Higher Education CRM and Technology Audit

Gain a clear understanding of your enrollment technology and identify priority opportunities for improvement.

Is Your CRM and Technology Stack Optimized for Enrollment Growth?

A CRM configured years ago rarely matches how the institution runs today. Processes and teams evolve, while new leadership sets and revises priorities. While your enrollment management team may feel the inefficiencies and resulting performance impacts, no one can identify with confidence whether the problems lie with the platform, its connectors, or the processes in place.

Data that doesn’t reconcile between the CRM and the Student Information System, reports no one trusts and duplicate work across disconnected tools are all symptoms of a technology ecosystem that is breaking quietly. Human Capital helps colleges and universities diagnose CRM and enrollment management optimization opportunities, giving you a clear understanding of your current technology position and defining your roadmap for maximizing return on technology investments.

CRM Audits that Extend Beyond the Technology

Human Capital Education executes comprehensive technology audits of an institution’s Slate or Salesforce Education Cloud environment. We explore your current configuration, data, integrations, connectors, and the processes that define your CRM’s success as the strategic hub of the student lifecycle.

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Prioritize Your Technology Roadmap

Each Human Capital Technology Audit is built to your specific technology platform and developed to answer the questions leadership most needs answered. Our experts dig deep to work through the details to deliver an actionable plan for your institution.

Current-state review: maps how the CRM is configured and how teams actually use it against how the work is supposed to flow.
Integration and connector assessment: traces every connection to the Student Information System and surrounding systems. We map out where data moves, where it stalls, and where integrations have quietly broken.
Data and process evaluation: assesses data quality and the business processes the CRM is meant to support, then benchmarks against industry best practice.
Roadmap and recommendations: deliver a prioritized, sequenced plan: quick wins, structural fixes, and the integration work that makes the CRM strategic.

One Audit Covers your CRM Platform, Connections, and Processes.

When we say comprehensive, we mean it. Because technology doesn’t work on its own. Each audit reviews the current configuration your staff relies on every day, then fans out to understand the integrations and processes that define a functioning CRM as the hub of your enrollment success.

Configuration and workflow review
Understand how the platform is built versus how the work is actually executed.

Connector and integration review
Diagnose your Student Information System and system connections, data flow, and where integrations fail.

Data quality and model assessment
Measure and assess your data’s accuracy, structure, and governance.

Process and strategic-fit review
Uncover whether your CRM supports the institution’s processes and goals or quietly works against them.

Security and permissions review
Benchmark access, roles, and shared-instance boundaries.

Technology-stack and consolidation assessment
Map out the point tools in place across your ecosystem and identify where consolidation improves efficiency.

An Independent Audit & Advice You
Can Trust

Our technology integration experts are passionate about helping colleges and universities make the most of their technology. You’ve invested heavily in technology, and we are here to help you get the most out of the systems and tools you rely on to grow your enrollment. We act as your independent voice, helping you understand and map out your current state and future state, allowing you to craft the custom-made solution that fits your institution.

Delivering Strategic Insight

Over time, all technology and processes need a bit of maintenance and fine tuning. Connectors drift. Data decays. Processes harden around workarounds. Human Capital’s technology audit is an honest assessment of what to fix and what to replace.

Streamlining technology for Baylor University’s Graduate
Professional Education

Human Capital’s experts at Kennedy & Co. worked with Baylor University’s Graduate Professional Education (GPE) department to conduct an audit and roadmap to assess and inform the department’s CRM infrastructure and support services for its online programs, with the goal of making a recommendation on the use of a CRM for the department, based on two different CRM systems currently in use at the university. Our experts conducted in-depth interviews across GPE and other key departments within the graduate school on the current usage of both CRM systems, the relationships with third party marketing and recruitment vendors, and priorities for a future state without these external vendors. The university’s leadership was able to build a clear path forward based on the Kennedy & Co. recommendations for a single CRM solution, a timeline for phasing programs into the system over multiple years and plans for staffing and ongoing support for a system purpose-built to grow enrollment.

Built for Institutions. Designed to Drive Results.

Let’s untangle your collection of platforms and tools that slowly accumulate over the years following CRM implementation. Regular technology audits help enrollment, student success, advancement, and technology leaders gain clear diagnosis of their current technology stack. Our higher education experience and deep understanding of technology deliver the data you need to make informed decisions before committing budget and energy on new solutions or optimization projects.

Build Your Enrollment Ecosystem

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CRM Customization and Enhancement

CRM Support, Coaching and Staffing

Slate and Salesforce Implementation

Start with an honest look at what you have.

Human Capital Education begins with a conversation that scopes the audit to your platform, your connectors, and the questions leadership needs answered — and previews the prioritized roadmap the engagement delivers. You will leave knowing whether the issue is the platform, the integrations, or the processes around them, and what to do first.