Since 2004 Hobsons has been a provider of HE specific CRM, we were the first such system to launch to the UK market.

1. R o a d t o R a d i u s – P r e p a r i n g f o r M i g r a t i o n
Daniel Falls – Head of Higher Education Consulting Services EMEA
Michelle Costan – HE Consultant
Mark Morman – HE Consultant (US)
Hobsons PLC
London, UK | February 2016

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Students
 Increase in expectation
 Support
 Personalisation & context
 Outcomes
Universities
 Consistent high quality student
experience
 Local and global competition
 Differentiation
 Smarter more efficient working
 The application of data insight
 Measurement of impact and ROI
Why Radius?

3. # H U E M E A 1 6

4. # H U E M E A 1 6
We went through the same process
Since 2004 Hobsons has been a provider of HE specific CRM,
we were the first such system to launch to the UK market
We enhanced that system through a series of acquisitions,
• in 2007 an application management business
• In 2011 a student success business that manages
interactions between students and uni support services
• We had developed a product portfolio that spanned the
lifecycle but these systems remained separate systems
Today approximately 300 universities worldwide are using
this system. Drag or drop your photograph here

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6. # H U E M E A 1 6
Radius is the new student lifecycle management platform from Hobsons,
built specifically for the HE sector with a range of features to meet the needs
of a growing institution:
• A relational modular CRM system that spans the student lifecycle
• An intuitive easy to use interface
• Connectivity with a university’s existing technologies including SRS
• Self service tools such as form building
• Advanced analytics reporting

7. Yes
No
Is similar, but more complex
1
True student journey tracking
Transactional cross function information
Get ready to learn
2
3
4
5
6
Is it all new? Application and CRM in one
Are we starting from nothing again?
Data Management Open minds
Case and Contact management
Key considerations when migrating

8. Migration Stage Overview

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Migration Stage Overview
Discovery
Initial
Build
Training Migration
Testing /
Go-live

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Discovery
Initial
Build
Training Migration
Testing /
Go-live
• Hobsons to understand needs of client
• Client begins to learn Radius features / functionality
• Identify what should migrate and what shouldn’t
• Document specific business needs
• Build and agree on project plan

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Discovery
Initial
Build
Training Migration
Testing /
Go-live
• Build modules and needed data points
• Review of all related elements in use
• Document for internal and external review
• Ensure all data points are built in correct module
• Configure import layouts in all necessary modules

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Discovery
Initial
Build
Training Migration
Testing /
Go-live
• Identify all end users for initial Radius launch
• Build customised training curriculum

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Discovery
Initial
Build
Training Migration
Testing /
Go-live
• Begin migration of data file(s)
• Pull non data assets from Connect
• Re-build all necessary assets in Radius
• Identify user and field level security

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Discovery
Initial
Build
Training Migration
Testing /
Go-live
• Send test data through the system
• Review relational elements
• Test in conjuncture with the client

15. Migration Best Practice

16. Dedicated project team engaged and
empowered to make decisions
Dedicated time throughout the
implementation process
1
Centralised system administrator(s)
Input and compliance with Project Plan
3
2
4
Migration Best Practices

17. # H U E M E A 1 6
Map your processes
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18. # H U E M E A 1 6
Review your fields in Connect
• Review Data Set
• Which fields contain data?
• Which fields are not being used?
• Are there duplicate fields?
• Additional information needed?

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Review your fields Radius
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• Placement of Data
• Different Field Type
• Relational Data Opportunities
• Greater Data Storage Capability

20. # H U E M E A 1 6
Review your content
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21. # H U E M E A 1 6
Image and short description option
We utilise Teamwork to help plan your migration, including deliverables and tasks.
We also use Teamwork for all communications giving you one single resource to help
manage the process.
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22. Questions?