HEDA Salesforce: Transforming Higher Education Data Management
Solution Category
HEDA Salesforce – Higher Education Data Architecture
Customer
UOM
Industry
Education
Segment
Commercial Enterprises
Country
Australia
Go-Live Date
January 2022
Why HEDA Salesforce Was Needed
As universities expand their digital infrastructure, managing student data across multiple systems becomes increasingly complex. UOM, a leading education provider in Australia, faced challenges in unifying student records, tracking academic history, and streamlining enrollment.
To resolve this, the institution turned to HEDA Salesforce, a purpose-built data architecture designed for the education sector. Built on the Salesforce platform and developed in collaboration with academic institutions, HEDA Salesforce empowers universities to create a Connected Campus, improving recruitment, retention, and engagement across the student lifecycle.
Challenges Faced
- Disparate Systems: Student information was stored across multiple platforms, making synchronization and updates inconsistent.
- Fragmented Enrollment Process: Managing the student journey—from application to graduation—was inefficient and prone to error.
- Lack of Unified Data View: Inability to track a student’s academic history from one source.
- Limited Communication & Engagement: Disconnected systems made personalized engagement difficult.
The HEDA Salesforce Solution
UOM partnered with PSAG Technologies to implement a robust HEDA Salesforce solution that addressed each pain point with precision:
- Data Model Alignment: Configured HEDA Salesforce to model the entire student lifecycle, from recruitment to alumni.
- Data Migration: Migrated existing student records into the new HEDA Salesforce structure, ensuring accuracy and completeness.
- Marketing Automation: Integrated HEDA with Salesforce Marketing Cloud to personalize communications and manage recruitment campaigns.
- System Integration: Connected disparate systems into a single ecosystem using a structured data model and workflow logic.
- Unified Student View: Enabled centralized access to student history, performance, and progression data for faculty and administration.
Impact of the HEDA Salesforce Implementation
- Single Source of Truth: Consolidated all student data into one unified system, ensuring accuracy and efficiency.
- Improved Enrollment Management: Automated student intake processes, reducing errors and speeding up admissions.
- Enhanced Student Engagement: Personalized communication using Marketing Cloud improved open rates and conversion.
- Actionable Insights: Provided real-time visibility into student performance, drop-off risk, and engagement levels.
- Stronger Alumni Relations: Created structured data pathways from student to alumni, enabling long-term relationship building.
Business Outcomes
- End-to-End Lifecycle Management: From application to graduation, every touchpoint is now managed within HEDA Salesforce.
- Smarter Decision-Making: Faculty and administrators use dashboards for real-time student analytics.
- Engaged Student Journeys: With a 360-degree view, each student receives tailored support and outreach.
- Future-Ready Infrastructure: HEDA Salesforce lays the foundation for AI-driven decision-making and cross-departmental collaboration.
Conclusion
- The HEDA Salesforce implementation marked a turning point for UOM’s digital transformation in higher education. With a single, scalable system in place, the institution now manages student records, enrollment, marketing, and alumni engagement more effectively than ever before.
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