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

  • 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

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

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