Technology Services

Technological innovation is transforming day-to- day operations at colleges and universities across all functional areas including admissions, enrollment management, marketing, academics, registrar, student affairs, facilities, finance and administration. New solutions hit the market every week and many, including those designed for higher education, require customization to accommodate each institution’s specific needs.

Technology can have a huge impact on your efficiency and your results – but only if it is integrated and fully adopted with a deep understanding of your processes, policies, and people.

Our focus is on your successful adoption and your ability to execute your strategies and tactics to achieve your goals. Your technology has to support those efforts. Our expertise lies in our understanding of the day-to-day and month-to-month work and operations your teams and departments across campus. We balance that with our understanding of all of the systems we support to optimize how each of our clients configure and adopt their technology.

We implement for growth through technology, and help clients scale through our flywheel model of innovation, adoption and growth.


Our work in this area includes:

  • Strategy
    • Technology Design & Readiness
    • RFP Creation, Vendor Assessment, Negotiation Support & Contract Management
    • Enrollment & Student Services Operations Enhancement & Integration with CRM Systems
  • Audit & Assessment
    • Department/Function Process Assessment & Redesign
    • Technology Audit for Function & Efficiency
  • Implementation and Optimization
    • New CRM Technology Implementation
    • Existing CRM Technology Optimization
  • Communications
    • Communication Strategy Development & Communication Flow Planning
    • Incorporating Texting & Other Modes of Communication
  • Training & Coaching
    • Staff Training & Accountability Related to the Use of CRM & Other Technologies
    • Coaching New CRM Administrators for Technology, Leadership & Higher Education Dynamics
    • Implementation of Recruiting Best Practices
  • Enhancements
    • Enhancements & Customizations of Existing CRM Technologies
    • CRM Workflow Automation & Report Development


Higher Education Technology we support:

As an agnostic technology services provider, we support a multitude to applications and platforms to help our clients more successfully enroll and support students. Below is a sampling of vendors with whom we have active partnerships, as well as those we actively support and implement.





Ecosystem connectivity

  • Enrollment Strategy
  • Student Success & Retention Strategy
  • Online Strategy
  • Organizational & Operational Transformation
  • Strategic Planning
  • Financial Sustainability

Primary Customers

  • Admissions & Financial Aid
  • Marketing & Communications
  • Student Services & Student Success
  • Information Technology
  • Finance, Budgeting, & Administration
  • President/Chancellor/University-wide Initiatives
  • Professional School Deans