Eigen X Case Study - The Wharton School
University of Pennsylvania - The Wharton School
The Wharton School of the University of Pennsylvania is the business school of the University of Pennsylvania, a private Ivy League research university in Philadelphia. Considered one of the most prestigious business schools in the world, the Wharton School is the world's oldest collegiate business school.
✢ Client Overview
Location: Philadelphia, PA, USA
Employees: 1,000 +
Industry: Education
Solution: Sales Cloud, Experience Cloud, Informatica
The Challenge
Siloed Data across different individual centers
Lack of single golden record for student engagement across different centers
Lack of data driven insights for different constituents across MBA, UGR, EMBA, Executive Education, Research Centers
Lack of Centralized mass mailing solutions across different groups
Lack of a data sharing model for different groups
The Solution
Prepared mapping document to bring data from different sources in central CRM
Created/Used custom fields/Objects as needed to achieve the 360degree view of Wharton's constituents
Proposed the security architecture to share/conceal data across different teams/centers if needed
Created/updated page layouts, lightning layouts
Configured Sales process to capture Opportunities to the system
Built/Assited in creating new Informatica jobs to run on a schedule to bring data from warehouse
The Result
Promoted the creation of a single “golden” record of student engagement
Tracked the touch points of engagement with students and other identified stakeholders, including communications, participation in courses, club participation, advising activities, co-curricular programs, the contacts relationships with each other, and other relevant data to be determined
Provided stakeholders with reporting and a user experience to normalize data driven insights into constituent populations