master of Arts in Communication: The discovery document has been received and the new program page has been added to the queue. Campus partners are confirming the SIS code.
• Denver
  • Lead Flow: We're looking forward to continuing to work with you to assess lead flow as your campus conversations progress.

Vendor Relationship Management

• Collegis: The team completed multiple conversations regarding opportunities to improve Q&T and documented them in the slide deck from the March 17 governance meeting. Please send additional questions/comments to Jen Mortensen as they arise. We will ensure we take time to discuss our findings at the April governance meeting.
• Related Wikis:
  • Accessing Collegis Dashboards
  • Partnering with Collegis for Success
  • Understanding Collegis Benchmarks