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    Education & WorkforceSalesforcePlatform EngineeringEnterprise IntegrationData Migration

    Connected Salesforce Recruiting and Admissions Platform

    One applicant journey from prospect engagement to admissions self-service

    Connected Salesforce Recruiting and Admissions Platform

    Client

    Leading U.S. University

    Region

    North America

    Key Outcomes

    Unified prospect and recruitment system of recordApplicant self-service portal for applications and supporting materialsConnected Banner SIS and Hyland OnBase data foundation

    Business Challenge

    The university's recruiting and admissions journey depended on Ellucian CRM Recruit, WUFOO forms, Mailchimp, Banner Student Information System, and Hyland OnBase. These tools did not provide one view of a prospect or applicant, and applicants lacked a self-service place to submit materials, track interview or call dates, review important communications, or request assistance. Admissions staff also needed a single back-office environment for managing the journey. The fragmented toolset made personalization, process automation, reporting, and future expansion harder to sustain as recruiting and enrollment needs evolved.

    Solution Overview

    DIATOZ designed a phased Salesforce platform spanning recruitment and admissions. Phase one establishes Salesforce CRM as the system of record for prospects and recruiting activity. Phase two adds a Salesforce Digital Experience portal where applicants can submit applications and supporting materials, see scheduled interview or call dates, review communications, and create support requests. Admissions staff administer those experiences through a connected back-office console. FormAssembly replaces legacy forms, Blackthorn Events supports interview and event scheduling, and Outlook keeps staff communication attached to the applicant journey. Data migration and integrations with Banner SIS and Hyland OnBase connect recruiting, admissions, student, and document records while creating a foundation for advanced Salesforce analytics.

    Architecture & Engineering

    A two-phase rollout separates prospect and recruitment management from the admissions portal, reducing delivery risk while preserving one target data model
    Salesforce CRM holds prospect, recruiting, application, communication, and service activity as the shared operational record
    Salesforce Digital Experience provides applicant self-service for submissions, supporting documents, dates, communications, and requests for help
    FormAssembly handles dynamic application forms, while Blackthorn Events coordinates interviews and recruiting events
    Microsoft Outlook integration associates staff correspondence with the relevant prospect or applicant record
    Migration and integration services connect Banner SIS and Hyland OnBase so student and document data can support admissions operations and analytics

    Technology Stack

    Salesforce CRMSalesforce Digital ExperienceFormAssemblyMicrosoft OutlookBlackthorn EventsBanner SISHyland OnBase

    Business Impact

    Replaces three disconnected recruiting tools with a coordinated Salesforce, forms, email, and events experience
    Gives prospective students a consistent self-service destination throughout the application journey
    Provides admissions staff with one console for applicant context, communications, schedules, and support
    Improves access to information and creates opportunities for automation and personalized engagement
    Connects recruiting and admissions records to existing student and document systems
    Establishes a scalable foundation intended to support application conversion, matriculation, anti-melt initiatives, and enrollment growth

    Why DIATOZ

    DIATOZ combined higher-education journey design, Salesforce platform delivery, data migration, and enterprise integration to replace a fragmented admissions toolset with a phased foundation the university can extend over time.

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