1. Introduction 1. Trends in Higher Ed Innovations
2. Higher Ed expectations
3. The Salesforce Platform
2. Specific related SaaS/PaaS footprints at Yale
• How are we using Salesforce/Force.com SaaS/PaaS today?
• What’s in the immediate pipeline?
3. I think there is an opportunity to use Salesforce.com for my
project, how do I engage?
4. Questions
Higher Ed Technology Expectations
The technology revolution is already driving higher expectations as our
constituents interact with state-of-the-art consumer technology side-by-side
with applications developed and supported by Yale.

Consumerized


Personalized


Allows the consumer to have a say in device, form and function
Social


Understands who I am in the context of what I am doing
Democratic


Functions and feels like systems found on the consumer web
Includes a useful, integrated social component
Mobile

Functions effectively on smart phones and tablets
Higher Ed Technology Trends
Yale is exploring a multitude of new opportunities, most somehow connected to
the evolving cloud landscape.
Software as a
Service
Constituent
Centricity
Platform as a
Service
Convergence
of Social and
Work
Infrastructure
as a Service
Build Your
Own
MOOCs
Bring Your
Own
+
Salesforce.com Platform
We have identified Salesforce.com as a platform that can meet many of our
needs and accelerate our ability to deliver a compelling solutions.

Feature-rich, flexible, configurable,
customizable

Built-in access controls, roles management
and workflow engine

Extensive reporting and dashboard
capabilities



Interesting community and group features

World-class enterprise product, continually
improving


True cloud solution
Smartphone and tablet enabled
Highly secure and auditable, approved for
PHI at Yale
Faster to implement, cheaper to support
Why it’s a compelling platform…
The Salesforce Platform
General Electric CEO - Use of Chatter
(start time 8:46)
Service Cloud Example
(start time 11:40)
Why it’s a compelling platform for Yale…
Apps that need these…
A
B
… can be built efficiently with Force.com
D
C
Database
Security &
Sharing
Workflow
Reporting &
Analytics
Java / .NET
Mobile Support
Audit &
Compliance
Clicks
Code
80%
20%
20%
80%
Where is this being used at Yale…
Office of International Affairs
Salesforce.com in Use at Yale
Client
ITS role
Use/Purpose
Launch status
Office of International Affairs
ITS Implementation
CRM
Launched
Yale Shared Services
ITS Implementation
Service Cloud w/Contactual
Launched
Sustainability
ITS Implementation
with CloudApps from
AppExchange
Launched
HR Service
ITS Implementation
Service Cloud w/Contactual
Launched
AYA – Reunions/Events
ITS Implementation
Force.com custom app
Launch expected Fall 2012
ITS – RM Group
ITS Implementation
CRM
Launched/Retired
Marketing & Trademark
Licensing
ITS Recommendation
CRM & document
management
Launched
Platform Already
In Use…
Salesforce.com in Use at Yale (cont.)
Client
ITS role
Use/Purpose
Launch status
Yale China Assn.
None
CRM
Launched
Yale Univ. Press – China
Project
None
CRM
Launched
Yale Univ. Press (2)
None
CRM
Launched
Platform Already
In Use (cont.)…
Yale Aortic Aneurysm
Institute
Broker
Track patients/research
subjects
Launched
Office of New Haven & State
Affairs
Broker
Track students/research
subjects
Launched
Entrepreneurial Institute
Broker
CRM
Launched
SOM – CIO Council
None
CRM
Launched
SOM – Free Chatter for
Career Services
Broker
Communicate with students
re: career planning
Launched
What’s in the pipeline…
Employee Service Center –Roadmap & Enhancements
Yale Shared Services – Enhancements
Yale College Reunions, and potentially other AYA events
Student Technology Experience
How do I know if Salesforce.com is a good fit?
Is there an opportunity to try the solution?
• Limited free trial of CRM - salesforce.com
• Limited free developer edition trial – developer.force.com