Leveraging Dynamics CRM expertise
For assistance, the Office of Admissions turned to West Monroe Partners, which previously assisted with development of a concept for a student information hub running on Dynamics CRM. In particular, West Monroe’s deep Dynamics CRM knowledge and capabilities for developing customized solutions, as well as its focus on process improvement, provided a strong fit for the university’s needs and goals.
Streamlining mail-merge operations
Working with the office’s assistant director of admissions, West Monroe Partners created a solution that automates mail merge operations for print mailings to "contacts" and "applicants." The solution consisted of two customized CRM elements:
In addition, West Monroe developed a console application to handle the mail-merge operation, using Aspose.Words to generate documents. Now, users can log directly into CRM and view job history and active records and, if action is required, easily open and review letters in Word, print and mail letters, and then mark the job history as complete. The solution also uploads the finished letter back into CRM for an accurate record of contact/applicant communication.
Effective and efficient communication
Within just a few months, West Monroe Partners created a solution that frees significant staff time—in some cases, by up to four or five hours per day— for other important tasks. Even more significant, though, is the improvement in communication precision and effectiveness by eliminating manual steps that could lead to "points of failure" (e.g., duplicate letters) in communication with applicants or prospective students.