WeDid: RightNow and PeopleSoft
Challenges
Student records and the application process are maintained in PeopleSoft, and marketing activity to attract new or repeat students is managed within RightNow. The challenge was that there was no way to tell what stage a student’s application was for the marketing team. This resulted in missed opportunities or wasted calls to students who had already signed up. This resulted in data errors and inconsistency, as well as consuming a considerable amount of time for the staff involved. It also meant that the same student could be in both systems with different or duplicate details that were not linked.
Solution:
| Purpose | To synchronise Student Contact information between the PeopleSoft database and RightNow. |
| Applications | RightNow Peoplesoft |
| Versions | RightNow – Hosted Version Aug 09 Peoplesoft – SQL server 2008 staging table |
| Tool | Boomi Atmosphere Boomi RightNow Connector Boomi Database Connector |
| Information | Student contact details |
| Data Formats | No intermediate data format. |
| Volumes | Batch process with ~200 records in each daily batch |
| Process | The process retrieves a “delta” of the daily changes in the Peoplesoft staging database and then uses a combination of criteria including Student ID, emails etc to match, Create and update records in RightNow |
| Schedule | Daily |
| Complexity | Simple process with some complex matching filters. |