Ottawa University (OU) faced significant challenges in managing its financial clearance process for incoming students:
These issues not only hampered operational efficiency but also posed a risk to OU’s ability to meet enrollment targets and provide a smooth onboarding experience for incoming students.
The implementation of Salesforce and the associated process improvements delivered significant benefits to Ottawa University:
By addressing the core challenges in its financial clearance process, Ottawa University not only streamlined its operations but also positioned itself for sustained enrollment success and improved student satisfaction.
In providing the Solution, the following Tools were used:
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“An excellent partner. They were so knowledgeable, prompt, and professional. I think they went above and beyond on our behalf many times. They really took the time to understand our needs and desires, when we were off base or limited in understanding, they explained why an alternative way of achieving our goal would be better…I felt like I didn’t really have to “drive the bus” hard like I had in a previous integration at another institution, I was regularly informed and consulted, but they made the project happen.”
