Workforce Development Customer Relationship Management System



Initiative TitleWorkforce Development Customer Relationship Management System
Submitted in Previous Year(s)No
Critical Information, Notes, Justification, Rationale

When CampusWorks provided consulting during AY 2021-2022, they implored that we obtain a Customer Relationship Management (CRM) system to help manage our workforce development efforts. CRM brings all stakeholders together to support our workforce development training and education programs, and ensure a career ready future workforce while supporting the College's Strategic Plan. Stakeholder groups include: student and adult talent, companies, community organizations, governmental agencies, and more. As we expand workforce initiatives, we will utilize CRM to more efficiently support:

  • Business Services Management
  • Grants Management
  • Training Program Management

Through business and community relationship activities, there is a need to manage this more complex array of partnerships to keep track of requests, interests, and communication to and from multiple workforce stakeholders and  help manage workforce development activities. Benefits of workforce development CRM:

  • Enhance relationships with local businesses
  • Increase collaboration with partners
  • Increase retention with tools to guide students to personally meaningful career pathways
  • Coordinate successful local, regional, and state workforce development initiatives
Consequences of this initiative not being funded

Keeping workforce development efforts 100% organized is a major feat. Workforce development staff connect with various stakeholders including employers, agencies and other organizations at different staff levels and stages of engagement. Managing over 100, or even 1000 contacts, for example, might seem overwhelming and problematic to those not familiar with workforce development activities. With all of the moving parts that grant and program management, and business and community development has, it can be easy for things to become disorganized quickly. Major disadvantages that the College may suffer from not using CRM include:

> Data silos - Without a centralized data source, chances staff will spend more time looking for data than actually using it increases. This eats up the valuable time of our team which in turn reduces their efficiency.

> Lack of insights and poor decisions - Real-world performance metrics will be less than optimal.

> Poor customer relationships - Without CRM, we're forced to rely on excel and spreadsheets, which become less reliable as we scale operations.

> Lack of control - Spreadsheets have several shortcomings that limit the control of data.

> Lack of productivity - Not centralizing data and operations into a CRM increases confusion, resulting in less productivity and negatively affecting motivated team members

> Lack of transparency - It's difficult to understand what your employees are working on and the connections being made with CRM.

Department Goals Strengthen leadership in regional workforce development, economic growth, and quality of life in our communities by providing an educated and skilled workforce while addressing business and industry needs and workforce equity
ProgramsDirector
Locations
Estimated Completion Date05/31/2024
Will this initiative span multiple budget years?Yes
ImportanceHigh
Funding SourceRequest for Prioritization
Created11/22/2022 12:26 pm
Updated01/03/2023 10:10 am

Institutional Goals

Goal How will the initiative support this institutional goal?
This initiative will support targeting industry sectors in emerging and innovative fields that supports the labor force in Orange County and the region.
This initiative will help our diverse student populations be recognized for their skills and academic accomplishments by local employers.
Increasing the pipeline to the college through workforce development training and education will support additional opportunities for non-credit to credit pathways and provide a more talented workforce to the region.
Increasing employer and community outreach and engagement while leveraging this initiative will connect with new majority learners especially those that are underrepresented, unemployed and underemployed. https://eddesignlab.org/newmajoritylearners/

Action Steps

Action Step Responsible Party Order
Identify software vendors including Tallo and Launchpad. CAPE 1
Perform bid process Purchasing 2
Select software vendor Purchasing 3
Develop software rollout schedule including training CAPE, ITS 4
Develop action plan to maximize software benefits CAPE 5

Expected Outcomes

Outcome Order
Increase student recruitment 1
Increase employer partnerships 2
Increase community organization partnerships 3
Increase workforce development training and education programs 4

Assessment Methods

Method Description Other Method Responsible Party
Employer Survey Advancement, etc.) can survey employers to determine if their graduates are satisfactorily knowledgeable and skilled. CAPE
Focus Groups A series of structured discussions with students who are asked a series of open-ended questions designed to collect data about beliefs, attitudes, and experiences. CAPE
Student Surveys: Satisfaction Need Surveys can be developed internally and administered to assess student frequency, importance, need and satisfaction institution’s staff, office and services and programming.

Resources

INITIAL YEAR COST: $2,500.00
RECURRING COST: $2,500.00

Equipment

Need Cost (Initial/Recurring) Supporting Departments
Software $2500.00 / 2500.00 (1st year)
  • Information Technology, CIO Office
TOTAL: $2,500.00 / $2,500.00

Facility

Need Cost (Initial/Recurring) Supporting Departments
TOTAL: $0.00 / $0.00

Supply

Need Cost (Initial/Recurring) Supporting Departments
TOTAL: $0.00 / $0.00

Staffing

Need Cost (Initial/Recurring) Supporting Departments
TOTAL: $0.00 / $0.00

Training

Need Cost (Initial/Recurring) Supporting Departments
TOTAL: $0.00 / $0.00

Marketing

Need Cost (Initial/Recurring) Supporting Departments
TOTAL: $0.00 / $0.00

Other

Need Cost (Initial/Recurring) Supporting Departments
TOTAL: $0.00 / $0.00

Prioritization

Level 5 Level 4 Level 3 Level 2 Level 1 Initiative Title Department
45
45
6
2

Workforce Development Customer Relationship Management System
$2,500.00 / $2,500.00
CAPE
Director

Assessment

DateDepartment NameStatusCost to DateFunding Source 
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