Road to Radius - Preparing for Migration

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 EMEAMichelle Costan – HE ConsultantMark Morman – HE Consultant (US)Hobsons PLCLondon, 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?

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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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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

Yes

No

Is similar, but more complex

1True student journey tracking

Transactional cross function information

Get ready to learn

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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

Migration Stage Overview

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Migration Stage Overview

DiscoveryInitial Build

Training MigrationTesting / Go-live

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• 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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• 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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• Identify all end users for initial Radius launch

• Build customised training curriculum

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• 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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• Send test data through the system

• Review relational elements

• Test in conjuncture with the client

Migration Best Practice

Dedicated project team engaged and empowered to make decisions

Dedicated time throughout the implementation process

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Centralised system administrator(s)

Input and compliance with Project Plan

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Migration Best Practices

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Map your processes

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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


• Placement of Data

• Different Field Type

• Relational Data Opportunities

• Greater Data Storage Capability

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Review your content


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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.


Questions?