The document discusses how the University of Colorado used Salesforce communities and custom objects to create card swiping solutions for tracking student attendance at events. It provides examples of using the system for required bystander training sessions, where over 700 staff hours were saved, and at peer tutoring centers, where metrics are used for planning resources. A live demo then shows the simple two step check-in process used to track student attendance by location, subject, and course for advising and reporting purposes.

1. Getting BOLDer:
Card swiping analytics using Salesforce
Communities at University of Colorado
Susan Ulrich, Enterprise CRM Business Architect

2. Salesforce at University of Colorado
Enterprise Org
• Live since Summer 2015
• Marketing Communications, Corporate
Relations, Student Success
• Integrations with Campus Solutions,
Advancement, Marketing Cloud, etc.
• Almost 800 Internal Users and 35,000
Community Users
Overview of CRM Program

3. Student Success at CU
Multiple business units using single shared platform
• Academic Advising, Dean’s Office, Career Services,
Disability Services, Education Abroad, International
Student Services, etc.
Areas of core functionality
• Scheduling, viewing, and booking of student appointments
• Logging and management of student interactions including
in person, email, outreach, referrals and alerts
• Mass messaging to specific filtered student populations
Core functionality of MyCUHub

4. Card Swiping (CICO Community)
Branded Salesforce Community
Allows any laptop to act as a card swiping unit
Check-in screen configurable by location or use case
• Training attended for OIEC
• Subject and Course for tutoring
Leverages our custom meeting architecture
• Salesforce custom objects
• Scheduled Meeting, Booked Meeting, Meeting Invitee

5. MyCUHub Meeting Architecture

6. Office of Institutional Equity and
Compliance (OIEC): Bystander Training

7. Use Case - OIEC Bystander Training
What it is
• Required training for all incoming students
• Trainings scheduled in both Fall and Spring Terms
• Registration hold if student fails to attend their first term
Where we Started
• Existing card swiping solution unreliable
• Single missed session resulted in hundreds of lost attendees
• Errors resulting in students unable to register for classes
• Results aggregated in spreadsheets, limited visibility and reporting

8. OIEC Results
What we Delivered
• Simple and reliable card swiping solution leveraging
Salesforce platform
• Multiple check-in stations per training
• Dashboard and reporting metrics for tracking,
scheduling, and planning
• Integrated with MyCUHub so student attendance is
visible to academic advisors
• Over 700 hours saved by team of manual cleanup
from previous solution!

9. College of Engineering & Applied
Science: BOLD Center

10. Use Case – BOLD Center
What it is
• Peer tutoring center for Engineering and
Applied Math students
• Six locations throughout campus
• Different hours and courses by location
• Unsupervised locations
Where we started
• Existing system was no longer being
supported
• Lots of spreadsheets!
• Difficult and time consuming to get to the
important data points
• Needed something in place quickly (6 weeks)

11. BOLD Center Results
What we delivered
• Easy to use two step check-in system
that tracks tutoring location, subject
and course.
• Dashboard metrics tracked by
location busiest days, hours, even
most requested courses. Used for
staff scheduling and planning
resources.
• Attendance visible in MyCUHub for
advisors.

12. Live Demo

13. What’s Next for CICO
Career Services
• Student selects reason for visit and is paired with advisor
• Resume and cover letter, interviewing. Internship, job placement, etc.
Study Halls
• Required weekly hours for student athletes and others
• Need tracking for both check-in and check-out (duration of visit)
Peer Advising Center
• Walk-in round robin assignment
• Notification sent to advisor at check-in

15. Card Reader Location Screenshot