1. CRM Recruit Panel Discussion
Erin Marker Temple University  Sony Rodriguez  Montclair State University 
Debbie Brosch Indiana University of Pennsylvania
Kat Lehman
DeSales University

2. CPE Credits
To receive CPE credits for this session (if eligible), complete the CPE Attendance Form on the PABUG Annual Conference website
For additional questions please contact Lora Harper CPE - Coordinator

3. CRM Recruit Panel Discussion
In this presentation we will discuss the user experiences from Temple University, Montclair State University, Indiana University of Pennsylvania and DeSales University of implementing and utilizing CRM Recruit and our future plans for the product.
We welcome questions and comments on your experience or plans with CRM Recruit throughout the presentation!

4. 17 schools and colleges
8 campuses, including Rome and Tokyo
Over 38,000 students (professional, graduate, undergraduate)
Over 400 academic degree programs

5. CRM Recruit at Temple University
Live since August 2015
Currently on Version 4.1
BRIM
BEP 2.0.1
6 Web Application Pools

6. TU Purchased Ellucian custom components
AMCAS Import
Checklist sync
Items can be created in Banner or CRM Recruit and they stay in sync with applicable ADMR codes
BDM (Xtender) Integration
Documents captured in CRM Recruit are automatically added to the correct application in Xtender (not just the B-S-ADM application)

7. TU CRM Recruit Resources
Staffing
3 full time staff members (2 solely dedicated to CRM)
Ellucian Calls
Once a week Customer Success status calls
Once a week Action Line management calls
Deploying New Applications
1 Office of Operations College/School representative (suggested)
1 enrollment (marketing) College/School representative (suggested)

8. College of Education Past & Present
2016 Cycle (CRM Recruit Pilot)
Go Live of Application process in August 2015 on version 3.8
2017 Cycle
Rebuilt from 3.8 to 4.1 (did not migrate)
2018 Cycle
Rolled into Degree Application to reduce maintenance and collect payment
Certificate (Non-degree)
Go Live of Application process, Review process and Interview Process (Custom Luminis Portal pages) in the Summer 2016 on version 4.1
5 months of mid cycle changes (including development, testing and implementation)
4 months of changes (including development, testing and implementation)
Go Live of Inquiry Process
Graduate Degree

9. Lewis Katz School of Medicine Past & Present
2017 Cycle
Go Live of Application process, Review process and Interview Process (Custom Luminis Portal pages) in June 2016
AMCAS data feed started (custom auto import daily)
3 months of changes (including development, testing and implementation)
2018 Cycle -Go Live June 2017
2 months of changes (including development, testing and implementation)
MD program
Go Live of Application process, Review process and Interview Process (Custom Luminis Portal pages) in September 2016
2018 Cycle - Go Live October 2017
1 month of changes (including development, testing and implementation)
PostBaccalaureate programs (2 non-degree tracks)

10. 2017 New Deployments School of Pharmacy Pharm D program
2018 Cycle -Go Live of Application Process in July 2017
School of Pharmacy Pharm D program
2018 Cycle -Go Live of Application and Review Process Mid Oct 2017
Non-Degree Continuing Studies program
2018 Fall Cycle - Go Live of Application Process Mid-November 2017
College of Science and Technology Chemistry program

11. CRM Recruit Volume (1.5 years Post Go Live)
Contact Records:    
Total
92,291
Person
28,252
Suspect
64,039
Applications
26,080
Complete Applications
15,195
Non-Complete Applications (Started, Submitted and Withdrawn)
10,885
Users (Staff/ Faculty)
223

12. Future Plans for CRM Recruit
Short Term Goals
Implement Application Process for Klein College of Media and Communication for 2019 Cycle
Enhance Banner/CRM Recruit integration by utilizing tools like Automic (Appworx)
Upgrade (target April 2018)
Long Term Goals
Deploying CRM Recruit Applications University wide
With the CRM team and a College/School Office Operations representative and an Admissions/ Enrollment Management/ Communication Plan representative (suggested)
Streamlining Support Issues

13. Montclair State University
16,000+ undergraduate, 4,000 graduate and professional students
5 Colleges/Schools: Math & Science, Humanities and Social Sciences, Business, Education & Human Services, Arts
Systems include (all implemented on 2014 to meet Admissions Go-Live):
Recruiter, TouchNet, Banner Document Management, Banner, Cognos, Self Service Banner, Luminus, DegreeWorks, and 20+ other products.

14. Where We Started
Initial Implementation via “OneMontclair Project” Initiative. Full-time dedication to work on implementation.
Go-Live: Recruiter 3.5 on-premise (March 2014)
Jan 2014: Started Recruiter Knowledge Transfer
March 2014: Recruiter Prod Go-Live with Prospect and Inquiry form (v3.5)
May 2014: Event Management System (v3.7)
Sept 2014: UG degree-seeking application (v3.7.1)
Oct 2014: Grad application, Banner Admissions, Banner Document Management (v3.8)
Transitioned to cloud services (Jan. 2015)
Upgraded to 4.X environment (Summer 2016)

15. Present
Currently on 4.8.1
Went live with 4 new application types for UG.
Went live with Online notifications (Accept Decisions only)
Leveraging quick account function.
In progress: Discussions with Genbile Software for Duplication add-on solution
New reports out of Cognos (via data extract)

16. Future
R.O.I analysis of communication efforts, WFE account management, source, etc.
Time-to-completion analysis of app funnel.
Telecounseling module.
Module transition – status unknown

17. Indiana University of PA
Enrollment approx. 12,500
~10,000 Undergraduate
~2,000 Graduate
Degree Programs
140+ Undergraduate
35 Master’s
13 Doctoral
Academy of Culinary Arts
Cook Honors College

18. Indiana University of PA
Banner client and Self Service Banner
AXIOM for data uploads
CRM Recruit (on premise) - June 2016
Banner Document Management (BDM)
Luminis
Ellucian Mobile App (platform edition)
Oracle Business Intelligence Enterprise Edition (OBIEE)
Touchnet
DegreeWorks

19. Current Recruiter Setup
Graduate live June 2016 on v 4.2.1
All Reviews/Processing done in Recruiter
Communication plans use workflows/ templates
Custom Security Roles to lock down security
GRE/GMAT test score uploads
Push to Banner at Decision

20. Current Recruiter Setup
Culinary live August 2016
All Reviews/Processing done in Recruiter
Travel and Events
Both Recruiter workflow communication plans and some Salesforce Campaigns (Orientation, Visit Campus)
Push to Banner at Decision
Upgraded to v4.6 March 2017

21. Current Recruiter Setup
Undergraduate live April 2017
Push to Banner within one business day of creation (inquiries and applicant).
Fully dynamic checklist created in Recruiter that is mimicked in Banner on push to Banner.
Processing done in Banner, checklists are maintained in both systems.
Items Received flow back to Recruiter from Banner daily.
Documents uploaded by applicant in Recruiter flow to Banner via BDM and satisfy checklist in Banner.
American Language Institute live November 2017
All Reviews/Processing done in Recruiter, push at decision.

22. Current Recruiter Setup
On Premise v 4.6
Four Web Front Ends
Undergraduate
Culinary
Graduate
American Language Institute
TouchNet integration with 4 separate general ledger detail codes (one per online application type)
BDM API

23. Future Plans Banner 9 Upgrade – 1st quarter 2018
CRM Recruiter 4.9 – 2nd quarter 2018
New communication plans
Royall Application import
AXIOM Elite – 3rd quarter 2018
Banner Communication Manager (BCM) – 2018

24. DeSales University is a medium-sized, private, four-year Catholic university with a Salesian mission administered by the Oblates of St. Francis de Sales.
Students are from 25 states and 7 countries
Member of Lehigh Valley Association of Independent Colleges with cross registration availability for Cedar Crest, Lafayette, Moravian, Muhlenberg, and Lehigh.
Colleague client since at least 1992; added Recruit in 2015.

25. 3 campuses
Over 3,200 students (undergraduate, graduate, professional and adult students)
2 doctoral programs (DNP (4 concentrations) and DPT)
8 masters programs (MCJ (3 concentrations), MBA (14 concentrations), M.Ed. (13 concentrations), M.Ed.I.T, MSIS (5 concentrations), MSN (9 concentrations), MSPA, and several combination programs)
30 undergraduate majors.

26. CRM Recruit at DeSales University
Live since August 2015
Currently on 3.9.1
4 distinct applications

27. Staffing
3 people in our IT applications section for all enterprise level programs
System Administrator
Database Administrator
Technical Analyst (primary focus: CRM)

28. CRM Recruit History at DeSales University
2015 (August) Go Live on 3.7
2016 (August) Upgrade to 3.8 for Common App
2017 (August) Upgrade to for Common App
Traditional Undergraduate
2016 (March) Go Live on 3.7
2017 (June) Redesign on 3.8
ACCESS (adult education) Undergraduate
2016 (May) Go Live on 3.7
2017 (January) Redesign on 3.8
Accelerated BSN
2016 (November) Go Live on 3.8 with all but DPT and MBA
2017 (March) Go Live DPT and MBA
Graduate

29. CRM Recruit Volume (2 years Post Go Live)
Contact Records:    
Total (active and qualified or new leads)
230,590
Person (active records)
86,583
Suspect (qualified and new)
144,007
Applications
Total
14,507
Complete Applications
7,687
Non-Complete Applications (Started, Submitted and Withdrawn)
6,807
Users (Staff/ Faculty/Athletics)
162

30. Future Short Term Integration of Front Rush data for Athletics
Review traditional undergraduate processes for migration purposes
Update to 4.9 target date May
Long Term
API development for integration with Mongoose texting and other programs
Ethos integration and implementation
Streamlining application processes and customization of CRM s across divisions (brand management and style guides)
MPAS Program into Recruit

31. Open to the Floor
Questions
Comments

32. Thank You
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