ARCHIVED: Completed project: Constituent Relationship Management (CRM)

This content has been archived, and is no longer maintained by Indiana University. Information here may no longer be accurate, and links may no longer be available or reliable.

Primary UITS contact: Sandy Thompson

Completed: July 9, 2009

Description: This project will implement functionality that allows administrative offices at IU to have lifecycle communications with prospects, admits, students, alumni, and faculty. It is being delivered via a vended product called Talisma.

This project is being sponsored by the IUPUI Office of Admissions and the IUPUI Registrar's Office. UITS is hosting the application, and we will be building interfaces between the Talisma product and PeopleSoft, the core system for student-related data.

Milestones and status:

June 24, 2008: Contract signed
July 1-July 14, 2008: Project planning and project team identification
July 14-July 28, 2008: Vendor/functional analysis
July 21, 2008: Targeted delivery date for test and production hardware setup
July 21-July 28, 2008: Targeted delivery date for software install
January 8, 2009: Project moved to production for IUPUI Admissions campaigns

Benefits: Lifecycle communications between IU and students/faculty/alumni that lead to better recruiting and retention of students

Primary client: Office of Admissions and Office of the Registrar

Client impact: The clients hope to improve their recruiting and retention of students.

Project team:

IUPUI Office of Admissions:
- Chris Foley
- Terry Brown
IUPUI Office of the Registrar:
- Mary Beth Myers
- Carla Boyd