SIG partnered with UTA to implement a comprehensive, forward-thinking approach to CRM selection and implementation, designed to address both immediate needs and future aspirations:

• Strategic Visioning: Facilitated workshops to develop a new vision for coordinated recruitment efforts across campus, ensuring the CRM would support a holistic approach to student engagement.
• Future-State Planning: Guided UTA in planning for a “future state” rather than current needs, positioning the university to realize a higher return on investment and adapt to evolving educational landscapes.
• Comprehensive Requirements Gathering: Conducted thorough business process analysis to identify requirements that would enhance the student experience from initial contact through alumni status.
• Integration-Focused Approach: Emphasized the importance of integrating the CRM with campus-wide solutions, enabling UTA to measure against ultimate yield of retention and graduation rates.
• Advanced Analytics Consideration: Ensured the selected CRM would support sophisticated analytics and modern media usage, expanding the reach and effectiveness of recruiting efforts.
• Realistic Goal Setting: Worked with UTA to set achievable expectations and develop a defined process for reaching enrollment goals, balancing ambition with practicality.
• Vendor Evaluation and Selection: Managed a rigorous selection process, including the development of a comprehensive scope of work and facilitation of vendor demonstrations, to ensure the selected CRM aligned with UTA’s strategic vision.
• Change Management Support: Provided guidance on change management strategies to help stakeholders understand and embrace the new system and associated processes.

This strategic and comprehensive approach not only facilitated the selection of an appropriate CRM system but also laid the groundwork for a transformative shift in UTA’s enrollment management practices. By focusing on long-term outcomes and institutional goals, SIG helped UTA position itself for sustained success in student recruitment, engagement, and retention in an increasingly competitive higher education landscape.