Strategic CRM Selection in Higher Ed: Tech & the Student Lifecycle

Monday, September 8, at 11:00 AM ET | 8:00 AM PT

Roundtable Summary

CIOs need to assess the value of CRM systems across the student lifecycle and identify which vendors best align with their institutional goals. But the complexity of customization, integration, and stakeholder expectations makes it difficult to chart a clear path forward. CIOs must navigate a crowded vendor landscape, balance institutional priorities, and determine whether to pursue deep customization or adopt standard industry practices. 

Join fellow CIOs in Higher Education for a roundtable on how to lead a successful CRM selection process.  

  • ​Learn from an engaging discussion relevant for CIOs and senior IT leaders in Higher Education who are evaluating CRM platforms to support student lifecycle management and institutional transformation.
  • ​We’ll explore how to align CRM capabilities with institutional strategy, assess vendor offerings, and manage the organizational change that comes with implementation.
  • ​You’ll leave with peer insights on how to evaluate CRM readiness, avoid common pitfalls, and ensure your institution is positioned for long-term success.

Roundtable Speakers

 

 

Mark Maby

Principal Research Director

  • Mark Maby is a member of the Industry Practice at Info-Tech Research Group. As a Research Director, Mark has had the opportunity to conduct targeted research and to work directly with clients onsite.
  • Mark’s research has focused on technology trends, IT governance, and the selection of new systems in the education space. In his onsite client engagements, Mark has worked on the development of strategies at both the IT and enterprise architecture levels.
  • Prior to entering IT, Mark had a long career in academics and education, with a BA from the University of Toronto, an MA in Education from McGill, and a PhD in Applied Linguistics from Cardiff University.

Mark Roman

Managing Partner

  • Mark Roman is the Managing Partner for Education and works with members throughout the higher education and K-12 sectors around the world. As a global Managing Partner, he is responsible for the delivery of Info-Tech services to members and the alignment of research with the education sector's needs.
  • Prior to joining Info-Tech, Mark was an accomplished higher education CIO with extensive experience leading large-scale information systems departments and has a consistent record of implementing significant and innovative digital transformations. He is an inspiring leader who has transformed information systems departments to deliver leading-edge solutions and to elevate the value of IT for the entire organization.
  • Mark has served on several boards in the education sector and has also run a successful IT strategy consulting firm specializing in education clients.

Register for Our Roundtable

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