STONY BROOK AT A GLANCE

Building a Global Radius: SUNY Korea’s Journey to Success

STONY BROOK UNIVERSITY

Established in 2012

Incheon Global Campus

Songdo, South Korea

Enrollment Goals and Challenges:

• Limited IT support for recruitment activities

• Confusing application process

• Manual follow-up with all inquiries and applicants

• Heavy dependence on SB’s infrastructure (imaging system, SIS)

Why Radius?

• User-friendly, modern CRM

• Application Form Builder

• Strong partnership between Stony Brook and Hobsons Since 2006

BEGAN IMPLEMENTATION IN MAY 2014

KEY DIFFERENCES

Exports

Integration with ApplyYourself

Client-Specific Rules Based on Attributes

Assigned Cases

Application Builder

Client-Defined Lifecycle Roles &

Stages

KEY DIFFERENCES

Default Views,Reporting Dashboards

Templates and Communication Plans

Interest Pages Built by Hobsons Staff

Widgets, Lists

Campaigns, Communication Plans,

Cases

Form Builder for Clients

Implementation Challenges?

63% of CRM Initiatives Fail- Merkle Group Inc. (2013)

PLANNING THE IMPLEMENTATION PROCESS

High-level Planning

CRM Champion

Marketing IT/DataForm Building

CROSS-PACIFIC CLIENT PROJECT TEAM

Dedicate 3-5 hours per week + 1-hour weekly call.

Milestone Estimated Timeframe

Kickoff Call 1 week

Planning/Process Session 1 week

Product Overview 1 week

Configuration and Training 12 – 14 weeks

Verification & User Acceptance 4 – 8 weeks (Concurrent with Configuration)

End-User Setup & Training 2 – 3 weeks

Go Live 1 week

Integration 6 – 8 weeks (once mapping document is complete)

SAMPLE TIMELINE AND BENCHMARKS

April 2014Selected Radius

May 2014Began Weekly CallsDetermined RolesRadius Exploration

June 2014Developed Data CatalogLifecycle Roles & StagesSecurity and RulesInquiry Form Testing

July 2014Launched Inquiry FormDeveloped Cases &ViewsBegan Building Application

August 2014Application TestingApp. ManagementE-mail TemplatesTargetsBegan SIS Integration

September 2014Launched ApplicationE-mail CampaignsStaff Training

November 2014Finalized SIS IntegrationE-mail Communication Plans

ACTUAL TIMELINE

Radius Training

Application Builder:

• Determine overall length and sections

• Define and build fields (in either Contact or Registrations)– Think about the output files if exporting data

• Create application and iteration– Application: SUNY Korea – Iteration: Fall 2015

• Launch form builder

RADIUS FORM BUILDER

Field Dependencies

Conditional Logic

Registrations Management:

• Create/Edit/Clone your Custom Views

• Add/Remove Columns

• Export/Update your data

• Print your registrations

• Set up your views and workspaces

Registrations Functions

①

②

③④

⑤

⑥

(1) Registrations – Create Custom View

(1) Registrations - Configure Schedule

(2) Registrations – Add/Remove Columns

(3) Registrations – Export

(4) Registrations – Mass Update

(5) Registrations – Print Registration

For Admissions

(6) Registrations – View Setup

Home - Workspace

Communication Plans:

• Create Targets for communication

• Design Email Templates to be sent

• Determine send-out dates and entry/exit rules

• Refer to Statistics

Building up Communication Plans

①

②③

(1) Creating Targets

Primary Role must be selected

(2) Designing Email Templates

(3) Build up a Communication Plan

Communication Plan Statistics

Early Results

Growth in Applications

Radius implemented since August 2014 for Spring 2015 Admissions

IMMEDIATE FOLLOW-UP WITH INQUIRIES

Next Steps

NEXT STEPS

EXPANDING RADIUS FOR GRADUATE RECRUITMENT

Radius Implementation Tips:

•Research•Define Your Vision•Prioritize Long- and Short-Term Goals•Develop Implementation Schedule &

Benchmarks•Establish User Access and Permissions•Appoint a CRM-Champion•Train Staff (not just how, but why)•Measure Adoption•Make Continuous Improvements

Questions?

Stefan HymanAssistant Provost for Enrollment

Strategies, Communications & AnalyticsStony Brook University

Stefan.Hyman@stonybrook.edu

Daniel SonAcademic & Student Affairs Coordinator

SUNY Koreadson@sunykorea.a.kr