HIGHER EDUCATION
One student, tracked by four offices that never compare notes.
The relationship runs for decades, applicant to student to alumnus to donor, but every office keeps its own version of the person, and the value of that relationship stays trapped between them. We connect it across all of it, so the whole arc of someone's life with your institution finally lives in one place, and we keep it protected as you bring in AI.
Advancement · Enrollment · Student success · Marketing & engagement · Alumni
YOU'RE PROBABLY HERE BECAUSE...
The constituent relationship is split across every office on campus.
Every office has a different version of the person
Admissions, the student record, advancement, and student success each hold their own version, and the full picture of the person's journey sits with none of them.
You're being pushed toward AI and the data isn't ready
Everyone's selling AI agents, and AIforce just put Salesforce data inside Claude, Slack, and every agent your staff use. Your constituent data isn't unified enough to trust one yet, and the vendor selling it won't be the one to tell you that. We will.
A partner left a build your team can't explain
Disputed delivery across a fragmented estate, no documentation, no sign-off. Student data privacy rules don't pause while you sort it out.
WHERE WE WORK IN HIGHER EDUCATION
Fluent across the constituent lifecycle.
We work across every office that touches the relationship, from the first application to the last gift, where one person has to stay one person across multiple systems.
Advancement & development
The donor and gift relationship, where a concentrated budget and a donor CRM meet the systems that hold the record.
Marketing & constituent engagement
Engagement at scale across the whole constituent base, run from one connected picture instead of many disconnected ones.
Enrollment & admissions
The applicant journey from first touch to enrolled, orchestrated across the point systems that own each step.
Alumni & lifelong engagement
The relationship after graduation, carried across decades and the systems that change underneath it.
Student success & retention
The student relationship on Education Cloud, connected to the data that predicts who needs support and when.
WHY THIS MODEL FITS HIGHER EDUCATION
Regulated, relationship-driven, and anchored on a core you can't replace.
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Regulated to the core
FERPA and student data privacy shape every build. Governance done right protects the institution and every student in it.
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A relationship that lasts
Applicant, student, alumnus, donor. One person, one relationship, across systems that will change many times. Continuity is the whole problem.
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A core you build around
The student information system is the record you keep. The value is the layer that connects it to every office and every stage.
HOW WE DELIVER IN HIGHER EDUCATION
The value lives in the layer between the student record and the relationship.
The student information system stays the system of record. Education Cloud becomes where the relationship happens. The real challenges lie in the layer between the two, and in higher education that layer is also your privacy line.
SYSTEM OF RECORD
The student system
The student information system you can't easily rip out.
THE LAYERS
The architecture
Headless API, middleware, and FERPA
SYSTEM OF ENGAGEMENT
Education Cloud
The student and constituent relationship, carried across decades.
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Map
Draw the real integration picture across admissions, the student record, advancement, and student success. The map alone is often worth the diagnostic fee.
Stabilize
Shore up the fragile connections before anything constituent-facing gets touched.
Build the layer
A headless API and middleware layer, so engagement stops depending on the student system's constraints, and any AI tool can sit on top.
Govern, then AI
Wrap it in governance that keeps student data FERPA-safe. Only then introduce agents, which now land safely on a foundation that is sound.
BUILT FOR THE LONG GAME
The system will change five times. The relationship won't.
A student becomes an alumnus, then a donor over the course of forty years, while the underlying systems are replaced again and again. Holding one relationship together across all that time takes senior judgment. So we keep the work close with people who've done it before, rather than a far-off team churning through tickets. A partner you can turn to for real answers.
Most firms in the room are conflicted. The license vendor profits when you buy more. The big SI profits when the project bills more hours. We don't resell licenses and we're not protecting a build we already sold you, so we're the one party free to recommend more Salesforce, less Salesforce, or a smarter version of exactly what you have.
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That freedom cuts both ways. When the right answer is more Salesforce, and often it is, you can trust it, because we had no reason to say it except that it's true. Independence isn't about using less of the platform. It's about making sure what you invest in actually works, and keeps working.