Case Study: AdventHealth University
HEADQUARTERS: Orlando, FL USA
EMPLOYEES: 434
INDUSTRY: Health Care, Higher Education
SOLUTIONS: Salesforce Migration
AdventHealth University (AHU) is a leader in healthcare education, transforming the science and practice of whole-person care and developing influential professionals of uncommon compassion. Specializing in healthcare education in a faith-affirming environment, the University is service-oriented and guided by the values of nurture, excellence, spirituality, and stewardship, while seeking to develop leaders who will practice healthcare as a ministry.
AHU’s sister organization, AdventHealth, is the largest healthcare provider in Central Florida.
Challenge
As a long-time customer of Goldmine, AHU needed a better way to manage alumni data and adapting their current system would require significant investment to expand and modernize its capabilities. VALiNTRY was able to demonstrate that Salesforce would provide user friendly reporting, interoperability, and access to other alumni data sources that they were looking for.
VALiNTRY developed a Proof of Concept of the recommended Salesforce configuration to help AHU understand that Salesforce could:
- 1. Create a new system of impact vs simply a system of record
- 2. Visualize the customer’s existing data and make informed decisions based on it
- 3. Enable more accurate record keeping to improve communication, fundraising, continuing education, and accreditation for their alumni network that spanned 25 years.
Solution
Ultimately, AHU chose Salesforce as the more desirable and advantageous solution for their needs and VALiNTRY was chosen to conduct the implementation.
The Pilot Program included:
- 1. Set up of Organization, Accounts, Contacts, Roles, Profiles, and Standard Reports & Dashboards
- 2. Data Configuration & Migration (ETL)
- 3. Opportunity Identification and Tracking Management
- 4. Security Model
- 5. Activity & Relationship Tracking
- 6. Outlook Integration / Projections
- 7. latform Testing / User Training
Results
With implementation and configuration complete, AHU continues to see value in their new success platform. Other successes include:
Improved staff satisfaction based on ease of use of the system
AHU was able to craft a full 360 view of each alumni after graduation
PLUS:
- 1. AdventHealth University is now able to better visualize and make data driven decisions to with Salesforce’s flexibility reports and dashboards
- 2. With a fully integrated platform, AHU is now able to connect with alumni including surveys, emails, and events