Eigen X Case Study - The Wharton School
Client Overview
Location: Philadelphia, PA, USA
Employees: 1,000 +
Industry: Education
Solution: Sales Cloud, Experience Cloud, Informatica.
Go-Live Dates: On Going
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.
Challenge
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Siloed Data across different individual centers
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Lack of single golden record for student engagement across different centers
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Lack of data driven insights for different constituents across MBA, UGR, EMBA, Executive Education, Research Centers
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Lack of Centralized mass mailing solutions across different groups
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Lack of a data sharing model for different groups
Solution
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Prepared mapping document to bring data from different sources in central CRM
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Created/Used custom fields/Objects as needed to achieve the 360degree view of Wharton's constituents
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Proposed the security architecture to share/conceal data across different teams/centers if needed
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Created/updated page layouts, lightning layouts
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Configured Sales process to capture Opportunities to the system
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Built/Assited in creating new Informatica jobs to run on a schedule to bring data from warehouse
Result
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Promoted the creation of a single “golden” record of student engagement
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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
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Provided stakeholders with reporting and a user experience to normalize data driven insights into constituent populations