1. NW DUG Recruiter Roundtable Pacific University Forest Grove, OR

2. About Pacific University Pacific University Oregon (Ory-gun) – Founded in 1849 for Oregon Trail Orphans – Small, private university with campuses in Forest Grove, 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 )

3. 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

4. Discussion Points Who is live? Implementing? Considering? Planning Installation Testing Training Implementation Using Recruiter Support

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

6. Installation Servers SSL Certificates Branding CRM for Outlook E-Commerce Exact Target Customizations

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

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

9. Implementation Start Slowly with – Provisioning – Imports – Emails – Pushing to Colleague Watch for Errors & Fix Tem Then Go Full Speed

10. 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

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