Getting Ready for Recruiting & Retention Solutions

Transcription

1 SUNGARD SUMMIT 2007 sungardsummit.com 1 Getting Ready for Recruiting & Retention Solutions Moderated by: Mark Zimmerman, Executive Director Constituent Relations Solutions SunGard Higher Education March 21, 2007 Course ID 1507 A Community of Learning

2 Banner Enrollment Management Suite Relationships + Performance RECRUITING & ADMISSIONS STUDENT ADVANCEMENT 2

3 Banner Enrollment Management Suite Three Pairs of Solutions Recruiting & Admissions Relationships Recruiting & Admissions Performance Student Relationships Student Retention Performance Advancement Relationships Advancement Performance 3

4 Relationship Management Our Approach Enrollment Management Solution Recruiting & Admissions Relationships Student Relationships Advancement Relationships Higher education functionality Recruiter workspaces Prospect web spaces Targets prospects and influencers Continuity of information Visibility into recruiting results Designed for higher education Student services & advisor workspaces Targets students and influencers Continuity of information Visibility into retention results Designed for higher education Advancement office workspaces Targets donors and influencers Continuity of information Visibility into alumni and advancement results Designed for higher education Banner Relationship Management Capabilities Segmentation and targeting Campaign management Personalized communications Personalized web spaces Persistent 360 degree view History of interactions Collaboration Event management Intelligent knowledgebase Surveys Designed for higher education 4

5 Banner Enrollment Management Suite Built exclusively for higher education in collaboration with our customers The right relationship management capabilities Performance management connecting institutional goals with measurement of results It IS Banner Bundled packages containing everything you need to deploy Competitive services & deployment timeline 5

6 SUNGARD SUMMIT 2007 sungardsummit.com 6 Getting Ready for Recruiting & Retention Solutions Solutions Development A Community of Learning

7 Solutions Development: An Innovative Approach Agile Software Development with Scrum Iterative, incremental approach to development Built upon small, coordinated teams Define Design Develop Test Package Inspect Development Process Ensures Focus on building the highest business value features first Development Process Requires Qualitative feedback EARLY and OFTEN in the development process Stakeholders participated in requirements definition, prioritization, and inspection/review activities Visibility into solution as it is being developed not after the fact Process Promotes Readiness to Serve Professional Services & Client Services Teams involved from the beginning Early training and visibility to solution Work directly with the Development teams 7

8 Development process leverages direct client input Enrollment Management Development Partner Team We Thank You For Your Time & Support! 8

9 Recruiting & Admissions Relationships Solution Components Leverages existing investment in UDC solutions and technology Does NOT require Banner 8.0 Introduces new components and technology to compliment business needs and goals Rich Internet Applications Business Rules Interaction Framework UDC Solutions Banner General Banner Student Luminis Platform Workflow Other Components Oracle Database Oracle Application Server Base Version IV 5.0 Base Version

10 Banner EM Product Architecture 10

11 SUNGARD SUMMIT 2007 sungardsummit.com 11 Getting Ready for Recruiting & Retention Solutions Services A Community of Learning

12 Banner EM Services - Basic Aligns enrollment objectives with institutional strategy to optimize recruiting, enhance constituent relationships and student retention. The result: Increased enrollment [management] and enhanced performance metrics, [trend] and reporting. Timeline: Estimated 4 6 months Activities Deliverables Who EM Survey EM Workshop Project Planning/Management Discovery Workshops/Calls Solution Installation Configuration Training Test and Validate Deploy EM Roadmap Technical Work Plans BPA Report Training Workbooks Operational Reports Analytic Reports EM Dashboard EM Scorecard Admissions Director Recruiters Department Users IT Director DBA Enrollment Management Systems Administrator Administrator Institutional Researcher Business Analyst DBA Systems Administrator 12

13 Banner EM Services - Comprehensive Implementation and strategic services to help institutions align their enrollment objectives with institutional strategy, optimize recruiting, enhance constituent engagement and retention, and measurably improve performance. Timeline: Estimated 5 7 months Activities Deliverables Who EM Survey EM Workshop EM Advisory Service Project Planning/Management Discovery Workshops/Calls Solution Installation Configuration Additional Consulting & Configuration for Campaigns, Communication Plans, and Workflows Training Test and Validate Deploy EM Roadmap EM Plan Technical Work Plans BPA Report Training Workbooks Operational Reports Analytic Reports EM Dashboard EM Scorecard Admissions Director Recruiters Department Users IT Director Enrollment Management Administrator Institutional Researcher Business Analyst DBA Systems Administrator 13

14 Planning Inventory of Current Assets Needs/Requirements/Capabilities Assessment IT Department What else you can do. Support and Responsibilities 14

15 Please join us during all of our Enrollment Management Courses at Summit 2007 Day Time ID Course Tues 8: Introducing the New SunGard Enrollment Management Solutions Tues 10: New Solutions for Recruiting Students Tues 2: New Analytics Solutions for Enrollment Management Wed 8: Wed 10: Wed 2: Wed 3: Getting Ready for Recruiting & Retention Solutions Introducing the New SunGard Enrollment Management Solutions (R) New Solutions for Recruiting Students (R) New Solutions for Student Retention Thur 9: Enrollment Management Solutions Open Forum (BOF) Thur 10: Getting Ready for Enrollment Management Analytics Solutions Thur 10: Advancement Relationships & Performance Forum 15

16 Thank You! Mark Zimmerman Executive Director Constituent Relations Solutions SunGard Higher Education Martin Reber Executive Director Enrollment Management Solutions SunGard Higher Education Melissa King General Manager Common Components & Frameworks SunGard Higher Education Claudette Flynn General Manager Consulting Practices SunGard Higher Education Bob Rullo Solutions Architect SunGard Higher Education Charles Ash Technical Manager SunGard Higher Education Please complete the online class evaluation form Course ID 1507 SunGard, the SunGard logo, Banner, Campus Pipeline, Luminis, PowerCAMPUS, Matrix, and Plus are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other countries. Third-party names and marks referenced herein are trademarks or registered trademarks of their respective owners SunGard. All rights reserved. 16