TargetX Weekly Summary for 3/1/2021
Key Accomplishments Salesforce Foundations training
Project Information
TargetX Training and Implementation
Lane CC has engaged with TargetX to implement the following : Online Application Application Review Tool Events Email Portal Uchat Schools App Engage Decision Letters Application Requirements Manager Informatica TargetX SMS Telemarking TargetX Print TargetX has begun training CRM Administrators as well as helping us set up their software for Lane’s use. There will be …
Equipment Checkout System
Purpose Lane has a number of departments that loan equipment to students and employees. To date, most have concocted their own way of tracking the equipment with varying degrees of success. This project will standardize Lane on a single application that can be used for tracking any kind of equipment inventory with separate buckets for …
Admissions and CRM Software
Purpose A single (unified) application for all students entering Lane to include with integrated CRM (Customer Relations Management) software for outreach. This is an application that will be used differently based on what type of student. It will also be used for prospective students as well as a communication platform for all students/prospective students. We …
Update for 9/21/2020
An eform for a stop payment request was determined to be 3 different eforms and brought up several business process questions across college departments. Softdocs is shining a light on current business processes and how they can be improved. I enlisted the help of Anna Scott to help sort out current workflows with a department. …
Update for 9/28/2020
We now have 18 eforms live and in use, thanks team for all of your hard work! Going through workflows and ASA eforms Worked with the Finance department and launched 3 new eforms: Check request, Vendor Setup and ICO. Worked on student facing eforms. Trying to configure a way for finished eforms to be sent to …
Update for 10/2/1010
Quite a few Lane staff do not have their @lanecc.edu email in Banner as their preferred email. Because of this if they need to approve a Softdocs eform they don’t see their notification email. They can always see it in their Softdocs Dashboard email, but staff aren’t logging into it yet on a regular basis. …
Update for 10/12/2020
We now have 21 eforms live and in use. As we work with staff at Lane we are discovering different needs for workflows. We found a new feature that allows a person to skip a step in a workflow if they are part of the next group. Worked on SAP form Worked with Degree Evaluators …
Update for 10/19/2020
We have 24 eforms live now Have been working with ASA on new eforms and workflow processes We launched HR’s Personnel Action eform to a select group of users We have been working on more advanced functions of eforms such as calculated fields and conditional fields New online form builder training this week for 15 …
Update for 11/2/2020
27 eforms in prod25 eforms in testHave been working with the following departments in either building eforms for them, creating workflows, testing workflows, or helping them build their own eforms:ASAAviationCurriculumEnrollment ServicesFacilitiesFina…