Client Overview
Location: New Brunswick, NJ, USA
Employees: 500 - 1,000
Industry: Higher Education
Solution: Sales Cloud, MCAE, & EDA
Go-Live Dates: 7/22 – 3/23
Founded in 1929, Rutgers Business School has a rich history in the state of New Jersey -- a history deeply embedded in the larger story of Rutgers University-Newark and Rutgers University-New Brunswick. Rutgers University. Rutgers has been revolutionary for 250 years. With a world-class faculty, highly ranked academic programs, strong industry connections, motivated students and a powerful alumni network, Rutgers Business School is revolutionizing business education.
Challenge
Rutgers Business School has an outdated Salesforce instance that caused frequent issues
Executive Education has a separate Salesforce instance that is not integrated with the rest of Rutgers Business School
Many departments and offices within are not on Salesforce and do not have organized processes
The IT team did not have the capacity to lead the discovery process needed internally to reorganize their Salesforce instance
Solution
We held around 20 discovery calls with all Rutgers Business School departments to discuss processes, pain points, and goals
We created more than 20 different current and future state business process diagrams. These mapped out what is happening today and what would happen in an ideal scenario
We created a requirements document compiled from the paint points and goals expressed by each department
Result
Developed Salesforce solution definition detailing high-level system architecture and integrations
Created a Salesforce requirement list and prioritization for implementation
Provided a sprint plan to implement Salesforce and associated technology
Made recommendations for a restructuring of the tech stack
Made recommendations for required staffing to manage Salesforce infrastructure