...
- Database Ops / Feeds
- Automate incoming data feed per technical specifications
- From Athena (in development)
- Requires opt-out data fields for all Athena categories
- New field for Athena UID
- From Athena (in development)
- Automate outgoing data feed per technical specifications
- To Athena
- SPS opt-out values
- Universal identifier (TBD)
- To Athena
- Automate incoming data feed per technical specifications
- Security and Access Management
- Create a security model that supports three unique realms to serve the three utility functions
- Advising
- Alumni
- Communications (for Slate+SPS initiative)
- Create roles to control access to functionality based on business function
- Update permissions on all existing objects to ensure proper access based on role and need
- Create security documentation to define what permissions to apply to future objects based on the defined roles and realms
- Add populations to users based on security requirements
- Restrictions Management (Opt-outs)
- Form to capture granular opt-in and opt-out for SPS communications
- Align communication categories with Athena, and require designation in all communications sent through Slate
- Categories provided in Athena integration docs
- Ensure that all restrictions are honored across all communications
- Align communication categories with Athena, and require designation in all communications sent through Slate
- Form to capture granular opt-in and opt-out for SPS communications
- Create a security model that supports three unique realms to serve the three utility functions
Populations
- Create the populations for each of the defined population groups
- Create population rules to assign records to the appropriate population(s) based on defined criteria
- Create queries based on populations and ensure permissions adhere to security model
- Landing Page
- Create separate homepage widgets for the Alumni realm highlighting relevant information
- Actual widgets TBD
- Create separate homepage widgets for the Alumni realm highlighting relevant information
- Communications / Deliver
- Use the Designer functionality for all standard communications
- Create components for all of the potential elements that are included in a standard mailing
- Create templates for each type of message that requires a specific layout
- Create a simple template that can flex its layout depending on the components in use
- Create template(s) in simple HTML to accommodate truly unique designs that fall outside of the designer components
- May require content blocks for shared/reused messages
- Use the Designer functionality for all standard communications
...