Scarlet Journey NEWSLETTER
Summer 2020
Program Overview
Purpose
Scarlet Journey is an experience that will connect Rutgers University through the entire constituent lifecycle from prospect through alumna/e, athletic experiences, and corporate engagement. Scarlet Journey will be powered by a Constituent Relationship Management (CRM) system built using Salesforce’s Education Cloud, a suite of cloud-based solutions that will enable Rutgers to drive engagement and manage relationships.This implementation is a multi-year, multi-phased project.
Where We’ve Been
Two phases of Scarlet Journey – Plan & Architect and Phase 0 – have been completed. The Plan & Architect Phase (September 2019 to March 2020) focused on developing a future state roadmap for Enrollment Management. Phase 0 (March 2020 to May 2020) focused on preparing and standing up technical and business related tools to support the implementation of Salesforce for Enrollment Management.
Plan & Architect (September 2019 – March 2020) Outcomes:
• Project Governance
• Implementation Roadmap
• Future State Requirements
• Technical Architecture Designs
• Key Technology- and Business-Related Decisions
• Change Management Strategy & Impact Assessment
Phase 0 (March – May 2020) Outcomes:
• Sprint Plan for Phase 1
• Initial Business Process Redesign (BPR) Package
• Plan & Architect Approach
• Plan & Architect Requirements
• Technical Design Documentation
• Training & Knowledge Transfer Approach
“We are beyond excited to kick off the first phase of the Enterprise CRM Initiative: Scarlet Journey. This project is only possible via the sharing of knowledge and wisdom from our business partners across Enrollment Management and beyond. Our PMO / OIT groups are grateful for these ongoing strategic business partnerships to help shape our future.” – Michael Synhorst, Project Manager
Scarlet Journey by the Numbers
250+ Stakeholders engaged across 4 Chancellor Units and University Enrollment Services
2000+ Requirements gathered across 6 functionality areas
80+ Design Meetings with Cross-Chancellor Unit Product Owners held to finalize system design
Where We’re Going
Phase 1 is underway and will focus primarily on implementation of Enrollment Management and requirements gathering for Alumni Relations, Foundation, and Athletics. Phase 1 started June 2020 and will end in August 2021. This stage will implement recruitment, admissions, marketing, event management, and case management functionality across all Chancellor Units for undergraduate and graduate Enrollment Management.
Functionality Spotlight: Release 1
Release 1 will be introduced on September 1, 2020 and will provide Case Management functionality for the New Brunswick One Stop. Functionality includes, but is not limited to Salesforce Knowledge, reports and dashboards, and walk-in and webform.