Monday, September 29, 2014

Members of Pepperdine's CRM Governance Oversight Committee

Dear Pepperdine CRM Community,

I am pleased to announce the members for our new CRM Governance Oversight Committee. In no specific order, they are -

Committee Members:
Juan Mena (Graziadio School of Business and Management)
Marian Guiruis (Graduate School of Education and Psychology)
Shannon Phillips (School of Law)
Melinda van Hemert (School of Public Policy)
Michael Truschke (Seaver College)
Tracy Rolston (Advancement & Alumni Affairs)
Matthew Midura (Public Affairs and Integrated Marketing Communications)
Bryan Reeder (Registrar's Office)
Brian Thomason (Finance Office)
Jonathan See (Information Technology)

Ex-Officio Members:
Novita Rogers (CRM Administration Team)
Lesbiz Tovar (CRM Administration Team)
Sean Fife (CRM Administration Team)

The new governance committee will convene soon to lead and direct the best use of CRM across the institution. The committee will also develop and maintain a CRM roadmap for Pepperdine, as well as establish policies and procedures and approve / prioritize new CRM projects, etc.

Please join me in thanking each of these members for their willingness to serve on this important committee. I look forward to working closely with them.


Jonathan See
Chief Information Officer
Pepperdine University

Thursday, September 18, 2014

TargetX / Salesforce CRM Implementation Update for Graziadio and GSEP

Dear Pepperdine CRM Colleagues,

I would like to provide you with a quick update on the current TargetX / Salesforce CRM implementation for Graziadio and GSEP.

Through the hard work and efforts of Graziadio and GSEP colleagues, we are very close to getting the TargetX / Salesforce CRM system to production-ready. There are several more pieces that need to be in place and the project team is making great progress towards completing them.

The initial Go-Live date of September 22 has been adjusted to allow for additional time to complete these remaining items and to afford Graziadio and GSEP more time to fully test the system. Graziadio has elected to delay go-live to October 6 and GSEP to mid-November (specific date TBD).

Collectively, we believe that the slight delay is needed and necessary to ensure a good functioning system that will meet our business needs. Thanks and let me know if you have any questions.

I want to recognize the hard work of my Graziadio and GSEP colleagues; their partnership and efforts are truly appreciated in moving this campus-wide initiative forward.


Jonathan See
Chief Information Officer
Pepperdine University

Tuesday, September 2, 2014

roundCause Events Webinar | Weekly on Tuesdays

Dear Pepperdine CRM Colleagues,

Recently on August 14, roundCorner (rC) visited with us at the Malibu
Campus to demo its roundCause donor management solution. After the demo,
some of you expressed interest in viewing rC¹s Events module. rC has a
weekly standing online Events webinar on Tuesdays at 10-11 am PDT. If you
are interested in attending one of these webinars, please click the link
below to register for the following week¹s session.

Thanks and let me know if you have any questions.