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Creating this page so we can keep notes, brainstorming, and references about this project with FGI. |
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🗓️ Key Dates
Date | Description |
|---|---|
| Discovery Kickoff Meeting w/FGI |
| TUP Analysis Delivered |
| TUH Analysis Delivered |
| TUV Analysis Delivered |
| TUF Analysis Delivered |
| Discovery Phase Final Report Delivered |
All documents are available at https://tufts.box.com/s/8x1vbib25goqngh38yzoppsclb2i2w93 .
📑 Quick Reference
Purchasing / Invoicing
Dominiquie Harris Dominiquie.Harris@tufts.edu - IT Acquisition Analyst
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1/3/2024 - Helen received confirmation via email from Alec and Dominiquie that all purchasing processes are complete and Phase 1 can move forward.
FGI Contacts
Website: https://www.fgiconsultants.com/ourteam
Name | Role | Go to for… | |
|---|---|---|---|
Alec Fields | alec.fields@fgiconsultants.com | Director of Operations | invoicing and purchasing process, project management and general business processes |
Tristan Deveney | tristan.deveney@fgiconsultants.com | Senior Solutions Engineer | Slate questions/help, project management, etc. (Helen knows from previous role), 10 years Slate experience, worked at Technolutions, 1 year at FGI |
Tim Fields | tim.fields@fgiconsultants.com | President | “full stack web app developer” |
Allen Tang | allen.tang@fgiconsultants.com | Solutions Engineer | 6 mo at FGI, 10 years Slate experience, worked at Technolutions as well |
Eric Woelker | FGI Contractor | previous colleague of Tristan’s at Slate |
📈 Query Audit
TUSMGP FGI Query Audit Work Product complete 3/1/2024
TUH FGI Query Audit Work Product complete 3/28/2024
🧑💻 General Consulting Hours
Possible questions/meeting topics:
TUP Permissions
Access to queries via CJ to restrict by population?
Access to events and deliver campaigns without making someone a user and without giving them (edit all user) permissions?
Using active/inactive person rules to remove records from rule runs?
Intro to Data Explorer for enrollment analytics (is this useful for us?)
API Integrations
Source format mappings (round override, etc.) (TUP)
School data mapping (TUV)
Experiences mapping (TUV)
Switching to a static set of rounds moved between periods (TUP)
consider this for all schools?
impact on enrollment reporting, access to past applications, (not just application data), and on query building for the future?
How to print portal content? Answer is still custom .pdfs Printing Portal Pages/new Admin .pdf download process
Query Library: wtf? understanding what this can and cannot do for us
Interview Management
Summary communication to faculty about all of their interviews (rather than a separate e-mail for each)
Possibility of interview portal (designed for the faculty who interview once a year; single source with schedule, links to file and evaluation; best practices static content)
Prog coordinator scheduling portal is priority
Discuss: [is not an issue in Vet; it is in GSBS]
1/17/2024 Kickoff Meeting
What order/combination do we work on the instances?
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LS prefer the SSO access, added to eReg during the meeting
Send to LS first/last/personal email/DOB for Tristan, Allen and Tim - complete
Tim might help with consulting hours
ES will add to Slate instances after they’ve credentialed- complete
Enrollment analytics work:
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