{"id":2046,"date":"2024-09-03T03:16:00","date_gmt":"2024-09-03T10:16:00","guid":{"rendered":"https:\/\/www.sigcorp.com\/case-studies\/from-fragmentation-to-record-enrollment-ottawa-universitys-salesforce-success-story\/"},"modified":"2024-09-03T03:16:00","modified_gmt":"2024-09-03T10:16:00","slug":"from-fragmentation-to-record-enrollment-ottawa-universitys-salesforce-success-story","status":"publish","type":"case-study","link":"https:\/\/www.sigcorp.com\/case-studies\/from-fragmentation-to-record-enrollment-ottawa-universitys-salesforce-success-story\/","title":{"rendered":"From Fragmentation to Record Enrollment: Ottawa University&#8217;s Salesforce Success Story"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\" id=\"h-institutional-profile\">Institutional Profile<\/h2>\n\n\n\n<p>Ottawa University (OU) has grown from a single building in 1865 into a comprehensive educational institution that serves more than 4,000 students through its two residential campuses in Kansas and Arizona as well as adult and graduate studies campuses in Kansas, Wisconsin, Phoenix, and online.<\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-challenge\">Challenge<\/h2>\n\n\n\n<p>Ottawa University (OU) faced significant challenges in managing its financial clearance process for incoming students:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Data fragmentation across three separate systems, leading to inefficiencies and potential errors<\/li>\n\n\n\n<li>Heavy reliance on manual Excel spreadsheets for status tracking, consuming valuable staff time and increasing the risk of data inaccuracies<\/li>\n\n\n\n<li>Lack of integration between the existing TargetX system, Document Management System, and Student Information System (SIS)<\/li>\n\n\n\n<li>Slow turnaround times for financial clearance, potentially impacting student enrollment decisions<\/li>\n\n\n\n<li>Limited visibility into the overall enrollment pipeline due to disconnected data sources<\/li>\n\n\n\n<li>Difficulty in scaling processes to accommodate growth and changing student needs<\/li>\n<\/ul>\n\n\n\n<p>These issues not only hampered operational efficiency but also posed a risk to OU&#8217;s ability to meet enrollment targets and provide a smooth onboarding experience for incoming students.<\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-solution\">Solution<\/h2>\n\n\n\n<p>The implementation of Salesforce and the associated process improvements delivered significant benefits to Ottawa University:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Achieved record-breaking enrollment, directly attributed to increased efficiency in financial clearance processes<\/li>\n\n\n\n<li>Dramatically reduced turnaround times for financial clearance, enhancing the student onboarding experience<\/li>\n\n\n\n<li>Eliminated data silos, providing a 360-degree view of each student&#8217;s status throughout the enrollment process<\/li>\n\n\n\n<li>Improved data accuracy and reliability, enabling more informed decision-making<\/li>\n\n\n\n<li>Freed up staff time previously spent on manual data entry, allowing for more focus on student engagement<\/li>\n\n\n\n<li>Enhanced reporting capabilities, providing leadership with real-time insights into enrollment trends and bottlenecks<\/li>\n\n\n\n<li>Established a scalable technological foundation to support future growth and innovation in student services<\/li>\n<\/ul>\n\n\n\n<p>By addressing the core challenges in its financial clearance process, Ottawa University not only streamlined its operations but also positioned itself for sustained enrollment success and improved student satisfaction.<\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-results-amp-impact\">Results &amp; Impact<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Pardot<\/li>\n\n\n\n<li>Jenzabar (SIS)<\/li>\n\n\n\n<li>Feith (document management)<\/li>\n\n\n\n<li>SMS Magic<\/li>\n\n\n\n<li>Education Data Architecture<\/li>\n\n\n\n<li>Mass Update Tasks<\/li>\n\n\n\n<li>Activities Tab<\/li>\n\n\n\n<li>Fonteva<\/li>\n\n\n\n<li>Adobe Sign<\/li>\n\n\n\n<li>Mitel<\/li>\n<\/ul>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-tools-used\">Tools Used<\/h2>\n\n\n\n<p>In providing the Solution, the following Tools were used:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Adobe Sign<\/li>\n\n\n\n<li>Feith (document management)<\/li>\n\n\n\n<li>Fonteva<\/li>\n\n\n\n<li>Jenzabar (SIS)<\/li>\n\n\n\n<li>Mass Update Tasks (SIS)<\/li>\n\n\n\n<li>Mitel<\/li>\n\n\n\n<li>Salesforce Marketing Cloud Account Engagement<\/li>\n\n\n\n<li>Salesforce CRM<\/li>\n\n\n\n<li>SMS Magic<\/li>\n<\/ul>\n\n\n\n<p>To learn how SIG can create a solution for you, <a href=\"\/contact\">Contact Us<\/a> today!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Ottawa University (OU) was struggling to manage the financial clearance information for incoming students in three separate systems and manually using excel spreadsheets to manage their status. Migrating them from from TargetX to Salesforce, resulted in recording breaking enrollment.<\/p>\n","protected":false},"featured_media":1560,"parent":0,"menu_order":0,"template":"","insight_topic":[],"class_list":["post-2046","case-study","type-case-study","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>From Fragmentation to Record Enrollment: Ottawa University&#039;s Salesforce Success Story - Strata Information Group (SIG)<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.sigcorp.com\/case-studies\/from-fragmentation-to-record-enrollment-ottawa-universitys-salesforce-success-story\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"From Fragmentation to Record Enrollment: Ottawa University&#039;s Salesforce Success Story\" \/>\n<meta property=\"og:description\" content=\"Ottawa University (OU) was struggling to manage the financial clearance information for incoming students in three separate systems and manually using excel spreadsheets to manage their status. 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