Using Salesforce as a Student Information System SIS
1 like1,765 views
Alec Fisher discusses the transition to using Salesforce as a student information system (SIS) to enhance the student experience and streamline academic processes. Key benefits include improved data insights, a consolidated portal for students and staff, and reduced reliance on multiple systems. The document highlights the importance of flexibility, training, and ongoing partnerships for successful implementation.
Using Salesforce as a Student Information System SIS
- 1. Using salesforce as a Student Information System (SIS) Alec Fisher, Director of Academic Systems & Registry
- 2. Using salesforce as a Student Information System (SIS) Difficulty with Business Process Change • We were changing, our SIS was not changing with us Lack of Data Insights • Assuming the worst Workarounds and knowledge Silos • Unintuitive system, Multiple Platforms, Integrations Stress Points with Previous SIS:
- 3. “Just because we can does it mean we should?
- 4. With Salesforce & Motivis Happy Students & Happy Staff Motivis Partnership and Design of Holistic View • Consolidation of everything related to the student Students True One-Stop-Shop • One portal to rule them all Staff Knowledge • Staff given entirely new view of behaviors, processes, and their effect Smooth student experience and staff sanity need not be mutually exclusive
- 5. All Together Now Systems Already Retired • Former SIS • Registration Portal • Faculty Database • Visa Support System • Appointment Booking System • Attendance Reporting • External Data Visualization Systems Now on Speaking Terms • Finance System • Admissions System • LMS Upcoming Consolidation: • Student Experience • Career Development • Corporate Relations • Alumni Management • Excel? Why have 10+ Systems when you can have one?
- 6. Accessibility – Portal Access
- 7. Accessibility – Unofficial Transcript
- 8. Accessibility – Degree Audit
- 9. Accessibility – Registration Page
- 10. Registration Rules – Hello Flexibility Course Availability by Program • Set by Program Version Course Offering Attributes • Dates for display, open, close, add, drop, Schedule Conflicts, capacity issues, waitlist Pre-requisites by Course • Now and Future Pre-requisites by Credit • Set Per student Disable Drop • Not so Fast Term Registration by Phase or by Student • Can dictate groups to open or by individual • Automations available to lock/unlock Who Can go Where • Campus Change Management
- 11. More Transparency with Less Admin
- 12. Faculty Portal
- 13. Advisor Portal
- 14. Key Areas of Success Flexibility - Opening up the ‘Black Box’ • Using a system capable of meeting our changing needs The Power of Insights • Reporting power and a holistic picture of all of our data Training and Knowledge Sharing • Silo breakdown • Staff Development
- 15. Keys to Our Success Executive Sponsorship • Willingness to support change Role of Connectors – Staff Support • Patience with stakeholders, keep high level view Partnership with Motivis • Thought partner and support Ongoing Business Process Review • Ongoing review, check ins, training In Our Experience
- 16. Come find me or feel free to email me questions at: Alec.fisher@hult.edu Thank You