Embed Size (px)
DESCRIPTION
Like many universities, DeVry University used to have loads of data locked up in various back-office systems. Join us to learn how DeVry integrated multiple back office systems with Salesforce to create a 360 degree student view that they leverage for more intelligent student lifecycle management and a collaborative work environment. DeVry will also discuss and demonstrate how they built dozens of custom apps on the Salesforce1 Platform including admissions management, attendance tracking, test case management, online application, performance tracking, DeVry System status, project management, a Student Community and more. Who Should Attend: - Recruiting - Admissions - Enrollment Management - Academic Affairs - Student Affairs - Support Services - IT Speakers: John Cunningham, Director of Enterprise Architecture and Salesforce Solutions, DeVry Education Group Erinn Gordon, Business Systems Analyst, DeVry Education Group
Citation preview
Marc Benioff Chairman & CEO
/Salesforce.comFoundation
@SFDCFoundation
Corporate Pres – PowerPoint Template – 16x9 FY14.pptx
Connected Campus: Integrating With Systems of Record
July 29, 2014
Safe Harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Enterprise Cloud Computing Market Share
#1 World’s Most Innovative Company 2011, 2012, 2013
#1
Market Leader: Enterprise, MidMarket, SMB & Sales Force Automation
#1
#1 in Enterprise Cloud Computing & CRM
1%
Product Equity Time
620,000+ Hours Service
$65M+ Grants
22,000+ Higher Education
+ Nonpro!t Organizations
1:1:1 Model Adopted by
360° student view
Communications Recruitment
Student Success & Retention
Advancement
Become a Connected Campus: Put Your Students at the Center
Community Engagement
Systems of Engagement Manage Data Anonymous One-Way Relationships Independent Transactions Mass Marketing
Systems of Record Manage Relationships Known Two-Way Relationship Connected Experiences 1:1
Connect Everything with the Salesforce1 Platform
Enhance your student experience
Connect all your data
Service students directly
Connect Back-office Data Connect Identity Silos Connect Constituents
Mobile and social app agility layer
Build apps in days not months
Integrate with Ellucian, Oracle, or any back office system
One Identity for faculty, staff, students, and applicants
Access all apps with one login
Customize and extend with open API’s
User Name
Password
Login
Featured Presenters
John Cunningham Director of Enterprise Architecture
& Business Cloud Solutions DeVry Education Group
Erinn Gordon Business Analyst
DeVry Education Group
Sandra Sanvido Sr. Director, HE Marketing
Salesforce.com Foundation
Connected Campus: Integrating with Systems of Record
PAGE
Agenda 1. Overview of DeVry Education Group 2. Problem Statement 3. Road to Implementation 4. 360 Degree View 5. Solutions and Demo 6. Results 7. Roadmap
10
PAGE
DeVry Education Group is a global provider of educational services and the parent organization of multiple institutions. The purpose of DeVry Education Group is to empower its students to achieve their educational and career goals.
• Customer since 2004 • 10,000+ Licenses across all salesforce.com orgs. • 750K Community/Portal Users (Students) • 13 salesforce.com orgs. • 2 different languages (English & Portuguese)
Overview of DeVry
PAGE
Problem Statement • Multiple CRM Systems • 1 CRM had applicant information • 1 CRM had student information • Difficult to see an entire snapshot of student
experience • Difficult to collaborate between admissions and
student support groups • 1 CRM system difficult to customize for business
needs 12
PAGE
Choosing the Platform
13
PAGE
Road to Implementation • Iterative Approach
• Blueprinting Process
• Design/Construction/QA/Training
• UAT
• Deployment
14
PAGE
Implementation Statistics • Implemented in 9 months
• 3 project tracks
• Impacted 7 institutions, over 10,000+ internal users, 750K Portal users and over 20 different business groups.
• Archived and/or converted 7 years worth of data to be searchable via the system
15
PAGE
360 Degree Student View
Student
Prospect Data
Application Data
Opportunity Data
Advising Notes on Students
Student Financial
Data (ProSam)
Student Information (Banner)
Student Request
Information
16
PAGE
Logical Model
17
Solutions
OVERVIEW 18
PAGE
Applications Built on Platform • SSWA • MCD1 • Requirements Tracker • Inquiry Management • Case Management • DSAMS • Bookbase • Quarterly Audit • Event Management • System & Campus Status
19
PAGE
Student Support Professional Assignment
• Automated Assignment of SSP to Student
• Student gets assigned an SSP once their application is approved
20
Student
Prospect Data
Application Data
Opportunity Data
Advising Notes on Students
Student Financial
Data (ProSam)
Student Information (Banner)
Student Request
Information
PAGE
MyCompass Day 1
21
PAGE
MyCompass Day 1
22
PAGE
MyCompass Day 1
23
PAGE
MyCompass Day 1
24
PAGE
Advising Notes for Students • Centralized place to see
notes about student and understand what student has been calling in about
• Logging Interaction with students that don’t require additional workflow
25
Student
Prospect Data
Application Data
Opportunity Data
Advising Notes on Students
Student Financial
Data (ProSam)
Student Informatio
n (Banner)
Student Request
Information
PAGE
Student Information from Banner
26
Student
Prospect Data
Application Data
Opportunity Data
Advising Notes on Students
Student Financial
Data (ProSam)
Student Informatio
n (Banner)
Student Request
Information
PAGE
Student Outreach • Customized case management to
conduct outreach for student retention
• Automated task attempts for outreaching to student
• Allows for tracking of number of students that enroll and their reasons for not enrolling
27
Student
Prospect Data
Application Data
Opportunity Data
Advising Notes on Students
Student Financial
Data (ProSam)
Student Informatio
n (Banner)
Student Request
Information
PAGE
Case Management
28
Student
Prospect Data
Application Data
Opportunity Data
Advising Notes on Students
Student Financial
Data (ProSam
)
Student Informati
on (Banner)
Student Request Informati
on
PAGE
Docusign • Students can electronically
sign required admission and academic documents
• Triggers case workflow for approval of documents
29
Student
Prospect Data
Application Data
Opportunity Data
Advising Notes on Students
Student Financial
Data (ProSam)
Student Information (Banner)
Student Request
Information
PAGE
Standard Text • Standard Case
Comments added to specific case types
• Ability to add and edit the standard comment
• Ability to add standard text to an email
30
Student
Prospect Data
Application Data
Opportunity Data
Advising Notes on Students
Student Financial
Data (ProSam)
Student Information (Banner)
Student Request
Information
PAGE
Self-Service Student Community
31
Student
Prospect Data
Application Data
Opportunity
Data
Advising Notes
on Student
s
Student Financia
l Data (ProSa
m)
Student Informat
ion (Banner
)
Student Request
Information
PAGE
Results • Consolidated CRM systems to have 1 CRM platform for all
business groups
• SSP Automated assignment reduced a three week long manual process to a 2 minute automated process
• Provided tool for business groups to collaborate and have all important information on a student
32
PAGE
Roadmap • Enhance service application
• Continue automation of manual processes
• Develop better reporting metrics to make better decisions on process improvements
• Increase Self-Service Capabilities
33
