The document discusses De Montfort University's (DMU) core systems modernisation programme to deliver an integrated student experience. DMU is redesigning its student journey management systems to provide a seamless experience for students from initial contact through graduation and beyond. The new systems will integrate all areas of the university and provide analytics across student touchpoints. This aims to improve student satisfaction, retention, and resource allocation. The presentation outlines DMU's student recruitment environment, lessons learned, and the phased implementation plan to transition to the new Student Lifecycle Management and Customer Relationship Management systems.
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Een ander perspectief: het herontwerp van de Student Journey in de zeer competitieve Hoger Onderwijsmarkt in de UK
1. CORE SYSTEMS
MODERNISATION
Een ander perspectief: Het herontwerp van de Student Journey
in de zeer competitieve Hoger Onderwijsmarkt in de UK
A different perspective: Redesigning the student journey in the
highly competitive UK Higher Education market
Jon Lees (De Montfort University)
Mark Arts (itelligence)
2. Core Systems Modernisation
Agenda
Welcome
Who and where are DMU
Higher Education in the UK
Core Systems Modernisation Programme
The journey ahead
Lessons learned
What’s in it for us?
Student Experience at DMU
Questions
3. Core Systems Modernisation
Welcome to Leicester
London
Birmingham
Liverpool
Glasgow
Edinburgh
Leeds
Manchester
Leicester
14th-largest metropolitan economy in the
UK by GDP (£27.5 bn)
King Richard III reburied in Leicester Cathedral
in 2015
Population: 350,000
50.6% White British
37.1% Asian
6.3% Black
3.5% Mixed Race
2.6% other
Two Universities
Home to Leicester City Football Club
4.
5. Core Systems Modernisation
HE Market – 2016/17
162 higher education institutions in the UK
2.32 million students studying at UK higher
education institutions.
Undergraduate: 1.76 million
Postgraduate: 551,585
Full-time: 1.80 million
Part-time: 518,930
Students from the UK: 1.87 million
Students from the EU: 134,835
Students from non-EU countries: 307,540
Figures from 2015–16 show that more than 90% of graduates were in work or further study
within six months of leaving university.
6. Core Systems Modernisation
UK HE Market
The SLC is a non-profit making
Government-owned organisation
providing loans and grants to
students in universities and
colleges in the UK
Higher Education Statistics
Agency - experts in UK higher
education data and
analysis, and the designated
data body for England.
UCAS is an independent
charity and are the UK
Universities and colleges
admission service.
UK Visas and Immigration is part
of the Home Office and make the
decision about who has the right
to visit or stay in the UK.
OFS regulate English higher
education providers on behalf of
all students.
The CMA advises providers about
their consumer law obligations to
undergraduate students
7. Core Systems Modernisation
Founded in 1870 – Leicester School of Art
No. of Students 19,576
Home 15,990 (82%)
EU 1151 (6%)
Overseas 2435 (12%)
No. of staff 3000+
2017 League position 67th
Intro to DMU
Ethnicity DMU Sector
Asian 22.9% 13.7%
Black 17.5% 9.5%
White 48.9% 69.0%
Other (& mixed) 9.9% 6.7%
Unknown 0.8% 1.0%
2016/17 Enrolments
Disability DMU Sector
Declared 19.6% 11.9%
Not declared 80.4% 88.1%
Gender DMU Sector
Male 43.1% 44.2%
Female 56.9% 55.7%
Age DMU Sector
Under 21 68.9% 79.1%
21 and above 31.1% 20.9%
8. Core Systems Modernisation
HE Market: ‘home’ admissions
Market contraction:
6.5% fewer applications and significant declines at
key competitors
Demographic downturn
Intense competition
Significant increase in advertising spend by
competitors
Dramatic slashing of tariff at Clearing
UG
enrolments
4269 (2013/14)
to 5896 (2017/18)
PG
enrolments
314 (2013/14)
to 660 (2017/18)
15. Core Systems Modernisation
• Old and out of date systems
• More than one version of the ‘truth’
• Average user experience
• Many workarounds
In addition…
Our systems didn’t work for us, we worked for them
16. Core Systems Modernisation
How DMU are delivering an integrated student experience
Student-centric approach & coordinated service delivery across campus
Seamless integration of all areas of the university
Improved student satisfaction, reduced complaints, better retention
Analytics: data available to all student touchpoints via a single repository, not
a functionally-specific view
Targeting of information, advice and guidance to the right students at the right
time, anticipating customer needs
Target resource to meet cyclical student demand
17. Core Systems Modernisation
Finance and
Procurement
The Core Systems Modernisation is the
programme to deliver the vision of
‘Modern Processes for
a Modern University’
People and
Payroll
Student Lifecycle
and CRM
Core Systems Modernisation
18. Core Systems Modernisation
What is SLcM & CRM?
Together they will follow our students throughout their journey with DMU
SLcM = Student Lifecycle Management
Manages the ‘transactional’ interactions
with our students such as their personal
record, their grades, finances, progression
etc.
Replacing QLS, Academic Database and Admiss (& more)
CRM = Customer Relationship Management
Manages and facilitates student-facing
communications from first point of contact
through to alumni, as well as our wider
partners.
Replaces Microsoft Dynamics
19. Core Systems Modernisation
The journey ahead
May June July Aug Sept - Oct
SLcM:
Initial 4
Programmes
• Marks entry
• Assessment boards
• Progression
• Graduation
SLcM:
Admissions
Pilot
CRM:
• Marketing & Communications
• International Office
• School & College Recruitment
• Disabilities, Advice & Support
• Enquiry Management
• Events
• #DMUglobal
SLcM:
Admissions for
January 2019+
SLcM:
Remaining
Programmes
CRM:
Admissions
Interviews
20. Core Systems Modernisation
Lessons Learned - DMU
• Governance structure and supplier management
• Budget management
• Requirements and design
• SAP capability
21. Core Systems Modernisation
Lessons Learned - itelligence
• Start with intensive training / familiarisation before detailed requirements are
specified
• Project team size and project management
• Localisation
• UCAS – Studielink
• Student Loans Company – DUO
• UKVI – IND
• Etc.
• Competition to attract students much stronger
• Clearing day
• Student engagement
22. Core Systems Modernisation
Lessons for Dutch Higher Education
• Competitive Dialogue Tender Procedure
• Student engagement (CRM, marketing, etc.)
• Live integration Studielink vs file based integration UCAS
• Live integration DUO vs file based reporting HESA
• Disabilities management (starts pre education)
• Student diversity
23. Core Systems Modernisation
What’s in it for us?
Improved
communications with
enquirers, applicants
and alumni
Modern supported
systems
Data driven decisions
Enable enhanced
international reach
and effectiveness
Single source
academic structure
and calendar
Academic self service access
to their students progress
and performance
24/7 self service
– any time, any place,
any device
Facilitate student
attainment and retention
Up to date information
available in real time
Less duplication
HESA: Higher Education Statistics Agency – they are experts in UK higher education data and analysis, and the designated data body for England. In the UK, Higher education providers have a statutory requirement to report data to the HE funding bodies
HESA was set up by agreement between higher education funding councils, higher education providers, and the relevant government departments.
Both the Further & Higher Education Act 1992 and the White Paper ‘Higher Education: a new framework’ identified a need for a more aligned and co-ordinated approach to higher education statistics and information.
they gather information about all aspects of the UK HE landscape. This includes information about:
Students, staff and graduates
Finances and estates
Academic departments and courses
Public engagement and commercial enterprises.
UCAS: UCAS is an independent charity and is essentially the UK’s admission service for Universities and colleges. They process more than three million UG applications every year.
The Student Loans Company (SLC) is a non-profit making Government-owned organisation providing loans and grants to students in universities and colleges in the UK. central role in supporting the Higher Education (HE) and Further Education (FE) sectors by: making timely and accurate payments of maintenance grants and loans to learners; and ensuring timely and accurate payments of tuition fee loans to HE and FE providers. SLC services around 1.8 million applications per year, responds to 4.5 million phone calls from borrowers and has over 6 million repaying or due to repay customers with loans totalling more than £100 billion
UG fees were increased to £9000 wef 2012/13
UKVI: UK Visas and Immigration is part of the Home Office and make the decision about who has the right to visit or stay in the UK. It affects DMU:
Times Higher Education 2018 Ranking position 67th
Refer to difference international and EU
Students from China, India and Cyprus account for more than 50% of the University’s EU & other student intake
Approx 20% of our students are recruited through clearing – talk about clearing
To help deliver our Integrated student experience DMU work towards it’s Strategic Framework. This contains the Strategic Theme to, “Transform our students by delivering an individual student experience.” It goes on state, “We will provide an integrated student support system that brings together personal tutors with our academic and welfare support services.”
A modern CRM approach, embraced across the institution, was the means to achieve this integrated service experience to our students.
To give you a real insight into the student experience, I’d like to introduce Jim….
I’d first like to introduce you to Jim, a DMU UG student.
Here’s a sample of some of the services offered to Jim within my Directorate, Student and Academic Services alone
Jim’s student journey is not without challenges along the way. Jim accesses a range of SAAS services during his three years. But how does Service A know that Jim has already met with Service B and so on?
How do you think Jim feels about his experience?
He’s a bit frustrated at times!
There’s a paradox here too. The more support Jim requires, the more services he’s likely to touch, but the greater the potential for Jim to feel the lack of integration between these services.
We can take this one step further and look at the services Jim may use outside just SAAS. The potential for Jim to feel even less integration between DMU’s services becomes even greater.
If that wasn’t enough….
our current systems are old and very soon to be out of warranty.
With tens of standalone systems that didn’t ‘talk’ as we’d have liked created the need for multiple spreadsheets, databases grew. After 17 years its hard to see the wood for the trees….so many spreadsheets, so many systems, so many workarounds and so many versions of the truth.
As you can imagine the user interaction with our old systems was average. Not only for our students but out staff and academics
It’s clear what we needed to do and the benefits for both Jim and for all of us involved in delivering services to students.
To facilitate this, In April 14 we launched the Core Systems Modernisation programme.
Replacing our core systems for Finance and Procurement, People and Payroll and SLCM & CRM with one fully integrated SAP solution.
With the vision of Modern Processes for a Modern University
Since then, SAP Finance & Procurement went live on 1 august 2016, followed by People & Payroll in April 2017. To complement this we also launched our web-based 24/7 DMUhub for staff that hosts the front end SAP Fiori tiles
But I’m here today to talk to you about SLCM & CRM. My specific role was to act as Project Director for SLCM.
So how are we getting on?
Give examples -
Soon Jim will interact with DMU much the same way he does other service providers….
And let’s think about Jim as a person, not just a DMU student. His DMU experience is just one service he’s likely to experience at any one time. Is Jim comparing his DMU service experience with other universities or with his bank, utilities provider, mobile phone company etc? When Jim phones his bank, does the person in the call centre shout across the room asking if anyone’s spoken to Jim recently?
No. Why? Because these modern service providers have a customer-centric approach supported by a CRM and good records management.
To conclude, the CSM project is so much more than implementing a system. It’s not about the technology but about thinking about Jim’s experience and the academic experience and putting this at the centre of how we coordinate our services. It’s also about using the intelligence we obtain from the CRM/SLCM to learn as an organisation and to adapt our services to meet evolving student needs and behaviours in a highly competitive market context.