Current Projects
Current Projects
📘Project Description: A cross-divisional initiative involving all schools and key departments such as the Academic Counseling & Exploration (ACE) and Academic Support Program (ASP) (ACE/ASP) success coaches, faculty advisors, faculty, the Writing Center, Math Lab, Career and Professional Development, Student Disability Services, International Student Services, and undergraduate students to enhance academic support and retention. This project retired Salesforce’s Student Success Hub (SSH). CRM launched in April 2025 and Change Management and Faculty Adoption began in September 2025 and is currently in progress. Visit navigate.stedwards.edu.
🕐Project Duration: September 2024 - December 2026
📘Project Description: Institutional Effectiveness and Technology (IET)’s User Services/ITRX team implemented the Team Dynamics ITSM product (TDX) in Phase 1, replacing and retiring the Salesforce Service Cloud product, going live with TDX in April 2025. Phase 2 of the project is managed by the PMO, leading the implementation, definition and refinement of TDX within IET, focusing on four major areas: ticketing, client portal, asset management, and AI Chatbot.
🕐Project Duration: June 2025 - July 2026
📘Project Description: The project will audit usage to pinpoint active users and optimize license distribution. The model moving forward will focus on identifying active Smartsheet power users in each department and determining a select few to hold a Smartsheet license, thereby optimizing usage. We will need to ensure as we consolidate licenses or conduct a deactivation of licenses, we work with VPs and department heads to conduct transferring of ownership of any artifacts.
🕐Project Duration: October 2025 - June 2026
📘Project Description:The PMO is currently leading a networking Proof of Concept in partnership with Digital Infrastructure to evaluate a next-generation solution that strengthens reliability, security, and scalability across campus systems. This POC enables us to rigorously assess performance, validate vendor capabilities, and reduce implementation risk before any long-term investment is made.
🕐Project Duration: October 2025 - June 2026
📘Project Description:The PMO is leading a strategic discovery and evaluation initiative to assess the university’s enterprise storage platform, originally implemented in 2017 and now approaching end-of-life. Because this infrastructure supports mission-critical systems—including Banner, campus safety, finance, HVAC, and authentication services—proactive evaluation is essential to ensure continued reliability and reduce institutional risk. The outcome will provide executive leadership with a clear, data-driven recommendation to determine if, when, and how the university should move forward with a storage replacement strategy.
🕐Project Duration: February 2026 - November 2026
📘Project Description: The PMO, in collaboration with Digital Infrastructure leadership, maintains an ongoing enterprise technology risk assessment program to proactively monitor and evaluate critical infrastructure systems. This initiative provides continuous visibility into lifecycle status, vendor support timelines, cybersecurity exposure, and operational dependencies across the university’s technology environment. Rather than responding to risk after a disruption occurs, this structured process enables early identification, documentation, and prioritization of technology risks. Findings are regularly reviewed with leadership to support informed budgeting, strategic planning, and timely mitigation efforts.
🕐Project Duration: Ongoing
📊Strategic Investment and Management: The PMO oversees the annual management of the institution’s SaaS and technology renewal portfolio, stewarding our investments in digital infrastructure and enterprise systems. Rather than treating renewals as routine transactions, the PMO approaches each contract cycle as a strategic opportunity to evaluate utilization, reassess business need, renegotiate pricing structures, and review escalation terms to ensure long-term fiscal sustainability.
🧾Annual Planning and Renewals: Each year, the PMO conducts usage analysis, collaborates with campus stakeholders, forecasts multi-year financial impact, and engages vendors early to strengthen negotiating position and maintain flexibility. Through disciplined renewal planning and strategic partnership development, the PMO protects institutional resources, reduces financial risk, and ensures technology investments remain aligned with operational priorities and long-range planning goals.
📘Project Description: The EfficientIP project was a strategic infrastructure initiative focused on replacing our legacy Infoblox platform with EfficientIP to mitigate operational risk and strengthen long-term network resiliency. After identifying lifecycle and compatibility concerns, we led a structured discovery process that included vendor vetting, proof of concept testing, executive risk communication, and contract negotiations. The project culminated in a successful purchase in December 2025, with migration planned for Spring 2026. This initiative improved system stability, aligned with our virtualization strategy, and positioned the university for scalable, cost-effective DNS, DHCP, and IPAM management moving forward.
🕐Project Duration: September 2024 - February 2026
📘Project Description: The project aimed to enhance the university’s ability to use and display chosen first names across all relevant systems and applications. This included system configuration, data integration, guidelines and standards, and training and support. We used and expanded existing system functionality to support our campus community efforts to increase student/employee sense of belonging. The project work included reviewing name display in systems, establishing processes for name change requests, configuring systems to show chosen names, updating data integrations, developing guidelines and standards, providing staff training and support, coordinating with administrators, and managing communication related to chosen names and project status. The project addressed the lack of inclusion and representation of all students. This project affirms the university’s values of inclusion and student-centeredness by enabling students to use first names that reflect their identity in university systems.
🕐Project Duration: October 2024 - July 2025
📘Project Description: The Smartsheet Phase One project was led by the PMO as a strategic SaaS optimization initiative focused on evaluating platform utilization, strengthening governance, and addressing rising licensing costs. Guided by the Prosci ADKAR change management framework, the team conducted a comprehensive user audit, analyzed adoption patterns across departments, and implemented a structured communication plan to drive accountability. As a result, licenses were reduced from 500 to 200, significantly lowering annual spend while preserving access for high-value users. Phase One established clear visibility into tool usage and created a sustainable, data-driven foundation for long-term SaaS governance and fiscal stewardship.
🕐Project Duration: January 2025 - June 2025
📘Project Description: The goal of this project was to implement the Slate CRM for Enrollment Management and Marketing. The goal for this implementation was to help increase the number of quality prospective students at every level of the admission funnel, resulting in a better prospective student experience, higher numbers of applications to the university, and a higher number of admitted students who will matriculate, be retained, and graduate. Implementing Slate would replace existing systems and processes for managing marketing, recruitment, admission, and communication with a single, fully-functional, maintainable, industry-standard CRM that is the ‘right size’ for St. Edward’s University.
Full details of the project scope and success metrics are available upon request.
🕐Project Duration: November 2023 - January 2025
📘Project Description: Moving Tableau user licenses provisioning/deprovisioning from Institutional Effective and Planning (IEP) to User Services, defining and documenting business processes.
🕐Project Duration: February 2024 - May 2024
📘Project Description: In early 2024, the PMO led a comprehensive documentation initiative to formalize all financial operations processes within Institutional Effectiveness & Technology (IET). The goal was to create clear, structured contingency plans to ensure business continuity in the event of staff transitions, emergencies, or operational disruptions. This project mapped procurement workflows, contract management procedures, budget tracking practices, approval structures, and annual SaaS renewal cycles. By centralizing and standardizing these processes, the PMO reduced single-point dependency risk and strengthened institutional resilience. The outcome was a documented, repeatable financial operations framework that improves transparency, accelerates onboarding, enhances audit defensibility, and ensures continuity of service for the university community.
🕐Project Duration: February 2024 - June 2024