Technology Services

Technological innovation is transforming day-to- day operations at colleges and universities across all functional areas including enrollment, academics, registrar, student affairs, facilities, and 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 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
    • 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

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