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The Power of Community to Lead Change

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Key Takeaways from Dreamin’ In Color 2023

Dreamin’ in Color 2023 may have come to an end, but the energy continues to pulse across the community of both existing colleagues and newly connected professionals who attended. The conference for current and aspiring Black Salesforce professionals is intended to empower, inspire, and encourage attendees to support one another on their professional and personal journeys. Held at the Raleigh Convention Center the weekend before Juneteenth, Dreamin’ In Color united participants from across the country, spanning multiple industries, professional backgrounds, and career stages.

Attain Partners was thrilled to attend and support the event as the Inspiration Lounge sponsor, fostering an atmosphere of engagement and a shared sense of connection. Through activities including our community artboard installation, conference goers shared their thoughts in writing, as either outward encouragement to the viewer, or as a reflection of their own feelings. The seven artboards focused on personal and professional experiences of Candor, Courage, Community, Excellence, Inspiration, Legacy, and Representation. The result was a crowd-sourced collection of affirmations and wisdom that were raffled off to seven lucky attendees who will receive the unique souvenirs of this second-ever Dreamin’ In Color conference.

Dreamin’ In Color wasn’t just a professional conference—it was a compilation of memorable moments to lift each other up and build connections. Attendees grabbed handfuls of colorful “inspiration” buttons from the Lounge to share with one another—small tokens of appreciation for an inspiring word or action to recognize how we may often give back to others without realizing we’ve done so. As we continue the conversations, our new connections and expanded networks are the true takeaways.

The night of the Harlem Renaissance Gala, the Attain Partners team was particularly proud to be recognized as one of four nominees for the “Doing the Work” award. The honor recognizes our commitment to “walking the talk,” fostering an environment where Black employees feel welcomed, supported, and championed. While another incredible organization took the award home, we won an impactful vote of confidence in our daily efforts and activities to create a workplace in which all team members feel valued, included, and empowered to do great work and share ideas. We continue to nurture these efforts and are excited to formally launch our internal IDEA (Inclusion, Diversity, Equity, and Allyship) program to further support our employees’ unique experiences and perspectives, enabling us to create and deliver the best service to our diverse clients.

Whether current Salesforce professionals looking to fill their cup, individuals entering—or re-entering—the workforce and looking for a way to start, or people desiring more information about expanding their skills through the Salesforce ecosystem, the practical, technical, institutional, and emotional knowledge sharing that occurred in Raleigh was invaluable—and more importantly, actionable. We’ll see you in 2024, Dream Team!

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Our incredible team of onsite professionals—Pamela Fitch, Catherine Sylvester, Jenifer Parker, and Kora Rea-Alexander—had this to share about their own powerful experiences:

Pamela Fitch
Associate Business Development Director

I was ready for great things at my second Dreamin’ In Color after attending the inaugural conference last year in Raleigh. For me, Dreamin’ In Color is all about connection—connection and leading change.

As a first-time experience for many—sharing a room with more than one other Salesforce professional of color, or listening to a panel full of Salesforce professionals who look, sound, and have the same challenges as they do—it’s really a life-giving professional event. Dreamin’ In Color has created a community like no other.

So, I was proud that Attain Partners was able to create a space, the Inspiration Lounge, where people could connect, host meet-ups (shout out to the Atlanta SF Group), share ideas, interact with an art installation, inspire one another, have resumes reviewed, enjoy refreshments, and simply relax.

Every session, lunch, dinner, and BRUNCH … was highlighted by people who have been “Doing The Work” to expand opportunities for people of color in the ecosystem. I was amazed by the sheer number of leaders and allies who came sharing their unique perspectives and ideas that will inform our work at Attain Partners as we hire and inspire our own workforce, and actively seek to make the world a better and more inclusive space.

Catherine Sylvester
Specialist Leader

Dreamin’ In Color was the first of many. My first time attending the conference as well as the first time I have ever been in a space with so many Black Salesforce professionals. Keeping with the gala theme, I felt a new Renaissance in the Salesforce ecosystem—a new discovery. I rediscovered my “why” by giving my role model an Attain Partners “You Inspire Me” pin, meeting new Salesforce professionals, understanding what representation means for them, and finding the motivation to leave a legacy where we have a space that inspires us all in the work we do each day.

Jenifer Parker
Human Resources and DE&I Professional

Dreamin’ In Color was a wonderful experience and a true testament to the power of community. The conference was very intentional, with sessions catering to attendees’ needs—from networking to developing skills within Salesforce to encouragement and advice on career growth. The Renaissance Award Ceremony was inspiring—the keynote speaker uplifted everyone with a truly motivating talk about discovering and walking in your purpose. Additionally, it was incredible to hear about the work being done to support Black professionals throughout the Salesforce ecosystem by the award recipients. 

The Attain Partners team was able to meet over ninety talented Black Salesforce professionals who visited us in the Inspiration Lounge, and this solidified something for me: there is a lot of diverse talent out there, and those who think otherwise are not looking in the right places. Events like this provide companies with the opportunity to expand our networks and tap into the talent pools of diverse communities.

Kora Rea-Alexander
Talent Acquisition Professional

Dreamin’ In Color was truly inspirational through its collaborative spirit that lead to detailed and meaningful takeaways. The conversations surrounding topics like DEIB, the Salesforce Ecosystem, and Workforce Development created strong connections and an environment of inclusion. Attain Partners was truly Teaming for Speed through education, community engagement, and allyship.

My largest takeaway was being nominated for the ‘Doing the Work’ award, which showcased Attain Partners’ strong commitment to making sure all employees feel welcomed and supported throughout their tenure, especially employees of color. Dreamin’ In Color has provided impactful motivation, key relationships, and strong professional development. I cannot wait to see team Attain Partners there next year.  

Attain Partners – Salesforce Experts

No matter if your organization is beginning its Salesforce journey or 10+ years into development, Attain Partners is here to help you achieve your goals. Contact our team today to learn how we can help you advance your mission by harnessing the power of Salesforce.

To learn more, check out our Salesforce Innovation services, read case studies about our transformative work, and explore blog posts from our Salesforce experts.

About the Authors

Pamela Fitch is an Associate Business Development Director and Philanthropy Director at Attain Partners. Pamela is a familiar face in the philanthropy arena with a career spanning 20+ years helping hundreds of foundations in the ever-evolving field of philanthropy technology. As a champion for change, she has been helping foundations and nonprofits leverage the Salesforce platform for organizational transformation and expansion since 2016. Pamela is known for freely sharing her deep expertise with a thoughtful, consultative, and witty approach to solving every problem. Her approach is always “community-centric,“ whether working as a foundation executive or engaging in business development. Her role at Attain Partners allows Pamela to again apply those skills to the communities she desires to see grow, evolve, and increase their social impact to change the world.

Pamela holds a B.A. from the University of Pennsylvania and is an unabashed lover of tennis, rescue pets, and margaritas.

Catherine Sylvester is a Specialist Leader in the Salesforce Innovation Services group at Attain Partners with over 12 years of experience in Salesforce specializing in nonprofits. She is passionate about social justice and equity. At Attain Partners, she has the opportunity to pursue her purpose through technology. Prior to working at Attain Partners, she started her company, Coached by Cathy, to mentor and train underserved communities in Salesforce. She holds a Bachelor’s Degree in International Development Student from the University of California, Los Angeles, and a Master’s Degree in Public Policy and Urban Planning from Harvard Kennedy School.

Jenifer Parker is a Human Resources and DE&I Professional at Attain Partners. With a passion for Diversity, Equity, and Inclusion, Ms. Parker has experience in helping organizations develop their DE&I strategies, leveraging her professional training in Diversity & Inclusion. Prior to working at Attain Partners, Ms. Parker led a corporate DE&I program at a private firm in Alexandria, VA. She holds a professional certificate in Diversity & Inclusion from Cornell and earned a Bachelor of Arts from Wake Forest University.

Kora Rea-Alexander is a Talent Acquisition Professional at Attain Partners. Mrs. Rea-Alexander is a trusted talent acquisition consultant to Attain Partners and its portfolio companies, and prides herself on exceptional candidate management. She efficiently collaborates on Attain Partners’ Internship Program where she implements her project management skills. Prior to working at Attain Partners, Mrs. Rea-Alexander was an elementary school educator and brought her passion for education to Attain Partners. She holds a Bachelor of Science from Towson University and is an AIRS Certified Diversity Recruiter. 

Jesse Dean is a Marketing and Communications Manager at Attain Partners. Ms. Dean is an experienced marketer with a focus on branding, graphic design, video, and communications. She is skilled in using existing brands across multiple clients, industries, and organizations, as well as developing new brand standards. With a talent for communicating complex data for multiple audiences through varied mediums, she helps education, nonprofit, and private industry clients make their mark, as well as supporting all Attain Enterprises entities, including Attain Capital Partners and Attain Sports & Entertainment and their affiliated sports teams. In addition to creating and managing the Attain Partners brand, she leads internal communications with a focus on employee engagement and enrichment.

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Inclusion, Diversity, Equity, and Allyship at Attain Partners

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It started with an idea built on The Attain Way—to boldly be the best, to obsess externally, and to always have absolute integrity.

At Attain Partners, we don’t just champion diversity, equity, inclusion, and belonging (DEIB)—we live it! We celebrate our employees’ unique experiences, perspectives, and viewpoints which enable us to create and deliver the best service to our diverse clients.

Our expert team leads change, innovation, and growth with our clients every day, but it all starts right here in our own organization. The Attain Partners community—244 employees and growing—is proud to be an employer of choice, leading the way with our very own DEIB initiative.

The new program, called IDEA (Inclusion, Diversity, Equity, and Allyship), was developed to help us cultivate a stronger sense of community and belonging within our own team and to support a company culture that celebrates diversity, and inclusion. As we launch, we are building internal support and resources to lead the way in what a successful and sustainable DEIB program truly should be.

We have successfully recruited and appointed our own employees to head our five new Employee Resource Groups (ERGs) to help build community among people with shared identities and experiences. These leaders are currently undergoing training in unconscious bias, microaggressions, bystander intervention, and small group facilitation to help foster a greater sense of belonging at Attain Partners.

Attain Partners is also running our 2023 Employee Engagement Survey to better understand the needs of our employees and identify opportunities to build upon our current programs. Dedicated to improving the communities in which we live and work, we continually invest in our own community so that each Attain Partners employee and intern feels safe, heard, respected, and happy at work.

As our leadership team puts the finishing touches on our new IDEA program, we are proud to have team members on-site at the second annual Dreamin’ in Color conference for Black Salesforce professionals in Raleigh, North Carolina. As sponsors of the Inspiration Lounge, we are just as excited to learn from the community as we are to share job opportunities and recruit incredible new talent.

At Attain Partners, we actively acknowledge and appreciate the importance of creating an environment in which all team members feel valued, included, and empowered to do great work and share ideas. 

If you’re interested in growing your career with a company that cares deeply about inclusion, diversity, equity, and allyship, explore our open roles.

About the Author

Laura Bourland is a Manager at Attain Partners with over 12 years’ experience helping education, nonprofit, and technology organizations better connect business goals to the human experience. She holds a BS in Advertising from San José State University and is passionate about using data to drive digital transformation.

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Managed Services for CRM (previously AttainPlus): A Salesforce Managed Services Solution for Busy Organizations

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Organizations everywhere have the same twin goals that reign supreme—efficiency and cost-effectiveness. One pathway to achieving these objectives lies in managed services, which led to the creation of Managed Services for CRM.

Managed Services for CRM (previously AttainPlus) is a leading managed services solution designed to optimize an organization’s Salesforce solutions. Salesforce is a premier customer relationship management (CRM) platform with a variety of applications to improve efficiency, save money, and better serve your audience. Managed Services for CRM experts work as an extension of your team to help you make the most of your Salesforce instance without hiring another team member.

The key benefits of this strategic approach include:

  1. Cost Efficiency: Managed Services for CRM offers a predictable monthly fee structure, empowering organizations to budget with confidence. This model sidesteps the need for substantial upfront investments in IT infrastructure and personnel, making it a cost-effective solution.
  2. On-Demand Expertise: Salesforce is a powerful tool, but harnessing its full capabilities requires specialized knowledge. With Managed Services for CRM, organizations gain access to Attain Partners’ team of Salesforce specialists to provide strategic guidance, resolve issues, and implement new features, ensuring the platform is customized to the organization’s unique needs.
  3. Mission-Centric Focus: Organizations are driven by their mission. By delegating Salesforce management to Managed Services for CRM, staff can concentrate on their primary purpose—serving their community. Managed Services for CRM takes care of the technical aspects, liberating valuable time and resources.
  4. Scalability: As organizations expand, their Salesforce requirements often evolve. Managed Services for CRM offers flexibility and scalability, enabling organizations to modify their service level based on current needs, without the stress of recruiting or training new staff.
  5. Data Security: Salesforce houses sensitive data and safeguarding this information is paramount. Managed Services for CRM brings robust security measures and compliance expertise to the table, ensuring data is protected and compliant with regulations.
  6. Continuous Innovation: Salesforce regularly introduces updates and new features. Managed Services for CRM ensures organizations can take advantage of these innovations without the need to keep pace with the swift currents of technological change.

Through Managed Services for CRM, Attain Partners equips organizations with cost efficiency, expert support, and the freedom to focus on their core mission. It’s a strategic decision that can bolster operations, stimulate growth, and ultimately, amplify the impact of their work.

Hear about the value the University of Chicago Harris School of Public Policy and United Negro College Fund (UNCF) have seen with Managed Services for CRM in these videos.

Are you interested in learning more about putting Managed Services for CRM experts to work for your mission? Contact us now to learn more.

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About the Author

Damaris Eustice, Attain Partners

Damaris Eustice is the Director of Managed Services at Attain Partners. She is a motivated, passionate, and metrics-driven leader with a strong history of maximizing team potential through coaching and mission alignment. Damaris brings 10+ years in technology leadership roles to Attain Partners, including six years of support and success management including Salesforce platform expertise with Nonprofit leadership background.

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Seven Insights About the New Education Cloud from Salesforce

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Customer Relationship Management, or CRM, is a big leap forward for many education institutions.

After implementing CRM solutions with campuses for more than 15 years I’ve learned that managing the many involved constituents can be challenging and siloed. Campuses may have thousands of unique constituents with a multitude of personas—staff, faculty, students, parents, community members, donors, etc.

Breaking down these silos can deliver rich sets of data that institutions can then mine for long-term growth and success. There are also a number of business processes in all departments—including admissions, student success, alumni relations, and advancement—that make working with the data so much more interesting and beneficial to the institution. As more education institutions, like our client, Fordham University, transform their processes to manage constituents like customers, it’s become imperative that we deliver solutions that are both modern and mobile.

Do More with Salesforce—Modernize Your Institution

Salesforce introduced the new Education Cloud at the 2023 Education Summit in April to address the complicated need for better engagement, improved business processes, and modernization.

The expert Attain Partners team dove in immediately to explore and learn everything about the newest cloud in the Salesforce ecosystem. We’ve even implemented the new Salesforce Education Cloud for a few customers! We could not be more excited about this new tool to help us improve and modernize data and business processes for our education clients.

We have already begun adding the power of Education Cloud to our clients’ solutions and are excited to lead them in doing more with their data. The possibilities in recruiting, student success, and advancement will help institutions better serve their students, staff, alumni, and communities.
Aaron Crosman
Senior Specialist and Salesforce MVP, Attain Partners

The new Salesforce Education Cloud is not a collection of applications as it once was, but a platform of capabilities, a data model, and specific functionality serving education institutions. It is now a full-fledged ‘industry cloud’ joining the many other clouds available from Salesforce. From recruiting to alumni management, the new Education Cloud delivers a unique and modern “consumer-like” experience and a set of tools that helps ensure successful digital transformation, regardless of where an institution starts its Salesforce journey.

Seven Insights About the New Education Cloud

  1. Education Data Foundation: Education Cloud provides an entirely new education architecture called Education Data Foundation that includes key data elements, such as persons/relationships, constituent roles, learning structures, courses/offerings, institution structure, academic periods, and learner profiles.

  2. Customer-Centric Approach: Education Cloud leverages person accounts (like other Salesforce industry clouds) embracing a customer-centric rather than organization-centric data model—enabling true one-to-one engagement.

  3. Common Capability Model: Education Cloud delivers a common capability model including household, consent management, application management, appointment scheduling, program management, case management, and student profile.

  4. Best-of-Breed Features: Education Cloud leverages some best-of-breed capabilities from other industry solutions including care plans, interest tags, document generation, and activity timelines.

  5. Composable Components: Education Cloud is built using “composable components,” which are a set of interoperable building blocks that can be interchanged with ease and simplicity.

  6. OmniStudio: Education Cloud leverages OmniStudio, a tool to build some of the most modern interfaces and a business rules engine that automates logic and decision-making.

  7. Core Development: Best of all, Education Cloud is part of the core development of Salesforce. This means innovation will be happening with even greater alacrity leveraging a much larger engineering team.

What’s most exciting to me about the new Education Cloud is that, for the first time, it grants universities and schools access to a suite of powerful features and tools that have been unavailable or too expensive for most institutions. We’re already starting to see how those tools can improve student and staff experience using Salesforce, while also allowing Attain Partners to deliver more of the features our clients need, faster.
chris pifer
Senior Solution Architect and 3x Salesforce MVP, Attain Partners

Please do not hesitate to contact the Attain Partners team to discuss how we can empower your institution to meet your constituents where they are. As always, we will continue to share our expert insights to help all institutions make the most of Salesforce and better serve their constituents.

Attain Partners – Salesforce Experts

Regardless of whether your organization is just beginning its Salesforce journey or 10+ years into development, Attain Partners is here to help you achieve your goals. Contact our team today to learn how we can help you advance your mission by harnessing the power of Salesforce.

To learn more, check out our Salesforce Innovation services, read case studies about our transformative work, and explore blog posts from our Salesforce experts.

About the Author

Susan Tobes is the Managing Director, Strategic Growth for Attain Partners and is responsible for supporting the expansion of the firm. Bringing more than 35 years of technology experience to this important role, she combines her technology services and sales expertise to deliver impactful and lasting results to our customers. Her steadfast desire for customer success drives everything she does.

At Attain Partners, Susan plays an instrumental role in the strategic initiatives that build and grow the organization, including securing several new key partnerships, building a strong team, and elevating the firm’s position in the market.

Before joining Attain Partners, Susan was VP of Business Development at other professional services firms. Prior to that, she enjoyed over 10 years of working in IT leadership roles in the private and public sectors. Susan also ran her own Microsoft ERP implementation firm, in addition to enjoying tenure at Apple Computer, Informix Software, and Silicon Graphics.

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What to Expect with User Acceptance Testing (UAT)

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Congratulations, your Salesforce project has reached the UAT stage! Everyone is excited, but what does it mean?

By this stage, you’ve completed your discovery sessions, seen your design, approved requirements, and your Attain Partners team has built the Salesforce solution you’ve been dreaming about. Salesforce may be your new single source of truth, or you might be adding to your existing Salesforce solution. Whatever the goal of your project, you’ll need to do testing to ensure it serves your organization.

What is UAT?

UAT stands for User Acceptance Testing, and it’s a key part of your Salesforce solution, be it implementation or adding to your existing functionality. This is usually one of the first times your team will get their hands on your new Salesforce solution to test out the functionality built to improve efficiency, streamline operations, and enhance advancement efforts at your institution.

UAT is the time for you and your team to test your business processes in Salesforce and give feedback about any bugs, change requests, and wish list items that weren’t initially covered in your requirements. Always striving to Be the Best, Attain Partners schedules meetings throughout the build process to verify requirements, ensure we’re on the same page, and show pieces of the functionality, but this is when it all starts to come together. 

Typically, UAT is done using test scripts that your Attain Partners team has written to demonstrate your new processes. Test Scripts allow us to walk you through the step-by-step instructions you’ll follow in Salesforce. During testing, you’ll be asked to mark these individual steps as pass or fail and give feedback about the ease of use. 

Why is UAT Important?

UAT tests functionality and how your users will interact with the new solution. Successful UAT involves a lot of feedback! This feedback tells your build team what needs to be tweaked and changed before launch.

You know your organization’s needs better than anyone else, which is why the Attain Partners build team needs your feedback. Every bit of feedback you can provide leads to changes unique to your team, which will help drive user adoption once you are live in Salesforce.

This can also be an excellent time to identify your Salesforce super users. Is someone on your team really excited about a new feature that will save them hours? Are there new dashboards that ease access to data your team uses daily? Encourage your super users to tell the rest of the team about it early and often.

Who Should You Choose as Testers?

Choosing the right testers for UAT is a vital step in setting your organization up for success. You know your team, but there are some general rules of thumb to help choose the best testers.

For each area in your project, you should have at least one Subject Matter Expert, or SME. For example, if your project crosses multiple facets of a fundraising department, you’ll want to make sure you have gift officers, events staff, and someone who is responsible for gift entry. Different roles have different needs from Salesforce, and you should be testing the system for all these needs. 

Keep the testing team small. Although it might be tempting to have all your Salesforce users test, it will slow the testing process and can muddle the feedback you receive. Picking the right SMEs who understand the business processes you need to account for and can see the larger picture is more effective than having every user test. Team members who enjoy problem-solving and are comfortable with technology make great testers. Your Attain Partners team will break down test scripts into different personas so it will be clear which role is being tested at which time. 

It’s also important to consider the time commitment when selecting your testers. UAT is a time-consuming process, often taking several hours per day for the duration of the test window. While it is appealing to have all your managers and directors conduct the testing, it’s not always practical. When planning for UAT, make sure your testers will be able to make the time for demos, status meetings, and plenty of time for testing to give thorough feedback. Testing can feel like homework, and procrastination can be tempting, but doing all your tests in one day doesn’t leave room for re-tests.

Scheduling internal time to test can help motivate the testing team and encourage them to test early, alleviating stress in the testing process and for the project as a whole. It doesn’t matter how knowledgeable your testing team is if their calendar prevents them from doing the testing! 

When Should You Start Thinking About UAT?

The earlier the better! UAT is time-consuming for the testers, and it can be hard work! Your Project Manager will have an idea of when UAT should be scheduled, often as early as kickoff. This is intentional as we want to ensure the timing works for your team and your organization’s busy seasons. If you know you have a big event or a key person has vacation planned, plan testing accordingly.

Your Project Manager will help you adjust, especially when notified early of potential conflicts. Remember, UAT is your time to test your new system so the more time you can devote to it, the more refinement can take place. 

What Comes Next?

Typically, UAT is the last step before user and admin training. It might seem counterintuitive to have testing occur before training, but this ensures training reflects changes that have come out of UAT. Even if your testers are feeling comfortable and confident with their new Salesforce skills, they should always attend training sessions. There might be small changes they haven’t seen since testing finished, and they can be a cheerleader for the rest of the team seeing the new system for the first time. 

UAT is a key part of your Salesforce solution, regardless of whether you’re implementing something new or adding to your existing functionality. Your Attain Partners team is with you in every step of the process to help you plan, select testers, and complete testing for a successful launch.

Attain Partners – Salesforce Experts

Regardless of whether your organization is just beginning its Salesforce journey or 10+ years into development, Attain Partners is here to help you achieve your goals. Contact our team today to learn how we can help you advance your mission by harnessing the power of Salesforce.

To learn more, check out our Salesforce Innovation services, read case studies about our transformative work, and explore blog posts from our Salesforce experts. Read our latest advancement insights here. 

About the Author

Beth Hintze is a Senior Specialist at Attain Partners. Prior to joining Attain Partners in 2022, she was the Director of Development Operations and Data Systems at the Innocence Project, where she specialized in strategic growth, operations management, and leading Salesforce integrations. She got her start in Salesforce at Patron Technology where she led hundreds of data migrations. She holds an M.A. from NYU in Educational Theater in Colleges and Communities. She spends her free time going to punk shows.

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Workday: The Ultimate Game Changer for Organizational Transformation within Higher Education

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Leveraging Workday ERP to Modernize and Streamline Business Processes

Many higher education organizations use paper processes, decades-old legacy DOS software, and non-cloud-based ERP software solutions to manage their human capital, finance, and student processes. These disparate legacy resources are unable to keep up with the modern need for transparency, real-time data, dashboards, reporting, mobile apps, and modern business processes. What is the solution for higher education organizations facing this dilemma? Workday ERP.

Workday is a modern, cloud-based ERP solution for all major industries, but it is particularly powerful when transforming higher education organizations and their business processes. Workday provides a comprehensive platform that will change how institutions handle business processes for finance, human resources, payroll, budgets, and the student lifecycle while keeping security and transparency at the forefront.

Workday provides numerous tools and features to streamline and optimize business processes, increase efficiency, improve decision-making, and enhance transparency.

Experience a Business Transformation: Discover How Workday Can Revolutionize Your Higher Education Institution

  1. Unified Platform. Workday offers a unified platform for managing finance, human resources, payroll, and student processes instead of managing those systems separately, and in many cases, with different software or spreadsheets. Managing disparate systems leads to additional work, longer time to find and compile data for reporting, and less transparency. With Workday as your ERP, your higher education organization can streamline these functions into a single platform and manage the entire employee or student lifecycle. This improves data accuracy and analytics, making entering data and looking at reports efficient with real-time data.
  2. Machine Learning and Artificial Intelligence. Having Workday will help your higher education organization make better decisions more efficiently. Workday’s machine learning and artificial intelligence will analyze your data and offer insights and trends. For example, if your higher education organization is concerned about employee retention, Workday will analyze employee data to identify trends and patterns that will suggest which employees are the most likely to leave. Your higher education organization can use this information to develop plans to improve employee engagement and retention.
  3. Communication and Collaboration. Workday provides a suite of tools to improve communication and collaboration. For example, Workday features a user interface similar to social media that allows users to communicate and collaborate in real time. This can increase productivity in teams and between departments.
  4. Mobile Friendly. Workday’s mobile app allows users to access real-time data from anywhere at any time on their smartphone or tablet. With the Workday mobile app, employees can submit expense reports, access HR and payroll data, like pay slips, track time, and perform other functions. Students can view their course schedule, financial aid, and timely announcements.  
  5. Flexible and Scalable. Your higher education organization will grow and evolve over time. Using Workday allows your higher education organization to scale up how Workday is used to meet your changing needs. Business processes in Workday are very flexible and easy to update as business needs change. Workday can be accessed from anywhere, saving on costly on-premises hardware and infrastructure.

Experts at Attain Partners can work with you to:

  • Understand your current state business processes and map out future state business processes that would be streamlined and enhanced using Workday. We provide an objective perspective about your business processes and review them impartially.
  • Leverage our Workday expertise and experience in supporting Workday projects thanks to our in-depth understanding of best practices, challenges, and pitfalls associated with Workday implementations.
  • Serve as the project manager to coordinate and manage your Workday implementation to use your time efficiently and minimize complexity for you and your team. We can help with project planning, risk management, and resource allocation to ensure the project is delivered on time and within budget.
  • Help create lasting change at your institution by providing a change management strategy that includes stakeholder analysis, communication planning, and training to ensure your employees are ready to embrace Workday.

Learn More

As your higher education organization begins the journey of selecting a new ERP, Attain Partners understands the importance of delivering the new ERP in a timely manner and on-budget that will revolutionize and modernize your business processes. We have the knowledge, experience, and technical expertise to guide you and your team members through the Workday implementation process.

Learn more about our services here.

About the Author

Michelle Metcalf is a Senior Consultant in the Strategic Transformation Services Group at Attain Partners. Michelle focuses on change management and training for higher education clients. She brings 10+ years Nonprofit and Higher Education experience with an extensive understanding of the Workday ecosystem.

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Shared Equity Leadership and Capacity Building in Diversity, Equity, and Inclusion (DEI)

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In light of today’s changing world and an increasing effort to strive for equity and justice, many organizations have committed to creating a more inclusive environment with intentional and meaningful pathways forward for diverse groups. A key component to achieving such a commitment is through shared equity leadership.

Traditionally, leadership is often thought of as the sole responsibility and decision authority for a group of individuals, a department, or a group of units. Shared equity leadership (SEL) is a model that emphasizes cultural change through interconnected collaboration and diverse individual journeys. Moving from traditional leadership towards a shared equity model can help to enable transformative change that can bridge the gaps caused by siloes and historical inequities. SEL allows leadership within an organization to thrive as a collective network, where each person is working together in a variety of ways to achieve common goals.

When we consider institutional commitment to DEI, achievement of that vision and community satisfaction is dependent on how we measure outcomes. Many institutions have put the right investments to work towards these goals, like engaging in thoughtful DEI strategic planning initiatives, hiring Chief Diversity Officer (CDO) positions, and establishing dedicated offices. These actions, however, have not yielded an outcome that truly addresses systemic inequalities and structures inherent in traditional systems and hierarchies. While it is important and beneficial to have a CDO to lead the institution towards its vision for DEI, this type of siloed work in a traditional organizational structure places a heavy burden on a single department that may not be fully able to achieve success with such limited resources and authority. A SEL model enables leaders to engage in a collective process which transfers single accountability to a more shared approach for DEI outcomes across a larger domain. The image below illustrates a SEL model.

To this end, it is just as critical to ensure that DEI is embedded in every role where each individual is able to learn and apply equity concepts and practices in their work and function. Shared leadership brings additional benefits to an institution, including but not limited to:

  • Normalcy and a space for a variety of stakeholders to share perspectives and meaningfully participate in the establishment of priorities and outcomes in the strategic planning process.
  • Opportunity to draw from an array of individuals and backgrounds to ensure shared values of equity that improve institutional decision-making.

With increased diversity, equity, and inclusion at an institution comes increased opportunity, innovation, and a greater range of solutions and productivity. A recent model of leadership, shared equity leadership is new to many organizations, but it has led to successful outcomes. As you reflect on the leadership structure and how it can enable achievement of DEI outcomes, institutions can consider the following questions as a guide:

  • From what level of your institution are diversity, equity, and inclusion programs and objectives led?
  • What are the key areas of DEI where your institution excels, and where are the largest resource gaps to achieving stated outcomes?
  • Where can capacity for SEL best be built in your institution to incentivize structural change and collaborative decision-making?
  • In areas where diversity work is currently ongoing, how can your institution increase communication and collaboration for these efforts?
  • How is your institution currently evaluating and assessing achievement of stated DEI goals and ensuring the most efficient outcome and usage of resources?

Attain Partners – Strategic Transformation Experts

Attain Partners can help assess where these outcomes can best be met by your organization and the various contextual areas that may impact shared leadership at your organization. To learn more about how Attain Partners can help your organization exceed your DEI goals, contact us here.

About the Authors

Reshma Patel Jackson Headshot

Reshma Patel-Jackson is a Partner and Attain Digital Lead at Attain Partners. She is responsible for and involved in a wide range of consulting initiatives, primarily on change management, strategic planning, business process improvement, organizational assessments, project management, and research administration. Mrs. Patel-Jackson is a Prosci® Certified Change Management Practitioner who has extensive knowledge and training in the field. She has provided strategic planning, project management, change management, internal audit, compliance, and costing services for a variety of nonprofit, higher education, government contracting, and commercial clients. She is the creator of the Inclusion, Diversity, Equity, and Allyship (IDEA) Performance Maturity FrameworkTM and the Chair of the Attain Partners corporate IDEA program.

Melany Barrett

Melany Barrett is a Strategy Director at Attain Partners. With over a decade of experience in Higher Education, she has demonstrated knowledge in business process improvement, project management, organizational assessment, and faculty affairs administration. Prior to Attain Partners, Ms. Barrett supported Higher Education administration and strategic initiatives as a member of an internal consulting team. She is a key contributor to the Inclusion, Diversity, Equity, and Allyship (IDEA) Performance Maturity Framework™, leading DEI assessments for institutions. She is a Prosci® Certified Change Management Practitioner who has extensive knowledge and training in the field and holds an MBA from Georgetown University’s McDonough School of Business.

Kyle Cadieux is a Senior Manager in the Attain Digital practice and an IDEA Board member and founder. Kyle has a demonstrated knowledge in Organizational Change Management, Organizational Design, and Human Capital Management. Prior to Attain Partners, Kyle supported Organizational Transformation work for the Federal Government at various Consultancies. Kyle is a Prosci® Certified Change Management Practitioner and holds an M.A. in Industrial/Organizational Psychology.

Ashley Cedeno

Ashley Cedeno is a Consultant in the Strategic Transformation Services practice of Attain Partners. She brings nine years of professional experience, with over six in implementation of programming related to pipeline building, affinity engagement, and retention. She is proficient in data analytics, risk assessment, and strategic planning. Ms. Cedeno has performed various assessments on industry best practices and stakeholder analyses across multiple strategic plan initiatives, including in the DEI space and using the Inclusion, Diversity, Equity, and Allyship (IDEA) Performance Maturity FrameworkTM, of which she is a contributor. She holds an MA in International Affairs from the George Washington University.

Sources

Espinosa, Lorelle L., Jonathan M. Turk, Morgan Taylor, and Hollie M. Chessman. 2019. Race and Ethnicity in Higher Education: A Status Report. Washington, DC: American Council on Education.

Holcombe, Elizabeth, Adrianna Kezar, Jude Paul Matias Dizon, Darsella Vigil, and Natsumi Ueda. Organizing Shared Equity Leadership: Four Approaches to Structuring the Work. Washington, DC. 2022. Pullias Center for Higher Education.

Kezar, Adrianna, Elizabeth Holcombe, Darsella Vigil, and Jude Paul Mathias Dizon. 2021. Shared Equity Leadership: Making Equity Everyone’s Work. Washington, DC: American Council on Education; Los Angeles: University of Southern California, Pullias Center for Higher Education.

Zhu, Jinlong, Zhenyu Liao, Kai Chi Yam, and Russell E. Johnson. 2018. “Shared Leadership: A State‐of‐ the‐Art Review and Future Research Agenda.” Journal of Organizational Behavior 39, no. 7 (September): 834–852.

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Top Seven Reasons Salesforce Higher Education Director Doug Barrow Chose to Join Attain Partners, US

Top Seven Reasons Salesforce Higher Education Director Doug Barrow Chose to Join Attain Partners

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Attain Partners is thrilled to welcome Doug Barrow to lead the growth of our Salesforce practice in Higher Education!

Doug Barrow joined Attain Partners on May 1, 2023, as the new Higher Education Market Lead, Salesforce Practice, Attain Partners. In this role, he will drive the growth of Higher Education for Attain Partners’ Salesforce Practice to help our clients improve student success and advance their missions.

Doug joins Team Attain after an incredible journey at Salesforce and Salesforce.org over the last nine years. He helped lead a small education business from fewer than 30 individuals to more than 500. Doug also supported Salesforce as it grew from a lesser-known CRM for business to the clear technology choice for CRM, digital marketing, analytics, development, and alumni engagement. Today, in large part thanks to Doug’s leadership in building this momentum, over 95% of the nation’s top fundraising institutions select Salesforce and its certified application and consulting partners like UC Innovation and Attain Partners.

Salesforce provides an amazing set of technologies that solve complex needs, but that does not mean the purchasing, planning, and implementation processes need to be complex. I am excited to serve our current and new clients at Attain Partners with a fantastic and growing team.
Doug Barrow
Higher Education Market Lead, Attain Partners

It’s no secret that Doug had many great offers for his next career move. We sat down with Doug to learn more about why he believes Attain Partners is the best company to share his expertise, create impactful solutions for higher education institutions, and grow his career.

Seven Reasons Doug Barrow Joined Attain Partners

  1. Attain Partners was named Salesforce.org’s 2022 Consulting Partner of the Year – Education, has led over 500 higher education projects with a 4.97 star rating, has over 240 Salesforce certifications, and is a certified UC Innovation ascend Implementation Partner.
  2. Founder and CEO Greg Baroni is a renowned technology and consulting leader with a remarkable career highlighted by his recent Lifetime Achievement Award.
  3. Like the early Salesforce.org days, Attain Partners is building a rocket ship and has achieved significant growth over the last two years.
  4. Attain Partners’ executive leaders and partners are all extremely talented.
  5. Attain Partners upholds a deep commitment to fostering a culture that is equitable and benefits all its stakeholders.
  6. Attain Partners possesses a rare mix of technical and domain expertise in advancement, student success, enrollment management, and enterprise CRM. 
  7. Attain Partners is committed to hiring the most talented individuals highlighted by Jason Hunter’s arrival in March. Jason is an early adopter of Salesforce for advancement and UC Innovation’s ascend product. He was also a founding member of the Salesforce.org Advancement Council. Jason is a higher education innovator and his team’s implementation of UC Innovation’s ascend tool is among the largest and most complex projects making him uniquely qualified to guide project success. “I’m excited to work alongside Jason to help Attain Partners’ clients achieve their advancement goals,” said Doug.

Attain Partners is Your Team for Excellence and Speed

The entire Attain Partners team is excited to welcome Doug to our growing team of experts where he’ll help us drive innovation with our education clients. Together, we’re committed to boldly being the best in championing student success, transforming advancement, and collaborating with institutions to move their missions forward.

Attain Partners – Salesforce Experts

No matter if your organization is beginning its Salesforce journey or 10+ years into development, Attain Partners is here to help you achieve your goals. Contact our team today to learn how we can help you advance your mission by harnessing the power of Salesforce.

To learn more, check out our Salesforce Innovation services, read case studies about our transformative work, and explore blog posts from our Salesforce experts. Read our latest advancement insights here. 

Learn more – Doug Barrow

Doug Barrow has spent his entire 20+ year career in educational technology in strategy, business development, and advisory services helping others achieve their goals. As a first-generation college graduate, the son of a Headstart teacher, and husband of a high school advanced physics teacher, Doug fiercely believes that Education has the power to positively transform lives. The work of Salesforce and its partners empowers those who power education.

With a front-row seat to the amazing growth of Salesforce.org over the last decade and his creation and leadership of the “Higher Education Industry Advisor” team at Salesforce, Doug provides tremendous insight to help ensure implementation fidelity and digital transformation success.  

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Quality 4.0: Revolutionizing Quality in Manufacturing Through Digital Transformation

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In the era of digital transformation, businesses across various industries are constantly seeking innovative ways to improve their operations and achieve a competitive edge. One such approach is the implementation of a technology-based quality management system (QMS) or simply Quality 4.0. This article explores the benefits of adopting a technology-driven QMS, essential steps for successful implementation, and the key features of an ideal system.

Quality 4.0 is the application of Industry 4.0 digital technologies to improve traditional best practices in quality. This innovative approach can increase productivity and flexibility in the factory and supply chain, with the potential to boost productivity by 10 – 15 percent. By leveraging predictive analytics, sensors, and electronic feedback loops, manufacturers can optimize products, people, and processes while transforming quality strategies.

Quality 4.0 is enabled by digital technology, but transformation occurs when an organization optimizes its products, people, and processes with its technology. It should be deployed as an integral part of a business and/or quality strategy to transform your operations to drive a positive customer experience.

Some examples of digital technology shaping QMS:

  • Technology platforms (TP) such as Veeva Quality Vault, TIPQA, Trackwise, and MasterControl to name a few are getting better and better by incorporating features that you may need.
  • Artificial Intelligence (AI) technologies can help reduce manual oversight in manufacturing operations, allowing tighter, proactive control of quality and operating costs.
  • Machine learning (ML) can assess manufacturing data across batches and lines to predict quality issues, automate batch release, and optimize yield and output.
  • Natural language processing (NLP) can now enable proactive quality management through innovation, addressing key business problems such as volume and staffing challenges.
  • Machine learning algorithms (MLA) and AI-based techniques can analyze large datasets to identify patterns and relationships, enabling root cause analysis in manufacturing, customer service, supply chain management, and other fields. Examples of AI-based root cause analysis tools include Tableau, IBM Watson Analytics, RapidMiner, and Logz.io.

The Evolution of Quality Management Systems

The concept of quality management has evolved significantly since the days of the Industrial Revolution, when mass production necessitated stringent inspection procedures to ensure product quality (Hoyle, 2017). Over time, multiple quality management theories have emerged, including Total Quality Management (TQM), ISO 9000, and Six Sigma. The integration of technology into QMS has been a significant change, enabling businesses to streamline processes, enhance efficiency, and foster a culture of continuous improvement (Pitt, 2021).

The Juran Perspective on Quality Management

Dr. Joseph M. Juran, a pioneer in quality management and founder of the Juran Institute, emphasized the importance of quality by design, continuous improvement, and top management commitment to achieving quality excellence. He stated, “Managing quality consists of designing and producing the products and processes required to meet customer’s needs effectively and efficiently as possible.” (Juran, 1992, p. 23). This quote highlights the necessity of aligning an organization’s quality management efforts with customer expectations and requirements. Dr. Juran and our staff’s perspective on quality management underscores the value of adopting a technology-based QMS, as it enables organizations to competently plan, control, and improve their processes to meet customer needs more efficiently and effectively than ever before.

Benefits of Implementing a Technology-Based QMS

A tech-driven QMS offers numerous benefits, including:

  • Enhanced data-driven decision-making: Technology-based QMS provides real-time data and analytics, allowing organizations to make informed decisions and facilitate continuous improvement (Chen et al., 2018).
  • Improved efficiency: Automating routine tasks and standardizing processes minimizes human error and increases overall efficiency (Terziovski, 2007).
  • Enhanced collaboration: Cloud-based QMS promotes seamless communication and collaboration among team members and stakeholders, which is vital for effective quality management (Deshmukh & Hafeez, 2020).
  • Compliance management: A technology-based QMS simplifies compliance with regulatory requirements and industry standards, reducing the risk of non-compliance and associated penalties (Becker et al., 2017).

Download the full whitepaper here for a more detailed look at the steps for implementing a technology-based QMS.

Conclusion

Quality 4.0 is revolutionizing quality and manufacturing by integrating digital technologies to enhance traditional best practices in quality. By adopting a holistic approach that encompasses technology, people, and processes, organizations can achieve significant productivity gains and optimize their overall quality strategy. As more manufacturers embrace Quality 4.0, the industry will continue to evolve and thrive in the digital era.

For information on implementing a Q 4.0 System, contact us at [email protected].

About the Authors

Dr. Joseph A. DeFeo

Joseph A. DeFeo | Juran, an Attain Partners Company

Dr. Joseph A. DeFeo has been at the forefront of building cultures of excellence for over 35 years. With a career spanning education, training, consulting, and coaching, Dr. DeFeo has dedicated his life’s work to the pursuit of helping organizations across the globe improve the quality of their people, services, and processes. As one of the world’s leading experts on the development of organization-wide transformation to improve the overall customer experience.

Michael Stamp | Juran, an Attain Partners Company

Michael Stamp specializes in Continuous Process Improvement, Lean Management, and delivering a variety of quality programs to corporate clients. Mr. Stamp has over 25 years of experience and is an outstanding change agent who can identify opportunities, develop focus and provide strategic and tactical business solutions. Mr. Stamp’s core competencies include Process Improvement, Operational Streamlining, Data Science, Special Project Management, Training & Coaching, Cost Reduction, Multi-Site Operations, Quality Control/Assurance, Policy & Procedure Development, Leadership Development & Culture Transformation and Statistics.

References

Becker, J., Knackstedt, R., & Pöppelbuß, J. (2017). Developing Maturity Models for IT Management: A Procedure Model and its Application. Business & Information Systems Engineering, 3(3), 213-222.

Chen, C. J., Wu, H. Y., Wu, C. W., & Chang, Y. C. (2018). Developing a cloud based QMS process assessment model for SMEs. International Journal of Production Research, 56(1-2), 427-439.

Deshmukh, S. G., & Hafeez, K. (2020). Implementation of quality management systems and performance measurement: An empirical investigation. International Journal of Quality & Reliability Management, 37(3), 417-437.

DeFeo, J. and M. Stamp (2023). 2023 Organizational Excellence: Are Ready for Quality 4.0? Online webinar. Attain Partners LLC.

Hoyle, D. (2017). ISO 9000 Quality Systems Handbook – updated for the ISO 9001:2015 standard: Increasing the Quality of an Organization’s Outputs. Routledge.

Juran, J. M. (1992). Juran on Quality by Design: The New Steps for Planning Quality into Goods and Services. Free Press.

Pitt, M. (2021). Quality Management in Construction: A Comprehensive Guide for Project Managers. Routledge.

Terziovski, M. (2007). Building Innovation Capability in Organizations: An International Cross-case Perspective. World Scientific.

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Student Success Takeaways from Salesforce Education Summit 2023

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The Attain Partners Salesforce Innovation Team had a great time seeing everyone and sponsoring the learner success track at the Salesforce Education Summit 2023. Below are key takeaways from our sessions, panels, meetups, and conversations.

Contact us to share your insights from the Summit and learn more about how Attain Partners can help your institution.

It is Possible to Achieve Improved Student Success with Discipline and Speed

We had an incredible, engaged audience for our session, “Student Success at Fordham: A Holistic Approach.” We shared how Attain Partners and Fordham University worked together to better serve Fordham’s diverse student needs and support connectedness with Salesforce Service Cloud, Experience Cloud, and Student Success Hub (SSH).

There was a lot of excitement about how Fordham University prepared for and executed such a successful project in only eight weeks. Once our presentation concluded, we continued the conversation with an extended Q&A session as well as a meet and greet with the Fordham University and Attain Partners teams following.

If you want to learn more about Fordham University’s new solution to support students and foster success, watch the video case study.

Watch the Fordham University Case Study
Attain Partners and Fordham University Student Success, US

The Education Community is Strong

If education professionals weren’t already convinced, the COVID-19 Pandemic proved just how strong they are. This first Education Summit since 2019 was an enthusiastic reunion of over 1,200 Salesforce Education leaders and visionaries excited to discuss advancement, student success, recruiting and admissions, and the new Education Cloud. It was a joy to connect, network, share ideas, and be reminded of the clients, colleagues, and partners that comprise this rich ecosystem of individuals determined to give students the best.

Deepa Bedi, Principal at Attain Partners and longstanding Education Summit attendee, said the energy of Education Summit 2023 was bigger than ever before, and she is “very fortunate to work with some wonderful institutions doing amazing work.”

Inspiring Conversations Transform Education

Attain Partners held five unique meetups where we had the opportunity to dive deeper into discussions about advancement, executive education, and student success.

In our panel meetup with Boston University, we discussed the March 2023 launch of its new student portal where Attain Partners leveraged design thinking to better meet student needs. Head over to the case study to read all about the Salesforce-based solution we developed and implemented at Boston University.

Read the Boston University Case Study

Attain Partners is proud to be recognized as a Salesforce Summit Partner and the 2022 Salesforce.org Partner of the Year – Education, both of which are a testament to our unparalleled expertise in the ecosystem. We employ the industry’s brightest thinkers and problem-solvers to create, deliver, and implement cost-effective, easy-to-manage, and highly impactful Salesforce solutions for our clients.

It was especially exciting to attend this year’s Education Summit with our newest Salesforce experts, including Jason Hunter, Senior Principal/Technical Advisor. Jason’s extensive experience at universities, including his tenure as CIO of Advancement for the University of Colorado, established immediate connection and understanding between education leaders and the Attain Partners team.

Attain Partners Salesforce Education Summit

The New Salesforce Education Cloud is Game-Changing

Perhaps the biggest takeaway from this year’s Salesforce Education Summit is how strong and motivated the education community is. Salesforce unveiled the new Education Cloud and Attain Partners is excited to leverage it as we take our clients to the next level in their digital transformation efforts. “The power at our fingertips will help us better support our clients as they engage with learners and provide a more personalized and unified experience,” said Deepa.

During the Summit, we attended the Education Cloud launch session and connected with Education Cloud Director Chris Clark, members of the product team, and Cloud architects to learn more about the capabilities of the newest Salesforce Cloud. It was evident attendees are excited about the long-awaited, game-changing, and robust features of Education Cloud and the integration of the platform across Salesforce Clouds.

Attain Partners will be working with Salesforce to understand the ins and outs of the new Education Cloud and will reach out to our clients to address questions and uncertainties about the impact, roadmap, and licensing. Sign up for our newsletter to be among the first to receive these important insights about the new Education Cloud.

Enrollment Solutions Empower Long-term Student Success

The 2023 Education Summit was Attain Partners’ formal in-person debut of our work and impact in K-12 Education. Kristi Phillips, Business Development Director at Attain Partners had the pleasure of participating in the panel, “Improving Efficiency, Equity, and Transparency in K-12 Admissions and Enrollment,” featuring K-12 leaders from Houston ISD, Austin ISD, Department of Victoria (AUS) and our client, NOLA Public Schools.

These pioneers and innovators shared firsthand insights around why a centralized and digitally enabled enrollment solution is critical for student and district success. From ensuring all families have access to vital registration information, to protecting your district from cyber-attacks and simply being able to report how many students are on campus today, the Salesforce solutions Attain Partners helps clients build are critical to ensuring no student is left behind.

Kristi shared, “I’m leaving Education Summit with new ideas, deepened relationships, and a double-downed commitment to support the K-12 sector to strategically and thoughtfully move away from antiquated point solutions that silo data and put student information at risk. I look forward to expanding our work in the K-12 sector this year, launching our first enrollment solution on the new Education Cloud and partnering with Salesforce to redefine how K-12 schools and districts invite all stakeholders—students, families, faculty, and staff—into their local communities and set our students up for long-term success.”

Digital Connectedness is Essential for Education

Regardless of whether students attend classes online, in-person, asynchronously, synchronously, or in a hybrid model, the ability to connect is essential for student success and retention. As institutions continue to evolve their digital capabilities, creating intuitive paths for digital connection fosters engagement, community, and dedication to lifelong learning.

We met with institutions brand new to the Salesforce ecosystem and those years into successful projects. We explored how to connect systems for improved efficiency and combine the efforts of multiple campuses into a central system under a single license.

Salesforce-based centralized systems empower institutions to connect admissions, enrollment, and constituents to streamline information and make it easier to connect with and support institution goals. Education leaders expressed their desire to build and improve their systems.

Our Clients are the Best!

We couldn’t be more thankful for the opportunity to see our clients in person at Education Summit 2023 and take in the culture of Dallas, Texas. We enjoyed inspiring conversations about new and ongoing projects, celebrated successes, feasted in some of Dallas’ best restaurants, and even found time for sightseeing, including a trip to the Historic District with our fabulous Oregon State Team.

Stay tuned for more information about implementing the new Salesforce Education Cloud and opportunities to connect with like-minded education professionals to modernize your institution’s systems for improved student success. If you don’t already receive our newsletter, subscribe here.

Attain Partners Salesforce Education Summit

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