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Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
Connect with Purpose: Intelliworks Keynote
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Connect with Purpose: Intelliworks Keynote

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Transcript

  • 1. July 14, 2009 Personify Education 09 Ideas that Work PRESENTED BY Todd Gibby Wyatt Shaw President and CEO Sr. Product Manager
  • 2. Why are we here? LEARN FROM PEERS TOUR PHILLY / HAVE FUN(!) R K W ENGAGE IN DISCUSSION O A T SHARA T H MEET A S TAKE AWAY BEST PRACTICES ID E ANOTHER BOAT CRUISE TAKE
  • 3. Q: Why are we here? You Us
  • 4. CONNECT with PURPOSE
  • 5. Q: Not “Why?”…but “Who?” © duarte.com 2008
  • 6. A: Higher education * Rough estimates as of 6/2009
  • 7. A: Large and growing Greater than 150
  • 8. A: Sarah…and Sarah’s Boss
  • 9. What keeps you up at night?
  • 10. What can we do?
  • 11. ENGAGE(!) #personify09
  • 12. CONNECT with PURPOSE Thought Leadership
  • 13. CONNECT with PURPOSE Applied Innovation
  • 14. CONNECT with PURPOSE Service & Support
  • 15. IDEAS that WORK port Sup y olog Te chn ices tPract Bes s lysi Ana ning Trai ck dba Fee
  • 16. Session / Conference Objectives Knowing 3 Doing
  • 17. Nearly all men can stand adversity, but if you want to test a man’s character, give him power. point - Abraham Lincoln, quoted in “Slide:ology” by Nancy Duarte
  • 18. Thought Leadership
  • 19. WHY DOES THIS MATTER?
  • 20. “The deck is stacked…” Source: Nicole Engelbert, Datamonitor, Personify Education 08 • The number of secondary school graduates will start to decline in 2010 • Other English speaking countries are actively enrolling more international students • Online programs are creating a more broad and attractive set of options for students • Looming recession will put higher education in greater competition with other public services • An expectation for personalized relationships comes ‘standard’ with the millennial student • Doing a whole lot more with a whole lot less may be a permanent reality for higher education Source – National Center for Education Statistics 20
  • 21. Shaping the Discussion
  • 22. Cutting through the Noise
  • 23. Building the Tools http://www.intelliworks.com/ideas
  • 24. Translating into Vision Datamonitor Student Information System Learning Management Solution CRM Business Enterprise Intelligence Resource Planning Solution Solution 2007 2008 2009 N. Engelbert, Lead Analyst Getting to the Good Stuff – A New Vision for CRM Personify Education 2008
  • 25. Relationship Management in HE
  • 26. Turning Vision into Reality Web
  • 27. Relationship Management in HE
  • 28. The hero is the one with the ideas. - Jack Welch
  • 29. Applied Innovation
  • 30. WHY DOES THIS MATTER?
  • 31. “Managing” the Funnel Discovery Yield / Analysis
  • 32. “Analyzing” the Funnel
  • 33. “Socializing” the Funnel
  • 34. There’s a lot of noise out there…
  • 35. Discovery…
  • 36. Education…
  • 37. Engagement…
  • 38. Enrollment…
  • 39. Yield…
  • 40. Analysis…
  • 41. Finally a clear signal…
  • 42. The Funnel after the Funnel… • Yield Management • Student Retention • Alumni Development • Long-Term Value
  • 43. A funnel that’s not really a funnel… “I LOVE THIS SCHOOL!” Raving Fan
  • 44. Pump Up the Volume?
  • 45. Managing Student Relationships Datamonitor
  • 46. “Innovation is not the product of logical thought, although the result is tied to logical structure.” - Albert Einstein
  • 47. F.L.U.I.D. METHODOLOGY
  • 48. FAST 7 Fast Dependable Leading Client Experience Intuitive User-Driven Image Source: http://blog.duarte.com
  • 49. LEADING 3 Fast Dependable Leading Client Experience Intuitive User-Driven Image Source: http://blog.duarte.com
  • 50. USER-DRIVEN Fast 1 0 Dependable Leading Client Experience 0 0 Intuitive User-Driven + Image Source: http://blog.duarte.com
  • 51. INTUITIVE 1 Fast Dependable Leading Client Experience Intuitive User-Driven Image Source: http://blog.duarte.com
  • 52. DEPENDABLE Fast 100% Dependable Leading reliable Client Experience Intuitive User-Driven Image Source: http://blog.duarte.com
  • 53. Intelliworks Solution: Functional Areas Reporting / Analytics Marketing Management
  • 54. •Workflow Assignment Settings (Prospect Mgmt) •Integrated Chat (Inq. Generation / Prospect Mgmt) • Marketing Automation (Mktg Mgmt) • Multi-page Application (Application Mgmt) • Outlook Plug-In (Prospect Mgmt) • Facebook Integration (Inq. Gen / Prospect Mgmt Dynamic Forms (Inquiry / Leads) • Program Mgmt (Registration / Facilitation) • Lifecycle Mgmt (Prospect Mgmt) H2 2007 Q1 2008 Q2 2008 Q3 2008 Q4 2008 Q1 2009 Q2 2009 Present
  • 55. Problems Being Solved – 2H 2009
  • 56. Product Demonstration
  • 57. Application Self Service Page
  • 58. Problems Being Solved – 2H 2009
  • 59. Service & Support
  • 60. WHY DOES THIS MATTER?
  • 61. To avoid this Source: Andy Budd, Creative Director at Clearleft, Design the User Experience Curve
  • 62. The Client Lifecycle • Roles • Users • Goals • Objectives
  • 63. The Client Lifecycle • Definitions • Configuration • Data • Content • Test / Deploy
  • 64. “We were surprised and pleased that the Intelliworks team was so willing to dive deeply into our daily business practices and help us adapt their solutions to meet our needs.” Maria Garcia Rey Director Business Intelligence ESADE Executive Education
  • 65. The Client Lifecycle • Training • Best Practices • Health checks • Feedback
  • 66. ‘Nuff Said
  • 67. “I thought about calling Microsoft but I reach out to you (Shara) first because I know I will here back from you in about 10 minutes.” Jason Smith Admissions Representative American Public University System
  • 68. The Client Lifecycle • Strategic • Tactical • Technical
  • 69. “From a service level standpoint, everyone at Intelliworks has been great: the support and the engineers- I couldn't ask for anything else. What's important to me is that my vendors have an invested interest in my business. Intelliworks has clearly shown that they are committed. Elliot Thostesen Support, Student Affairs Ivy Tech Distance Learning
  • 70. The Client Lifecycle • Results • ROI • Case Studies
  • 71. “In the last two year’s we’ve grown applications by more than 60%, 70% in the graduate school, and increased enrollment by 44%.” Luis Casas Director Marketing and Recruitment FIU Business
  • 72. Our own raving fans… • Graduate Philadelphia connects adult learners with educators throughout the Philadelphia area • Message from Hadass Sheffer, Executive Director
  • 73. I get by with a little help from my friends. - The Beatles
  • 74. CONNECT with PURPOSE
  • 75. IDEAS that WORK port Sup y olog Te chn ices tPract Bes s lysi Ana ning Trai ck dba Fee
  • 76. Session / Conference Objectives Knowing 3 Doing
  • 77. July 14, 2009 Personify Education 09 Ideas that Work PRESENTED BY Todd Gibby President and CEO

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