Presentation from Salesforce.org Higher Ed Summit 2017 by: Jeff Leisse, Axiom WCSU was having issues with the current version of Salesforce to/from Banner integration, using a cloud ETL tool. The IT team decided that they needed to either build an integration that met their needs, or partner with someone that has a product that will meet their needs. WCSU has partnered with Axiom as their data management hub for integration between Salesforce and Banner. In this session, we will discuss how WCSU came to the decision of purchasing Axiom Elite instead of building and maintaining something on their own.

1. Data Integration
Build, Buy, or Partner?
Jeff Shpunt – Manager of Web Services – shpuntj@wcsu.edu
JoAnne O’Connor – Axiom Product Manager – JOConnor@ssdel.com
Jeff Leisse - Director of Strategic Partnerships - jleisse@ssdel.com
Western Connecticut State University and Axiom

2. Success Story Topics
Brief Introduction of Western Connecticut State University
Current State of WCSU’s Salesforce and Banner Integration
WCSU’s Ideal State of Salesforce and Banner Integration
Build, Buy, Partner Decision Process
Future State of WCSU’s Salesforce and Banner Integration
Looking Ahead with Axiom Elite

3. Western Connecticut State University
Founded in 1903
Located in Danbury, CT
5,300 undergraduate & 500 graduate students
75 undergraduate & 15 graduate programs
Salesforce user since Summer 2013
TargetX partner since Fall 2013
Fall 2014 became CommonApp school
Brief Introduction

4. Current State of Integration
Application
submitted to
TargetX CRM
Data exported to
Banner Staging
Banner
Banner Push
Manual Entry
Application Integration Journey
U U
Can we push
this app or is
there an issue?

5. Banner TargetX CRM Challenges
Receives ‘checklists’ from
Banner
Can manages application
decisions
Receives applications
withdrawals from Banner
Admissions staff push and
manual entry
CRM-Banner “link” breaks:
Manual app entry
Matching errors
Merging records in CRM
Deferring applications
Accept/Deny only entered in
CRM
Withdraws only entered in
Checklists automatically
created
Manages checklists
Can receive application
decision updates from CRM
Manages withdrawals
Some applications manually
entered
Current State of Integration
Application Processing and Challenges

6. Banner TargetX CRM Challenges
“Do it in TargetX”
Manages checklists
Manages application
decisions
Application withdrawals sent
to Banner
Receives student ID &
additional decisions from
Banner
Admissions staff buy-in
Limited development
resources
Receive completed
application information from
CRM including:
Completed checklist items
Decisions
Go / no-go for registration
Ideal State of Integration
Application Processing and Challenges

7. Build Buy Axiom Partner
Pros:
Many configurable ETL
tools available
Out-of-the-box functionality
Cons:
More tools = more data
hops
More points of failure
Already using Informatica
Pros:
Web based application
Leverages Banner APIs
Change detection
Bi-directional integration
Manages complete
integration path
Can be used for more than
recruitment
Cons:
Pros:
In-house data integration
competency
Full control
Opportunity to build
something cool
Cons:
Serious resource crunch
Architectural limitations
Build, Buy, or Partner

8. WCSU Partners with Axiom!
❏Ability to fully utilize CRM
functionality
❏Improve operational
efficiencies within Admissions
Office
❏Additional data integration
opportunities

9. Future State of Integration
Application
submitted to
TargetX CRM
Banner
WCSU and Axiom Elite
W W
Should we
accept
her?
Decision Made!
Data Validation
Record Matching
Reconciliation
Bi-directional

10. Salesforce
Record
Matching
Salesforce Data
Validation
Salesforce
Single Sign-On
Looking Ahead with Axiom Elite

11. Brief History of Axiom
Axiom introduced to Higher Ed in 1995
Ellucian partner since 2001
Offering full, bi-directional integration to all Ellucian products
Ellucian Banner environment on-site
Axiom Elite launched in 2015 as the Data Management Hub for Higher Ed
Provide integrations for over 70 third party data sources
2017 Salesforce partner and AppExchange listing
Strategic partnerships = tighter integrations
Flat Files
Manual
Downloads