Roadmap

This is an exciting multi-phased journey.

  • Summer 2025
    University Advancement expects to go live with the chosen solution in August 2025 (Future).
  • Winter 2024
    Identification of next Working Group products (Ongoing).
  • Fall 2023
    Marketing Cloud pilot unit rollout and continued feedback (Ongoing).
  • Fall 2023
    Affinaquest project kickoff.
  • Summer 2023
    Marketing Cloud implementation supporting digital communications for select pilot units is live (Completed).
  • Summer 2023
    Advancement and Events solutions identified and purchased (Completed).
  • Spring 2023
    Salesforce concluded their Strategic Engagement and presented their findings and recommendations to UB (Completed).
  • Winter 2022
    Salesforce Strategic Engagement launched March 2023. Scope includes development of future state roadmap and data-sharing strategy (Completed).
  • Winter 2022
    Marketing Cloud implementation launched March 2023. Initial scope includes pilot units that represent a variety of institutional communication and marketing needs (Completed).
  • Winter 2022
    Events Management solution identified (Completed).
  • Fall 2022
    Advancement solution is identified (Completed).
  • Fall 2022
    Enterprise Digital Communication Strategy Committee convenes (Completed).
  • Fall 2022
    Salesforce Campus Visit (Completed).
  • Summer 2022
    Enterprise CRM (Salesforce) Decision (Completed).
  • Spring 2022
    CRM RFI Discovery Process (Completed).