1. Enterprise CRM Naming

2. Pre-EDUCAUSE Objectives
 Determine preferred Enterprise CRM
naming approach
 Define desired Enterprise CRM suite
and platform name
 Align on additional approvers,
approval/validation process required
before legal review
Note: We should align on which approach we will use in
naming the student success, continuing ed/workforce
development, and advancement solutions, but we do not
need to finalize solution names prior to EDUCAUSE.
April 5, 2016
2

3. Naming Considerations Assumptions
 Naming Architecture: Ellucian’s naming architecture will continue to use descriptive rather
than fanciful solution names to ensure clarity about Ellucian offerings and what they do.
 Use of “CRM” Term: It is preferable to use the “CRM” term in the suite name because “CRM”
is the accurate category name for this solution set. Using the CRM term will help the market
clearly identify how this solution set fits, what it does and where it competes.
 Use of “Student Success” Term: The “Student Success” term should be reserved for Ellucian
to use at the category level, rather than in any specific product name. Because we will continue
to offer multiple solutions to address the broad set of needs around student success, it is
unwise for any single solution to carry the “student success” name.
 Use of the “Suite” Term: Ellucian recently removed the term “Suite” from formal product
descriptions and a decision was made to not consider it in the naming considerations here in
alignment with the overall company branding and naming approaches.
 Platform Name: As noted above, the platform is a component of the solution set, but not a
heavily featured component. For this reason, we should consider giving the platform the same
name as the suite itself, but designating it as the “platform” or “foundation” component of the
suite.
 Legal Review: The name concepts below made it through a basic Google search to weed out
clear, direct conflicts in the CRM and educational software areas. However, these names have
not been through a legal review. Any favorite names will need to go through legal review to
ensure Ellucian’s legal team is comfortable with the naming approach.
April 5, 2016
3

4. Enterprise CRM Suite Approaches
April 5, 2016
 Naming should be considered as
part of the greater whole – naming
should lend coherence and
alignment across the suite
 Approach 1: Simple, descriptive
names across the board
 Approach 2: More evocative solution
names across the board
4

5. 5April 5, 2016
Approach 1: Simple, Descriptive Names
Solution Set Platform Recruiting/
Admissions
Student Success Workforce Dev/
Continuing Ed
Advancement
Ellucian Enterprise
CRM
Ellucian CRM
Platform
Ellucian Recruiter Ellucian Student
Engagement
Ellucian
Advancement
Alternates:
 Ellucian
CRM for
Education
 Ellucian
Education
CRM
 Ellucian
Education
Lifecycle
CRM
Alternates:
 Ellucian
CRM
Platform
 Ellucian CRM
Foundation
 Ellucian
Education
CRM
Platform
 Ellucian
Enterprise
CRM
Platform
Alternates:
 N/A
Alternates:
 Ellucian
Monitor
 Ellucian
Retention
 Ellucian
Student
Signals
 Ellucian
Student
Success
Alternates:
 Ellucian
Alumni &
Advancement
 Ellucian
Alumni &
Friends
 Ellucian
Contact

6. 6April 5, 2016
Approach 2: “Engage” Naming Convention
Solution Set Platform Recruiting/
Admissions
Student Success Workforce
Dev/
Continuing
Ed
Advancement
Ellucian Engage
CRM
Ellucian Engage
Platform
Ellucian Recruiter Ellucian Mentor Ellucian Ally
Alternates:
 N/A
Alternates:
 Ellucian
CRM
Platform
 Ellucian
Engage CRM
Platform
 Ellucian
Engagement
Platform
Alternates:
 N/A
Alternates:
 Ellucian
Student
Experience
 Ellucian
Achiever
 Ellucian
Engage
 (Student)
 Ellucian
Beacon
 Ellucian
Vantage
Alternates:
 Ellucian
Advocate
 Ellucian Engage
(Advancement)
 Ellucian
Exponent
 Ellucian Friend
 Ellucian
Supporter

7. A Side by Side Comparison (Example Only)
Ellucian CRM for
Education
 Ellucian Recruiter
 Ellucian Student
Engagement
 Ellucian Advancement
Ellucian CRM Foundation
Ellucian Engage CRM
--
 Ellucian Recruiter
 Ellucian Mentor - -
-
 Ellucian Ally
Ellucian Engage Platform
7April 5, 2016

8. Pre-EDUCAUSE Objectives
 Determine preferred Enterprise CRM
naming approach
 Define desired Enterprise CRM suite
and platform name
 Align on additional approvers,
approval/validation process required
before legal review
Note: We should align on which approach we will use in
naming the student success, continuing ed/workforce
development, and advancement solutions, but we do not
need to finalize solution names prior to EDUCAUSE.
April 5, 2016
8