Guiding Principles
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