Education Cloud Implementation Solution

The Vendor is required to provide salesforce education cloud solution focusing on optimizing recruitment and admissions while establishing a scalable foundation for the entire student lifecycle.
- Solutions for the implementation of a new education cloud org, utilizing EDA, person and business accounts, and a unified funnel reporting model to support recruiting → admissions → student success → advancement.
- Requirement:
1. Data governance setup
•    Review and provide feedback on established data governance council, defined cadence, charters, escalation processes, and RACI matrix, ensuring it is aligned with university policies
•    Data quality and compliance must follow higher education standards such as FERPA and GDPR
•    Create and document data validation and duplicate rules and provide data quality dashboards
•    Provide a data governance playbook that documents standards, field dictionaries, duplicate logic, and change control
2. Recruitment and admissions
•    Setup EDA architecture utilizing person and business accounts
•    Build a cohesive program enrollment lifecycle including applications
•    Implement funnel visibility across all programs
•    Provide comprehensive reports for funnel visibility, cohort-based tracking, demographics analytics, and year-over-year benchmarking
•    Implement source attribution framework and set up campaign attribution modeling
•    Deliver 12-15 role-based dashboards for recruitment staff and leadership
•    Set up automations and alerts
3. Marketing cloud account engagement migration
•    Connect to education cloud ensuring:
o    Existing form handlers are connected and updated for website forms
o    External social media marketing sources are connected and updated
•    Transfer and rebuild segmentation lists, content templates, email templates, and files
4. Data quality and migration
•    Create and provide a data mapping workbook
•    Provide a cleansing plan that will:
o    Reduce missing record types to less than 500 at go-live
o    Eliminate 95% of duplicate accounts and contacts
o    Achieve a data quality score of greater than 90% on initial post-launch audit
•    Complete two successful mock migrations prior to production cutover
•    Create a final cutover plan
5. Integration enablement
•    Provide a technical design document for each integration
o    Sis (banner) - one way import into education cloud
o    Liaisons business as (application system) - two-way integration
o    Microsoft outlook and Einstein activity capture
•    Specify secure authentication methods and error handling and logging strategies
•    Define integration sync frequencies, trigger logic, and fallback and error handling workflows
•    Propose middleware only if justified for scalability or real-time requirements
6. Change management and training
•    Create a change management and training plan including stakeholder analysis, training materials by role, and governance council enablement
•    Describe how adoption success will be measured
•    Provide knowledge transfer to mays salesforce team during work and upon completion of scope
7. Optional add-ons
•    Assess and provide estimated timelines and pricing for:
•    Student success hub
•    Fundraising
•    Academic operations
•    Alumni relations.