From Students to Alumni: Implementing CRM to Build Lifelong Relationships at HEC Montr al - Part A
This case recounts the implementation of a customer relationship management (CRM) system in what is considered a non-traditional use case for this category of enterprise system. In the early 2010s, HEC Montr al, a leading Canadian business school in Montreal, Quebec, had to devise new strategies to respond to profound changes taking place in the labour market as well as within the higher education sector. To that end, the school embarked on a project to implement a CRM system to build and maintain strong bonds with its prospective, current, and past students. This three-part case study covers (1) the inception of the CRM project as one of strategic relevance to HEC Montr al, (2) the decisions that had to be made with regard to the implementation strategy - namely whether to adopt a plan-driven or an agile approach and whether to deploy the CRM on-premises or through a software-as-a-service (SaaS) provider - and (3) the unfolding of the first phases of the implementation.