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The Training and Knowledge Transfer Approach is aligned to the overall Enterprise CRM Initiative Project Vision and Guiding Principles.

Principle

Institutional Data Governance
and Stewardship                                                                          


Consistent Experience                                                                                                                                                                         


Personalized Interactions                                                                                                                                                                  


Seamless Cross-Office Support                                                                                                                                                        


Impactful Data Insights                                                                                                                                                                                                                                 


Improved Universitywide Alignment                                                                                                                                                 

Current State

Disparate systems and lack of institutional data governance                                                                                      


Disparate communication channels lead to a lack of consistent and informed communications


Lack of tools to support constituent-specific engagement strategies and/or activities


Manual processes using legacy systems to share information across offices, highly reliant on relationships


Lack of easily accessible data or visualization tools to guide actions                                                                                                 


Legacy systems that do not allow for collaboration across campuses and business units

Future State

Universitywide platform providing consistent institutional data governance and stewardship oversight


More coordinated and clear communication across the
university


Tailored activities to
improve engagement
outcomes


Collaboration across business units, providing a seamless experience for constituents and constituent support


Powerful insights from easily accessible data and visualization tools, with the ability to use predictive analytics to inform decision-making


Shared university framework that acknowledges specific nuances by campuses and/or business unit