When was the last time you took a candid look at your admissions business processes? Have you ever tried to change rigid enrollment management processes that are inefficient or simply no longer serving your organization? Is the burden of change management preventing you from making headway?
It’s tempting to rush into using exciting new tools available to meet business objectives. However, without a meaningful, objective evaluation of your business process, outcomes will likely be different than anticipated. Systems initially imagined to make our lives easier end up introducing a downward spiral of disorganization.
Take a look here to see how well you know your business processes:
Created by Jason Jensen, Enrollment Systems Manager at World Learning, this “Choose Your Own CRM Adventure” map underscores the importance of analyze before you automate. As presented today at EDUCA– USE, Jason believes that whatever foundation you build will surely evolve and expand, so the analysis leading to that foundation must be as well thought out as possible.
Jason and World Learning know this well. They worked closely with the Enrollment Rx team for a comprehensive business process review as part of their cloud-based CRM implementation.
By establishing 200 workflows and nearly a dozen triggers that weren’t previously automated in their legacy system, they’ve gained huge efficiencies in scholarship automation, inquiry nurturing and email marketing. This has led to huge time savings, better resource allocation and more effective constituent interaction with individualized communication.
Now that’s a CRM adventure well worth taking!
