Best Practices

Navigating a Luminate CRM Migration

Get Ready: Your First 2 Steps in Navigating a LCRM Migration It’s the middle of summer. Maybe you’re on a beach somewhere or taking a road trip or simply enjoying the warm weather. The last thing you might be thinking about...

Capital Asset Management—Six Best Practices and Pitfalls to Avoid During the Pandemic

Done right, capital asset management provides and sustains dependable and accurate cost and depreciation information used by management for external audit, financial and regulatory reporting, cost reimbursement, internal controls...

Understanding SaaS Products and How They Can Benefit Your Organization

What is SaaS? Software-as-a-Service (SaaS) is a business model that has risen to prominence in recent years, and then skyrocketed under the global COVID-19 lockdown. However, even as SaaS products, such as Salesforce, Slack, Spotify,...

Four Steps for Effective Vendor Management

Vendor Data Management for Optimal Procurement Performance Effective vendor data management is foundational to an efficient procurement process. It drives savings through strategic sourcing, vendor discounts, efficient cash...

How to Tackle the Absence of Effective Sponsorship

When undergoing a transformational change initiative, having an active and visible executive sponsor is critical for project success. An executive sponsor is the owner of a change initiative and typically an executive or senior...

Transforming Academic Advising to Increase Student Support

The University of Baltimore (UBalt) enlisted Attain Partners to implement Salesforce’s Advisor Link and reimagine student services for the institution. This digital transformation dramatically increased engagement between UBalt...

Critical Financial Measurements for Strategic Planning

Financial Review and Planning is Key to Ensuring Strategic Plan Success The act of strategic planning is critical to ensure that institutions can effectively execute against their mission, and that operational activities are correctly...

Ensuring Procurement Activities Best Serve Your Institution

When structured efficiently, the procurement lifecycle can be leveraged to improve cashflow, minimize operational expenses, and maintain positive customer relations. Unfortunately, procurement activities often reflect historical...

Formstack Based Application Template

Attain Partners has joined Formstack to develop an Admissions Application Template designed to accelerate your Salesforce Admissions Connect implementation. Your Admission Application can be the first interaction a potential student...

Advancing Diversity, Equity, and Inclusion in Higher Education Part 2

At an organizational level, it is imperative that institutions revisit their culture, behavioral norms, operations, and structure to determine whether they promote and value diversity of stakeholders and thinking, provide a sense...