Creating this page so we can keep notes, brainstorming, and references about this project with FGI.
🗓️ Key Dates
Date | Description |
|---|---|
1/17/2024 | Kickoff Meeting w/FGI |
📑 Quick Reference
Purchasing / Invoicing
Dominiquie Harris Dominiquie.Harris@tufts.edu - IT Acquisition Analyst
Invoices should go to invoices@tufts.edu
Project funding source: CEA TM2865. (from Linda S.)
eReq: RQ00155007 (from Dominiquie H.)
TTS IT Acquisitions request: TTSAQ-490 Vendor Audit of Slate Current State and recommendations
PaymentWorks is the purchasing/vendor registration system
Invoicing set to NET30 (Tufts default is NET45)
1/3/2024 - Helen received confirmation via email from Alec and Dominiquie that all purchasing processes are complete and the project can move forward.
Documents
FGI Proposal for Phase 1:
Approvals:
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 |
📈 Query Audit
🧑💻 General Consulting Hours
Possible questions/meeting topics:
Elizabeth Storrs Can you add your ideas here?
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?)
Managing interview scheduling (GSBS)
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?
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?
One first vs. all at once
Decided to do TUSMGP first, then Health Sci, Fletcher vs. Vet depends on their cycle timing
Tristan can provide an agenda with questions to think about before the meeting (middle next week)
Will record those meetings
First week of Feb to start with TUSMGP meeting
Schedule meeting w/Tristan, BS, HW next week to talk through initial configuration of TUSMGP
Probably have first “report” by end of February
Gaining access?
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
BS will add to Slate instances after they’ve credentialed- complete
Enrollment analytics work:
Looking to create common definitions normalization across instances for this reporting
Suggestions about how to do this are welcome
Slate to Denodo to Tableau
“wholly comfortable pushing recommendations down to Slate instances for the greater good”
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