Exploiting customer relationship management analytics to improve the student experience
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Transcript of Exploiting customer relationship management analytics to improve the student experience
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Exploiting customer relationship management analytics to improve the student experience
Selena Killick
Senior Library Manager (Student Engagement)
The Open University
@SelenaKillick
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The Open University (in Stats)
• 173,000
• 33%
• 22,000
• 180 & 600
• 31%
• 48
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The Open University Library
• Team of 83 colleagues
• Over 600,000 books, 65% electronic
• Over 98,000 serials, 100% electronic
• 87% of modules have embedded Digital & Information Literacy Skills & Library content
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Library Enquiry Service
• 24/7 Virtual Library Helpdesk
• Training not answering culture
• Over 16,500 enquires annually
• Decreasing student numbers / increasing number of enquiries
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Annual Enquiries by Source
Telephone
15%
47%
Webchat
30%
Other
8%
Source Number
Telephone 2,570
Email 7,789
Webchat 5,052
Other 1,381
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Students feel like
a failure when
they have to ask
a librarian.
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Strategic Shifts
Empowered
Independent
Learners
Proactive
Support
Resource
Realignment
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Institutional CRM
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Phased approach
Resource
Requirements
Data Capture
Improvement
Data
Exploitation
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Resource Requirements
• Working with history data
• Data deep dive
• Time estimates for each source
• Daily prediction modelling
• Leeway
• Staff time reapportioned
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0
5000
10000
15000
20000
25000
30000
35000
40000
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Min
ute
s
Month
Staff Time Required for Enquiries
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Data capture improvement
•Requirements
•Capabilities
•Consistency
•Simplification
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0
10
20
30
40
50
60
70
80
Category Sub-category
System Simplification
Old New
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If you’re not
going to do
anything with
the data,
stop counting.
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Service Monitoring
Data
• Busyness
• Trend Analysis
• Benchmarking
Exploitation
• Staffing levels
• Strategic
monitoring
• Trigger alerts
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Proactive Support
Data
• Top enquiries
each month
• Comparisons to
previous years
Exploitation
• Push
communications
• One-to-many
training
• System
improvements
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Visualisations
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If you’re not going to
communicate your
results, don’t bother
doing assessment
#WWMD
Megan Oakleaf
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Learning Design
Data
• Module
enquiries by
category
• Module
enquiries by
time
Exploitation
• Improved
learning
design
• Embedded
live tuition
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Advocacy
Data
• School
enquiries by
category
• Modules
with high
enquiries
Exploitation
• School
annual
reports
• Action
planning
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Lessons Learnt
• Do your research
• Get you requirements right
• Bring people on the journey
• Invest in development
• Capture the knowledge
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Acknowledgements
The Awesome team at the OU Library, especially…
• Sam Dick @sam_d
• Katherine Moore @KatherineHMH
• Fiona Bowtell @FeeBowtell
• Chris Yates @chris_s_yates
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Thank you!
Selena Killick
Senior Library Manager (Student Engagement)
@SelenaKillick