COMPASS - University of Florida

COMPASS-CRM kicks off, aims for 360-degree constituent view

April 2016 marked the kickoff of design and development for COMPASS-CRM, the new constituent relationship management system. Tammy Aagard, associate vice president for enrollment management and functional lead for COMPASS, calls COMPASS-CRM “an exciting development.”

Envisioned as a system that will provide a 360-degree view of UF constituents, COMPASS-CRM offers UF an opportunity to create a full picture of prospective students, admits, current students and others by tracking their interactions with the university. According to Aagard, tracking and analysis of the combined data will facilitate improved communications and outcomes — whether recruiting the next incoming class, getting students into UF Online programs or retaining students who are struggling.

As with other COMPASS components, UF will implement COMPASS-CRM through a series of staged releases beginning in the fall of 2016 and continuing into 2019. First up will be recruitment and prospect management for undergraduates. The Enrollment Rx software package (running on Salesforce’s cloud computing platform) will serve as the basis for COMPASS-CRM; Salesforce has already been successfully deployed in the College of Pharmacy and by UF Online. COMPASS-CRM will replace ARMS, another legacy mainframe system, as well as a variety of manual processes currently in use to track and communicate with undergraduate prospects.

With a scheduled September 2016 go-live for undergraduate recruitment, project manager Luis Andino of UFIT and the rest of the COMPASS-CRM team are hustling. Working with Enrollment Rx technical advisers, the team comprises staff from UFIT, the Office of Admissions and various college offices, all of whom have been analyzing and documenting UF’s current business processes. Next, the team will customize and configure the Enrollment Rx software to fit the identified business needs. Once testing of the undergraduate system elements is complete, a small group of Office of Admissions staff will begin using this new tool in the fall for its recruitment activities, including communications tracking, email messaging and reporting.

Successive releases of COMPASS-CRM in 2017 will target recruiting and prospect management for graduates, professionals and online programs; integration with COMPASS-SIS, the new student information system; and integration with the new CollegeNET applications for admissions. The 2018 release will follow those former prospects and recruits into their tenures as UF students to better facilitate their engagement and retention. Beyond 2018, the team will turn its attention to other audiences and constituents served by UF units to explore how COMPASS-CRM might benefit management of those relationships.