Inside my practice · Higher education

The spreadsheet that outlived the CRM

Advisors kept a local record because the new student system could not accurately hold a real enrollment condition.

What the situation reveals

The operating condition

Adoption was measured before the system could represent the work truthfully.

The move I would make

Repair the data model or govern a documented exception before calling the workaround resistance.

The question to take into the room

Can the system of record represent the student without falsifying an aid or enrollment fact?

Explore the architecture

Follow the condition through the system.

Start with VERTO, then examine where the other disciplines alter the decision or its consequences.

Bring it into your work

Can the system of record represent the student without falsifying an aid or enrollment fact?

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