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Alliance 2024 CRM Tuesday Session Highlights

By John Sauceda posted 02-26-2024 11:45 AM

  

Tuesday, March 5

"Financial Support Center - Structure, Challenges and Strategy at Stanford University" (#10629)

8:30 - 9:30 AM in Room North 127B

In this session, we will discuss the FSC's methodology for processing a substantial volume of service requests its strategic collaboration with core business entities, and the successes and challenges encountered in delivering prompt and streamlined financial services.

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"Slate implementation and integration with other systems" (#10617)

10:00 - 11:00 AM in Room North 127B

When implementing Slate, there are several items to consider when determining how best to not only setup Slate but how to make sure it is talking to your other systems. Most will consider the connection to your SIS but what about external vendors such as Cashnet, and data warehousing needs.

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"Clearsight: CRM Strategy with Eyes Wide Open" (#10904)

2:00 - 3:00 PM in Room North 127B

Come along with us on our CRM journey with eyes wide open by reducing risk, removing barriers to entry, enhancing governance and organizational change management, streamlining processes, and establishing a data-driven roadmap enabled by technology.

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"Overcoming Obstacles to Optimize the Student Lifecycle & Unite a University" (#10825)

3:30 - 4:30 PM in Room North 127A

Learn how Western Michigan University used a current state technology assessment to bring cross-functional teams together for a candid and transparent review of current technology, business processes, and the availability of functional data for better decision-making. 

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"Slate CRM Integrations transform UMass System, Implementation & Renewal" (#10627)

3:30 - 4:30 PM in Room North 127B

In 2021, the University of Massachusetts System (UMass) selected Slate software to address system-wide modernization of its recruiting and admissions functions at three separate campuses.  The new UMass student recruiting and admissions initiatives are comprehensive and include multiple careers and a broad range of application platforms and services channeled into a single instance of Oracle Campus Solutions.  

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