Student Relationship Management Educational CRM Team Microsoft Dynamics

Student Relationship Management – Educational CRM Team Microsoft Dynamics Sensitivity: Internal & Restricted

Applicant to Student Process (Pre-Course) Input Process Output 2. Application Lifecycle Management 1. Applicant comes through various sources 1. CRM receives Application from an applicant via various sources 2. 360 view of Applicant data 4. Approving Officer 3. Processing Stage 1. Verify Details & qualifications 2. Forward application to Billing Officer 1. 2. 3. 4. 5. 6. 7. Applicant Data Course Details Funding Details Description Contact Details Fees Details Work Ex qualification check 8. Minimum Degree check 3 A. Work Experiences 1. Add Corporate Work experiences of applicants 2. Reject Application if Work-ex mismatch 4 A. Payments 1. CRM receives & updates data once billing is received in billing application 2. Payment Done 3 B. Qualifications 1. Add Qualifications of Applicants 2. Reject Application if qualification mismatch Sensitivity: Internal & Restricted 5. Billing Officer 1. Automated Mail to Applicants for fees payment 2. Payment received, applicant is onboarded 6. Student 360 Degree View a. Direct Walk-in b. Website c. Email to Lead d. Web to Lead

Student Lifecycle Management (During-Course) Input 1. Course Setup 1. Name, Description 2. Campus 3. Schedule 2. Faculty Setup 1. Details 2. Work Ex 3. Calendar Block (slot available) 3. Facilities Setup 1. Request for Classroom, Stationary etc. Process Output 5. Student Lifecycle Management 9. Feedback 1. Student Feedback about Course and Faculty 1. Student 360 deg view 2. Student starts attending the courses 6. Curriculum 7. Attendance Tracking 1. Publish the curriculum & Notes 2. Email to students 1. Daily attendance reader 2. Swipe-In, Swipe-Out Event Management 1. Setup Events 2. Participants 3. Sponsorships 8. Internship Details 1. 2. 3. 4. Project taken Company worked Update Work Ex Update Qualifications 10. Assessment 1. Marks scored 2. Attendance records Case Management 1. 2. 3. 4. Student Queries SLAs Resolution Knowledge Management 4. Grants Setup 1. Grant Management Sensitivity: Internal & Restricted 11. Placements 1. Companies invited 2. Students selected 3. CTC offered 4. Analysis

Alumni Cycle (Post-Course) Input Process 3. Alumni Management 1. Feedback 1. Student Feedback about Course and Faculty 1. 2. 3. 4. 5. If student clears the exams, he/she converts in to Alumni 360 deg view Timely notifications of News and Events to Alumni Meet Organization Alumni support seek 2. Assessment 1. Marks scored 2. Attendance records Sensitivity: Internal & Restricted Output

University Department Grants Lifecycle 1. Requests for Grants 2. Status 3. Active Grants Program Creation 1. 2. 3. 4. Grant Period Purpose SPOC Funding Details Verification and Scoring 1. Verify Grant 2. Grantee Verification 3. Approval Grantees Relationships 1. Grantee 360 degree view 2. Interactions 3. Past Grant Amounts Placements Events 1. Sub-events 2. Event Details 3. Budgeting Sponsors 1. 360 degree Sponsor information 2. Sponsorship amounts 3. Point of Contacts 1. Data Insights of organizations 2. HR Contact details 3. Dashboards Facilities Lifecycle Recruiters 1. Facility Requests 2. Reviews and Approvals 1. 360 degree Recruiter Information 2. Past recruitment records Alumnus 1. 360 degree data of Alums working with the recruiter Grant Awarding 1. Scoring 2. Awarding Sensitivity: Internal & Restricted

Thank You Sensitivity: Internal & Restricted