{"id":2067,"date":"2025-10-24T22:43:03","date_gmt":"2025-10-25T05:43:03","guid":{"rendered":"https:\/\/www.sigcorp.com\/case-studies\/transforming-student-success-with-salesforce-integration\/"},"modified":"2026-04-13T21:54:06","modified_gmt":"2026-04-14T04:54:06","slug":"transforming-student-success-with-salesforce-integration","status":"publish","type":"case-study","link":"https:\/\/www.sigcorp.com\/case-studies\/transforming-student-success-with-salesforce-integration\/","title":{"rendered":"Transforming Student Success with Salesforce Integration"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\" id=\"h-institutional-profile\">Institutional Profile<\/h2>\n\n\n\n<p>Ivy Tech Community College is Indiana\u2019s statewide community college system, offering affordable, career-focused certificates and associate degrees across multiple campuses and online. Partnering with employers and universities, Ivy Tech provides workforce-aligned programs, transfer pathways, and wraparound student support to advance economic mobility and community prosperity.<\/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 id=\"h-institutional-profile-1\"><strong>Disconnected Systems:<\/strong> Staff had to switch between multiple platforms (Salesforce, Canvas, Starfish), creating inefficiencies and data silos.<\/p>\n\n\n\n<p><strong>Lack of Integration:<\/strong> Advisors and faculty were not connected to the main Salesforce system, making centralized tracking of student progress and communication difficult.<\/p>\n\n\n\n<p><strong>Cultural Alignment Challenge:<\/strong> Initial communication barriers arose as institutional teams adjusted to new workflows and collaboration styles that come with engaging an external partner.<\/p>\n\n\n\n<p><strong>Unclear Requirements:<\/strong> Early in the project, ownership and understanding of requirements and acceptance criteria were not well-defined.<\/p>\n\n\n\n<p id=\"h-institutional-profile-1\"><strong>Training &amp; Change Management Needs:<\/strong> Comprehensive training and structured change management were essential to ensure adoption of new workflows and technology.<\/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-solutions\">Solutions<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Deep Institutional Alignment:<\/strong> Brought in a SIG architect with extensive Salesforce experience to build trust and tailor design decisions to Ivy Tech\u2019s environment.<\/li>\n\n\n\n<li><strong>Salesforce Student Success Hub Buildout:<\/strong> Centralized student profiles, advising notes, success plans, alerts, and appointment scheduling within Salesforce. Established a single system of action so advisors can track progress and intervene early\u2014without switching tools.<\/li>\n\n\n\n<li><strong>Collaborative Delivery Model:<\/strong> Paired Ivy Tech and SIG PMs\/developers with clear communication cadences and decision logs. Shifted from vendor-authored user stories to a collaborative approach with Ivy Tech product owners defining acceptance criteria.<\/li>\n\n\n\n<li><strong>Training &amp; Enablement at Scale:<\/strong> Ran \u201cTrain-the-Trainer\u201d sessions to empower campus SMEs. Produced step-by-step documentation and recorded all trainings for reuse.<\/li>\n\n\n\n<li><strong>Responsive Support Culture:<\/strong> Named SIG points of contact who prioritized rapid responses and after-hours help during critical milestones.<\/li>\n\n\n\n<li><strong>Continuous Improvement:<\/strong> Instituted feedback loops (show-and-tells, retros, office hours) to quickly address issues and refine processes.<\/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-outcomes\">Outcomes<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Centralized Operations:<\/strong> Student, faculty, and advisor workflows unified in Salesforce\u2014reducing swivel-chairing across systems.<\/li>\n\n\n\n<li><strong>Efficiency &amp; Visibility:<\/strong> Advisors access complete, current information in one place; fewer handoffs and faster follow-through.<\/li>\n\n\n\n<li><strong>Stronger Communications:<\/strong> Clear, respectful collaboration between Ivy Tech and SIG cited as a success driver.<\/li>\n\n\n\n<li><strong>Sustainable Adoption:<\/strong> Train-the-Trainer model and robust documentation enable Ivy Tech to self-maintain and expand.<\/li>\n\n\n\n<li><strong>Positive Cultural Impact:<\/strong> Partnership described as a \u201cwin-win,\u201d increasing confidence in future Salesforce-based initiatives.<\/li>\n\n\n\n<li><strong>Scalable Model:<\/strong> Playbook is replicable for other institutions pursuing student-success centralization in Salesforce.<\/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-future-outlook\">Future Outlook<\/h2>\n\n\n\n<p>Ivy Tech will continue optimizing Student Success Hub and adjacent integrations, expanding alerts, success plans, and appointment workflows. Ivy Tech\u2019s outcomes serve as a referenceable model for peer institutions considering similar transformations.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Ivy Tech partnered with SIG to unify student success systems in Salesforce\u2014streamlining advising, boosting collaboration, and creating a scalable, self-sustaining model for institutional efficiency and engagement.<\/p>\n","protected":false},"featured_media":2185,"parent":0,"menu_order":0,"template":"","insight_topic":[18],"class_list":["post-2067","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>Transforming Student Success with Salesforce Integration - 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\/transforming-student-success-with-salesforce-integration\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Transforming Student Success with Salesforce Integration\" \/>\n<meta property=\"og:description\" content=\"Ivy Tech partnered with SIG to unify student success systems in Salesforce\u2014streamlining advising, boosting collaboration, and creating a scalable, self-sustaining model for institutional efficiency and engagement.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.sigcorp.com\/case-studies\/transforming-student-success-with-salesforce-integration\/\" \/>\n<meta property=\"og:site_name\" content=\"Strata Information Group (SIG)\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/sigcorplive\" \/>\n<meta property=\"article:modified_time\" content=\"2026-04-14T04:54:06+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.sigcorp.com\/wp-content\/uploads\/2025\/10\/Ivy-Tech.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1600\" \/>\n\t<meta property=\"og:image:height\" content=\"1080\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@SIGCorpLIVE\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.sigcorp.com\\\/case-studies\\\/transforming-student-success-with-salesforce-integration\\\/\",\"url\":\"https:\\\/\\\/www.sigcorp.com\\\/case-studies\\\/transforming-student-success-with-salesforce-integration\\\/\",\"name\":\"Transforming Student Success with Salesforce Integration - 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