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4.1 Elevating Efficiency and Service by Combining Admissions and Financial Aid in Salesforce & TargetX

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TargetX
TargetX

Adam Epstein, Andrew B. Palumbo Worcester Polytechnic Institute

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#TargetXSummit Elevating Efficiency and Service by Combining Admissions and Financial Aid in Salesforce & TargetX
#TargetXSummit Andrew B. Palumbo Dean of Admissions & Financial Aid Adam Epstein Director of Undergraduate Enrollment Services Worcester Polytechnic Institute Worcester, MA
#TargetXSummit Agenda Goals Discovery Implementation & Development Automation Demo Timeline Roadmap Questions
Goals
#TargetXSummit Goals ● Unified system for Admissions and Financial Aid ● Single portal for prospective students ● Same portal and user experience for current students ● Improve information sharing between offices ● Elevate communication and customer service
Discovery
#TargetXSummit Discovery ● What are we doing now? What remains the same? What changes? ● How do we translate it to Salesforce? ● How can we use TargetX? ● What custom development is needed? ● Change tolerance & management ● Our Salesforce Instance
Implementation & Development
#TargetXSummit Implementation & Development ● Banner is system of record for Financial Aid ● Custom objects to store Financial Aid data ● Visualforce page for decision letters ● Apex Class to customize letter with Financial Aid Details
Automation
#TargetXSummit Automation ● Informatica ● Banner ● Process builder ● DemandTools ● Formula fields ● Marketing Cloud ● FormAssembly
Demo (for details or a demo for your institution, please contact Adam Epstein at adam@wpi.edu)
Timeline
#TargetXSummit Automation ● January–July 2017 – initial implementation ● July 2017 – go-live with Salesforce/TargetX platform ● October 2017 – go-live with applicant portal ● December 2017 – go-live with applicant letters ● May 2018 – go-live with student portal ● July 2018 – go-live with student letters
Roadmap
#TargetXSummit Roadmap ● Refining processes / business process review ● Further automation ● Forms / DocuSign ● Additional data in Salesforce ● Improving letter design
#TargetXSummit Thank You Andrew B. Palumbo Dean of Admissions & Financial Aid abpalumbo@wpi.edu Adam Epstein Director of Undergraduate Enrollment Services adam@wpi.edu

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