Scan into ICT A Creative Solution using Microsoft Dynamics CRM
CLIENT: EVAN SVEUM WITH UW-STOUT DATE: MAY, 2015
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Agenda Process Overview Problem Analysis Solution
Implementation Conclusion
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Process Overview Goal: Analyze problem(s) our client is having
with current environment/processes Scope of project: Work with the
stakeholder and group to determine and implement a unique Microsoft
Dynamics CRM solution to address the problem. Step 1: Identify and
Define the Problem Step 2: Analyze the Problem Step 3: Identify
Possible Solutions Step 4: Select and Plan the Solution Step 5:
Implement The Solution Step 6: Evaluate the Solution
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Problem UW-Stout would like to increase the amount of students
in the ICT program utilizing on-line and face-to-face mediums.
Problem Defined UW-Stout upgraded to CRM 2015 without a good
migration plan. With production a blank slate, this is an opportune
time to evaluate and build value that addresses their problems,
needs, and goals.
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Analysis Interviewed with the stakeholder Gathered Information
Documented current: Situation Process Environment
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Solutions Name: Scan to Get Started Interaction: Recruitment
/Conference Name: Tap to Scan Interaction: Recruitment/Conference
Name: Follow up Interaction: Post enrollment Addresses: Growth
opportunity by providing a new format and process to generate and
qualify leads in the ICT CRM. Allowing faster qualification of
leads and dispersal of program information.
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Solution Process Create Conference Campaign Send/receive
Student Survey ICT Program staff enters Survey info. into CRM
Student attends conference ICT staff scans badge Student Interested
in ICT Program? Scan code automatically creates Lead in CRM Welcome
email sent to student with program links Yes No
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Step 1: Use CRM Marketing Template to Create new Continuing
Education Fair Campaign
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Step 2: Send Survey (Fair Pre-registration)
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Step 3: Import Survey Results into CRM as Leads in a Marketing
List
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Step 4: Send Each Lead a Welcome Email with QR Code
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Step 5: At the Conference Education Fair (CEF), UW-Stout staff
will scan interested parties QR code
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Step 6: CRM automatically appears for Staff to change Leads to
Opportunities
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Conclusion Project is successful for initial rollout Some
processes could be further automated To determine effectiveness we
suggest UW-Stout: Determines Key Performance Indicators (KPIs) to
gauge the effectiveness of the solution. Review every 6 months for
2 years. After 2 years reinitiate the project and evaluate the
solution based on KPIs.
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AJJJ Team Members Amanda Westphal Jarrod Picha Kyle
Konwinski
