1. CRM Recruit (Recruiter) Panel Discussion
Erin Marker Temple University 
Sony Rodriguez 
Montclair State University 
Julie Michael 
Duquesne University 

2. Thank you for your cooperation
General Announcements:
Please turn off all cell phones/pagers
If you must leave the session early, please do so as discreetly as possible
Please avoid side conversations during the session
Questions will be answered …..
Thank you for your cooperation

3. CPE Credits - We’ve gone electronic!
To receive CPE credits for this session (if eligible), complete the CPE Attendance Form on the PABUG Annual Conference website
or via the PABUG conference app.
For additional questions please contact
Lora Harper CPE - Coordinator

4. Temple University
17 Schools and Colleges including schools in Law, Medicine, Pharmacy, Podiatry and Dentistry
9 campuses including international campuses in Tokyo, Rome and London.
38,297 students (includes Professional, Graduate and Undergraduate)
38th largest university in the U.S.
5th largest provider of professional education in the nation
464 academic degree programs
Banner client since Including CRM Recruit (2015), Self Service Banner, Banner Workflow, Banner Document Management, Banner Relationship Manager and COGNOS.

5. Where We Started College of Education Certificate program
Live August 2015
Built on CRM Recruit 3.8
Small pilot program to create application
No Review Process
No Interview Process
No Reports

6. Present CRM Recruit Version 4.1 BEP 2.0.1
Purchased Ellucian custom components
AMCAS import
Checklist sync
Checklist items can be created in Banner or CRM Recruit and stay in sync with applicable ADMR codes
BDM (Xtender) Integration
Documents captured in CRM Recruit are automatically added to the correct Application in Xtender

7. Present 4 Live Applications on 3 Application Pools
College of Education Graduate School Degree and Certificate Programs (Live June 2016)
Rebuilt Certificate did not migrate from 3.8 to 4.1
475+ Started applications
275+ Submitted applications
100+ Completed applications
LKSOM Professional Medical School MD program (Live June 2016)
10,000+ Started applications (imported via AMCAS data feed)
150+ Submitted applications
6,700+ Completed applications
LKSOM PostBaccalaureate Programs (Live September 2016)
Live September 2016 for term Fall 2017
250+ started applications
28 submitted

8. Present Review Process (EDUC & LKSOM MD)
Utilizes a combination of workflows, views and dashboards to create lists of applicants needed for reviews
iFrame to Xtender (customized iternally) to see applicant’s document
Interview Process (EDUC & LKSOM MD)
Scheduling
Built custom internally using Luminis Portal pages
Could not leverage CRM Recruit Events to create interview scheduling
Evaluation Forms
Utilizes a combination of imports, staging entities, forms, workflows, dashboards and views

9. Present Staffing 3 full time staff members (2 solely dedicated to CRM)
Weekly Ellucian consultant calls

10. Future Short Term Goals Long Term Goals
Implement Review and Interview process for LKSOM PB
Developing Workflows to help streamline current review process
Upgrade to 4.5 (target June 2017)
Long Term Goals
Deploying CRM Recruit Applications University wide
With the CRM team and a technical College/School representative and an enrollment College/School representative (suggested)
Streamlining Support Issues

11. Montclair State University
16,000+ undergraduate, 4,000 graduate and professional students
5 Colleges/Schools: Math & Science, Humanities and Social Sciences, Business, Education & Human Services, Arts
Systems include (all implemented on 2014 to meet Admissions Go-Live):
Recruiter, TouchNet, Banner Document Management, Banner, Cognos, Self Service Banner, Luminus, DegreeWorks, and 20+ other products.

12. Where We Started
Initial Implementation via “OneMontclair Project” Initiative. Full-time dedication to work on implementation.
Go-Live: Recruiter 3.5 on-premise (March 2014)
Jan 2014: Started Recruiter Knowledge Transfer
March 2014: Recruiter Prod Go-Live with Prospect and Inquiry form (v3.5)
May 2014: Event Management System (v3.7)
Sept 2014: UG degree-seeking application (v3.7.1)
Oct 2014: Grad application, Banner Admissions, Banner Document Management (v3.8)
Transitioned to cloud services (Jan. 2015)

13. Present
Recently migrated to 4.5 platform via cohort approach by Ellucian.
Migration Plan/training launched July 2016.
Go-Live: September 19th,2016.
Found 3 Recruit Defects, 1 MSDN defects.
TouchNet merged with Heartland.
BDM “direct connection” to Recruit adds no new efficiencies.
Major overhaul of workflows, advanced finds, and view re-designs due to Opportunity Entity.

14. Future 4.6 WFE decision notifications. Refining workflows.
R.O.I analysis of communication efforts, WFE account management, source, etc.
Telecounsling module.

15. Duquesne University
10,000 undergraduate, graduate and professional students
9 schools: programs of study include: Music, Pharmacy, Business, Liberal Arts, Biomedical Engineering and Health Sciences
Systems include:
Recruiter (2014)
Workflow (2012)
Document Management (2012)
Banner (2007)
Cognos (2007)
Self Service Banner (2007)

16. Where We Started Went live with Recruit 3.5 in August 2014
Initially implemented: Undergraduate Applications and the web front end, communications, and Banner integration (BEP, BRIM)
Upgrade path:
Five upgrades, initially started with 3.5 and recently upgraded to 3.9
Current versions of BEP and BRIM
All servers maintained by our technical team

17. Present
Currently on Recruit 3.9 utilizing, most aspects of Recruit including:
Applications
WFE
Admin
Workflow
Integration
Events
Communications including Exact Target

18. Future Initial stages of implementing Recruit 4.5
Phase I: everything currently in use today
Phase II: BDM for Recruit 4.5
June 2017 anticipated Go-Live for Phase I
Phase II: Live date to be determined

19. Open to the Floor
Questions
Comments

20. Please take time to complete our Conference and Session evaluations
Please take time to complete our Conference and Session evaluations. YOUR INPUT MATTERS!!!