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Carrie Shumaker

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Posted By Carrie Shumaker 10-13-2023 09:24:00 AM
Found In Egroup: CIO
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Hi all, I was so happy to help present the work of the I2 Vendor Management working group, led by UArizona's Emily Perry, at Educause. Many of you have been interested in this topic, and Emily had lots of help in developing the Community Framework for IT Vendor Management. We are hoping more institutions ...
Posted By Carrie Shumaker 10-09-2023 08:46:00 AM
Found In Egroup: Enterprise CRM
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Hi all, Join the Educause CRM Community Group & our friends at Gerent for lunch on 10/10 at a beautiful rooftop terrace near the Educause convention center. Register at this link: https://www.gerent.com/ev/gerent-rooftop-lunch-at-educause Also, check out the following 2 sessions at the conference. ...
Posted By Carrie Shumaker 09-27-2023 12:42:00 PM
Found In Egroup: Enterprise CRM
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Hi all, Join the Educause CRM Community Group & our friends at Gerent for lunch on 10/10 at a beautiful rooftop terrace near the Educause convention center. Register at this link: https://www.gerent.com/ev/gerent-rooftop-lunch-at-educause Also, check out the following 2 sessions at the conference. ...
Posted By Carrie Shumaker 09-27-2023 12:41:21 PM
Found In Announcements
Hi all, Join us & our friends at Gerent for lunch on 10/10 at a beautiful rooftop terrace near the Educause convention center. Register at this link: https://www.gerent.com/ev/ gerent-rooftop-lunch-at- educause Also, check out the following 2 sessions at the conference. First, ...
Posted By Carrie Shumaker 09-25-2023 09:37:29 AM
Found In Egroup: Enterprise CRM
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Community Group members, I'm posting two sessions that the Enterprise CRM community group is sponsoring at Educause: First, "Misery Loves Company?!? Enterprise CRM Meet and Greet" - this is a casual meet and greet on Tuesday, Oct 10th from 2-2:45 at the Community Group Corner, Lobby, Level 1. Link ...
Posted By Carrie Shumaker 09-25-2023 09:32:24 AM
Found In Library: Enterprise CRM
Posted By Carrie Shumaker 09-25-2023 09:32:00 AM
Found In Egroup: Enterprise CRM
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Hi Community Group members, I'm going to write a couple of posts regarding opportunities to connect for those who are going to Educause! First, Gerent is sponsoring a lunch at the Vu Rooftop Hotel East Lounge & Bar on October 10th. Click on the attached PDF to register in advance; space is ...
Posted By Carrie Shumaker 08-11-2023 02:02:01 PM
Found In Egroup: Enterprise CRM
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Hi Gregory, My institution uses the Salesforce Student Success Hub. This is a ready-to-go advising module that lives in the same Salesforce instance that we use for admissions and student case management. It was the best choice for us because we already were using Salesforce for admissions, so it was ...
Posted By Carrie Shumaker 05-18-2023 03:24:00 PM
Found In Egroup: Enterprise CRM
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Hi all, Linked below is a recording of yesterday 5/17's session on UI/UX design. Thank you to Loren for hosting! Enjoy! Carrie https://umich.zoom.us/rec/share/eFa9n2bv32zJL4edbtPvib-Pq3h62ApqtcIPJ8QACMLPVZ4VtqsHCUbI64GWMzb6.3VW36zN_qFJc5C72 ------------------------------ Carrie Shumaker University ...
Posted By Carrie Shumaker 03-16-2023 11:02:05 AM
Found In Egroup: Enterprise CRM
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Hi Kyla, Sorry, it was yesterday! I should have posted the reminder at least a day or two earlier. Regards, Carrie ------------------------------ Carrie Shumaker University of Michigan-Dearborn Chief Information and Strategy Officer shumakr@umich.edu ------------------------------
Posted By Carrie Shumaker 03-15-2023 10:48:00 AM
Found In Egroup: Enterprise CRM
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Hi CRM colleagues, Don't forget - TODAY at 4 PM Eastern is our next Educause CRM Community call. We will focus on Job Titles and Roles in our CRM organizations. Bring your questions, comments, job descriptions and ideas! If you can share job descriptions we will add them to our community archive for ...
Posted By Carrie Shumaker 02-27-2023 03:20:48 PM
Found In Announcements
Hi Enterprise CRM Community Group! We are scheduling monthly calls on the 3rd Wednesday of the month from 4-5 PM Eastern Time. The first few have been added as events in the Community Group, so look for them under "Upcoming Events" and plan to join! These will be participative, so come ready to discuss ...
Posted By Carrie Shumaker 01-06-2023 03:15:59 PM
Found In Egroup: Enterprise CRM
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Hi Connie,We do not have data such as immunization status or residential room numbers in Salesforce. However, we did have a lengthy discussion about the privacy of Salesforce data. Several of the offices thought that data should not be shared between enrollment management offices, for example, such as ...
Posted By Carrie Shumaker 12-14-2022 01:12:31 PM
Found In Egroup: CIO
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Milos,We have a similar strategy to Darcy with Salesforce. Our portal is about a year old. Info on our portal (my.umdearborn.edu) is here. Obviously you can't log in, but the portal features guide is I believe open. Carrie -- Carrie ShumakerChief Information and Strategy Officer University of Michigan ...
Posted By Carrie Shumaker 11-15-2022 10:13:06 AM
Found In Egroup: Enterprise CRM
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Hi Nicole,There are two pieces of documentation in our Library from my institution:1) RFP requirements for a process where we chose Salesforce, and 2) RFP / SOW language for the implementation partner selection process. Please reach out to me with any questions on these.Carrie
Posted By Carrie Shumaker 11-15-2022 10:11:09 AM
Found In Library: Enterprise CRM
This is the SOW / RFP language for selecting an implementation partner for a Salesforce implementation that included Success Hub, Case Management, Portal and an expansion of Marketing Cloud.
Posted By Carrie Shumaker 09-23-2022 08:58:27 AM
Found In Egroup: CIO
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+1 to Brian Wilson's approach with Software Center. -- Carrie ShumakerDirector of Information Technology, Strategy, and OperationsChief Information OfficerUniversity of Michigan - Dearborn4901 Evergreen RoadDearborn, MI 48128Ph: 313-593-5113 shumakr@umich.edu umdearborn.edu
Posted By Carrie Shumaker 09-22-2022 06:29:59 AM
Found In Egroup: CIO
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We are doing the same as Scott Midkiff (thanks for the policy!) and Brian Wilson. Users can request administrator privileges, get a separate login for them, and only use it for installations. -- Carrie ShumakerDirector of Information Technology, Strategy, and OperationsChief Information OfficerUniversity ...
Posted By Carrie Shumaker 09-20-2022 12:47:11 PM
Found In Egroup: Enterprise CRM
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I was really encouraged to see this article from Inside Higher Ed about treating students as customers - using systems such as CRMs. Have a look - what do you think? What are you currently pursuing at your institution? https://www.insidehighered.com/views/2022/09/15/understanding-college-student-customer-opinion ...
Posted By Carrie Shumaker 08-11-2022 02:14:48 PM
Found In Egroup: CIO
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I find this question a bit odd. Wouldn't IT spend be very similar for both modalities? In my context they have the same SIS, same LMS, same class size, and generally the same applications needed (like Mathematica as was mentioned by Rick). It might be easier to just cite any cost differences without ...