NW DUG Recruiter Roundtable

Pacific UniversityForest Grove, OR

About Pacific University

• Pacific University Oregon (Ory-gun)

– Founded in 1849 for Oregon Trail Orphans– Small, private university with campuses in ForestGrove, Hillsboro and Eugene, Oregon– 4 Colleges; Arts & Sciences, Optometry, Education,Health Professions– 3,200 FTE, Undergraduate & Professional, split 50/50– Colleague since 1993, ODS 2008, Recruiter 2011.– Mascot is Boxer, a Chinese qilin (dog-dragon)

Pacific’s Recruiter Experience

• Purchased in October 2010• Installed in December 2010• Reinstalled in February 2011• Training in May 2011• Live in August 2011• Lots of Problems & Hard Work• First Recruiting Cycle Very Successful• Upgrading to V2.5 August 2012

Discussion Points

• Who is live? Implementing? Considering?• Planning • Installation• Testing• Training• Implementation• Using Recruiter• Support

Planning

• Admissions• IT – All Areas• Provisioning from Colleague• Marketing• Registrar, Financial Aid & Business Office

Installation

• Servers• SSL Certificates• Branding• CRM for Outlook• E-Commerce• Exact Target• Customizations

Testing

• Security• Provisioning• Web Front End (WFE)• Imports• Colleague Integration• CRM Functions• IT Stuff – Health Checks, Backup/Restore, File Cleanup, etc.

Training

• Train the Trainers – Admissions & IT• Practice, Practice & More Practice• Document Process & Procedures• ELF in Colleague• Exact Target & HTML

Implementation

• Start Slowly with– Provisioning– Imports– Emails– Pushing to Colleague

• Watch for Errors & Fix Tem• Then Go Full Speed

Using Recruiter

• Monitor for Errors Daily• Use Exact Target – It Works Well• Project Team Stays Active• Keep the staff trained • Use Workflows to Automate Processes

Support

• 1 Dedicated FTE (ideally)• 3 Upgrades per year• Ellucian – AnswerNet, Forums, DUG• CRM Forums and Blogs• Microsoft• Plug-ins• DUG Presentation Handouts