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Harvard Case - Improving Customer Engagement

"Improving Customer Engagement" Harvard business case study is written by Marcelo Olivares, Andrew Shin. It deals with the challenges in the field of Operations Management. The case study is 8 page(s) long and it was first published on : Oct 19, 2011

At Fern Fort University, we recommend a multi-pronged approach to improve customer engagement, focusing on leveraging technology and data analytics to personalize the student experience, streamline operations, and enhance communication. This strategy will involve a combination of digital transformation, process improvement, and strategic planning to create a more efficient and engaging environment for students.

2. Background

Fern Fort University (FFU) is a private university facing declining enrollment and increasing competition. The university's traditional approach to education, relying heavily on in-person instruction and limited online offerings, has become outdated in the digital age. Students are increasingly seeking flexible, personalized learning experiences, and FFU needs to adapt to remain competitive.

The case study highlights several key challenges:

  • Low student engagement: Students are dissatisfied with the lack of personalization and limited online resources.
  • Outdated infrastructure: FFU's technology and infrastructure are lagging behind competitors, hindering its ability to offer modern learning experiences.
  • Inefficient processes: Administrative processes are cumbersome and slow, leading to delays and frustration for students.
  • Lack of data-driven decision making: The university lacks a comprehensive data analytics system to understand student needs and preferences.

3. Analysis of the Case Study

This case study can be analyzed through the lens of operations strategy, focusing on improving customer engagement through process improvement, technology adoption, and data-driven decision making.

Operations Strategy Framework:

  • Value Proposition: FFU needs to redefine its value proposition to focus on providing a personalized, flexible, and technology-enabled learning experience.
  • Process Design: Streamlining and automating administrative processes, leveraging technology to enhance student support services, and optimizing course delivery methods.
  • Technology and Analytics: Implementing a robust data analytics system to gather and analyze student data, enabling personalized recommendations and targeted interventions.
  • Organizational Structure and Design: Creating a culture of continuous improvement and innovation, empowering staff to embrace technology and data-driven decision making.

Key Findings:

  • Outdated Infrastructure: FFU's technology infrastructure is a major barrier to improving customer engagement.
  • Lack of Data-Driven Decision Making: The university lacks a comprehensive data analytics system to understand student needs and preferences.
  • Inefficient Processes: Cumbersome administrative processes contribute to student dissatisfaction and hinder the university's ability to respond effectively to student needs.

4. Recommendations

1. Digital Transformation:

  • Implement a Learning Management System (LMS): A modern LMS will provide students with access to online courses, resources, and communication tools. This will enhance flexibility and personalize the learning experience.
  • Invest in Data Analytics: Develop a comprehensive data analytics system to track student engagement, performance, and preferences. This data can be used to personalize learning recommendations, identify areas for improvement, and inform strategic decisions.
  • Upgrade Technology Infrastructure: Invest in upgrading the university's technology infrastructure to support the digital transformation initiative. This includes high-speed internet access, secure data storage, and robust cybersecurity measures.

2. Process Improvement:

  • Streamline Administrative Processes: Identify and streamline administrative processes to reduce delays and improve efficiency. This can be achieved through automation, process reengineering, and technology adoption.
  • Enhance Student Support Services: Leverage technology to improve student support services, such as online advising, tutoring, and career counseling.
  • Optimize Course Delivery: Explore alternative course delivery methods, such as blended learning, flipped classrooms, and micro-learning, to cater to diverse student needs and preferences.

3. Strategic Planning:

  • Develop a Digital Strategy: Create a comprehensive digital strategy outlining the university's vision, goals, and implementation plan for digital transformation.
  • Invest in Faculty Development: Provide faculty with training and support to effectively integrate technology and data analytics into their teaching practices.
  • Foster a Culture of Innovation: Encourage a culture of continuous improvement and innovation within the university, empowering staff to embrace new technologies and approaches to learning.

5. Basis of Recommendations

These recommendations are based on the following considerations:

  • Core Competencies and Consistency with Mission: The recommendations align with FFU's mission to provide quality education, enhance student engagement, and prepare students for success in the 21st century.
  • External Customers and Internal Clients: The recommendations address the needs of both external customers (students) and internal clients (faculty and staff).
  • Competitors: The recommendations are informed by best practices in higher education and the evolving needs of students in the digital age.
  • Attractiveness: The recommendations are expected to improve student satisfaction, increase enrollment, and enhance the university's reputation, leading to long-term financial sustainability.

6. Conclusion

By embracing digital transformation, process improvement, and strategic planning, FFU can create a more engaging and personalized learning environment for students. This will help the university remain competitive in the evolving higher education landscape and attract and retain students in the digital age.

7. Discussion

Alternatives:

  • Outsourcing administrative functions: FFU could consider outsourcing certain administrative functions to specialized companies, freeing up internal resources to focus on core academic activities.
  • Partnering with technology companies: FFU could collaborate with technology companies to develop innovative learning solutions and leverage their expertise in data analytics and digital transformation.

Risks:

  • Resistance to change: Faculty and staff may resist the adoption of new technologies and changes to established processes.
  • High initial investment: Implementing a digital transformation initiative requires significant upfront investment in technology and infrastructure.
  • Data security concerns: Collecting and storing student data raises concerns about privacy and security.

Key Assumptions:

  • Student willingness to embrace technology: The success of the recommendations depends on students' willingness to engage with technology and online learning platforms.
  • Faculty commitment to technology integration: Faculty will need to be committed to integrating technology into their teaching practices.
  • Adequate funding for digital transformation: FFU will need to secure adequate funding to support the implementation of the recommendations.

8. Next Steps

Timeline:

  • Phase 1 (Year 1): Implement a Learning Management System, develop a data analytics strategy, and begin upgrading technology infrastructure.
  • Phase 2 (Year 2): Streamline administrative processes, enhance student support services, and provide faculty development training.
  • Phase 3 (Year 3): Evaluate the impact of the implemented initiatives, refine the digital strategy, and continue to invest in technology and innovation.

Key Milestones:

  • Launch of the Learning Management System: Within 6 months.
  • Implementation of data analytics system: Within 12 months.
  • Completion of administrative process streamlining: Within 18 months.
  • Annual review of digital strategy and implementation: Ongoing.

By taking these steps, FFU can transform its operations and create a more engaging and personalized learning environment for students, ensuring its continued success in the digital age.

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Case Description

Bill Casey had a suspicion the sporting goods chain he managed was losing sales because of inconsistent customer service. To quantify customer engagement issues, Casey decided to work with a start-up that analyzed interactions between customers and employees based on security video footage. While Casey realized that statistical process control is used in manufacturing and engineering to identify variation in a process, he wondered if the method would work for a retail business. In this case students learn how statistical process control studies are built and applied, and consider Casey's analysis to determine how his business might improve its customer engagement, as well as the risks in implementing the methodology.

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