Client Overview
Location: Boston, MA, USA
Employees: 300
Industry: Higher Education
Solution: Salesforce CRM, HEDA, Lightning Upgrade
Go-Live Dates: June 1, 2018
MCHPHS was founded in 1823 and the university (formerly Massachusetts College of Pharmacy and Health Sciences), is the oldest institution of higher education in the city of Boston. The University' 's four campuses offer about 40 innovative degree and certificate programs that guide and support students toward successful, sustainable careers and leadership positions in a wide range of healthcare fields.
Challenge
MCPHS needed to incorporate HEDA in their current environment but already had EnrollmentRX installed
They also needed to automatically import the CommonAPP directly into their salesforce environment as well as Pardot for their admissions team
Solution
Eigen X installed HEDA and configured EnrollmentRX to be compatible with HEDA
Eigen X updated the Pardot sync and changed the Salesforce Name settings to ensure sync
Eigen X built an ETL Process using Jitterbit with the CommonApp's API to automatically import the application into Salesforce
Eigen X built out an automatic ownership assignment process that was able to keep the SOQL queries low enough with EnrollmentRX's managed package
Upgraded MCPHS to HEDA and Lighting
Implemented a center of excellence to increase adoption on Salesforce
Result
Migrated the customer to HEDA and Lightning upgrade within 3 months
Ensured that the upgrades were still compatible with EnrollmentRX upon completion of the organization
The application review time was reduced by 5% due to the integration with the CommonApp
Reduced complex technical debt, involving Pardot and Salesforce
Increased the adoption of Pardot by 10% using the Pardot sync process