[Agvisors] CRM-Salesforce follow-up
Jondall, Dava Renee - (davaj)
davaj at email.arizona.edu
Thu Feb 14 12:31:23 MST 2019
Danielle,
I am sorry that I missed the meeting on Tuesday. I agree with Nita; the new advising calendars need to interface with our Outlook Calendars.
Best,
Dava Renee Jondall
Senior Academic Advisor I/Academic Program Coordinator
Literacy, Learning & Leadership, BS Major
davaj at email.arizona.edu<mailto:davaj at email.arizona.edu>
Appointments: https://sbs.arizona.edu/advising/index.php?k=72b32a1f754ba1c09b3695e0cb6cde7f
621-1753, Shantz BLG, Room 425C
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From: Agvisors <agvisors-bounces at list.cals.arizona.edu> On Behalf Of Buhrow, Danielle Pilar - (danielleb)
Sent: Thursday, February 14, 2019 11:18 AM
To: Ocansey, Nita K - (nocansey) <nocansey at email.arizona.edu>; Landeen, Kathleen A - (klandeen) <klandeen at email.arizona.edu>; Rodriguez Lorta, Nancy G - (nancyr) <nancyr at email.arizona.edu>; Linares-Gaffer, Ashlee L - (alinares) <alinares at email.arizona.edu>; Armendariz, Amanda - (amandao) <amandao at email.arizona.edu>
Cc: agvisors at list.cals.arizona.edu
Subject: Re: [Agvisors] CRM-Salesforce follow-up
Thank you for taking time to respond with your comments and explanations, I have forwarded a condensed version of all feedback and reasoning to the team. I will send their responses when they have all come in.
Nita, with your comment in mind, I have again advised Meredith that the two-way calendars is a strong preference for advisors and is one of the bigger issues with Wise Advise. I noted to the team, that if we are in a “building” phase of the platform, it is important that we keep this request as a priority, if it is at all possible.
Best,
Danielle Buhrow
Senior Academic Advisor I & Graduate Program Coordinator
McClelland Park 308A
520-621-2421
http://cals.arizona.edu/arec<http://cals.arizona.edu/arec/>/
See my weekly advising availability by clicking here<https://eagle.sbs.arizona.edu/advising/student/login.php>
“Like” our Undergrad Facebook page!<https://www.facebook.com/ARECWildcats/>
Pronouns: She/Her/Hers
http://diversity.arizona.edu/
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From: Ocansey, Nita K - (nocansey)
Sent: Thursday, February 14, 2019 9:59 AM
To: Landeen, Kathleen A - (klandeen) <klandeen at email.arizona.edu<mailto:klandeen at email.arizona.edu>>; Rodriguez Lorta, Nancy G - (nancyr) <nancyr at email.arizona.edu<mailto:nancyr at email.arizona.edu>>; Buhrow, Danielle Pilar - (danielleb) <danielleb at email.arizona.edu<mailto:danielleb at email.arizona.edu>>; Linares-Gaffer, Ashlee L - (alinares) <alinares at email.arizona.edu<mailto:alinares at email.arizona.edu>>
Cc: agvisors at list.cals.arizona.edu<mailto:agvisors at list.cals.arizona.edu>
Subject: RE: [Agvisors] CRM-Salesforce follow-up
Hello All,
Danielle thank you for the information.
I agree with most of the feedback that has been provided. Per the drop down regarding “declare major/minor” it may not be feasible as everyone’s process is different, but it would be nice if this could link out to the specific departments page that states how to go about this. Many times, students do not require an appointment initially to declare a major/minor and this could save some time there.
I do want to go back to the appointment scheduling piece. At first when ESMS was introduced to the group and we heard that the system spoke to Outlook, this was exciting to hear. Though ESMS is no longer the platform in works, I believe many of us were under the impression that again, CRM would speak to Outlook for blocking out the meeting times. Personally, I feel that this piece shouldn’t be given up on, because although it may seem small to some, it really would save time instead of having to duplicate efforts. I understand that this is not possible with Salesforce, but still wanted to voice this as it was a major key.
Best,
[cid:image001.png at 01D0B275.F1833510]
Nita Ocansey | Academic Advisor II
Nutritional Sciences
College of Agriculture and Life Sciences
University of Arizona
Shantz 238D
✉nocansey at email.arizona.edu<mailto:nocansey at email.arizona.edu>
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From: Agvisors [mailto:agvisors-bounces at list.cals.arizona.edu] On Behalf Of Landeen, Kathleen A - (klandeen)
Sent: Thursday, February 14, 2019 9:10 AM
To: Rodriguez Lorta, Nancy G - (nancyr) <nancyr at email.arizona.edu<mailto:nancyr at email.arizona.edu>>; Buhrow, Danielle Pilar - (danielleb) <danielleb at email.arizona.edu<mailto:danielleb at email.arizona.edu>>; Linares-Gaffer, Ashlee L - (alinares) <alinares at email.arizona.edu<mailto:alinares at email.arizona.edu>>
Cc: agvisors at list.cals.arizona.edu<mailto:agvisors at list.cals.arizona.edu>
Subject: Re: [Agvisors] CRM-Salesforce follow-up
For me, the downside of putting degree audits under 'Graduation' is that some students come in to ask where graduation is or how to find information on the CALS graduation or where to get a cap & gown or similar questions that take less than a minute to answer, versus the Degree Audit Worksheet for which I require that they send me verification of the CALS exit survey in advance of their appointment.
Currently, in Wise Advising students at least have to write down what they are coming in for when they schedule an appointment, and are very specific - saving me time when preparing for appointments. What is proposed by CRM, especially condensing categories, would be less efficient for me. I like the idea of including drop-downs under general topic areas. I also thought Study Abroad should be included under Student Engagement.
________________________________
From: Rodriguez Lorta, Nancy G - (nancyr)
Sent: Thursday, February 14, 2019 8:59:13 AM
To: Buhrow, Danielle Pilar - (danielleb); Linares-Gaffer, Ashlee L - (alinares); Landeen, Kathleen A - (klandeen)
Cc: agvisors at list.cals.arizona.edu<mailto:agvisors at list.cals.arizona.edu>
Subject: Re: [Agvisors] CRM-Salesforce follow-up
Thanks again Danielle for the detailed summary.
Great feedback shared, keep it going.
The intent is to condense the list but the group is also open to making it work for all, hence the detailed feedback is appreciated. Degree audits should be covered in Graduation.
The pre-major, major may be confusing since not all students are aware of the differences but that’s speaking to many things in place. Good thing it’s mainly the same Advisor that sees students for either category; at least the case in CALS.
The student group is in the works (prospective vs. current) from what I understood. This would address the transfer category suggestion.
As a side reminder, please also send me feedback on the probation policy proposal by this Friday at noon. I’ll send a separate email with this reminder. Proposal documents are in the Box folder.
Thanks again to all.
Best,
Nancy
Nancy G. Rodriguez-Lorta, M.Ed. | SeniorDirector, Advising and Student Services
UA College of Agriculture and Life Sciences | Office of Career & Academic Services
Forbes Room 203 | PO Box 210036 |Tucson, AZ 85721-0036
Phone: 520-621-3616 | Fax: (520) 621-8662<tel:(520)%20621-8662>
Website: cals.arizona.edu/students/advising<http://cals.arizona.edu/students/advising>
The University of Arizona
Arizona's Land-Grant University
Reasons reap results - J. Kwik
On Feb 14, 2019, at 8:38 AM, Linares-Gaffer, Ashlee L - (alinares) <alinares at email.arizona.edu<mailto:alinares at email.arizona.edu>> wrote:
Hi Danielle,
I wasn’t able to attend the meeting but I am glad that the University is moving forward with a scheduling tool because Wise Advising has serious limitations.
I am not sure if this is being considered but it would be nice if students could select a category and also write a comment with a little bit more detail on why they are requesting a meeting.
I also think this list of categories is very long and should be consolidated a bit. Students just start clicking when they are given too many options. I think any redundancy in the categories should be minimized or the categorization will be less meaningful for retroactive analysis of appointment types. It would also be nice if the student could select if they are a transfer student, pre-major, major, minor, or “not a major” as a separate drop down before they select the reason for their appointment. That would eliminate the need for categories for transfer student, pre-major, major/minor advising categories and would help minimize the number of categories on the appointment type list. For example, it would be nice to know if someone is a transfer student AND if they want help with their schedule or if they are exploring the major, etc. I see it as separating the student population from the appointment type and I think the two are sort of blended on the list below.
• Hold on UAccess
• Class Planning
• Academic Eligibility/Agreement
• Major Exploration
• Declare Major/Minor
• Internships/Research/Engagement/Study Abroad
• Career and Professional Development
• Graduation
• Honors
• Forms (List Form Title in Details)
• Other (Provide Specifics in Details)
Recommend adding:
• Scholarships and Financial Aid- Many students come to their advisor for ideas on where to look for discipline specific scholarships, navigating financial aid and on-campus offices etc. It seems like this category will be highly utilized.
Recommend removing from appointment reason list and replacing with a student population question so the student can identify whether they are a: pre-major, major, not a major, transfer student, minor
• Transfer Advising- Can this be eliminated and moved into a student group question? (select transfer, pre-major, major, minor, not a major)
• Major/Minor Advising- Does this need to be here? This list includes virtually every reason a major or minor would need to come in for advising with regard to their program, and then there is an “other” category to catch miscellaneous things.
• Premajor Advising- Does this need to be here? Same comment as above for major/minor advising.
Recommend removing:
• Advanced Standing-I don’t think the vast majority of students will know what this means. Relatively few programs have an advanced standing requirement and it seems like these appointments would fall under “class planning” or could be described in “other”
• Study Abroad- Could study abroad get added to the engagement category? Again, this list of categories is very long and study abroad fits within the student engagement theme.
• Pre-Health/Pre-Law- I don’t think this requires a separate category. If the student is scheduling with a pre-health or pre-law advisor, they are still going to have a reason for their visit that could be reflected in the appointment type. If the student is their major advisor, the major advisor will be doing career advising/professional development which has a spot on the list already.
Thank you for collecting input and sharing it with the group,
Ashlee Linares-Gaffer, MS, RDN
Assistant Professor of Practice | ISPP Dietetic Internship Coordinator
Dept. of Nutritional Sciences|College of Agriculture and Life Sciences|The University of Arizona
President, Southern Arizona Academy of Nutrition and Dietetics
1177 E. 4th Street Tucson, AZ, 85721, Shantz Rm #238B
Pronouns: She/Her/Hers
From: Agvisors [mailto:agvisors-bounces at list.cals.arizona.edu] On Behalf Of Buhrow, Danielle Pilar - (danielleb)
Sent: Wednesday, February 13, 2019 5:01 PM
To: agvisors at list.cals.arizona.edu<mailto:agvisors at list.cals.arizona.edu>
Subject: [Agvisors] CRM-Salesforce follow-up
All,
Regarding the points brought up yesterday in our Agvisors meeting in regards to the CRM-Salesforce platform:
• Confirmation that the time set for appointments will be noted that it is “Arizona time” and not Mountain Standard Time verbiage.
• SalesForce and Outlook talking to each other is not likely. Per Meredith Aronson “2-way integration is a holy grail of calendaring and not done well with any available tool You would manage appointments in Outlook but anything with students would happen in Salesforce. All appointments woudl be visible in Outlook but you would manage appointment/availability for students in Salesforce. You would manage each type of interaction in the appropriate tool. That really is the best we can do for MVP.”
• Per Meredith, regarding Student Center notices/to-do items into the platform: “intent is to bring in service indicators (question might be whether we limit them to holds?)”
Please see the below item and respond as you would like and I will report the feedback to “The Engine” group.
What do you think of these categories for students to choose from for appointments?
Any to add? If any to remove? Please provide your rationale for any additions/removals.
• Hold on UAccess
• Class Planning
• Academic Eligibility/Agreement
• Major/Minor Advising
• Premajor Advising
• Major Exploration
• Declare Major/Minor
• Advanced Standing
• Study Abroad
• Internships/Research/Engagement
• Career and Professional Development
• Transfer Advising
• Graduation
• Honors
• Pre-Health/Pre-Law
• Forms (List Form Title in Details)
• Other (Provide Specifics in Details)
Best,
Danielle Buhrow
Senior Academic Advisor I & Graduate Program Coordinator
McClelland Park 308A
520-621-2421
http://cals.arizona.edu/arec<http://cals.arizona.edu/arec/>/
See my weekly advising availability by clicking here<https://eagle.sbs.arizona.edu/advising/student/login.php>
“Like” our Undergrad Facebook page!<https://www.facebook.com/ARECWildcats/>
Pronouns: She/Her/Hers
http://diversity.arizona.edu/
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