Introduction

In today’s fast-paced educational landscape, seamless data management is crucial for fostering alumni relations and ensuring smooth student lifecycle management. A leading educational institution found itself struggling with disjointed databases for alumni and enrollment information, hindering their ability to engage with alumni effectively and track student progress. They turned to AiSynapTech for a comprehensive solution to unify and streamline their data management systems.

The Problem

The institution faced significant challenges due to fragmented and siloed alumni and enrollment databases. These disjointed systems led to inefficiencies in tracking engagement, managing student data, and communicating with alumni. The lack of integration made it difficult for the institution to deliver a personalized experience to alumni and prospective students, which affected overall engagement and retention. Challenges faced by the institution: 

Fragmented Alumni Database:

Alumni data was stored in separate systems, leading to inconsistencies and missed opportunities for engagement.

Disjointed Enrollment System:

The enrollment process was disconnected from the broader alumni engagement strategies, making it difficult to track student progress.

Limited Engagement Opportunities:

The inability to engage alumni effectively led to a decrease in long-term donor relations and participation in events.

Manual Data Handling:

A significant amount of time was spent manually merging and cross-referencing data between the systems.

Difficulty in Lifecycle Management:

Managing the student lifecycle—from enrollment to alumni—was cumbersome and prone to errors.

Our Approach

AiSynapTech’s strategy focused on migrating and merging the institution’s existing databases into Salesforce Education Cloud. This platform was chosen for its robust features designed specifically for educational institutions, allowing for better engagement, streamlined student lifecycle management, and enhanced alumni tracking. Steps in our approach: 

Assessment of Existing Systems:

We began by conducting a thorough audit of the institution's databases to identify key pain points and integration requirements.

Customization of Salesforce Education Cloud:

AiSynapTech tailored the Salesforce platform to align with the institution’s unique needs, including custom fields and workflows for alumni and student data.

Data Migration and Merging:

We seamlessly migrated and merged data from both alumni and enrollment systems into the Salesforce Education Cloud, ensuring consistency and accessibility.

Automation of Key Processes:

Ongoing Support and Training: AiSynapTech provided continuous support to ensure the smooth operation of the Salesforce system and trained the institution’s staff for optimal use.

Ongoing Support and Training:

AiSynapTech provided continuous support to ensure the smooth operation of the Salesforce system and trained the institution’s staff for optimal use.

The Approach

By leveraging Salesforce Education Cloud, AiSynapTech delivered a unified platform that integrated both alumni and enrollment databases, automating key processes and providing real-time insights into student and alumni engagement. The final solution allowed the institution to connect with its alumni more effectively, track student progress throughout their lifecycle, and improve data accuracy. Solution highlights: 

Unified Database:

Merging alumni and enrollment data into one central location enabled better tracking and management.

Enhanced Engagement:

Real-time insights allowed for more personalized and timely communication with alumni.

Improved Lifecycle Management:

The Salesforce Education Cloud streamlined student management, from initial enrollment through to alumni status.

Automation:

Key workflows, such as event reminders and donation requests, were automated to save time and improve response rates.

Real-Time Analytics:

The platform provided valuable data analytics, giving the institution the ability to measure alumni engagement and track progress.

The Results

KPI

Before AiSynapTech 

After AiSynapTech 

Improvement 

Alumni Engagement 

50% 

85% 

+35% 

Student Lifecycle Tracking 

Disjointed 

Unified 

Complete integration 

Manual Effort (Hours/Week) 

40 

10 

-75% 

The migration to Salesforce Education Cloud not only enhanced alumni engagement by 35%, but it also allowed the institution to unify its student lifecycle management and reduce manual labor by 75%. These improvements resulted in better alumni event participation and more efficient management of student data.

Client Feedback

“The migration to Salesforce Education Cloud has transformed our alumni relations and student management. AiSynapTech’s solution streamlined our operations, saved us time, and most importantly, increased our alumni engagement significantly. Their support and expertise made the entire transition seamless.” – Director of Alumni Relations, Educational Institution 

Looking for similar results?

Talk to our Salesforce consultants today to see how AiSynapTech can help optimize your data management and improve engagement.

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