Managing the CRM Track

1. #TargetXSummit
TargetX Application Integration
Using Axiom Elite
Jeff Leisse - Axiom Product Owner

2. #TargetXSummit
Agenda
● Who Are We?
● What is Axiom Elite?
● Evolution of Higher Ed Data Integration
● Student Experience Story
● Kalamazoo Valley CC Use Case
● What’s Next from Axiom?
● Fire Away

3. Who Are We?
WHY?

4. Who Are We?
We provide data integration
products and services to
help colleges and
universities manage their
data across campus so
they can focus on what is
important….the students.

5. #TargetXSummit
What is Axiom Elite?
● ETL tool for Higher Education
● Manages data from any source
● Governs SIS data
○ Prevents duplicates
○ Validates data
○ Controls import/export of data from SIS
● Eliminates manual data movement

6. ● Bi-directional
● Salesforce API
● Salesforce ISV Partner
● Over 60 sources
● Direct SIS access
What is Axiom Elite?

7. Evolution of Higher Ed Data Integration
● Spreadsheets and Access
● Best of breed - let’s sync up!
● Everything to everyone
● Best breed - let’s be friends?

8. Evolution of Data Integration - Manual Entry
● More monitors, more production
● Spreadsheets galore
● Report writing all day
● What about turnover?

9. Evolution of Data Integration - Branching Out
● Best of breed products available
● Data here, data there
● Missing data
● Where are the reports?

10. Evolution of Data Integration - Battleship
● One system for everything
● OK at some things
● Not great at anything
● Product dev is slow

11. Evolution of Data Integration - Today
● Integrate “actionable data”
● Ask “why”
● Who needs data and when?
● What drives your business
● Don’t integrate everything!

13. Integration Decisions
● At what point do you integrate?
● Who needs the information?
● What is the MVD?
● What is the end game?
● Why junk up your systems?
A B
C?

14. Integration Outcomes
● Reporting is clearer
● Systems are cleaner
● Systems of record identified
● Sync issues resolved
● Everyone is not in every system

15. #TargetXSummit
Kalamazoo Valley
● Comprehensive, public, open door, two-year college
● 10,000 students, 25 associate degrees and 20 certificate programs
● Student population: varied
● SIS: Banner
● CRM: TargetX
● Integration: Axiom Elite

16. TargetX
● Facilitates data collection
● Review tool
● Communication platform

17. Holds
First need: Query to determine if an
existing student has a hold
● Cannot admit
● Admit after investigation
Second need: placing a hold on the
student’s account during the
application process
● Underage hold
● International student hold

18. How?

19. #TargetXSummit
New/Next from Axiom
● New leadership team
○ Product and Customer focused in 2019
● Quarterly product releases
○ Communication and webinars
● New project structure and approach
○ More discovery, less testing
● Bundled integrations
○ Delivered mappings/integrations for known data elements

20. Thank You
Jeff Leisse
jleisse@ssdel.com