Happy Holidays

Our partner has provided us with a design document that defines “what” and “how” the Dynamics CRM solution will look, feel and function. It is intended to specify how needs are to be met.

Our four pilot units have identified views within the current iteration of CRM (see the list below) that they’ve identified as unnecessary. Some have also expressed interest in adding a couple columns to the default/grid view that would be useful for their staff.

-Full name (Last, First MI)
-SID (950******)
-Day phone
-Evening phone
-Admission number (unique to each student)
-Actually started (quarter, year)
-Citizenship status
-Educational program (transfer, nursing, etc.)
-High school
-Plan to start (quarter, year)
-Resident status
-Student intent (transfer, etc.)

As an aside, we’ve determined from the majority of units that keeping records over 5-7 years old isn’t very practical. This is an iterative process, and we anticipate having a simple, easy-to-navigate interface from the start, then adding/moving attributes as the need arises.

More soon!  Have great holidays and we’ll see you in the new year.

CRM status report

Just a short recap of the activity that’s taken place over the past week:

-Our partner has completed the installation and configuration of Scribe on a development server
-Their team began design activities within the Dynamics CRM environment using Scribe

Coming up:

-Our partner will continue their work on the design phase, and deliver a design document within the next few days
-Their team will connect with the Bellevue College IT/business team to design forms and layout
-We’ll be identifying a team/individual to be trained on how to manipulate fields within CRM
-We’ll start validating the data elements within the system that have already been populated
-We’ll start internal discussions with the business on limiting the data that needs to be brought in to the system. Currently there are 4 million+ enrollment records.