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Redesigning the
Student Experience
Mike Roe, Director of Information Technology, WMU
Kevin Butts, VP of Product Development, TargetX
Mike Roe
Director of Information Technology
Western Michigan University
Kevin Butts
VP, Product
TargetX
3
Our Values
Student Expectations
No Exceptions for the Ivory Tower
The Rise of Designing for the Student Experience
How far we’ve come
Blurring the
lines
between the
physical
and the
digital
worlds.
1.0 2.0 3.0 4.0
Adopting
Software
Leveraging
Basics
Breaking
the Silos
Student
Experience
EMPOWERING INSTITUTIONS
EMPOWERING
STUDENTS
CRM
App
http:
Why worry about the
student experience?
The landscape for
traditional high
school graduates
is changing.
74% of students
have one of the
characteristics that
are typically
considered
“nontraditional”
Generation Z has
wildly different
expectations than
Millennials.
The Student Experience is already mobile;
it’s a question of good vs. bad
Why a Mobile First Strategy is Required
The Student Experience is already mobile; it’s a question of good vs. bad
3 out of 4
students report
having visited
a college
website on
their mobile
device.
2018 Social Admissions Report, NRCCUA & TargetX
57 percent
said the
website was
very or
extremely
important in
their college
search.
2019 Digital Admissions Report, mStoner & TargetX
Why a Mobile First Strategy is Required
The Student Experience is already mobile; it’s a question of good vs. bad
Why a Mobile First Strategy is Required
The Student Experience is already mobile; it’s a question of good vs. bad
86%
Students that prefer to
communicate with
colleges via email
on their mobile
device.
2018 Social Admissions Report, NRCCUA & TargetX
Why a Mobile First Strategy is Required
The Student Experience is already mobile; it’s a question of good vs. bad
⅓
Students that
applied to college
on a smartphone
or tablet.
2019 Digital Admissions Report, mStoner & TargetX
smartphone
dependent.
Non-white,
lower income,
younger adults
are increasingly
Why a Mobile First Strategy is Required
The Student Experience is already mobile; it’s a question of good vs. bad
We’re all trying to attract the same set
of students ⸺ how do you deal
with that?
Be better.
- Mike Roe
Located in Kalamazoo, Michigan
• 145 miles West of Detroit
• 145 miles East of Chicago.
Total students 22,562
• Undergraduate 17,760 or 79%
• Graduate 4,802 or 21%
265 Total Programs
• Bachelor's 152
• Master's 78
• Specialist 1
• Doctoral 34
Famous Alumni
• Tim Allen - Comedian/Actor
• Homer Stryker - Physician/Inventor
• Greg Jennings - Former Green Bay Packer
• Luther Vandross - Singer/Producer
Cotton Bowl 2017
Western Michigan University
WMU Broncos
TargetX Events Module
over 2800 events managed in calendar year 2018.
Sign-up for an event quickly from computer or smartphone.
Use Event Filters to customize the student experience to
show events relevant to them.
❖ Prospects/Inquiries
❖ Admitted Students
❖ Current Students
Events
Thinking about the student experience from the first interaction
QR Code check in
❖ QR Code simply contains students Salesforce ID.
❖ QR Code is emailed and/or printed on agendas.
❖ Scan into custom FormAssembly form that auto check’s in
student for event.
❖ Employ wireless bluetooth scanners
Update Contact Information during check in
❖ Event Check-in calls up student contact information
❖ Allow student to verify on iPad or Tablet
Events
Building that student experience at the event. NO LINES!
User experience that is personalized for each student
Multiple Portals
❖ Undergrad
❖ Grad Programs
❖ Fall Welcome
❖ WMU Student (test phase)
❖ Pre-College Programs (Coming 2020)
Portal
Access at their fingertips.
Two different portals allowing different structure for each
student population.
Similar navigation making use of multiple tabs to provide a
robust experience
❖ My Dashboard - Application creation and status,
checklists, requirements etc.
❖ My Academics - information on the chosen college
and major.
❖ My Costs & Financials - links to scholarship
applications, total cost calculator, etc.
❖ Explore WMU - Campus Virtual Tour, Events
Scheduler
Portal
Undergrad/Graduate Recruiting Portal
Over 50 applications - customized for specific levels,
programs, student populations.
Application Dashboard
❖ Track Application progress and status
❖ Checklist items both pre-admit and post admit
View Decision letter on your smartphone!
Portal
Pre-College Undergrad/Grad Applications
Application Dashboard
Portal
Admit Decision Letter
Portal
Scholarship Applications
Portal
My Academics
Portal
My Costs and Financial Aid
Portal
Explore WMU - Videos
Portal
My Costs & Financial Aid
Different Tab set
❖ My Dashboard - for applications
➢ ATYPical Students - Middle Schoolers
➢ Dual Enrollment Students
❖ My Academics
❖ Parent Information and Consent
❖ Campus Information
Portal
Pre-college Programs Portal
An Event Portal
Different Tab set.
Build you agenda
Portal
Fall Welcome Portal
Portal
Fall Welcome Portal
Portal
Fall Welcome Portal
Portal
Current Student Portal
Logon using WMU account info
Only showing information relevant to the student.
Customizing the experience based on:
❖ Enrolled Student
❖ College
❖ Major
Portal
Current Student Portal
Portal
Current Student Portal
In the pipeline at WMU
• Internal Social platform for students
• Live Agent Chat
• Chat Bots
• Financial Aid Integration
• Integration with Development Office ORG
• Non-student contacts for Government
Affairs and Extended University Programs
Where to start?
Are you an optimist
or a realist?
Product Management basics
Three things to consider when designing for students:
❖ Know the job to be done
❖ Know your students
❖ Partnerships are not optional
Jobs Theory
Student success is a journey
Every solution needs context
Be mindful of the full
process when
designing for a step
❖ Pre-Application
❖ Application
❖ Admitted, Not Yet
Enrolled
❖ Currently Enrolled
❖ Graduate
Next steps:
Talk to your students
User Interview tips
❖ Start with a specific question
“How can we make the application process easier for
students?”
“What is the best way to communicate with students about
support services?”
❖ Solicit real stories over idealized answers
“Tell me about the last time you..”
❖ Note taking as a listening tool; Recording for retention
❖ Be mindful of confirmation bias
Your Guide to Student
Journey Mapping:
>> targetx.com/tambellini19
Next steps:
Cross Campus Partnerships
Tips for winning rollouts
❖ Agree on objectives and a lexicon
❖ Set metrics for success
❖ Measure zealously
❖ Plan to make adjustments
Q&A
Thank You!

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Redesigning the Student Experience

  • 1. Redesigning the Student Experience Mike Roe, Director of Information Technology, WMU Kevin Butts, VP of Product Development, TargetX
  • 2. Mike Roe Director of Information Technology Western Michigan University Kevin Butts VP, Product TargetX
  • 5. The Rise of Designing for the Student Experience How far we’ve come Blurring the lines between the physical and the digital worlds. 1.0 2.0 3.0 4.0 Adopting Software Leveraging Basics Breaking the Silos Student Experience EMPOWERING INSTITUTIONS EMPOWERING STUDENTS CRM App http:
  • 6. Why worry about the student experience?
  • 7. The landscape for traditional high school graduates is changing.
  • 8. 74% of students have one of the characteristics that are typically considered “nontraditional”
  • 9. Generation Z has wildly different expectations than Millennials.
  • 10. The Student Experience is already mobile; it’s a question of good vs. bad
  • 11. Why a Mobile First Strategy is Required The Student Experience is already mobile; it’s a question of good vs. bad 3 out of 4 students report having visited a college website on their mobile device. 2018 Social Admissions Report, NRCCUA & TargetX
  • 12. 57 percent said the website was very or extremely important in their college search. 2019 Digital Admissions Report, mStoner & TargetX Why a Mobile First Strategy is Required The Student Experience is already mobile; it’s a question of good vs. bad
  • 13. Why a Mobile First Strategy is Required The Student Experience is already mobile; it’s a question of good vs. bad 86% Students that prefer to communicate with colleges via email on their mobile device. 2018 Social Admissions Report, NRCCUA & TargetX
  • 14. Why a Mobile First Strategy is Required The Student Experience is already mobile; it’s a question of good vs. bad ⅓ Students that applied to college on a smartphone or tablet. 2019 Digital Admissions Report, mStoner & TargetX smartphone dependent. Non-white, lower income, younger adults are increasingly
  • 15. Why a Mobile First Strategy is Required The Student Experience is already mobile; it’s a question of good vs. bad
  • 16. We’re all trying to attract the same set of students ⸺ how do you deal with that? Be better. - Mike Roe
  • 17. Located in Kalamazoo, Michigan • 145 miles West of Detroit • 145 miles East of Chicago. Total students 22,562 • Undergraduate 17,760 or 79% • Graduate 4,802 or 21% 265 Total Programs • Bachelor's 152 • Master's 78 • Specialist 1 • Doctoral 34 Famous Alumni • Tim Allen - Comedian/Actor • Homer Stryker - Physician/Inventor • Greg Jennings - Former Green Bay Packer • Luther Vandross - Singer/Producer Cotton Bowl 2017 Western Michigan University WMU Broncos
  • 18. TargetX Events Module over 2800 events managed in calendar year 2018. Sign-up for an event quickly from computer or smartphone. Use Event Filters to customize the student experience to show events relevant to them. ❖ Prospects/Inquiries ❖ Admitted Students ❖ Current Students Events Thinking about the student experience from the first interaction
  • 19. QR Code check in ❖ QR Code simply contains students Salesforce ID. ❖ QR Code is emailed and/or printed on agendas. ❖ Scan into custom FormAssembly form that auto check’s in student for event. ❖ Employ wireless bluetooth scanners Update Contact Information during check in ❖ Event Check-in calls up student contact information ❖ Allow student to verify on iPad or Tablet Events Building that student experience at the event. NO LINES!
  • 20. User experience that is personalized for each student Multiple Portals ❖ Undergrad ❖ Grad Programs ❖ Fall Welcome ❖ WMU Student (test phase) ❖ Pre-College Programs (Coming 2020) Portal Access at their fingertips.
  • 21. Two different portals allowing different structure for each student population. Similar navigation making use of multiple tabs to provide a robust experience ❖ My Dashboard - Application creation and status, checklists, requirements etc. ❖ My Academics - information on the chosen college and major. ❖ My Costs & Financials - links to scholarship applications, total cost calculator, etc. ❖ Explore WMU - Campus Virtual Tour, Events Scheduler Portal Undergrad/Graduate Recruiting Portal
  • 22. Over 50 applications - customized for specific levels, programs, student populations. Application Dashboard ❖ Track Application progress and status ❖ Checklist items both pre-admit and post admit View Decision letter on your smartphone! Portal Pre-College Undergrad/Grad Applications
  • 27. My Costs and Financial Aid Portal
  • 28. Explore WMU - Videos Portal My Costs & Financial Aid
  • 29. Different Tab set ❖ My Dashboard - for applications ➢ ATYPical Students - Middle Schoolers ➢ Dual Enrollment Students ❖ My Academics ❖ Parent Information and Consent ❖ Campus Information Portal Pre-college Programs Portal
  • 30. An Event Portal Different Tab set. Build you agenda Portal Fall Welcome Portal
  • 33. Portal Current Student Portal Logon using WMU account info Only showing information relevant to the student. Customizing the experience based on: ❖ Enrolled Student ❖ College ❖ Major
  • 36. In the pipeline at WMU • Internal Social platform for students • Live Agent Chat • Chat Bots • Financial Aid Integration • Integration with Development Office ORG • Non-student contacts for Government Affairs and Extended University Programs
  • 38. Are you an optimist or a realist?
  • 39. Product Management basics Three things to consider when designing for students: ❖ Know the job to be done ❖ Know your students ❖ Partnerships are not optional
  • 41. Student success is a journey Every solution needs context Be mindful of the full process when designing for a step ❖ Pre-Application ❖ Application ❖ Admitted, Not Yet Enrolled ❖ Currently Enrolled ❖ Graduate
  • 42. Next steps: Talk to your students User Interview tips ❖ Start with a specific question “How can we make the application process easier for students?” “What is the best way to communicate with students about support services?” ❖ Solicit real stories over idealized answers “Tell me about the last time you..” ❖ Note taking as a listening tool; Recording for retention ❖ Be mindful of confirmation bias
  • 43. Your Guide to Student Journey Mapping: >> targetx.com/tambellini19
  • 44. Next steps: Cross Campus Partnerships Tips for winning rollouts ❖ Agree on objectives and a lexicon ❖ Set metrics for success ❖ Measure zealously ❖ Plan to make adjustments
  • 45. Q&A