Technology Audit Services for Higher Ed

Technology Audit

Whether you’re cognizant of your CRM challenges or still discovering them, one thing is certain– the need for a seamless and effective CRM system. A CRM audit is a great place to start. At Kennedy & Company, we understand the challenges faced by academic institutions, and our proficiency lies in refining CRM strategies to cater to the demand for a more personalized student experience.

YOUR CHALLENGES:

Feeling unsure and unsatisfied with the current state of your CRM tool? Our clients often approach us because they are uncertain how to identify and or prioritize their CRM needs while acknowledging what isn’t working. Our team is here to address these challenges.

‍

OUR APPROACH:

We begin by meticulously exploring the functionality of your CRM and understanding how your CRM’s current functionality is or is not enabling you to meet the needs of the students you serve.

‍

We investigate issues ranging from data accuracy, operational gaps, training deficiencies, skill mismatches – some of our most common findings– and more.

‍

In our process, we maintain a student-centric approach, working hard to understand the functional use cases and the experiences clients provide for each of their student populations, as well as for their staff users of the CRM.
‍

Featured

solutions

Technology Audit

Our work in this area includes:

Technology Audit for Function & Efficiency
Technology and Operational Alignment
Adoption and Staff Usage Review and Assessment
Department/Function Process Assessment & Redesign
Roadmap and CRM Growth Prioritization

Connect with Us

Technology Audit

Baylor University

Kennedy & Co. worked with Baylor University’s Graduate Professional Education (GPE) department to conduct an audit and roadmap to assess and inform the department’s CRM infrastructure and support services for its online programs, with the goal of making a recommendation on the use of a CRM for the department, based on two different CRM systems currently in use at the university. We conducted interviews across GPE and other key departments within the graduate school on the current usage of both CRM systems, the relationships with third party marketing and recruitment vendors, and priorities for a future state without these external vendors. Our deliverables consisted of an overall recommendation for a single CRM solution, a timeline for phasing programs into the system over multiple years, and plans for staffing and support of the system.