Universities strive to build strong connections with every student and deliver an unparalleled education that combines classroom learning with real-world experiences and self-discovery. Our client, a top 50 liberal arts university, embarked on a project to meet this need with a new hybrid program. Their plan was to use Salesforce to track the many interactions that students had with mentors and faculty, as well as to provide a platform for reflecting on experiences and opportunities that happened outside the classroom.

Efforts prior to our involvement resulted in fundamental challenges, including difficult navigation, limited reporting capabilities, and a lack of alignment with business processes. These challenges halted the use of the tools and limited the foundational growth of this new hybrid program.

After our team conducted a detailed assessment, we provided key tactical and strategic recommendations with a roadmap for overcoming the challenges and putting the application back on the track. Armed with our recommendations and a roadmap, the university pivoted quickly to a new track which ensured the platform met their current and future needs.

If you’d like to discuss how to integrate your data for more robust and helpful reporting, let’s set up a time to talk.