Connected Campus: Integrating with Systems of Record webinar
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Connected Campus: Integrating with Systems of Record webinar

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Like many universities, DeVry University used to have loads of data locked up in various back-office systems. Join us to learn how DeVry integrated multiple back office systems with Salesforce to ...

Like many universities, DeVry University used to have loads of data locked up in various back-office systems. Join us to learn how DeVry integrated multiple back office systems with Salesforce to create a 360 degree student view that they leverage for more intelligent student lifecycle management and a collaborative work environment. DeVry will also discuss and demonstrate how they built dozens of custom apps on the Salesforce1 Platform including admissions management, attendance tracking, test case management, online application, performance tracking, DeVry System status, project management, a Student Community and more.


Who Should Attend:
- Recruiting
- Admissions
- Enrollment Management
- Academic Affairs
- Student Affairs
- Support Services
- IT

Speakers:

John Cunningham, Director of Enterprise Architecture and Salesforce Solutions, DeVry Education Group

Erinn Gordon, Business Systems Analyst, DeVry Education Group

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Connected Campus: Integrating with Systems of Record webinar Presentation Transcript

  • 1. /Salesforce.comFoundation @SFDCFoundation Connected Campus: Integrating With Systems of Record July  29,  2014  
  • 2. Safe Harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
  • 3. Enterprise Cloud Computing Market Share #1 World’s Most Innovative Company 2011, 2012, 2013 #1 Market Leader: Enterprise, MidMarket, SMB & Sales Force Automation #1 #1 in Enterprise Cloud Computing & CRM
  • 4. 1% Product Equity Time 620,000+ Hours Service $65M+ Grants 22,000+ Higher Education + Nonprofit Organizations 1:1:1 Model Adopted by
  • 5. 360° student view CommunicationsRecruitment Student Success & Retention Advancement Become a Connected Campus: Put Your Students at the Center Community Engagement
  • 6. Systems of Engagement Manage Data Anonymous One-Way Relationships Independent Transactions Mass Marketing Systems of Record Manage Relationships Known Two-Way Relationship Connected Experiences 1:1
  • 7. Connect Everything with the Salesforce1 Platform Enhance your student experience Connect all your data Service students directly Connect Back-office Data Connect Identity Silos Connect Constituents Mobile and social app agility layer Build apps in days not months Integrate with Ellucian, Oracle, or any back office system One Identity for faculty, staff, students, and applicants Access all apps with one login Customize and extend with open API’s User Name Password Login
  • 8. Featured Presenters John Cunningham Director of Enterprise Architecture & Business Cloud Solutions DeVry Education Group Erinn Gordon Business Analyst DeVry Education Group Sandra Sanvido Sr. Director, HE Marketing Salesforce.com Foundation
  • 9. Connected Campus: Integrating with Systems of Record
  • 10. PAGE Agenda 1.  Overview of DeVry Education Group 2.  Problem Statement 3.  Road to Implementation 4.  360 Degree View 5.  Solutions and Demo 6.  Results 7.  Roadmap 10
  • 11. PAGE DeVry Education Group is a global provider of educational services and the parent organization of multiple institutions. The purpose of DeVry Education Group is to empower its students to achieve their educational and career goals. •  Customer since 2004 •  10,000+ Licenses across all salesforce.com orgs. •  750K Community/Portal Users (Students) •  13 salesforce.com orgs. •  2 different languages (English & Portuguese)     Overview of DeVry
  • 12. PAGE Problem Statement •  Multiple CRM Systems •  1 CRM had applicant information •  1 CRM had student information •  Difficult to see an entire snapshot of student experience •  Difficult to collaborate between admissions and student support groups •  1 CRM system difficult to customize for business needs 12
  • 13. PAGE Choosing the Platform 13
  • 14. PAGE Road to Implementation •  Iterative Approach •  Blueprinting Process •  Design/Construction/QA/ Training •  UAT •  Deployment 14
  • 15. PAGE Implementation Statistics •  Implemented in 9 months •  3 project tracks •  Impacted 7 institutions, over 10,000+ internal users, 750K Portal users and over 20 different business groups. •  Archived and/or converted 7 years worth of data to be searchable via the system 15
  • 16. PAGE 360 Degree Student View Student Prospect Data Application Data Opportunity Data Advising Notes on Students Student Financial Data (ProSam) Student Information (Banner) Student Request Information 16
  • 17. PAGE Logical Model 17
  • 18. Solutions
  • 19. PAGE Applications Built on Platform •  SSWA •  MCD1 •  Requirements Tracker •  Inquiry Management •  Case Management •  DSAMS •  Bookbase •  Quarterly Audit •  Event Management •  System & Campus Status 19
  • 20. PAGE Student Support Professional Assignment •  Automated Assignment of SSP to Student •  Student gets assigned an SSP once their application is approved 20 Student Prospect Data Application Data Opportunity Data Advising Notes on Students Student Financial Data (ProSam) Student Information (Banner) Student Request Information
  • 21. PAGE MyCompass Day 1 21
  • 22. PAGE MyCompass Day 1 22
  • 23. PAGE MyCompass Day 1 23
  • 24. PAGE MyCompass Day 1 24
  • 25. PAGE Advising Notes for Students •  Centralized place to see notes about student and understand what student has been calling in about •  Logging Interaction with students that don’t require additional workflow 25 Student Prospect Data Applicatio n Data Opportuni ty Data Advising Notes on Students Student Financial Data (ProSam) Student Informatio n (Banner) Student Request Informatio n
  • 26. PAGE Student Information from Banner 26 Student Prospect Data Applicatio n Data Opportuni ty Data Advising Notes on Students Student Financial Data (ProSam) Student Informatio n (Banner) Student Request Informatio n
  • 27. PAGE Student Outreach •  Customized case management to conduct outreach for student retention •  Automated task attempts for outreaching to student •  Allows for tracking of number of students that enroll and their reasons for not enrolling 27 Student Prospect Data Applicatio n Data Opportuni ty Data Advising Notes on Students Student Financial Data (ProSam) Student Informatio n (Banner) Student Request Informatio n
  • 28. PAGE Case Management 28 Student Prospect Data Applicati on Data Opportu nity Data Advising Notes on Students Student Financial Data (ProSam ) Student Informati on (Banner) Student Request Informati on
  • 29. PAGE Docusign •  Students can electronically sign required admission and academic documents •  Triggers case workflow for approval of documents 29 Student Prospect Data Application Data Opportunity Data Advising Notes on Students Student Financial Data (ProSam) Student Information (Banner) Student Request Information
  • 30. PAGE Standard Text •  Standard Case Comments added to specific case types •  Ability to add and edit the standard comment •  Ability to add standard text to an email 30 Student Prospect Data Application Data Opportunity Data Advising Notes on Students Student Financial Data (ProSam) Student Information (Banner) Student Request Information
  • 31. PAGE Self-Service Student Community 31 Student Prospec t Data Applicati on Data Opportu nity Data Advising Notes on Student s Student Financia l Data (ProSa m) Student Informat ion (Banner ) Student Request Informatio n
  • 32. PAGE Results •  Consolidated CRM systems to have 1 CRM platform for all business groups •  SSP Automated assignment reduced a three week long manual process to a 2 minute automated process •  Provided tool for business groups to collaborate and have all important information on a student 32
  • 33. PAGE Roadmap •  Enhance service application •  Continue automation of manual processes •  Develop better reporting metrics to make better decisions on process improvements •  Increase Self-Service Capabilities 33