De Faria and team launched an admissions and operations management platform with the assistance of Uprizon (a Salesforce integration partner). A tool that supports 3iS teams in the day-to-day managing of their communities, this integrated platform helps them to:
- Transform end-to-end all processes from prospecting to intake
- Achieve operational efficiencies through workflow automation
- Break down silos by sharing information across teams and campuses
- Automate dashboards and provide data-driven insights
- Streamline and personalize the student experience
Here's how the different processes work:
Prospective students connect with 3iS on their website by completing an online form built on Sales Cloud, which automatically creates a prospect profile and initiates a follow up by the Advancement Department. After confirming that the prospective student is ready to formally apply, the application is sent directly via Service Cloud to Admissions. "The application process is automated. Now we use the chat function instead of sending emails. Students make their appointments online, they complete their applications online, they pay online. It simplifies the process for them," said De Faria.
As for 3iS' administrative teams, the platform helps streamline tasks with automated workflows. "We can see which candidates have completed their applications, process them accordingly, then schedule the exams and inform the juries directly, and in some cases automatically, in the tool," explained De Faria.
As applications contain sensitive data, the platform allows 3iS to control access rights so that an employee only has access to the information required to complete a task.
A collaborative vision based on data
With processes streamlined across all campuses, student data is centralized on the platform using Marketing Cloud where it is accessible to all teams. This provides them with a complete student history, facilitating more personalized student interactions and the ability to create customized communication paths adapted to their interests. "We engage with students throughout the course of their education, which lasts between three to five years. People want that customized interaction - they expect it," said De Faria.
Automated reports and dashboards provide data on demand, filtered as needed by the 3iS team. "For example, it allows me to see very quickly which business units have had good growth as a result of a specific sales activity. And afterwards, my admissions colleague can see which candidates have filled out the applications and then schedule meetings with them," explained De Faria.
The team also uses dashboards to better understand the impact of their promotional and operational activities, helping them to make strategic decisions in real time while taking a long-term view. "We're able to make forward-looking estimates to help us with program development in terms of course offerings, space requirements, etc. And we can forecast the year six months ahead because we know that the numbers are reliable," shared De Faria.
Reduced processing times, a personalized user experience, data sharing with fine-grained filtering and reporting capabilities: "We are able to adapt the platform as needed," confirmed De Faria.