Timeline & Updates

Project Europa Timeline

The CRM implementation, also known as Project Europa, was launched in August 2023 guided by the Phase 0 CRM Selection Steering Committee with the assistance of consultants Kennedy & Company. UT Dallas has partnered with Attain Partners to implement Salesforce CRM.

Project Europa is currently in Phase 2 which consists of the configuration, implementation, and integration of the CRM based on the information gathered during discovery in Phase 1. Phase 2 began in July 2024. The following timeline details the implementation activities through go-live in 2025.

Fall
2024

Design & Build Wave 1

  • Recruiting & Admissions, Undergraduate & Graduate
  • Recruiting & Admissions Marketing Cloud
  • Data Migration & Integration

Discovery

  • Gather Student Success requirements and future state needs
  • Gather Salesforce Marketing
  • Cloud requirements and future state needs
Spring
2025

Wave 1 Completion

  • Wave 1 Build & Testing Complete (January)
  • Wave 1 UAT & Data Validation (February)
  • Wave 1 Training Deployment (March)

Design & Build Wave 2

  • Student Success
  • Student Success Marketing Cloud
  • Data Migration & Integration
Summer
2025

Test/Train

  • Migrate Spring 2026 applications into Ed. Cloud
  • Turn off Spring 2026 applications in PS and TargetX
  • Turn on all integrations
  • Process Fall 2025 applications in TargetX and PS for 3 months (May - July) and process Spring 2026 applications in Ed. Cloud (Users in both systems for 3-month cutover time)

Wave 2 Completion | Test / Train

  • Wave 2 UAT & Data Validation
  • Wave 2 Training Deployment
Fall
2025

Go-Live

  • Migrate data for Fall 2025 Applications and student success data prior right before go live
  • Turn off TargetX and PS admissions applications
  • Enable integrations for all systems

Go-Live

  • Wave 2 Go-Live (August)

Key Updates

October 2024 Updates

The CRM Project Europa Team been continued work on building the undergraduate and graduate admissions functionality through a series of sprint sessions led by Attain Partners. These sessions included faculty and staff from across academic and administrative units. In addition, there was significant progress on data and security related issues related to the implementation. Learn more about these and other developments in the October 2024 key updates.

September 2024 Updates

The CRM Project Europa Team made significant progress in September 2024 across all of the project teams including determining a Go-Live timeline, progress on the undergraduate admissions application and review process, solidifying data integration and migration plans, and conducting project onboarding sessions for new team members. Learn more about the September 2024 key updates.

August 2024 Updates

The CRM Core Team has approved the work completed in Sprint #2 by Attain and the sprint team, focused on the undergraduate application, as well as a high-level Project Europa Go Live Schedule. Additionally, onboarding sessions for the next wave of project team members who will be joining the sprint team have commenced, ensuring a smooth transition into their roles. To streamline communication, we have also established the Project Europa inbox (europa@utdallas.edu) for all project- and CRM-related questions.

Contact

If you have any questions or comments regarding the CRM project, please submit a Project Europa Information Request Form or email us.