Connect with Purpose: Intelliworks Keynote

Personify Education 09Ideas that Work

July 14, 2009

PRESENTED BY

Todd Gibby Wyatt ShawPresident and CEO Sr. Product Manager

LEARN FROM PEERS

ENGAGE IN DISCUSSION

TAKE AWAY BEST PRACTICES

IDEAS THAT WORK

Why are we here?

TOUR PHILLY / HAVE FUN(!)

MEET SHARA

TAKE ANOTHER BOAT CRUISE

YouQ: Why are we here?

Us

CONNECT with PURPOSE

Q: Not “Why?”…but “Who?”

© duarte.com 2008

A: Higher education

* Rough estimates as of 6/2009

Greater than

150A: Large and growing

A: Sarah…and Sarah’s Boss

http://www.intelliworks.com/tour

What keeps you up at night?

What can we do?

#personify09

ENGAGE(!)

Thought Leadership


Applied Innovation


Service & Support


Support

Best Practices

Training

Feedback

Technology

Analysis

IDEAS that WORK

3Session / Conference Objectives

Knowing Doing

Nearly all men can stand adversity, but if

you want to test a man’s character, give

him power. point

- Abraham Lincoln, quoted in “Slide:ology” by Nancy Duarte

Thought Leadership

WHY DOES THIS MATTER?

20

“The deck is stacked…”Source: Nicole Engelbert, Datamonitor, Personify Education 08

• The number of secondary school graduates will start to decline in 2010

• Other English speaking countries are actively enrolling more international students

• Online programs are creating a more broad and attractive set of options for students

• Looming recession will put higher education in greater competition with other public services

• An expectation for personalized relationships comes ‘standard’ with the millennial student

• Doing a whole lot more with a whole lot less may be a permanent reality for higher education

Source – National Center for Education Statistics

Shaping the Discussion

Cutting through the Noise

Building the Tools

http://www.intelliworks.com/ideas

Translating into Vision

CRM

Student Information

System

Enterprise Resource Planning

Solution

Learning Management

Solution

Business Intelligence

Solution

2007 2008

Datamonitor

N. Engelbert, Lead AnalystGetting to the Good Stuff – A New Vision for CRM

Personify Education 2008

2009

Relationship Management in HE

WebTurning Vision into Reality

Relationship Management in HE

The hero is the one with the ideas.

- Jack Welch

Applied Innovation

“Managing” the Funnel

Yield / Analysis

Discovery

“Analyzing” the Funnel

“Socializing” the Funnel

There’s a lot of noise out there…

Discovery…

Education…

Engagement…

Enrollment…

Yield…

Analysis…

Finally a clear signal…

The Funnel after the Funnel…

• Yield Management

• Student Retention

• Alumni Development

• Long-Term Value

Raving Fan

“I LOVE THIS

SCHOOL!”

A funnel that’s not really a funnel…

Pump Up the Volume?

http://www.youtube.com/watch?v=EbVKWCpNFhY

Managing Student Relationships

Datamonitor

“Innovation is not the product of logical thought, although the result is tied to logical

structure.”

- Albert Einstein

F.L.U.I.D. METHODOLOGY

FAST

Image Source: http://blog.duarte.com

Client

Experience

Fast

Leading

User-DrivenIntuitive

Dependable

7

LEADING

Image Source: http://blog.duarte.comImage Source: http://blog.duarte.com

Client

Experience

Fast

Leading


Dependable

3

USER-DRIVEN

Image Source: http://blog.duarte.com

Client

Experience

Fast

Leading


Dependable

1000+

INTUITIVE


Client

Experience

Fast

Leading


Dependable

1

DEPENDABLE


Client

Experience

Fast

Leading


Dependable

100% reliable

Intelliworks Solution: Functional Areas

Marketing Management

Reporting / Analytics

H2 2007 Q1 2008 Q2 2008 Q3 2008 Q4 2008 Q1 2009 PresentQ2 2009

Dynamic Forms(Inquiry / Leads)

• Program Mgmt (Registration / Facilitation)• Lifecycle Mgmt (Prospect Mgmt)

• Marketing Automation (Mktg Mgmt)• Multi-page Application (Application Mgmt)

• Outlook Plug-In (Prospect Mgmt)

• Facebook Integration (Inq. Gen / Prospect Mgmt

•Workflow Assignment Settings (Prospect Mgmt)•Integrated Chat (Inq. Generation / Prospect Mgmt)

Problems Being Solved – 2H 2009

Product Demonstration

Application Self Service Page

Problems Being Solved – 2H 2009

Service & Support

To avoid this

Source: Andy Budd, Creative Director at Clearleft, Design the User Experience Curve

The Client Lifecycle

• Roles• Users• Goals• Objectives


• Definitions• Configuration• Data• Content• Test / Deploy

“We were surprised and pleased that the Intelliworks team was so willing to dive deeply into our daily business practices and help us adapt their solutions to meet our needs.”

Maria Garcia ReyDirector Business Intelligence ESADE Executive Education


• Training• Best Practices• Health checks• Feedback

‘Nuff Said

“I thought about calling Microsoft but I reach out to you (Shara) first because I know I will here back from you

in about 10 minutes.”Jason Smith

Admissions RepresentativeAmerican Public University System


• Strategic• Tactical• Technical

“From a service level standpoint, everyone at Intelliworks has been

great: the support and the engineers- I couldn't ask for anything else.

What's important to me is that my vendors have an invested interest in

my business. Intelliworks has clearly shown that they are committed.

Elliot Thostesen Support,

Student Affairs

Ivy Tech Distance Learning


• Results• ROI• Case Studies

“In the last two year’s we’ve grown applications by more than 60%, 70% in the graduate school, and increased enrollment by 44%.”

Luis CasasDirector Marketing and Recruitment

FIU Business

Our own raving fans…

• Graduate Philadelphia connects adult learners with educators throughout the Philadelphia area

• Message from Hadass Sheffer, Executive Director

I get by with a little help from my friends.

- The Beatles

Support

Best Practices

Training

Feedback

Technology

Analysis

IDEAS that WORK

3Session / Conference Objectives

Knowing Doing

Personify Education 09

Ideas that Work

July 14, 2009

PRESENTED BY

Todd GibbyPresident and CEO

Connect with Purpose: Intelliworks Keynote

Education

Transcript of Connect with Purpose: Intelliworks Keynote