Recruiting Intelligence

Think instant granular analysis of transcripts. Think about your ability to identify the specific classes and grades indicating future student success. Think about automatically excluding that A in Phys Ed from the overall GPA calculation.  

For the sake of speed and efficiency, institutions rely on the overall GPA, an SAT score (if submitted), or the presence of AP classes on a transcript. All helpful shortcuts as indicators of future success, to a point. And we’re not going to get into the SAT debate right now, though we have some strong opinions on that one. 

But now, along comes AI and admissions teams are apt to place some hope in the promise of what it can do to streamline unwieldy processes that tend to get in the way of enrollment yield. But there’s so much more edtech can now do. 

Opportunities to Meet the Intead Team  

• AIEA in March, ASU+GSV in April, and NAFSA in May. We'll be presenting our latest findings with colleagues from Chronicle of Higher Ed, IIE, AIEA, University of Tulsa, University of Memphis, Northeastern, and others. Let us know  if you want to connect at any of these events. 

Bookmark this: Intead’s Resource Center 
Access 800+ articles, slides decks, reports with relevant content on any topic important to enrollment management and student recruiting.  Check it out.

In our last post, we highlighted an edtech venture worth watching – especially if you’re among the AI curious. MyDocs is the brainchild of entrepreneur John Reese, whose name you may recognize from Parchment, the company that moved our industry from paper to digital transcripts (PDFs). That little startup originally founded by John grew up and just sold a year ago for more than $800M (all cash). Now, John is taking admissions capabilities a step further – moving institutions beyond digital transcripts into admissions data processing. And last year, he reached out to the Intead team for product launch support. 

MyDocs uses advanced OCR (optical character reader) and machine learning to evolve the tedious tasks of transcript analysis and processing. With application volumes rising thanks in part to the student efficiency tool Common App (don’t get us started), this new edtech helps smooth a specific task – and frequent bottleneck – in the admissions process. MyDocs' AI-powered platform scans and analyzes digital transcripts (PDFs, JPEGs, photos) to make them both human and machine-readable. 

That means the school of origin and every class, every grade, all become actionable data, instantly. Are you starting to see the possibilities? Oh, and if the transcript happens to be in another language, the tool translates to English. 

You can see why we were excited when John approached us and asked for our help with his entrepreneurial approach to transcript evaluation. The data analysis possibilities got the whole team here buzzing.  

For institutions, this kind of AI assist is more than welcome. One forward-thinking private New England institution we work with recently used this edtech tool to evaluate and process 11,000 applications in a single day. That’s just one anecdote, but the expediency is something to behold for anyone who’s ever managed admissions processes and credential evaluation. 24 hours vs. 1,500 hours (when done by humans). Something to think about. 

On the surface, technology like MyDocs seems like a game-change. Still, a challenge remains: institutions may find they are swimming in data without a clear strategy for leveraging it beyond this singular task of admissions efficiency: accept or reject?  

But, we have ideas. So many ideas. Read on… 

Last week’s blog post helped define the data use problem (find Part 1 here). This week, taking us further into what to do about it.

Trust us, you’re not the only team whose data is not living up to its potential. It’s fairly common within teams and business units. It’s an issue of lack of time and/or lack of skills, but a problem worth solving. 

Because, without well-played data, your team is making decisions based on gut reactions and are more likely to participate in group think. That route is often poorly informed and heavily biased. Data informs and confirms. 

Data also drives curiosity. When your brain (or your team) has one of those aha! moments based on data, it craves more. New  market opportunities start to unveil themselves. New approaches to doing the work (operations) emerge. Prospective student enrollment pain-points will become more apparent – and the ramifications of leaving those pain points unresolved. 

Sure, data won’t solve these problems – that’s up to you – but it will help ensure the problems you’re solving are the ones worth pursuing. Data should be the foundation to most of the decisions you make.

Now, we don’t want to overstate it. Data is not magic (though what our data gurus pull out of the hat can feel like it!). It’s simply math. It’s what you do with that math – that’s the magic.  And that’s why every team needs access to digestible data and why self-service data analytics should be a priority for you. It certainly is for us.

This week we offer a process for helping you do just that. It’s a practical 5-step approach that starts with goal-setting and collaboration. Read on.

You only thought you were using data to make smart decisions.

Understanding how to use data to support institutional planning and growth requires talents and skills that are learned and practiced and honed over time. All these tech companies selling tools and platforms into our systems want leadership to believe that all is simple, clear, and that their dashboards will transform your operational planning and decision making. Wondrous growth is just a click or two ahead. If only.

You’ve tried to create a self-serve data buffet for your leadership team so that they can dive in on their own and make informed decisions.

But…what if they’re not?

We mean, you gave your full team access to the tools with loads of features and data reporting. In the realm of marketing, your CRM captures and reports on email open rates, click through rates, conversion rates, and so much more. Your marketing dashboard tools pull data from Facebook’s Business Manager and Google Analytics (with updates to GA4 that your team is scrambling to implement and fine tune as you read this).

We all want to eke every last drop of data from the platforms available to us now.

Truth is, in the battle of data informed decisions vs human nature, human nature usually wins. Reality: creating, viewing, and understanding reports is not as simple as the tech vendors tell you it is.

Many of your leadership team are simply not data people. They may grab some of the data that supports their ideas, but ignore relevant data that would add more insight, nuance, or might even negate their suppositions.

What we have seen over the last decade is that many organizations are assuming their team’s new access to data dashboards and tools will naturally result in effective use of those tools. Often leaders simply don’t prioritize learning the necessary bells and whistles in the midst of other important deadlines. Still others can’t wrap their heads around it. They have other skills that your institution values and data analysis/interpretation is simply not one of them.

Simple test: Your marketing dashboard provides you with your email open rate monthly average. Among your other standard emails last month, on the 10th your team sent a mass email to a newly purchased, cold email list. What is worth reporting on to your leadership team? How can the data available inform your decisions and actions?

Read on to learn more about what self-service data is, why it can be useful, and how to actually make it work for you. (Oh, and we answer the question about the email open rates).

“The term you’re looking for isn’t ‘diversity of thought.’ It’s ‘productive conflict.’”

A thought-provoking post from Lily Zheng, a diversity, equity, and inclusion consultant. If you don’t follow her already, she’s one to look up.

Reading her words took me back to the Dec. 2022 ICEF conference in San Diego. I had the good fortune of sitting on a panel alongside Eddie West, assistant dean for international strategy and programs at San Diego State University; Sadiq Basha, the CEO of Edvoy; and Tony Lee, chief visionary officer for ICEF. The topic: agent aggregators.

It was a really great discussion. Open. Honest. And what Zheng may describe as “productive conflict.” I had a blast. And I think everyone in the room did, too. 90 minutes of panel discussion and audience engagement in a packed room and everyone stayed for the length of it. Not many looking at their phones either. Powerful and cutting edge conversation.

It’s exactly the kind of conversation you’d hope to have at ICEF. And I thank the leadership for including me. Because if you know me, I have strong opinions about the student journey and student success. The Intead team has been doing this stuff for a long time.

Please reach out if you'd like to chat over coffee at the AGB Conference in San Diego April 1.

If you’ve not been to the ICEF North America show, I highly recommend it. The value of it is different for institutions at different stages of their student recruitment journey. Definitely worth evaluating. Shoot us an email if you’d like more perspective on the value.

For those who were not in San Diego with us in December, you’re in luck. Read on for a link to the podcast of the agent aggregator discussion. I think you’ll find it both informative and entertaining.

Read on…

…It goes further than identifying opportunities. You also need to manage them. Perhaps a renewed focus on the mechanics will move the needle more effectively?...

Our full-day workshop at San Diego State University was a truly packed day. After initial conversations about the current student recruitment landscape and the data that informs smart enrollment decisions, we broke into 3 discussion groups talking about recruiting agent management, global digital marketing, and global partners.

Attendees were free to flow from one conversation to the other as our all-star faculty held forth using the Intead Global Marketing Workbook as a guide (available through our Intead Plus subscription). It was fascinating to watch the flow of inquiries and learning throughout the day as attendees tapped the expertise they needed to formulate their global marketing plans.

And we noted the praise for the faculty perspectives gathered. Based on the feedback, participants appreciated the highly productive series of deep conversations with the opportunity for detailed answers to specific marketing/recruitment questions.

We spoke to even more colleagues at the AIRC and ICEF conferences who expressed regret that they were unable to attend our workshop due to timing and work conflicts. If you share that perspective, please let us know. We are evaluating when we might hold this event again, on the East Coast or in other locations. Send us a note. Perhaps we can make this workshop accessible to you.

In the meantime, read on for quick notable ideas from our whirlwind trip westward for AIRC, ICEF, and our workshop in between. You’ll be glad you did.

With data becoming increasingly available and important to your team’s decision making, there’s more pressure than ever to keep up. New tools, better dashboards, queries—all in the name of working smarter and producing better, more efficient results.

But with all of this data at your disposal, it’s not always easy to identify which information to use and when…or how. At the end of the day, it’s about filtering out the noise and focusing on the KPIs (Key Performance Indicators). But in any given initiative, what are the KPIs and where do you find them? Are they the right ones?

Pro tip: Your first pick at KPIs prior to a new initiative running are often not the ones you end up focusing on once your boots hit the ground. Ongoing refinement is an essential part of the process. Dashboards were meant to be adjusted.

Another key factor: How do you make those data point selections and refinements? And who is doing that all-important data analysis and interpretation?

We’ve seen more teams than we can count create operational data portals using one tool or another, all in the name of deeper insights and more informed strategic planning. However, those “deeper insights” rarely amount to anything more than an overcomplicated dashboard and maybe some slide deck fodder that the rest of the team struggles to understand. Hopefully someone on the team has the gumption to ask the presenter: Is 43% good in that scenario? Do we have any context for that? 

You may be wondering why your efforts to make more data-driven decisions don’t always produce the gains you are anticipating (or the gains required by the hefty price tag that many of these data tools and services command.)

NAFSA Update — for those of you attending, Intead sessions to help you move your global enrollment efforts forward:

• Achieving Global Agility: The Flexibility of Global Campus Options
  A discussion on the challenges and opportunities of delivering your academic programs at turnkey remote campuses around the world. First-hand experiences will be shared. Tune in: June 4th at 9am EDT

• Going from 0-60: Internationalization
  We’ll be talking all things internationalization with David DiMaria, Associate Vice Provost, International Education at University of Maryland, Baltimore County, focusing on how to build leadership buy-in and navigate typically slow-moving internal processes for rapid results. A Tune In Anytime event.

Back to our data discussion...For most organizations, data difficulties begin and end with the lack of a “data culture”, defined by McKinsey & Company in their 2019 Global Survey as “a set of practices that brings together data talent, tools, and decision making so that data become the default support for company operations.” 

Sounds simple enough, but in execution, defining, and more importantly, implementing that data-friendly “set of practices” becomes nearly impossible for many teams. Data interpretation skills don't always come naturally to everyone on your team. Data presentation skills are even less common. Decisions on when to use a pie chart vs. a bar chart seem basic enough, but there is a lot more to it if you want the data to inform and motivate your team and impress your leadership.

Read on for three common roadblocks that might be standing in the way of your team’s data approach and what you can do about it.

Pro tip: If you read only one of our blog posts every few months, make it this one.

Between application reviews and a little thing called budget season, we know you may not have kept up with the weekly posts and resources that we’ve shared here on the Recruiting Intelligence blog over the past few months. And we can’t blame you!

From hosting webinar events in partnership with The Chronicle of Higher Education, CIEE, and iSchoolConnect, to publishing a market research report on the new Chinese mindset on US schools, we’ve been pretty busy ourselves.

So, we’ve created the Recruiting Intel Digest, a quarterly roundup post of the resources, downloads, and top insights we’ve published in the last three months which you can view, share, and download all in the span of your next coffee break.

All this with our signature focus on helping you produce stronger enrollment results based on trend data and marketing industry insights. You are so very welcome.

Read on for the latest Intead resources available to you — all in one place. Plus, a preview of what’s coming next…

The roadmap for EdTech implementations a decade ago had a linear feel. There was an expectation of securing a significant tech budget and allocating that to a carefully selected vendor with a 3-5 year plan. There was talk of “flexibility” and integrations. APIs would be built to tie different parts of the legacy systems together or the legacy piece would be replaced outright. The future system was going to be a real game changer.

It rarely worked out as planned…ever. Been there?

Today, replacing aging technology is an entirely different process. We’re eager to share insights into how campuses develop truly flexible systems and integrations with technology that is evolving every 6-12 months.

The technology process today has a heck of a lot more to do with justifying ROI than choosing technology.

Confused? Register for our webinar, "EdTech: The Road Map Has Changed. Successful Implementation Processes Look Like This" tomorrow, February 18th at 2pm Eastern. 

Join Intead and iSchoolConnect as we talk about pushing decisive, cross-departmental collaboration at speed and scale like never before. We're talking agility in planning and innovation in technology and digital tools far beyond the usual benchmarks of annual progress in our notoriously slow-moving industry.

There’s a lot of work to do to pull complex technology and analytics projects all together. Best to have some really strong partners.

In the webinar, we’ll be sharing practical advice for successful, cost-effective technology implementations. Implementations that, long-term, produce stabilized and predictable revenue streams for your institution, even in unpredictable times.

You won’t want to miss this

Adding valuable perspective to this Ask Us Anything conversation will be:

• Seamus Harreys, Vice President, Global Enrollment, CIEE
• Kerry Salerno, CMO, Babson College

We’ll have plenty of real-world stories and insights to share. Stories about Northeastern University’s amazing growth from 2009 and onward. We’ll talk about technology investment approaches at different size institutions. Stories about vendor selection, technology features, and most importantly, the challenge of getting all of the internal stakeholders aligned. 

Throughout, we will welcome your questions.

Important note: if you can’t attend the event live, your registration will ensure you’re first to receive access to the recorded conversation.

And as a primer for tomorrow’s implementation-focused conversation, how about a free PDF download: “Using Tech to Thrive in a Volatile Time” sharing our 5 key takeaways from our February 4th panel event with The Chronicle of Higher Education and your colleagues from five different institutions.

Read on to access your copy of the 5 key takeaways and to learn how your peer institutions across the country are getting their technology investments right. A quick and helpful read before we dive deeper tomorrow.

In last week’s virtual event, “Using Tech to Thrive in a Volatile Time”, Chronicle of Higher Education host Ian Wilhelm surveyed attendees with one key question — 

Will the pandemic experience help your institution make better decisions about using technology?

The answer from respondents? A resounding YES.

But what exactly are those decisions? Who’s making them? And most importantly, how will these decisions about technology made now lead to successful implementation and transformational change for your institution down the road?

On Thursday, February 18th at 2pm Eastern, Ben Waxman, CEO of Intead and Ashish Fernando, CEO of iSchoolConnect will be leading a follow-up webinar, "EdTech: The Road Map Has Changed. Successful Implementation Processes Look Like This" to further the valuable Chronicle discussion of last week.

In this “Ask Us Anything” conversation, we’ll be getting practical, covering all things tactical implementation when it comes to technology on your campus. The key objective? Identifying how successful tech implementation really happens (despite the obstacles) and how you can create that new reality for your students, faculty, and staff. We want to discuss your specific case —wins, challenges, and all.

Adding valuable perspective to the event will be Jesus Trujillo Gomez, Strategic Business Executive for Higher Ed at Google Cloud, as well as other special guests from academic institutions across the country. Get those questions ready.

Registrants will receive access to the recording of this event, so if you can’t attend live, never fear. (And if you want your questions answered but can’t attend — let’s chat.)

And if you missed last week’s “Using Tech to Thrive in a Volatile Time” event, stay tuned in the coming weeks for the Director’s Cut recording, as well as a download of the key takeaways, including Intead and iSchoolConnect’s, “6 Insights in 6 Minutes.” Exciting, valuable stuff to come.

Read on for a preview of the keys to tech implementation success. Plus, one of the most common tech myths, debunked.

How do you and your team feel as you choose technology partners and platforms? Not exactly a walk in the park, right?

We’ve worked with many institutional leaders and there are common elements of a successful process. And those common elements are not the same today as they were a decade ago. Today, institutional investments in technology follow a different path, with different expectations. Success has been modified over the years. Integrations consistently evolve.

Our point: Enrollment management upgrades are essential to your institution’s future growth. Competition for students is growing more intense with no end in sight. You need both the team and the technology to succeed at stabilizing and growing revenue, and achieving the diverse student environment that your mission statement purports. 

What is this redefinition of how technology investments help universities move forward? Intead and iSchoolConnect are participating in a Chronicle of Higher Education webinar tomorrow, February 4th at 2pm Eastern, to discuss just that. All registrants will have access to the recording. So, even if you’re tethered to that critical Zoom meeting tomorrow, you can still get the inside scoop and all our best insights and advice.  

The Chronicle is bringing an all-star panel to discuss the big picture. How are institutional needs assessed? How are institutional goals identified? How are technology investment decisions made? The panel features:

• Cedric Howard, Vice President for Enrollment & Student Services, State University of New York at Fredonia
• Keith W. McIntosh, Vice President and Chief Information Officer, University of Richmond
• Mary Ann Rafoth, Provost, Robert Morris University

Plus, Intead and iSchoolConnect will be adding some grounded tactical perspective with a special segment,"6 Insights in 6 Minutes", featuring: 

• Ben Waxman, CEO, Intead
• Ashish Fernando, CEO, iSchoolConnect
• B. Donta Truss, Vice President for Enrollment Development & Educational Outreach, Grand Valley State University 
• Derrick Alex, Director, Admissions Processing, University of Houston

All in all, this webinar will help you consider the broad range of quality available in the marketplace as you find the trustworthy technology partners you need. Many of the vendor options available do not understand the complexity and varied needs of the academic environment. We do.

Read on for a preview of those insights.