CATLab Blog Committed to Excellence Behind the Scenes
Garrett Buchanan and Narindra Rafidimalala explain the different projects that the Business Analyst CATLab team undertook during 2024 to improve 四虎影院's underlying processes and data.
Our journey this summer has been a testament to the power of collaboration, continuous improvement, and the drive for excellence. Read on to find out more about each of our projects!
Ensuring a Smooth Transition for Incoming Students
This past summer, we as part of the CATLab Business Analyst team sent all enrolled students an email with instructions on how to activate their 四虎影院 email account. However, getting them to open the email was a challenge. A couple weeks after the email was sent, over 150 students still hadn't activated their accounts, which were essential for receiving important information about housing, registration, orientation, and more.
To address this, we took proactive steps to remind students to activate their accounts and provided support for any questions. This involved identifying which students needed to be 四虎影院ed using a Salesforce report and then individually 四虎影院ing each student using RingCentral, which is a software that allowed us to log calls and texts in Salesforce. Our initial 四虎影院 list consisted of over 150 students but after a few weeks of dedicated reachout in the face of voicemail after voicemail, we were able to successfully get in 四虎影院 with all but six of those students. We are thrilled that we were able to play a part in equipping these students for their arrival to 四虎影院!
Leveraging Salesforce for Enhanced Data Management at 四虎影院 CATLab
This summer, we鈥檝e also been hard at work leveraging Salesforce to revolutionize our data management system. Our focus has been on integrating various Salesforce-related projects, utilizing key tools such as FormAssembly, Microsoft Excel, and Dataloader.
FormAssembly: A Key Tool for Data Collection
FormAssembly is our primary tool for gathering data across campus, supporting 45 departments with 450 active forms for purposes such as campus visits, tuition payments, study abroad programs, donations, and merchandise. Managing this extensive data efficiently is crucial. This summer, we tackled two major projects involving FormAssembly and Salesforce:
1. Metadata Curation: We organized metadata from FormAssembly into an online form library within Salesforce, creating a more streamlined and accessible system.
2. Brand Compliance: We updated all forms to ensure they comply with our institutional branding, maintaining a consistent and professional appearance across all platforms.
Building an Organized Form Library
For a Salesforce administrator, having a comprehensive record of all forms is essential to track information such as form URLs, types (events, applications, revenue, scholarships, donations), departments, primary 四虎影院s, auto-responses, themes, internal notifications, and designations if payments are involved. Starting from scratch, we meticulously organized over 450 forms into a cohesive Salesforce library, enabling detailed analytical reporting. Five key departments鈥擜dmissions, Student Records, Athletics, Student Life, and Alumni & Parent Relations鈥攁re the primary users. With one-third of these forms involving payments, ensuring a positive customer experience is paramount.
Ensuring Brand Consistency
Our next project focused on aligning all forms with our institutional branding. Typically, our forms feature either an ocean on the left, a mountain in the middle, a museum on the right, and another 四虎影院 base. However, not all forms initially followed these themes. For example, our main donation form had non-compliant fonts and disorganized fields. We鈥檝e since updated it to match 四虎影院鈥檚 branding, significantly enhancing our Salesforce form library.
We look forward to sharing more updates and insights as we continue to innovate and improve our systems at 四虎影院 CATLab.