Title: PeopleSoft Marketing for Higher Education Solution Overview
1Connecting with Alumni Driving Value Throughout
the Constituent Lifecycle
2What Is Today About?
- Relationship Management
- Data Management
- Alumni/Donor Personalization
- Key challenge
Do You Have a Single View of Your Constituent?
3Its All About the Relationship!
The quality of the ongoing relationship between
the institution and its students (and alumni) is
far and away the dominant determinant of
success. Gartner, Defining CRM for Higher
Education
4Lifetime Relationship Management!
Recruitment Phase
Retention Phase
Fundraising Phase
Enrollment Phase
Potential Revenue
Prospective Student
Applicant
Student
Alumni
Time
5360-Degree View
The 360-Degree Network of Constituents
Current Students
- Network of constituents that an institution both
serves and depends on - All are critical to building successful lifetime
student relationships
Prospective Students Parents
Faculty Staff
Corporate Sponsors
Visitors the Community
Alumni Supporters
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7Data Management Institutions Pains
- Lack of data quality, standards, and shared
metrics across systems/institution wide - Inability to provide single, comprehensive view
of constituent - Inconsistent/inaccurate measures and counts
- Inability to accurately report and analyze in a
timely manner effectiveness, compliance, and
accountability across institution
8The fact is that institutions are in a
heterogeneous environment!
Housing
Crisis
Development
LMS
Legacy
Bookstore
PeopleSoft
SAP
Oracle
9Crisis
Crisis
The Chinese word for Crisis consists of two
characters
one represents danger and the other, Hidden
Opportunity.
10Componentization
- Campus Solutions logically separated from HRMS
- Provides clearly defined interfaces between
components - Provides access to the latest HRMS PeopleTools
releases
HRCS 8.9
11CDH Components Integration Source Mgt.
- Cross reference mapping
- Manages conflicts by source
- Assembles master record by attribute, by source
- Built-in integration services
Master Constituent Data
Transport and Transformation Layer
Mapping
Oracle Integration -or- Any Other Middleware
12CDH Components Data Librarian
- Duplicate identification resolution
- Import management queue
- Data certification
- Data quality reports
Master Constituent Data
Data Librarian
Mapping
Oracle Integration -or- Any Other Middleware
13CDH Components Access
- 360 View
- Data creation and maintenance
- Embedded duplication prevention
- Comprehensive relationship management
Master Constituent Data
Access
Mapping
Oracle Integration -or- Any Other Middleware
14CDH Components All
Master Constituent Data
Data Librarian
Access
Mapping
Oracle Integration -or- Any Other Middleware
15Constituent Lifetime Relationship Management
Admissions
Graduation
- Graduate Information
- Change of Address
- Employment
- Alumni Interests
- Graduation Date
- Awards and Honors
- Recruitment Strategies
- Interactions with Prospects
- High School Attended
- Post-Secondary Education
- Activities
- Interests
- Parent Names
- Relationships!
Marketing
Fundraising
Engage
Interest
Trial
Aware
360o View
Alumni/ Donor
Student Affairs
Donation
- Activities/ Interests
- Awards/ Honors
- Bio/ Demographic Data
- Donations
- Employment
- Major Gift Strategies
- Volunteer Organizations
- Memberships
- Planned Gifts
Loyalty
- Courses
- Major(s)/ Minor(s)
- Academic Interests
- Student Activities
- Student Awards
- Housing
- Relationships!
Servicing Retaining
Converting
16Weve all seen the map, few have taken the journey
Customer Lifetime Value
Understand
Plan
Optimize
Student/ Alumni Portfolio Management
Understand Value of your constituents
Plan Deliver differentiated strategies
Optimize Close the execution gap
17Constituent Portfolio Management Personalize
Service
Platinum
Gold
Actual Value
Potential Value
Basic Cost of Service
Silver
Develop
Up or Out
Retain
18Expanding the Definition of Advancement- CASE,
January 2005
The Expanding Definition of Advancement
The continuing separation of the specialties may
keep advancement professionals from establishing
and maintaining relationships with their
colleagues. We must place an emphasis on
professional unity and recognize the advancement
role within many others on campus including
faculty, admissions officers, student affairs
officers, and executive officers and their
staffs.
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24Leading the Way
Its All About the Relationship!
Leading the Way CASE, 2005
- The Internet is rapidly becoming
- a dominant medium leaders
- must develop a corresponding
- new set of skills including
- an intuitive understanding of the new economy
- an ability to manage team processes
- skill in managing relationships
- marketing expertise
- comfort with technology
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28Email Automated, low cost strategic channel
Source Gartner G2, March 2002
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31 Contributor Relations
Accessibility
100 pure internet architecture the real-time
enterprise
- we have fundraisers who are on the road who are
raising money, and they can go in and check the
information on a particular prospect or record
information - John LeySouthern Methodist University June 2001
32 Contributor Relations
Personalization
Manage vast amounts of information
- And if you're communicating and working
together, and sharing the information, that
really goes a long way toward making sure that
donor is treated in a way that's conducive to
your goal. - Chris CoutureMaryland Institute and College of
Art June 2001
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