connect with purpose: intelliworks keynote
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Personify Education 09Ideas that Work
July 14, 2009
PRESENTED BY
Todd Gibby Wyatt ShawPresident and CEO Sr. Product Manager
LEARN FROM PEERS
ENGAGE IN DISCUSSION
TAKE AWAY BEST PRACTICES
IDEAS THAT WORK
Why are we here?
TOUR PHILLY / HAVE FUN(!)
MEET SHARA
TAKE ANOTHER BOAT CRUISE
YouQ: Why are we here?
Us
CONNECT with PURPOSE
Q: Not “Why?”…but “Who?”
© duarte.com 2008
A: Higher education
* Rough estimates as of 6/2009
Greater than
150A: Large and growing
What keeps you up at night?
What can we do?
#personify09
ENGAGE(!)
Thought Leadership
CONNECT with PURPOSE
Applied Innovation
CONNECT with PURPOSE
Service & Support
CONNECT with PURPOSE
Support
Best Practices
Training
Feedback
Technology
Analysis
IDEAS that WORK
3Session / Conference Objectives
Knowing Doing
Nearly all men can stand adversity, but if
you want to test a man’s character, give
him power. point
- Abraham Lincoln, quoted in “Slide:ology” by Nancy Duarte
Thought Leadership
WHY DOES THIS MATTER?
20
“The deck is stacked…”Source: Nicole Engelbert, Datamonitor, Personify Education 08
• The number of secondary school graduates will start to decline in 2010
• Other English speaking countries are actively enrolling more international students
• Online programs are creating a more broad and attractive set of options for students
• Looming recession will put higher education in greater competition with other public services
• An expectation for personalized relationships comes ‘standard’ with the millennial student
• Doing a whole lot more with a whole lot less may be a permanent reality for higher education
Source – National Center for Education Statistics
Shaping the Discussion
Cutting through the Noise
Building the Tools
http://www.intelliworks.com/ideas
Translating into Vision
CRM
Student Information
System
Enterprise Resource Planning
Solution
Learning Management
Solution
Business Intelligence
Solution
2007 2008
Datamonitor
N. Engelbert, Lead AnalystGetting to the Good Stuff – A New Vision for CRM
Personify Education 2008
2009
Relationship Management in HE
WebTurning Vision into Reality
Relationship Management in HE
The hero is the one with the ideas.
- Jack Welch
Applied Innovation
WHY DOES THIS MATTER?
“Managing” the Funnel
Yield / Analysis
Discovery
“Analyzing” the Funnel
“Socializing” the Funnel
There’s a lot of noise out there…
Discovery…
Education…
Engagement…
Enrollment…
Yield…
Analysis…
Finally a clear signal…
The Funnel after the Funnel…
• Yield Management
• Student Retention
• Alumni Development
• Long-Term Value
Raving Fan
“I LOVE THIS
SCHOOL!”
A funnel that’s not really a funnel…
Managing Student Relationships
Datamonitor
“Innovation is not the product of logical thought, although the result is tied to logical
structure.”
- Albert Einstein
F.L.U.I.D. METHODOLOGY
FAST
Image Source: http://blog.duarte.com
Client
Experience
Fast
Leading
User-DrivenIntuitive
Dependable
7
LEADING
Image Source: http://blog.duarte.comImage Source: http://blog.duarte.com
Client
Experience
Fast
Leading
User-DrivenIntuitive
Dependable
3
USER-DRIVEN
Image Source: http://blog.duarte.com
Client
Experience
Fast
Leading
User-DrivenIntuitive
Dependable
1000+
INTUITIVE
Image Source: http://blog.duarte.comImage Source: http://blog.duarte.com
Client
Experience
Fast
Leading
User-DrivenIntuitive
Dependable
1
DEPENDABLE
Image Source: http://blog.duarte.comImage Source: http://blog.duarte.com
Client
Experience
Fast
Leading
User-DrivenIntuitive
Dependable
100% reliable
Intelliworks Solution: Functional Areas
Marketing Management
Reporting / Analytics
H2 2007 Q1 2008 Q2 2008 Q3 2008 Q4 2008 Q1 2009 PresentQ2 2009
Dynamic Forms(Inquiry / Leads)
• Program Mgmt (Registration / Facilitation)• Lifecycle Mgmt (Prospect Mgmt)
• Marketing Automation (Mktg Mgmt)• Multi-page Application (Application Mgmt)
• Outlook Plug-In (Prospect Mgmt)
• Facebook Integration (Inq. Gen / Prospect Mgmt
•Workflow Assignment Settings (Prospect Mgmt)•Integrated Chat (Inq. Generation / Prospect Mgmt)
Problems Being Solved – 2H 2009
Product Demonstration
Application Self Service Page
Problems Being Solved – 2H 2009
Service & Support
WHY DOES THIS MATTER?
To avoid this
Source: Andy Budd, Creative Director at Clearleft, Design the User Experience Curve
The Client Lifecycle
• Roles• Users• Goals• Objectives
The Client Lifecycle
• Definitions• Configuration• Data• Content• Test / Deploy
“We were surprised and pleased that the Intelliworks team was so willing to dive deeply into our daily business practices and help us adapt their solutions to meet our needs.”
Maria Garcia ReyDirector Business Intelligence ESADE Executive Education
The Client Lifecycle
• Training• Best Practices• Health checks• Feedback
‘Nuff Said
“I thought about calling Microsoft but I reach out to you (Shara) first because I know I will here back from you
in about 10 minutes.”Jason Smith
Admissions RepresentativeAmerican Public University System
The Client Lifecycle
• Strategic• Tactical• Technical
“From a service level standpoint, everyone at Intelliworks has been
great: the support and the engineers- I couldn't ask for anything else.
What's important to me is that my vendors have an invested interest in
my business. Intelliworks has clearly shown that they are committed.
Elliot Thostesen Support,
Student Affairs
Ivy Tech Distance Learning
The Client Lifecycle
• Results• ROI• Case Studies
“In the last two year’s we’ve grown applications by more than 60%, 70% in the graduate school, and increased enrollment by 44%.”
Luis CasasDirector Marketing and Recruitment
FIU Business
Our own raving fans…
• Graduate Philadelphia connects adult learners with educators throughout the Philadelphia area
• Message from Hadass Sheffer, Executive Director
I get by with a little help from my friends.
- The Beatles
CONNECT with PURPOSE
Support
Best Practices
Training
Feedback
Technology
Analysis
IDEAS that WORK
3Session / Conference Objectives
Knowing Doing
Personify Education 09
Ideas that Work
July 14, 2009
PRESENTED BY
Todd GibbyPresident and CEO
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