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Eigen X Case Study- Columbia University

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Client Overview

Location: New York, NY, USA

Employees: 17,775

Industry: Higher Education

Solution: Sales Cloud, HEDA, Lightning Upgrade, Pardot, TargetX, Support/Enhancement

Go-Live Dates: On Going

Columbia was founded in 1754 and has been a leader in higher education in the nation and around the world. At the core of their wide range of academic inquiry is the commitment to attract and engage the best minds in pursuit of greater human understanding, pioneering new discoveries and service to society.

Challenge

  • Lack of Automation for complex decision process​

  • Lack of centralized place for complex logic in various custom/standard objects as a result facing time out issues​

  • Lack of process to detect fraudulent applications​

  • User adoption and system usage​

  • Lack of Integration with Student Information System​

  • Integrating with Test Score Organization ETS​

  • Lack of internal security in org.​

  • Lack of data structure to bring in other teams of SPS on to the Salesforce Org​

Solution

  • Implemented Process Builder to automate the decision process​

  • Modified existing community to facilitate collection of Second choice and provided a mechanism to process these apps along with existing process​

  • Converted work flow rules to one process builder per object using process builder/flow combination​

  • We also implemented to detect/process possible fraud detection mechanism using Apex, Visualforce, PB​

  • Migrated to Lightning / Built Custom Lightning Components on top of App exchange Component  to increase user adoption and system usage​

  • Integrated Salesforce data to SIS using Informatica Cloud that will be used by  other departments in Columbia University​

  • Integrated with several 3rd party data to process Applications easily​

  •  Enhanced Security by accessing existing profiles and org wide settings and modified them to enhance security​

  • Installed/tested HEDA along with Target X to facilitate necessary Data Structure to bring on other teams​

Result

  • Stream lined process to post decisions as early as possible​

  • Increased number of committed students by collecting/processing two programs per applicant​

  •  Reduced time taken to submit application by triggering only necessary logic at a given point to time which also fixed time out issues​

  •  Helped to identify potential fraudulent apps which helped SPS to be able to admit credible students​

  • Reduced number of clicks that the Op’s team need to make in new Lightning user interface to increase user adoption, efficiency​

  • To facilitate other department across Columbia to use data in Salesforce like Registrar Office, Alumni Relations etc.​

  •  Helped to avoid manual data entry from test conducting organization ETS for Op’s team​

  • Improved security and data governance in org​

  • Ready to bring more users on to the Org with new data model​