STONY BROOK AT A GLANCE Building a Global Radius: SUNY Korea’s Journey to Success
Transcript of STONY BROOK AT A GLANCE Building a Global Radius: SUNY Korea’s Journey to Success
Enrollment Goals and Challenges:
• Limited IT support for recruitment activities
• Confusing application process
• Manual follow-up with all inquiries and applicants
• Heavy dependence on SB’s infrastructure (imaging system, SIS)
Why Radius?
• User-friendly, modern CRM
• Application Form Builder
• Strong partnership between Stony Brook and Hobsons Since 2006
BEGAN IMPLEMENTATION IN MAY 2014
KEY DIFFERENCES
Exports
Integration with ApplyYourself
Client-Specific Rules Based on Attributes
Assigned Cases
Application Builder
Client-Defined Lifecycle Roles &
Stages
KEY DIFFERENCES
Default Views,Reporting Dashboards
Templates and Communication Plans
Interest Pages Built by Hobsons Staff
Widgets, Lists
Campaigns, Communication Plans,
Cases
Form Builder for Clients
High-level Planning
CRM Champion
Marketing IT/DataForm Building
CROSS-PACIFIC CLIENT PROJECT TEAM
Dedicate 3-5 hours per week + 1-hour weekly call.
Milestone Estimated Timeframe
Kickoff Call 1 week
Planning/Process Session 1 week
Product Overview 1 week
Configuration and Training 12 – 14 weeks
Verification & User Acceptance 4 – 8 weeks (Concurrent with Configuration)
End-User Setup & Training 2 – 3 weeks
Go Live 1 week
Integration 6 – 8 weeks (once mapping document is complete)
SAMPLE TIMELINE AND BENCHMARKS
April 2014Selected Radius
May 2014Began Weekly CallsDetermined RolesRadius Exploration
June 2014Developed Data CatalogLifecycle Roles & StagesSecurity and RulesInquiry Form Testing
July 2014Launched Inquiry FormDeveloped Cases &ViewsBegan Building Application
August 2014Application TestingApp. ManagementE-mail TemplatesTargetsBegan SIS Integration
September 2014Launched ApplicationE-mail CampaignsStaff Training
November 2014Finalized SIS IntegrationE-mail Communication Plans
ACTUAL TIMELINE
Application Builder:
• Determine overall length and sections
• Define and build fields (in either Contact or Registrations)– Think about the output files if exporting data
• Create application and iteration– Application: SUNY Korea – Iteration: Fall 2015
• Launch form builder
Registrations Management:
• Create/Edit/Clone your Custom Views
• Add/Remove Columns
• Export/Update your data
• Print your registrations
• Set up your views and workspaces
Communication Plans:
• Create Targets for communication
• Design Email Templates to be sent
• Determine send-out dates and entry/exit rules
• Refer to Statistics
Radius Implementation Tips:
•Research•Define Your Vision•Prioritize Long- and Short-Term Goals•Develop Implementation Schedule &
Benchmarks•Establish User Access and Permissions•Appoint a CRM-Champion•Train Staff (not just how, but why)•Measure Adoption•Make Continuous Improvements
Questions?
Stefan HymanAssistant Provost for Enrollment
Strategies, Communications & AnalyticsStony Brook University
Daniel SonAcademic & Student Affairs Coordinator
SUNY [email protected]