main content Admissions CRM CAS

15-CA-0061

Timeline

Project Stage: Planning

Project Summary: Identify a CRM that fits the needs, processes and culture of our admissions office and help them deploy it.

Lead: Sara McGerald

Relevant changes following completion: Tracking of prospective students will take place in a CRM tool.

Anticipated service disruptions: None.

Additional considerations: Automates one or more manual learning/business processes, Enables standardization of one or more learning/business processes.

Project Submitted: 1/20/2014

Project Initiation: March, 2015

Project Milestones:

1. Determine Admissions needs
2. Investigating potential software tools
3. Formal RFP
4. Selection process
5. Implementation
6. Going live - Mid September 2015

Completed Project:  

Anticipated Quarter of Completion: Quarter 2 2016

Executive Council Priority Tier: Tier 1.5

Project Charter Page