After years of manual processes and application challenges, William Woods University partnered with SIG to modernize its Salesforce admissions environment. Through application redesign, integration improvements, collaborative project management, and ongoing optimization, the university stabilized critical admissions processes, reduced manual work, and created a stronger foundation for future Salesforce enhancements.

Client Profile

William Woods University relies on Salesforce to support admissions processing and student application workflows. As application volumes increased and operational demands evolved, the university sought a partner that could modernize existing processes, improve system reliability, and reduce the burden of manual work while positioning the institution for future growth.

Challenge

  • Manual, Time-Intensive Admissions Processes: Critical admissions workflows relied heavily on manual data entry and disconnected processes, limiting staff efficiency and consuming valuable time.
  • Underutilized Salesforce Investment: The university recognized significant opportunities to better leverage Salesforce through improved automation, workflows, and platform capabilities.
  • Complex Application & Integration Environment: Application workflows, authentication, and system integrations required modernization to improve reliability, streamline processing, and reduce operational complexity.
  • Need for Long-Term Operational Stability: The university sought a trusted partner to stabilize mission-critical admissions operations while creating a scalable foundation for future Salesforce enhancements.

The Solution

SIG redesigned admissions application processes, enhanced Salesforce integrations, and implemented a collaborative delivery approach that helped stabilize critical operations while positioning the university for future growth. The engagement included:

  • Redesigned application workflows and authentication processes
  • Enhanced Salesforce integrations and data flows
  • Improved testing using structured feedback forms and collaborative validation
  • Worked directly within the university’s Microsoft Teams environment
  • Provided responsive technical expertise throughout implementation
  • Established a roadmap for continued Salesforce optimization

Key Outcomes

Reduced Manual Admissions Processing

Automated and streamlined key admissions workflows, significantly reducing the need for manual data entry and allowing staff to focus on higher-value activities. “I was spending about 95% of my day, every day, working on legacy data,” said Joe Enright, Admissions CRM Administrator at William Woods. After working with SIG, Enright noted a “foundational adjustment” in his job: “It allowed me to do my actual job.”    

Stabilized Mission-Critical Operations

Modernized application workflows, authentication, and integrations to create a more reliable and efficient admissions process.

Expanded Salesforce Utilization

Helped the university significantly increase its use of Salesforce capabilities, transforming the platform into a more strategic tool for admissions operations.

Strengthened Collaboration & Continuous Improvement

Established a collaborative implementation approach, streamlined testing, and developed a phased roadmap that positions the university for continued Salesforce optimization.

Jessica Haefke, Director of Enterprise Applications at William Woods University, had this to say about the institution’s experience working with SIG: “We’re in a much, much better spot than we were when we started. It’s been a great process working with SIG to move forward and get things that were mission critical stabilized and functional.”