Enterprise_CRM_Naming_Considerations
- 2. Pre-EDUCAUSE Objectives Determine preferred Enterprise CRM naming approach Define desired Enterprise CRM suite and platform name Align on additional approvers, approval/validation process required before legal review Note: We should align on which approach we will use in naming the student success, continuing ed/workforce development, and advancement solutions, but we do not need to finalize solution names prior to EDUCAUSE. April 5, 2016 2
- 3. Naming Considerations Assumptions Naming Architecture: Ellucian’s naming architecture will continue to use descriptive rather than fanciful solution names to ensure clarity about Ellucian offerings and what they do. Use of “CRM” Term: It is preferable to use the “CRM” term in the suite name because “CRM” is the accurate category name for this solution set. Using the CRM term will help the market clearly identify how this solution set fits, what it does and where it competes. Use of “Student Success” Term: The “Student Success” term should be reserved for Ellucian to use at the category level, rather than in any specific product name. Because we will continue to offer multiple solutions to address the broad set of needs around student success, it is unwise for any single solution to carry the “student success” name. Use of the “Suite” Term: Ellucian recently removed the term “Suite” from formal product descriptions and a decision was made to not consider it in the naming considerations here in alignment with the overall company branding and naming approaches. Platform Name: As noted above, the platform is a component of the solution set, but not a heavily featured component. For this reason, we should consider giving the platform the same name as the suite itself, but designating it as the “platform” or “foundation” component of the suite. Legal Review: The name concepts below made it through a basic Google search to weed out clear, direct conflicts in the CRM and educational software areas. However, these names have not been through a legal review. Any favorite names will need to go through legal review to ensure Ellucian’s legal team is comfortable with the naming approach. April 5, 2016 3
- 4. Enterprise CRM Suite Approaches April 5, 2016 Naming should be considered as part of the greater whole – naming should lend coherence and alignment across the suite Approach 1: Simple, descriptive names across the board Approach 2: More evocative solution names across the board 4
- 5. 5April 5, 2016 Approach 1: Simple, Descriptive Names Solution Set Platform Recruiting/ Admissions Student Success Workforce Dev/ Continuing Ed Advancement Ellucian Enterprise CRM Ellucian CRM Platform Ellucian Recruiter Ellucian Student Engagement Ellucian Advancement Alternates: Ellucian CRM for Education Ellucian Education CRM Ellucian Education Lifecycle CRM Alternates: Ellucian CRM Platform Ellucian CRM Foundation Ellucian Education CRM Platform Ellucian Enterprise CRM Platform Alternates: N/A Alternates: Ellucian Monitor Ellucian Retention Ellucian Student Signals Ellucian Student Success Alternates: Ellucian Alumni & Advancement Ellucian Alumni & Friends Ellucian Contact
- 6. 6April 5, 2016 Approach 2: “Engage” Naming Convention Solution Set Platform Recruiting/ Admissions Student Success Workforce Dev/ Continuing Ed Advancement Ellucian Engage CRM Ellucian Engage Platform Ellucian Recruiter Ellucian Mentor Ellucian Ally Alternates: N/A Alternates: Ellucian CRM Platform Ellucian Engage CRM Platform Ellucian Engagement Platform Alternates: N/A Alternates: Ellucian Student Experience Ellucian Achiever Ellucian Engage (Student) Ellucian Beacon Ellucian Vantage Alternates: Ellucian Advocate Ellucian Engage (Advancement) Ellucian Exponent Ellucian Friend Ellucian Supporter
- 7. A Side by Side Comparison (Example Only) Ellucian CRM for Education Ellucian Recruiter Ellucian Student Engagement Ellucian Advancement Ellucian CRM Foundation Ellucian Engage CRM -- Ellucian Recruiter Ellucian Mentor - - - Ellucian Ally Ellucian Engage Platform 7April 5, 2016
- 8. Pre-EDUCAUSE Objectives Determine preferred Enterprise CRM naming approach Define desired Enterprise CRM suite and platform name Align on additional approvers, approval/validation process required before legal review Note: We should align on which approach we will use in naming the student success, continuing ed/workforce development, and advancement solutions, but we do not need to finalize solution names prior to EDUCAUSE. April 5, 2016 8