Roadmap

OneUSU CRM is a dynamic, staggered four-phase initiative designed to maximize agility and minimize customizations.

High-Level Roadmap

Due to the agile, iterative nature of the project, exact timeframes may shift based on development progress, testing, and feedback.

Kickoff

November – December 2024

Marketing & Events

January - August 2025

Recruiting & Admissions

January 2025 – January 2026

Current Status Update

Advancement

June 2025 – September 2026

Academic Enterprise

September 2026 - TBD

Kickoff

November – December 2024

The OneUSU CRM kickoff phase focused on aligning goals, establishing governance, and launching core workstreams. Stakeholders were engaged for early discovery, foundational CRM concepts were introduced, and project branding and communications began.

Marketing & Events

January – August 2025

This phase ensures teams can deliver more personalized outreach immediately while preparing for future functionality.

Features

  • Launch targeted campaigns with unified templates
  • Implement custom-tailored automated journeys
  • Provides targeted communications now while setting the foundation for future CRM capabilities

Recruiting & Admissions

January 2025 – January 2026

This phase builds the student record that will track an individual through their entire USU journey.

Features

  • Leverage Marketing Cloud for lead and opportunity targeting
  • Deploy a custom Experience Cloud application for undergraduate and graduate students
  • Enable a 360-degree view of the student journey from inquiry to enrollment

Advancement

June 2025 – September 2026

This phase empowers Advancement to modernize giving strategies while positioning for long-term expansion

Features

  • Track annual giving efforts
  • Use Marketing Cloud to deliver more targeted campaigns
  • Expand on existing tools with a flexible platform for future growth

Academic Enterprise

September 2026 – TBD

 This final phase brings together the full student journey in oneseamless system, ensuring USU is ready to support students at every step.

Features

  • Complete the 360-degree view of the student
  • Integrate with other academic tools to deliver holistic student experience
  • Provide a single, unified platform for the entire student experience

Advancement Timeline

Define & Design

August - November 2026

Define objectives, scope, and requirements through stakeholder alignment and governance. Develop detailed system designs with expert partners, tailored to admissions & recruitment specific needs.

Deliver

November - July 2026

Build, validate, and refine admissions & recruitment solutions with iterative development and continuous feedback.

User Acceptance Testing & Training

July - August 2026

End user testing to verify the solution meets recruitment and admission requirements and functions as expected.

Deploy

September 2026

Deliver the solution to end users, ensuring full operational readiness through final testing, validation, training, support setup, and ongoing monitoring and issue resolution.

Hypercare

September - October 2026

Provide heightened support to ensure a smooth transition and quick resolution of any issues before shifting to regular maintenance and support.