Post on 15-Jun-2015
description
Fostering Collaboration in Higher Education
Salesforce Foundation WebinarSept 13th, 2012
Shane SuginoAssociate Director, Career Management Center
Kellogg School of Management
COL·LAB·O·RA·TION (kəˌlabəˈrāSHən)
Cooperative arrangement in which two or more parties (which may or may not have any previous relationship) work jointly towards a common goal. Effective method of transferring 'know how' among individuals, therefore critical to creating and sustaining a competitive advantage.
Agenda
• Introduction – Who am I?• The Kellogg Story• Kellogg Social Enterprise platform• Demo• Benefits,Best Practices & Challenges
Shane Sugino…Who am I?
Currently:• Associate Director, Career Management Center, Kellogg
School of Management• Career Coach and Strategic Relationship/Business
Development Manager– PE, VC, Entrepreneurship, R/E, Healthcare
Previously:• Healthcare Private Equity• Leadership Development• Two startups – Software and Biogas• Six years Wall Street experience
Education:• BS Finance – NYU Stern• MBA Brand Mgmt – Cornell Johnson School
The Kellogg story…a legacy of feudalistic autonomy
Natural state of affairs:• Information/data not naturally shared
across departments• Activities are often duplicated• Manual processes: Highly inefficient use of
scarce resources• Not an ideal way to run a professional
relationship-driven organization
The alumni experience:• Duplicate outreach• Lost alums / Ignorant of changes in
careers• Inundating “go to” alums for events• Reliance on “memory” or “who you
know” for participation• Ignorant of alumni campus activities
From ideation to reality
Career Management
Center
? ???
?
? ??
??
Zell Center/Asset Management
Levy Institute - Entrepreneur
Real Estate
Heizer Center for PEVC
Strong similarities among the “Fab 5”:
• High Profile centers of activity
• Cross–pollination of alumni population (e.g. Real Estate PE)
• Relationship building mentality
• Heavy event planning or support activities
• High net-worth alumni population
The Kellogg Salesforce.com worldHeizer Center
for PEVC
Real Estate
Career Management
Center
Zell Center / Asset Mgmt
Levy Institute
Social Enterprise
Advance-ment
Corp Partner-
ships
NU FarleyCenter
HEMA
PhD
Collaborating through Salesforce Social Enterprise
CRM
• Share customer data• Full transparency of activity• Track high level of
engagement• Marketing campaigns• Newsletter communications• Event participation
CHATTER
• Build external and internal communities– Engaged conversations– Dissemination of info– Collaborative groups– Student to student
conversations• Data repository• Collaboration with peers in and
across departments
Benefits of CRM
• Full Transparency– Each group sees engagements with other groups– Increased understanding of major relationships– Repository of historical engagement activity and
communications• Reduction of Duplicative activities
– No more duplicate requests– Eliminates redundant events/activities
• Increased Marketing Capabilities– We love campaigns!
• Club/Center Alumni Newsletters• Dean thank you letters
Benefits of the Social Enterprise
• Leveraging the power of social– Tapping hidden knowledge from within the organization– Sharing across groups/dissemination of information– Increased levels of engagement– Natural data alignment (CRM + Chatter)
• Archival opportunities– Threads and conversations not buried in email– Searchable by groups - Repository
• Reduction in duplicative actions– Individual emails or email conversations
• Builds community– Fun and social engagement!
Kellogg and NU SFDC roadmap**at least this is the roadmap I am using to envision the future
AdmissionsAlumni
Relations - Jive Platform
Expand CMC
usage
Complete lifecycle tracking of students
NU AthleticsSchool ofCont Ed ???
Best practices and challengesBest Practices
• Choose one issue to solve (in this case CRM data)
• Implementation strategy = Organizational fit (i.e. Grassroots)
• Plan for generational gaps among staff e.g. differing comfort levels of technology adoption
• Start simple and easy!
• Find stakeholders with similar client populations and organizational goals
• Open architecture is key – less barriers – drives usage!
Challenges ahead:
• Adoption – drive usage!
• Technology creep – getting too complicated
• Integration with or replacement of legacy systems – the long road ahead
• Building expertise across different users and admins
• Competing groups (e.g. Jive)
• FT Salesforce admin?
• 3rd party software training
Questions?