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CRM Consulting Services for Higher Education, Higher Education CRM Consulting

Integrating QuickBooks with Salesforce

If you are considering integrating your Salesforce deployment with QuickBooks, here is some food for thought. We often get asked about doing this and here are some of

Strata Information Group (SIG) provides Workday ERP for Higher Education Consulting

What is the Difference between Salesforce Sales Cloud and Service Cloud?

The main difference between Salesforce Sales Cloud and Service Cloud is: Understanding this fundamental difference in the technology can help ensure your institution gets the most out of

Budget Roll Checklist for Banner HR & Finance

To help with your year-end budget roll in Banner, SIG has created a checklist to keep your process fluid for your institution’s HR and Finance Departments.

Checklist for AR Reconciliation Using Banner

Checklist for Accounts Receivable Reconciliation
SIG Case study - Slate CRM deployment

Slate CRM Deployment at University of Northwestern – St. Paul

The University of Northwestern – St Paul went live August 1 in a single Slate CRM instance, after a six month implementation for their dual enrollment, undergraduate, and
Ellucian Ethos

Demystifying Ethos Questions Answered

As a follow-up to SIG’s recent webinar on “Demystifying Ethos,” we received quite a few questions. To help our clients and institutions better understand how this aspect of
Computer Security

21 Keys to Unlocking a Comprehensive Banner Security Policy

SIG has put together a comprehensive list of 21 keys to unlocking a comprehensive security policy.
Policy and procedures

Five Important Questions to Answer for a Sound Banner Security Policy

SIG has put together detailed guidelines to adjust, re-write, or create a policy that will steer your Banner and connected systems in a safe and secure manner.
SIG provides comprehensive technology consulting services for higher education

SIG Supports SAML 2.0 Single Sign-On Authentication

Security Assertion Markup Language (SAML) is an XML-based protocol that was developed to facilitate the exchange of authentication and authorization information between applications or entities.