Scan into ICT A Creative Solution using Microsoft Dynamics CRM CLIENT: EVAN SVEUM WITH UW-STOUT DATE: MAY, 2015

Agenda Process Overview Problem Analysis Solution Implementation Conclusion

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

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.

Analysis Interviewed with the stakeholder Gathered Information Documented current: Situation Process Environment

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.

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 sent to student with program links Yes No

Step 1: Use CRM Marketing Template to Create new Continuing Education Fair Campaign

Step 2: Send Survey (Fair Pre-registration)

Step 3: Import Survey Results into CRM as Leads in a Marketing List

Step 4: Send Each Lead a Welcome with QR Code

Step 5: At the Conference Education Fair (CEF), UW-Stout staff will scan interested parties QR code

Step 6: CRM automatically appears for Staff to change Leads to Opportunities

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.

AJJJ Team Members Amanda Westphal Jarrod Picha Kyle Konwinski