Lifetime Constituent Communications at IU
On July 7, 2009, the Office of the Vice President for Information Technology announced plans to implement a "Lifetime Communications" constituent relationship management (CRM) platform for managing data and communications across the entire university. UITS will provide Campus Management's Talisma CRM platform as a university-wide solution integrated with SIS (Student Information System) and other data sources.
This common CRM platform addresses a critical need across the university, allowing IU to manage relationships and more effectively reach prospects, students, alumni, and other constituents. The anticipated result is an improved ability to coordinate and target communications, delivering relevant information to constituents via channels they prefer.
During the six-year license agreement, entities on all campuses will be able to use Talisma CRM products without additional license, maintenance, or campaign usage fees. IU's license agreement, an expansion of the existing IUPUI contract with Campus Management, provides unlimited use similar to university agreements with Microsoft and Adobe, and is the first of its type for Campus Management.
The implementation plan will span a period of 18-24 months, involving University Student Services and Systems (USSS), Admissions offices, Offices of the Registrar, other student services offices, the Alumni Association, the President's Office, pilot sets of undergraduate and professional schools across all campuses, and several other offices. Additional schools/departments may be implemented after this period if desired.
The details of the support model are evolving, and a centralized System Management model is anticipated.
The agreement supports sound fiscal stewardship, leveraging funds already being used for diverse and disparate CRM services to provide a common CRM platform to the entire university, with possibilities for added functionality and greater data integration with other IU systems. The initiative significantly supports the IT Strategic Plan, Empowering People:
- Advancement of IU's IT infrastructure supported by sound fiscal planning (Recommendation 1)
- Unlimited availability/philosophy of abundance (Action 5)
- Partnerships and creative exchanges with hardware, software, and service vendors (Action 6)
- Maintaining and refreshing of IT infrastructure by consolidating university-wide scale (multi-campus) services for software systems (Action 7)
- Collaboration and communication systems (Action 11)
- Student success (Recommendation 10)
- Engagement beyond (Action 52)
View the Lifetime Constituent Communications FAQ.
