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Business as Usual?
Supporting and enabling external engagement


Stories from the project, BCE Awareness and Education for the Wider JISC Community funded by the JISC BCE Programme
Contents                                                                                                                  Welcome to Supporting and Enabling BCE



                                                                                                                                                                    The current and future climate for higher & further education means that engagement and partnerships are going
                                                                                                                                                                    to be increasingly important to the success of both individual institutions and the sector as a whole.
                                          04 “Is engagement activity ‘business as usual’ where                                                                      Naturally there is a good deal of focus on the external facing aspects of engagement (often with specialist roles
                                          you work?”
                                                                                                                                                                    identified for those taking part), but not everyone experiences engagement this way. This can be particularly true
                                          What is BCE - definitions and terminology and dimensions.
                                                                                                                                                                    for the internal support and enabling functions within those institutions, where engagement may not always be
                                          08 Opening up strict institutional ICT                                                                                    viewed as part of their business as usual.
                                          In 2006 Erik Bohemia and Ben Lovett started a project
                                                                                                                                                                    From 2008-2010, our JISC-funded project, Awareness and Education in Business and Community Engagement (BCE)
                                          which, four years later, led to an institution-wide roll-out of
                                                                                                                                                                    for the Wider JISC Community, examined the nature of external engagement within universities and colleges. The
                                          open source software and web 2.0 communication tools.
                                                                                                                                                                    focus for the project was on how increased engagement activity might impact on the ability of the internal
                                          They told us how.
                                                                                                                                                                    functions of an institution to support it effectively and consistently.
                                          10 Professionally managed relationships are the key                       08                                              We ran and took part in around 25 direct consultations and workshops, with individuals and groups representing
                                          There are a lot of assumptions and misconceptions                                                                         the range of support and enabling functions found in UK universities and colleges. Staff from over 75 universities
                                          about customer relationship management systems in                                                                         and colleges attended project events to share their experience, helping us build a picture of the landscape for
                                          an academic environment. Karen Race from Teesside                                                                         support and management of BCE activities; both locally and more broadly across the sector.
                                          University, helped us to try and set a few of them straight.
                                                                                                                                                                    We also engaged with professional bodies such as UCISA, SCONUL and the AUA to explore the engagement-driven
                                          14 Big strategic leaps for BCE                                                                                            activity taking place right across the HE and FE sectors, with the aim to find out the context in which it was being
                                          During the last few years, BCE has taken huge steps in                                                                    experienced by key support staff working in IT, libraries and administration.
                                          becoming an integrated part of educational institutions’
                                          strategies. John Burke, Senior Adviser at JISC InfoNet, has                                                               During that time we accumulated a lot of rich material on the project blog, wrote a report of our findings and
                                          been in the front seat for the ride.                                                                                                                             experience and shortened the project name (to simply BCE A&E). This
                                                                                                                                                      05                                                     publication is an attempt to present those findings in a more relevant
                                                                                                                                                                                                                                          pre
                                          16 Technology won’t solve all the problems in access                                                                                                                 and easily digestible way.
                                          management – the power is in the hands of people now
                                          The ’big white licensing elephant’ doesn’t necessarily exist                                                                                                           As well as explaining how an why the term BCE is being used to
                                                                                                                                                                                                                                             and
                                          anymore, Mark Williams, Access management co-ordinator                                                                                                                 describe activities taking place in and around your organisation, we
                                                                                                                                                                                                                                            pla
                                          at JISC Collections, says.                                                                                                                                             have highlighted five comm issues that cropped up during the
                                                                                                                                                                                                                                        common
                                                                                                                                                                                                                 project and then spoken in depth with the people involved in key
                                                                                                                                                                                                                                              d
                                          20 Institutional ICT doesn’t have to exclude external                                                                                                                  work taking place to address them.
                                          partners
                                          Loughborough University’s Network and Security Manager                                                                                                                              Also included is an overview of the wider JISC Business
                                          Matthew Cook talked us through the process of turning                                                                                                                               and Community Engagement (BCE) programme from the
                                          ad hoc queries into external engagement being part of                                                                                                                                   programme manager Simon Whittemore, plus an
Supporting and Enabling BCE | July 2011




                                                                                                                                                                                                                                                                                          Supporting and Enabling BCE | July 2011
                                          “business as usual”                                                       16                                                                                                                     in
                                                                                                                                                                                                                                           introduction to the JISC Advance BCE team,
                                                                                                                                                                                                                                               who provide a useful first point of
                                          22“Skillful BCE practitioners are like match-makers”                                                                                                                                                    contact for all matters BCE.
                                          The core skills needed in successful external engagement          Supporting and Enabling BCE staff
                                          are skills in relationship building, says Helen Blanchett,        Editor-in-Chief: Chris Young
                                          the project manager for project set out to create a national      Chief reporter: Hanna Miettinen                                                                                                       Chris Young
                                          skills framework for BCE.                                         Contributors: Rob Allen, Caroline Ingram, Marc Dobson                                                                                 Editor-in-Chief

                                                                                                            Publisher: JISC Netskills, Newcastle upon Tyne
                                                                                                            0191 222 5000, enquiries@netskills.ac.uk

               2                                                                                                                                                                                                                                                                                 3
“Is engagement activity business as usual
                                          where you work?”
                                          This was one of the first questions we asked during the BCE A&E project
                                          and it highlighted some early stumbling blocks of identification, definition
                                          and terminology.                                                                                                                “How is engagement at your
                                                                                                                                                                          institution impacting on the
                                          What’s in a name?
                                                                                                                       Enter… BCE                                         work you do?”
                                          As well as introducing more jargon to the already rich lexicon of UK                                                                                                                      “Are you able to consistently
                                          higher and further education, the diversity of descriptors for engage-
                                          ment activity (and the differences in their application) makes it difficult
                                                                                                                       Business and Community Engagement
                                                                                                                       (BCE) is being used by JISC, HEFCE and
                                                                                                                                                                                                                                    support it?”
                                          for support staff to consistently understand exactly what it is they are     others to describe, more holistically,
                                          supporting.                                                                  the relationships academic institutions
                                                                                                                       create with external organisations and         Over the lifetime of the BCE A&E          Use of Customer Relationship               traditionally given a wide berth by
                                          This is exacerbated when comparing between institutions; exchanging          individuals.                                   project, five recurrent themes             Management (CRM) systems and               many.
                                          practice and experience externally can be difficult if you can’t easily                                                      emerged in response to these two          processes
                                          identify equivalent activities. As one attendee remarked, while              At its heart are four dimensions, which        questions.                                                                           A combination of revised policy, open
                                          reflecting on the differences between institutional descriptions of ac-       can be used as to group together types of                                                Often seen as a potential panacea for      practice and improvements in the
                                          tivities, “one organisation’s ‘employer-engagement’ is another’s             identifiable activity. These typically relate   The issues they typically encompass       struggling engagement activities, the      communication of strategy is now
                                          ‘life-long learning’”.                                                       to the relationships most people               are not restricted to specific audience    implementation of any CRM process          helping to resolve the difficulties that
                                                                                                                       recognise as existing at their institution.    types or staff from any one particular    represents a big change to working         can arise here.
                                          Examining the types of activity actually taking place and their                                                             role.                                     practice in most institutions.
                                          relationship to the ‘core’ business of a university or college can help.                                                                                                                                         CPD, reward and recognition
                                                                                                                       Employer Engagement broadly
                                                                                                                                                                      Access to online resources and man-       Understanding the specific
                                                                                                                       describes the activities people tend to                                                                                             If supporting and enabling BCE
                                          Which ones do we do?                                                                                                        agement of identity                       requirements for an individual
                                                                                                                       map between teaching and learning and                                                                                               activity to take place isn’t always
                                                                                                                                                                                                                institution is essential, but
                                                                                                                       external organisations.                        The recent switch by many to the          overcoming the negative perceptions        indentified as part of the regular role
                                          A typical university or college could be presumed to be carrying out a
                                                                                                                                                                      UK Access Management Federation           amongst staff and focusing on the          for an individual, then allocating
                                          mixture of two main activities; Teaching and Learning and Research.          Knowledge Transfer (and Exchange) is           has made access to online resources       benefits to both individuals and            time and resource to developing their
                                          Even acknowledging that this is a very broad generalisation, most            primarily used to refer to relationships       easy for members of their institution,    the institution are also vital for a       capacity to do it can be difficult!
                                          people we met with could easily recognise the parts of their institution     between the research funcions of institu-      however extending that access             successful implementation.
                                          that dealt with those two areas.                                             tions and external organisations.                                                                                                   The rest of this publication looks at
                                                                                                                                                                      to external partners is not as
                                                                                                                                                                      straightforward.                          Network access and deployment and          important aspects of each of these
                                          During project consultations, most people also found it easier to map        Lifelong Learning is typically used to                                                                                              areas, through the experiences of
                                                                                                                                                                                                                support of IT resources
                                          engagement-led activities originating from those two areas to either         describe the interactions between              Engagement with strategy                                                             those working with the JISC BCE
                                          Organisations or Individuals external to their institution. Although the     teaching and learning and individuals                                                    The availability of high-quality, fast     programme to help resolve them.
                                          local names for specific activities differed, the actual make up of them      external to the institution.                   Institutions that run successful BCE      and reliable IT resources is a major
                                          contained many commonly identifiable elements.                                                                               activities are typically also better at   advantage for the UK academic sector.
                                                                                                                       Public, Community and Cultural                 clearly identifying, communicating
                                          These are reflected in the four dimensions of Business and Community          Engagement is a broad term                     and embedding BCE within their            However extending the use of these
Supporting and Enabling BCE | July 2011




                                          Engagement (BCE).                                                                                                           institutional and organisational          facilities to include external partners,




                                                                                                                                                                                                                                                                                                     Supporting and Enabling BCE | July 2011
                                                                                                                       encompassing a range of activity, usually                                                                                           The JISC BCE A&E Project Blog:
                                                                                                                       involving individuals and wider society        strategies.                               visitors and organisations involves        http://bceawareness.jiscinvolve.org
                                                                                                                       with the activities of the institution.                                                  crossing boundaries which are

                                                                                                                       By identifying local activities within
                                                                                                                       these dimensions (regardless of how
                                                                                                                       they are referred to locally) means that
                                                                                                                       advice, good practice, and calls for
                                                                                                                       collaboration or funding opportunities
                                                                                                                       can be accessed more quickly and
                                                                                                                       effectively.
               4                                                                                                                                                                                                                                                                                              5
It was recognised that JISC’s work would be part of a          integrated online service models. These offer
                                                                                                                                 long-term change programme, so working with change             information and knowledge to local partners,
                                                                                                                                 agents and key national stakeholders was vital for the         generating innovation via co-development of ideas in
                                                                                                                                 programme’s success.                                           open online marketplaces.
                                                                                                                                                                                              To help embed good practice in Customer Relationship
                                                                                                                                 The dual aims of the programme were designed to reflect
                                                                                                                                                                                               Management (CRM), online self-analysis tools are
                                                                                                                                 the bi-directional nature of engagement and partnerships,
                                                                                                                                                                                               enabling institutions to enhance their professionalism,
    JISC: Supporting BCE                                                                                                         as well as the changing HE and FE landscape:

                                                                                                                                  To enhance institutions’ efficiency, effectiveness and
                                                                                                                                                                                               and maturity level, by better managing relationships
                                                                                                                                                                                               and the associated data and services to deliver
                                                                                                                                   opportunities in BCE activities;                            customer value.

                                                                                                                                  To improve access to institutions’ knowledge and           A pioneering project to support and develop CPD
    Programme Manager Simon Whittemore gives us an overview of the                                                                 expertise for business and community organisations.         for university and college engagement (including
    strategic thinking underpinning the BCE programme.                                                                                                                                         knowledge exchange) practitioners is working closely
                                                                                                                                 With these in mind, the programme structure for the           with AURIL, and other key national stakeholders, to
                                                                                                                                 current phase has been distilled into four strategic          deliver an online diagnostic tool and a catalogue of
                                                                                                                                 priorities:                                                   available training resources.
    Over the last decade, supported by government policy, a          The JISC Business and Community Engagement (BCE)                                                                         Partnerships are being empowered through use cases,
    consensus within the UK and across Europe has emerged,           programme was designed in 2007 to help UK institutions      1. Organisational capability and efficiency for BCE            practical guidance and resources in the deployment of
    that the considerable wealth of knowledge and expertise          rise to these challenges and opportunities through the                                                                    online tools to facilitate better, smarter collaboration.
    in universities and colleges can (and should) be harnessed       effective use of technology. By supporting and developing   2. Relationship Management
    to make a more direct contribution to the economy and            strategic management of relationships with external         3. Public Value and Civic Engagement                        Future work
    society than through graduates alone.                            partners, institutions would then be better equipped to
                                                                                                                                 4. Embedding BCE across JISC
                                                                     deliver efficient and effective services which benefit the                                                                Future plans continue to build on work across these
    At the same time, we have experienced an explosion of            economy and society.                                                                                                    themes, with a particular emphasis on three key areas:
                                                                                                                                 Supporting the sectors
    new web technologies, an increasing amount of business
    conducted online and a digital world where information           JISC defined Business and Community Engagement as            The BCE programme is also supporting the Higher and          Further Access to Resources and Open Innovation
    is king. But where the kingdom is inclusive, global and          encompassing four dimensions - often overlapping            Further Education sector in the development of economic       projects, aiming to extend existing, effective models
    multi-faceted, and the use and context of that information       institutional strategic areas:                              competencies along with the innovative use of technology      and focus on HE-FE exchange of good practice
    is everything.                                                                                                               to enable partnerships, at both at the individual and         in developing integrated online services and co-
                                                                     Employer Engagement                                                                                                       development of online marketplaces.
                                                                                                                                 institutional level. For example:
    In this technology-driven world, open innovation, crowd-
                                                                     Knowledge Transfer (and Exchange)                                                                                        A series of projects on Organisational Capability for
    sourcing and open access to research are among the                                                                            Via a portfolio of Access to Resources and Open
    key areas of innovation creating new opportunities for           Lifelong Learning                                                                                                         BCE, with partnering institutions (HE or FE) asked to
                                                                                                                                   Innovation demonstrator projects, HEIs and FECs are         choose two areas in which to enhance good practice
    universities and businesses alike.                               Public, Cultural and Community Engagement                     taking a leading role in facilitating innovation via        through exchange and development. Example areas
                                                                                                                                                                                               include business intelligence, information and
                                                                                                                                                                                               knowledge management to support BCE, or reward,
                                                                                                                                                                                               recognition and incentivising of staff. Good practice to
                                                                                                                                                                                               be shared via ‘Just Enough’ information sheets for each
                                                                                                                                                                                               area.
                                                                                                                                                                                              A portfolio of collaborative projects (supported by the
                                                                                                                                                                                               National Coordinating Centre for Public Engagement)
                                                                                                                                                                                               on BCE and Enterprise in Support of the Research Excel-
                                                                                                                                                                                               lence Framework (REF) and Impact Agenda. These are
                                                                                                                                                                                               aimed at helping institutions prepare for the REF by
                                                                                                                                                                                               deploying expert engagement professionals from other
                                                                                                                                                                                               institutions to identify impact and benefits to external
                                                                                                                                                                                               parties. Partner institutions are expected to embed an
                                                                                                                                                                                               ongoing process and culture change, identify potential
                                                                                                                                                                                               benefits and beneficiaries and to articulate impact on
                                                                                                                                                                                               research users.




                                                                                                                                                                                                                                                           Supporting and Enabling BCE | July 2011
                                                                                                                                                                                             Simon Whittemore, JISC BCE Programme Manager




                                                                                                                                                                                             The JISC BCE Programme:
         Programme Manager Simon Whittemore (left) with members of the JISC Advance BCE team and project managers.                                                                           http://www.jisc.ac.uk/bce
6                                                                                                                                                                                                                                                                 7
Opening up strict institutional ICT

                                          In 2006 Erik Bohemia and Ben Lovett started a project, which four years
                                          later led to an institution-wide roll-out of open source software and web
                                          2.0 communication tools. They told us how.

                                          It all started when Dr Erik Bohemia      various phone calls and emails, Erik
                                          joined Northumbria University in         was put in touch with Ben Lovatt, a
                                          the mid 2000s. His international         developer at the university’s Learning
                                          background in teaching design meant      Technologies team (LTech).
                                          that he understood the huge benefits
                                          global collaboration offers for design   A key relationship was established                                                                                                        money to explore the use of open          at universities across the world.
                                          students.                                                                                                                                                                          source web 2.0 applications to
                                                                                   “It was important to have an ‘ally’ in                                                                                                    communicate with the international        Looking back, has the project
                                          At the time, Northumbria’s IT systems    the IT services”, Erik said.                                                                                                              business and university partners.         changed the organisation in any
                                          were heavily locked down. Accessing                                                                                                                                                                                          way?
                                          emails and the virtual learning          “And Ben wasn’t looking at it just from                                                                                                   “That’s when we really got the IT
                                          platform (Blackboard) at the same        the technical side. He understood                                                                                                         director on board”, Erik said.            “I think we are more open to ideas”,
                                          time meant fiddling between different     what we were trying to do and how                                                                                                                                                   Ben said.
                                          wireless networks and there was no       useful it was for the students to work                                                                                                    “He became a champion of this,
                                          internal set-up to do any external       with external partners.”                                                                                                                  starting to look at all the ways the IT   “I’ve always worked for IT services,
                                                                                                                             Ben Lovett worked together with Erik Bohe-
                                          collaboration that required the use                                                mia (opposite page, top) to open up institu-                                                    services can change to accommodate        although on the fringes rather
                                                                                   Directly collaborating between their                                                     Northumbria students use Web 2.0 tools to                                                  than centrally, and I think the IT
                                          of IT.                                                                             tional ICT Photos by: Simon Veit-Wilson                                                         the requirements from academics.”
                                                                                                                                                                            work with international partners in design
                                                                                   departments meant that some of the                                                       projects. Photo courtesy of The Global Studio:                                             department is much more open to
                                                                                   early practical steps were also much      reasons – when we wanted to start              The Gift project                                 Today                                     ideas that originally would’ve been
                                          “Of course, as an academic, you can
                                                                                   easier to take, Ben explained.            installing invasive systems, things like                                                                                                  terrifying.”
                                          always go and set up your own Google
                                                                                                                             Skype, peer-to-peer networking etc”,           objectives or the ‘requirements of the           The result of the project has been
                                          Docs, free wiki pages and blogs”, Erik
                                                                                   “It’s a lot easier to set up meetings     Ben said.                                      real-world’.                                     great. Two years later, both Skype        In terms of changing perceptions and
                                          said.
                                                                                   if you’re already working in the                                                                                                          and Wordpress have been rolled            getting people on board with new
                                                                                   department. And then there are also       “In fact we missed out on some                 “It’s not going to be like that in               out across campus enabling much           things Ben advices to proceed with
                                          “But there are problems in terms of
                                                                                   some really trivial things, like your     projects as, for example, there are            industry”, Ben said.                             more versatile communication              small steps.
                                          controlling where the data is stored
                                                                                   swipe card letting you in the right       some industry partners that won’t                                                               with external partners as well as
                                          and how to create a safe learning
                                                                                   places.”                                  collaborate with you if you don’t have         “Students are not going to be waiting            significantly streamlining the process     “Take a tiny bit at a time, get
                                          environment for the students and
                                                                                                                             Skype.”                                        for two weeks to talk to someone.                of creating individual websites for       something to work and then go back
                                          staff, so they don’t have to worry
                                                                                   “It was important that we spoke with                                                     They are going to need the answers               different courses.                        to ask if you can start building up the
                                          about their work ending up on Google
                                                                                   IT director at an early point and got     The opponents of Skype argued                  immediately.”                                                                              other little bits”, he said.
                                          search results.”
                                                                                   him on board from the start”, Ben         that it didn’t add much to the video                                                            For students, the benefits have been
                                                                                   also pointed out.                         conferencing which was already                 The breakthrough                                 huge. Through Erik’s Global Studio        “That way I think ownership
                                                             The first steps
                                                                                                                             possible on campus.                                                                             course (which was used as a research      sometimes defers to the IT service
Supporting and Enabling BCE | July 2011




                                                                                                                                                                                                                                                                                                                 Supporting and Enabling BCE | July 2011
                                                                                   The first obstacle                                                                        The real turning point was when                  site for the project) they’ve had a       – without necessarily realising it,
                                                              As soon as Erik
                                                                                                                             Both Erik and Ben disagreed.                   the project team secured external                chance to work in direct collaboration    they’ve started to take ownership
                                                              got in touch with
                                                                                   At first, the pair encountered little                                                     funding to take things further.                  with international companies such as      over it to the extent where you start
                                                               the IT director
                                                                                   resistance. They were given the go        “To set up a video conference, you                                                              Motorola and Intel - as well as share     getting emails from them suggesting
                                                                Jed Woodhouse
                                                                                   ahead to try things out with the          need to contact the AV people with             The JISC-funded Business and                                                               changes and new things.”
                                                                 things started                                                                                                                                              experiences with other design teams
                                                                                   software and hardware already in          the lead time of about two weeks to            Community Engagement programme
                                                                  happening.
                                                                                   place to see how far that would take      get everything sorted”, Erik said.             Trialling of Online Collaboration Tools
                                                                  The reaction                                                                                                                                                Read more about the BCE Collaborative Tools project and Erik and Ben’s
                                                                                   them.                                                                                    for BCE project was perfect for their
                                                                   was                                                       The process, he said, was slow,                                                                  case study at:
                                                                                                                                                                            purposes.
                                                                   encouraging                                               expensive, led by academic interests                                                             http://www.jiscinfonet.ac.uk/infokits/collaborative-tools
                                                                    and after      “The resistance from the IT
                                                                                   department came – and for very valid      and didn’t reflect the learning                 Erik and Ben now had the time and                 http://issuu.com/jiscinfonet/docs/bcect_northumbria_case_study
               8                                                                                                                                                                                                                                                                                                        9
“One of the things that make cross-        where their business is paying us for     “At Teesside, we’ve got really great
                                                                                                                                                                       institution collaboration difficult         services.”                                marketing for student recruitment,
                                                                                                                                                                       is that academic schools are quite                                                   a massive database and fantastic
                                                                                                                                                                       siloed.”                                   To get the most for their money, Karen    information management about our
                                                                                                                                                                                                                  also recommends other academic            students and established quality
                                                                                                                                                                       “Then there are issues around work-        institutions also look at wider issues    processes in place”
                                                                                                                                                                       loading, reasons for staff to do work      around CRM as part of the implemen-

                                          Professionally managed relationships                                                                                         other than teaching, as well as issues
                                                                                                                                                                       around career structures.”
                                                                                                                                                                                                                  tation process.

                                                                                                                                                                                                                  “We took three projects forward at the
                                                                                                                                                                                                                                                            “In fact, what we’ve been putting
                                                                                                                                                                                                                                                            in place for business customers are

                                          are the key... and CRM is essential
                                                                                                                                                                                                                                                            an extension of processes which
                                                                                                                                                                       More than a record of contacts             same time; implementing a physical        are already part of the institutional
                                                                                                                                                                                                                  CRM database, introducing quality         culture.”
                                                                                                                                                                       According to Karen, one of the keys        standards for our employer work and
                                                                                                                                                                       to success is not to think about the       producing management information
                                          There are a lot of assumptions and misconceptions about customer                                                             CRM system as just a way to create a       for performance management”, she
                                          relationship management (CRM) systems in an academic environment.                                                            record of contacts.                        said.
                                          Karen Race, Deputy Director of the Department of Academic Enterprise at                                                      However, Karen says, one mistake that      “I think they all need to be done
                                          Teesside University, helped us to try and set a few of them straight.                                                        some universities make is to think too     together, you can’t just put in the CRM
                                                                                                                                                                       big about what information the CRM         ‘system’ without addressing the other
                                                                                                                                                                       needs to hold.                             two.”
                                          A CRM is a process that helps a            university or college without a CRM”,     “The Academic Enterprise Department
                                          business to manage their customer-         she said.                                 has had to create new posts, tackle     “To successfully implement a CRM,          Karen thinks some universities
                                          facing activities. It’s a way to keep                                                traditional conceptions and undertake   it’s important to be really clear what     aren’t too far behind commercial
                                          records of contacts, contracts and         “Universities are in the business of      a huge training process.”                                   is it that you want    organisations when it comes to CRM.
                                          sales leads – essentially all aspects      building long-term relationships with                                                                  the system to do.”
                                          of interaction that the company has        key customers for mutual benefit.”                                                                                            “If you think about it, universities
                                          with its customers. A good CRM is a                                                                                                               “For Teesside,        are already behaving in a more
                                          combination of practice, policy and        “So with that in mind, it’s absolutely                                                                  the scope was        businesslike manner towards their
                                          technnology.                               essential to have a rich seam of                                                                         about business      students”, she said.
                                                                                     detailed information about your key                                                                      customers –
                                          Teesside University has been running       customers.”
                                          Microsoft Dynamics across the
                                          institution for almost two years and       To Karen, the economic climate
                                                                                     isn’t an argument against CRMs
                                          according to Karen Race, the system
                                                                                     either – quite the contrary as now,
                                                                                                                                                                                                             Tips for success
                                          has been invaluable.
                                                                                     is the perfect time to make sure you
                                          “The fact that there is a CRM system       take the best possible care of your                                                                                     Karen listed some of the things that could help institutions in the
                                          has made everybody working with            business customers.                                                                                                     implementation process of a CRM system.
                                          businesses talk and interact a lot
                                                                                                                                                                                                              Include the right people in the specification process. To get the best
                                          more and has really brought added          “We’re getting to the point where                                                                                         possible spec, run a system for a while, talk to people. Look at the
                                          value to what they can offer to their      we’re going to be asking employers                                                                                        things they are already doing.
                                          own contacts.”                             to pay more and more, so you’ve
                                                                                     got to be really slick about the way
                                          Building long-term relationships           you deal with businesses if you’re
                                                                                                                                                                                                              Make sure the implementation process is not done in isolation. Let
                                                                                     expecting them to pay for the full cost
                                                                                                                                                                                                               people who have experience of business processes lead the project. At
                                          At a time of cross-sector cuts and         of delivery.”
                                                                                                                                                                                                               Teesside, the Department of Academic Enterprise owned the project,
                                          financial uncertainty, implementing a                                                                                                                                 the IT department supported it.
                                          new and expensive system, might not        Time, effort and money
                                          be high on an institutions’ agenda.                                                                                                                                 Don’t test in a sterile environment. This can lead to problems when
                                                                                     The CRM implementation process,                                                                                           going live through a university’s heavy firewall systems.
                                          However, as part of its mission,           which started in 2007, hasn’t been all
                                          Teesside is striving to be the “leading                                                                                                                             Be careful when defining a scope for your CRM project. Don’t try
Supporting and Enabling BCE | July 2011




                                                                                                                                                                                                                                                                                                    Supporting and Enabling BCE | July 2011
                                                                                     plain sailing.
                                          University for working with business“                                                                                                                                and get all the contacts in. For Teesside, the scope was about paying
                                          and in 2008, took a step further by        “It’s been a big job which has taken                                                                                      business customers or potential future customers.
                                          applying for the Customer First            time, effort, determination and has
                                          national quality standard.                 cost money”, Karen explained.                                                                                            Don’t think a database is going to solve all your problems. As part
                                                                                                                                                                                                               of the implementation project, make sure to look at your business
                                          After that, the strategic decision about                                                                                                                             processes and information management on a more general level.
                                          implementing a CRM system was a               Karen has just started a new project, working with
                                          no-brainer as Karen explained.               the University of Huddersfield to create a handbook
                                                                                       of best practice on CRM implementation. Find out                                                                       Never underestimate the time and effort that will go into training
                                          “You would never expect to see a             more at: http://crmhandbook.wordpress.com/                                                                              people. Make sure continuous support is available in addition to the
                                          business with a turnover similar to a
                                                                                                                                                                                                               official training sessions. This might mean setting up a new post to
                                                                                                                                                                                                               handle this.
10                                                                                                                                                                                                                                                                                                         11
The framework, developed by the            “It cannot be overstated enough             The organisational changes brought
                                          People, processes and technology                                           University of Nottingham as a JISC-
                                                                                                                     funded project in 2008, contains
                                                                                                                                                                that CRM is not just about a system,
                                                                                                                                                                but also about people, culture and
                                                                                                                                                                                                            on by the current economic climate
                                                                                                                                                                                                            have been so many that introducing
                                                                                                                     guides, insights and tools to help         processes. Understanding how these          yet another one with CRM could prove
                                                                                                                     institutions consider their approach to    components interact takes time, but a       difficult.
                                                                                                                     Customer Relationship Management           technical implementation should not
                                          For help in improving their business processes educational institutions    (CRM) processes and tools.                 and cannot take place until the             To get started, Sharon’s advice is not
                                          can turn to a self-analysis framework launched by JISC CETIS (Centre for                                              preparatory steps have been                 to think about the technology at the
                                                                                                                     The framework is in the process of                                                     beginning.
                                          Educational Technology and Interoperability Standards).                    being extended and it has recently
                                                                                                                                                                completed.”

                                                                                                                     been piloted by 13 institutions,           The report also recommends that             “Don’t make the process or the people
                                                                                                                     including 12 universities and one FE       the framework shouldn’t be used in          fit the technology (if you’re buying a
                                                                                                                     College.                                   isolation – to maximise its usefulness      CRM system)”, she said.
                                                                                                                                                                it should be supported with guidance
                                                                                                                     According to the feedback, the             from CRM experts and champions               “Ensure you know how your
                                                                                                                     piloting institutions found working        with previous experience of                 processes work and make any
                                                                                                                     with the framework a “positive and         implementing a CRM.                         improvements. Make sure staff
                                                                                                                     helpful experience”.                                                                   understand why CRM is important
                                                                                                                                                                Don’t make people fit the                    and what benefits it can bring them
                                                                                                                     “Whilst gaps and inconsistencies have      technology                                  to ensure their buy-in.”
                                                                                                                     been identified, on the whole the SAF
                                                                                                                     [self analysis framework] was found        According to Sharon, CRM is likely to
                                                                                                                     to be useful to all the institutions       become increasingly important as
                                                                                                                     involved by guiding them through the       the higher education sector becomes
                                                                                                                     process of analysis prior to selecting a   more business-oriented.
                                                                                                                     CRM systems, and thus avoiding some
                                                                                                                     of the many possible pitfalls”, says       “Information streams will need to
                                                                                                                     Sharon Perry, Learning Technology          be joined up in order to provide
                                                                                                                     Advisor at JISC CETIS, writing in the      customers (students/business/
                                                                                                                     project report.                            community etc.) with a higher level
                                                                                                                                                                of service. This means improving
                                                                                                                     During the pilot projects, some key        current processes and ensuring that
                                                                                                                     improvements were identified. Work          staff share in their institution’s vision
                                                                                                                     is currently underway to amend the         on relationship management” she
                                                                                                                     framework to address them as part of       said.
                                                                                                                     another JISC-funded project run jointly
                                                                                                                     by the University of Huddersfield and       As one of the challenges institutions
                                                                                                                     Teesside University.                       might need to tackle, Sharon
                                                                                                                                                                mentions ‘change fatigue’.
                                                                                                                     People before technology

                                                                                                                     One of the key findings in the
                                                                                                                     piloting stage was that there are three      JISC CETIS is supporting the current round (phase 2) of JISC
                                                                                                                     key interdependencies of any                 funded Relationship Management Projects.
                                                                                                                     approach to CRM:
Supporting and Enabling BCE | July 2011




                                                                                                                                                                  These are split into three strands: Good Practice in CRM; Stu-




                                                                                                                                                                                                                                                     Supporting and Enabling BCE | July 2011
                                                                                                                        People
                                                                                                                                                                  dent Progression, Retention and Non-Completion; and Alumni
                                                                                                                        Processes                                Engagement.
                                                                                                                        Technology
                                                                                                                                                                  For further details, see the relevant sections on:
                                                                                                                     “Whilst processes need to be carefully       http://jisc.cetis.ac.uk/support/relationship-management
                                                                                                                     documented, it is the ‘people’ aspect,
                                                                                                                     which is critical to the success of          Phase 1 projects and case studies are also listed here:
                                                                                                                     CRM”, the report reads.                      http://wiki.cetis.ac.uk/Funded_RM_Projects


12                                                                                                                                                                                                                                                          13
“Strategy is everything”
                                                                                                                                                                                                                                  Shrewsbury College was one of the institutions that took part in the
                                                                                                                                                                                                                                  Embedding BCE project.

                                                                                                                                                                                                                                  Ian Jervis, Head of Business Development at the college, stresses that
                                                                                                                                                                                                                                  it’s absolutely essential that external engagement is recognised in the
                                                                                                                                                                                                                                  institution’s core strategy.

                                                                                                                                                                                                                                  “If it is not embedded in the core organisation strategy it will not be seen
                                                                                                                                                                                                                                  as a key strategic objective and will remain marginalised within that or-
                                                                                                                                                                                                                                  ganisation.”

                                                                                                                                                                                                                                  One of the next key steps, according to Ian, is to get the support from the

                                          Big strategic leaps for BCE                                                                                                                                                             people that are going to be doing the actual work.

                                                                                                                                                                                                                                  “Once we had identified a clear strategy, this was communicated through
                                                                                                                                                                                                                                  the organisation and worked back from this start point – staff were
                                          During the last few years, Business and Community Engagement                                                                                                                            engaged from the writing of the strategy through to the implementation so
                                                                                                                                                                                                                                  they had buy-in.”
                                          has become an increasingly integral part of many educational
                                          institutions’ strategies. John Burke, Senior Adviser at JISC InfoNet,                                                                                                                   The right person for the job

                                          has been in the front seat for the ride.                                                                                                                                                In terms of the practicalities of getting started, Ian advises institutions to
                                                                                                                                                                                                                                  choose carefully the right person to carry out the self-analysis process used
                                                                                                                                                                                                                                  in the Embedding BCE project, as it’s essential to get all staff involved in it.
                                          As a project manager of the Embedding Business             a process of self-evaluation and planning.
                                          and Community Engagement project, John has seen                                                                                                                                         “This is a thorough process to evaluate your strengths and weaknesses
                                          the encouraging change within institutions in the          In the beginning, the project had to tackle numerous                                                                         which requires staff to get involved”, he said.
                                          awareness and appreciation of external activities.         instances of negative perceptions of external
                                                                                                     engagement including attitudes such as “applied                                                                              “It’s therefore important that the person carrying out the meeting evalu-
                                          “In a time of financial pressure, activity that generates   research is not ‘proper’ research”.                                                                                          ations is competent and experienced in this area because, initially, staff
                                          income gains priority”, he said.                                                                                                                                                        members can be sceptical of why they are involved as they may not see
                                                                                                     Three years later, John is pleased to see real progress in                                                                   their role as being involved with BCE.”
                                          “We have seen evidence that strategic leaders in           addressing these misperceptions.
                                          institutions are pushing this message down through                                                                                                                                      Ian also reminded us that the post-evaluation process should not be
                                          their organisation.”                                       During the last year, he has been running a                                                                                  neglected.
                                                                                                     continuation project, which has enabled him to revisit
                                          And while the obvious attraction might be income           the original project partners.                                                                                               “Remember this is an evaluation tool, it does not give you solutions”, he
                                          generation, John also pointed out that there’s more to                                                                                                                                  said.
                                          BCE than just money.                                       According to John, the follow-up has demonstrated the
                                                                                                     real impact, which is still being felt at institutions.                                                                      “You need post-evaluation to follow up on implementing the changes
                                          “There are many instances of BCE activity that do not                                                                                                                                   needed to embed BCE. The follow up meeting can help keep this on track
                                          necessarily bring in income, but instead are aimed at      “As the ongoing implementation of developments are
                                          generating impact in communities, advancing public         being delivered on the back of greater understanding                                                                         Be clear about your definitions
                                          understanding of what universities and colleges do and     on the part of staff at all levels, this will continue for
                                          raising aspirations in areas where traditionally take-up   some time”, John said.                                                                                                       Another institution that took part in the project was Newcastle University.
                                          of post-16 education has been low“, he said.
                                                                                                     “We have also gained                                                                                                         Zoe Bright from the School of Education Communication and Language
                                          “At a time when student fee levels and value for money     new knowledge into                                                                                                           Sciences was the project manager and, like Ian, she encourages other
                                          are on the agenda, public perception of the sector will    how large-scale cross-                                                                                                       institutions to embed BCE firmly within their strategies.
                   ling BCE uly 2011
Supporting and Enabling BCE | July 2011




                                                                                                                                                                                                                                                                                                                     Supporting and Enabling BCE | July 2011
                                          be critical.”                                              organisational develop-
                                                                                                     ments were authorised,                                                                                                       According to Zoe, it’s essential to get the fundamentals right.




                                                                                                                                                                                                                                                                                                                     Suppo tin and abl g BC Ju
                                          Real progress in tackling misperceptions                   financed, driven and
                                                                                                     sponsored at a senior                                                                                                        “It’s important to have clear systems and processes for monitoring and
                      g BC




                                          The original project kicked off in 2008, the same time     level and implemented                                                                                                        recording engagement activities, however, these are difficult to create
                                          that the recession hit the UK.                             at ground level.”                                                                                                            without a definition of engagement”, she said.




                                                                                                                                                                                                                                                                                                                                       b
                                          John worked with five institutions assessing how they       John Burke has seen great                                    Explore the InfoKit created from the Embedding BCE              “There needs to be a distinction between financial impact and value added,




                                                                                                                                                                                                                                                                                                                                 n
                                          were embedding BCE in their business processes and         progress in embedding BCE                                    project and find the individual institutional case studies at:   and recognition for the importance of both.”
Suppor in
 upp n




                                                                                                     within institutional
                                          institutional strategy and helping them to go through      strategies.                                                  http://www.jiscinfonet.ac.uk/infokits/embedding-bce




                                                                                                                                                                                                                                                                                                                        p
14                                                                                                                                                                                                                                                                                                                          15
Supporting and enabling BCE
Supporting and enabling BCE
Supporting and enabling BCE
Supporting and enabling BCE
Supporting and enabling BCE

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Supporting and enabling BCE

  • 1. T: 0191 222 5000 E: enquiries@netskills.ac.uk www.netskills.ac.uk Business as Usual? Supporting and enabling external engagement Stories from the project, BCE Awareness and Education for the Wider JISC Community funded by the JISC BCE Programme
  • 2. Contents Welcome to Supporting and Enabling BCE The current and future climate for higher & further education means that engagement and partnerships are going to be increasingly important to the success of both individual institutions and the sector as a whole. 04 “Is engagement activity ‘business as usual’ where Naturally there is a good deal of focus on the external facing aspects of engagement (often with specialist roles you work?” identified for those taking part), but not everyone experiences engagement this way. This can be particularly true What is BCE - definitions and terminology and dimensions. for the internal support and enabling functions within those institutions, where engagement may not always be 08 Opening up strict institutional ICT viewed as part of their business as usual. In 2006 Erik Bohemia and Ben Lovett started a project From 2008-2010, our JISC-funded project, Awareness and Education in Business and Community Engagement (BCE) which, four years later, led to an institution-wide roll-out of for the Wider JISC Community, examined the nature of external engagement within universities and colleges. The open source software and web 2.0 communication tools. focus for the project was on how increased engagement activity might impact on the ability of the internal They told us how. functions of an institution to support it effectively and consistently. 10 Professionally managed relationships are the key 08 We ran and took part in around 25 direct consultations and workshops, with individuals and groups representing There are a lot of assumptions and misconceptions the range of support and enabling functions found in UK universities and colleges. Staff from over 75 universities about customer relationship management systems in and colleges attended project events to share their experience, helping us build a picture of the landscape for an academic environment. Karen Race from Teesside support and management of BCE activities; both locally and more broadly across the sector. University, helped us to try and set a few of them straight. We also engaged with professional bodies such as UCISA, SCONUL and the AUA to explore the engagement-driven 14 Big strategic leaps for BCE activity taking place right across the HE and FE sectors, with the aim to find out the context in which it was being During the last few years, BCE has taken huge steps in experienced by key support staff working in IT, libraries and administration. becoming an integrated part of educational institutions’ strategies. John Burke, Senior Adviser at JISC InfoNet, has During that time we accumulated a lot of rich material on the project blog, wrote a report of our findings and been in the front seat for the ride. experience and shortened the project name (to simply BCE A&E). This 05 publication is an attempt to present those findings in a more relevant pre 16 Technology won’t solve all the problems in access and easily digestible way. management – the power is in the hands of people now The ’big white licensing elephant’ doesn’t necessarily exist As well as explaining how an why the term BCE is being used to and anymore, Mark Williams, Access management co-ordinator describe activities taking place in and around your organisation, we pla at JISC Collections, says. have highlighted five comm issues that cropped up during the common project and then spoken in depth with the people involved in key d 20 Institutional ICT doesn’t have to exclude external work taking place to address them. partners Loughborough University’s Network and Security Manager Also included is an overview of the wider JISC Business Matthew Cook talked us through the process of turning and Community Engagement (BCE) programme from the ad hoc queries into external engagement being part of programme manager Simon Whittemore, plus an Supporting and Enabling BCE | July 2011 Supporting and Enabling BCE | July 2011 “business as usual” 16 in introduction to the JISC Advance BCE team, who provide a useful first point of 22“Skillful BCE practitioners are like match-makers” contact for all matters BCE. The core skills needed in successful external engagement Supporting and Enabling BCE staff are skills in relationship building, says Helen Blanchett, Editor-in-Chief: Chris Young the project manager for project set out to create a national Chief reporter: Hanna Miettinen Chris Young skills framework for BCE. Contributors: Rob Allen, Caroline Ingram, Marc Dobson Editor-in-Chief Publisher: JISC Netskills, Newcastle upon Tyne 0191 222 5000, enquiries@netskills.ac.uk 2 3
  • 3. “Is engagement activity business as usual where you work?” This was one of the first questions we asked during the BCE A&E project and it highlighted some early stumbling blocks of identification, definition and terminology. “How is engagement at your institution impacting on the What’s in a name? Enter… BCE work you do?” As well as introducing more jargon to the already rich lexicon of UK “Are you able to consistently higher and further education, the diversity of descriptors for engage- ment activity (and the differences in their application) makes it difficult Business and Community Engagement (BCE) is being used by JISC, HEFCE and support it?” for support staff to consistently understand exactly what it is they are others to describe, more holistically, supporting. the relationships academic institutions create with external organisations and Over the lifetime of the BCE A&E Use of Customer Relationship traditionally given a wide berth by This is exacerbated when comparing between institutions; exchanging individuals. project, five recurrent themes Management (CRM) systems and many. practice and experience externally can be difficult if you can’t easily emerged in response to these two processes identify equivalent activities. As one attendee remarked, while At its heart are four dimensions, which questions. A combination of revised policy, open reflecting on the differences between institutional descriptions of ac- can be used as to group together types of Often seen as a potential panacea for practice and improvements in the tivities, “one organisation’s ‘employer-engagement’ is another’s identifiable activity. These typically relate The issues they typically encompass struggling engagement activities, the communication of strategy is now ‘life-long learning’”. to the relationships most people are not restricted to specific audience implementation of any CRM process helping to resolve the difficulties that recognise as existing at their institution. types or staff from any one particular represents a big change to working can arise here. Examining the types of activity actually taking place and their role. practice in most institutions. relationship to the ‘core’ business of a university or college can help. CPD, reward and recognition Employer Engagement broadly Access to online resources and man- Understanding the specific describes the activities people tend to If supporting and enabling BCE Which ones do we do? agement of identity requirements for an individual map between teaching and learning and activity to take place isn’t always institution is essential, but external organisations. The recent switch by many to the overcoming the negative perceptions indentified as part of the regular role A typical university or college could be presumed to be carrying out a UK Access Management Federation amongst staff and focusing on the for an individual, then allocating mixture of two main activities; Teaching and Learning and Research. Knowledge Transfer (and Exchange) is has made access to online resources benefits to both individuals and time and resource to developing their Even acknowledging that this is a very broad generalisation, most primarily used to refer to relationships easy for members of their institution, the institution are also vital for a capacity to do it can be difficult! people we met with could easily recognise the parts of their institution between the research funcions of institu- however extending that access successful implementation. that dealt with those two areas. tions and external organisations. The rest of this publication looks at to external partners is not as straightforward. Network access and deployment and important aspects of each of these During project consultations, most people also found it easier to map Lifelong Learning is typically used to areas, through the experiences of support of IT resources engagement-led activities originating from those two areas to either describe the interactions between Engagement with strategy those working with the JISC BCE Organisations or Individuals external to their institution. Although the teaching and learning and individuals The availability of high-quality, fast programme to help resolve them. local names for specific activities differed, the actual make up of them external to the institution. Institutions that run successful BCE and reliable IT resources is a major contained many commonly identifiable elements. activities are typically also better at advantage for the UK academic sector. Public, Community and Cultural clearly identifying, communicating These are reflected in the four dimensions of Business and Community Engagement is a broad term and embedding BCE within their However extending the use of these Supporting and Enabling BCE | July 2011 Engagement (BCE). institutional and organisational facilities to include external partners, Supporting and Enabling BCE | July 2011 encompassing a range of activity, usually The JISC BCE A&E Project Blog: involving individuals and wider society strategies. visitors and organisations involves http://bceawareness.jiscinvolve.org with the activities of the institution. crossing boundaries which are By identifying local activities within these dimensions (regardless of how they are referred to locally) means that advice, good practice, and calls for collaboration or funding opportunities can be accessed more quickly and effectively. 4 5
  • 4. It was recognised that JISC’s work would be part of a integrated online service models. These offer long-term change programme, so working with change information and knowledge to local partners, agents and key national stakeholders was vital for the generating innovation via co-development of ideas in programme’s success. open online marketplaces.  To help embed good practice in Customer Relationship The dual aims of the programme were designed to reflect Management (CRM), online self-analysis tools are the bi-directional nature of engagement and partnerships, enabling institutions to enhance their professionalism, JISC: Supporting BCE as well as the changing HE and FE landscape:  To enhance institutions’ efficiency, effectiveness and and maturity level, by better managing relationships and the associated data and services to deliver opportunities in BCE activities; customer value.  To improve access to institutions’ knowledge and  A pioneering project to support and develop CPD Programme Manager Simon Whittemore gives us an overview of the expertise for business and community organisations. for university and college engagement (including strategic thinking underpinning the BCE programme. knowledge exchange) practitioners is working closely With these in mind, the programme structure for the with AURIL, and other key national stakeholders, to current phase has been distilled into four strategic deliver an online diagnostic tool and a catalogue of priorities: available training resources. Over the last decade, supported by government policy, a The JISC Business and Community Engagement (BCE)  Partnerships are being empowered through use cases, consensus within the UK and across Europe has emerged, programme was designed in 2007 to help UK institutions 1. Organisational capability and efficiency for BCE practical guidance and resources in the deployment of that the considerable wealth of knowledge and expertise rise to these challenges and opportunities through the online tools to facilitate better, smarter collaboration. in universities and colleges can (and should) be harnessed effective use of technology. By supporting and developing 2. Relationship Management to make a more direct contribution to the economy and strategic management of relationships with external 3. Public Value and Civic Engagement Future work society than through graduates alone. partners, institutions would then be better equipped to 4. Embedding BCE across JISC deliver efficient and effective services which benefit the Future plans continue to build on work across these At the same time, we have experienced an explosion of economy and society. themes, with a particular emphasis on three key areas: Supporting the sectors new web technologies, an increasing amount of business conducted online and a digital world where information JISC defined Business and Community Engagement as The BCE programme is also supporting the Higher and  Further Access to Resources and Open Innovation is king. But where the kingdom is inclusive, global and encompassing four dimensions - often overlapping Further Education sector in the development of economic projects, aiming to extend existing, effective models multi-faceted, and the use and context of that information institutional strategic areas: competencies along with the innovative use of technology and focus on HE-FE exchange of good practice is everything. to enable partnerships, at both at the individual and in developing integrated online services and co- Employer Engagement development of online marketplaces. institutional level. For example: In this technology-driven world, open innovation, crowd- Knowledge Transfer (and Exchange)  A series of projects on Organisational Capability for sourcing and open access to research are among the  Via a portfolio of Access to Resources and Open key areas of innovation creating new opportunities for Lifelong Learning BCE, with partnering institutions (HE or FE) asked to Innovation demonstrator projects, HEIs and FECs are choose two areas in which to enhance good practice universities and businesses alike. Public, Cultural and Community Engagement taking a leading role in facilitating innovation via through exchange and development. Example areas include business intelligence, information and knowledge management to support BCE, or reward, recognition and incentivising of staff. Good practice to be shared via ‘Just Enough’ information sheets for each area.  A portfolio of collaborative projects (supported by the National Coordinating Centre for Public Engagement) on BCE and Enterprise in Support of the Research Excel- lence Framework (REF) and Impact Agenda. These are aimed at helping institutions prepare for the REF by deploying expert engagement professionals from other institutions to identify impact and benefits to external parties. Partner institutions are expected to embed an ongoing process and culture change, identify potential benefits and beneficiaries and to articulate impact on research users. Supporting and Enabling BCE | July 2011 Simon Whittemore, JISC BCE Programme Manager The JISC BCE Programme: Programme Manager Simon Whittemore (left) with members of the JISC Advance BCE team and project managers. http://www.jisc.ac.uk/bce 6 7
  • 5. Opening up strict institutional ICT In 2006 Erik Bohemia and Ben Lovett started a project, which four years later led to an institution-wide roll-out of open source software and web 2.0 communication tools. They told us how. It all started when Dr Erik Bohemia various phone calls and emails, Erik joined Northumbria University in was put in touch with Ben Lovatt, a the mid 2000s. His international developer at the university’s Learning background in teaching design meant Technologies team (LTech). that he understood the huge benefits global collaboration offers for design A key relationship was established money to explore the use of open at universities across the world. students. source web 2.0 applications to “It was important to have an ‘ally’ in communicate with the international Looking back, has the project At the time, Northumbria’s IT systems the IT services”, Erik said. business and university partners. changed the organisation in any were heavily locked down. Accessing way? emails and the virtual learning “And Ben wasn’t looking at it just from “That’s when we really got the IT platform (Blackboard) at the same the technical side. He understood director on board”, Erik said. “I think we are more open to ideas”, time meant fiddling between different what we were trying to do and how Ben said. wireless networks and there was no useful it was for the students to work “He became a champion of this, internal set-up to do any external with external partners.” starting to look at all the ways the IT “I’ve always worked for IT services, Ben Lovett worked together with Erik Bohe- collaboration that required the use mia (opposite page, top) to open up institu- services can change to accommodate although on the fringes rather Directly collaborating between their Northumbria students use Web 2.0 tools to than centrally, and I think the IT of IT. tional ICT Photos by: Simon Veit-Wilson the requirements from academics.” work with international partners in design departments meant that some of the projects. Photo courtesy of The Global Studio: department is much more open to early practical steps were also much reasons – when we wanted to start The Gift project Today ideas that originally would’ve been “Of course, as an academic, you can easier to take, Ben explained. installing invasive systems, things like terrifying.” always go and set up your own Google Skype, peer-to-peer networking etc”, objectives or the ‘requirements of the The result of the project has been Docs, free wiki pages and blogs”, Erik “It’s a lot easier to set up meetings Ben said. real-world’. great. Two years later, both Skype In terms of changing perceptions and said. if you’re already working in the and Wordpress have been rolled getting people on board with new department. And then there are also “In fact we missed out on some “It’s not going to be like that in out across campus enabling much things Ben advices to proceed with “But there are problems in terms of some really trivial things, like your projects as, for example, there are industry”, Ben said. more versatile communication small steps. controlling where the data is stored swipe card letting you in the right some industry partners that won’t with external partners as well as and how to create a safe learning places.” collaborate with you if you don’t have “Students are not going to be waiting significantly streamlining the process “Take a tiny bit at a time, get environment for the students and Skype.” for two weeks to talk to someone. of creating individual websites for something to work and then go back staff, so they don’t have to worry “It was important that we spoke with They are going to need the answers different courses. to ask if you can start building up the about their work ending up on Google IT director at an early point and got The opponents of Skype argued immediately.” other little bits”, he said. search results.” him on board from the start”, Ben that it didn’t add much to the video For students, the benefits have been also pointed out. conferencing which was already The breakthrough huge. Through Erik’s Global Studio “That way I think ownership The first steps possible on campus. course (which was used as a research sometimes defers to the IT service Supporting and Enabling BCE | July 2011 Supporting and Enabling BCE | July 2011 The first obstacle The real turning point was when site for the project) they’ve had a – without necessarily realising it, As soon as Erik Both Erik and Ben disagreed. the project team secured external chance to work in direct collaboration they’ve started to take ownership got in touch with At first, the pair encountered little funding to take things further. with international companies such as over it to the extent where you start the IT director resistance. They were given the go “To set up a video conference, you Motorola and Intel - as well as share getting emails from them suggesting Jed Woodhouse ahead to try things out with the need to contact the AV people with The JISC-funded Business and changes and new things.” things started experiences with other design teams software and hardware already in the lead time of about two weeks to Community Engagement programme happening. place to see how far that would take get everything sorted”, Erik said. Trialling of Online Collaboration Tools The reaction Read more about the BCE Collaborative Tools project and Erik and Ben’s them. for BCE project was perfect for their was The process, he said, was slow, case study at: purposes. encouraging expensive, led by academic interests http://www.jiscinfonet.ac.uk/infokits/collaborative-tools and after “The resistance from the IT department came – and for very valid and didn’t reflect the learning Erik and Ben now had the time and http://issuu.com/jiscinfonet/docs/bcect_northumbria_case_study 8 9
  • 6. “One of the things that make cross- where their business is paying us for “At Teesside, we’ve got really great institution collaboration difficult services.” marketing for student recruitment, is that academic schools are quite a massive database and fantastic siloed.” To get the most for their money, Karen information management about our also recommends other academic students and established quality “Then there are issues around work- institutions also look at wider issues processes in place” loading, reasons for staff to do work around CRM as part of the implemen- Professionally managed relationships other than teaching, as well as issues around career structures.” tation process. “We took three projects forward at the “In fact, what we’ve been putting in place for business customers are are the key... and CRM is essential an extension of processes which More than a record of contacts same time; implementing a physical are already part of the institutional CRM database, introducing quality culture.” According to Karen, one of the keys standards for our employer work and to success is not to think about the producing management information There are a lot of assumptions and misconceptions about customer CRM system as just a way to create a for performance management”, she relationship management (CRM) systems in an academic environment. record of contacts. said. Karen Race, Deputy Director of the Department of Academic Enterprise at However, Karen says, one mistake that “I think they all need to be done Teesside University, helped us to try and set a few of them straight. some universities make is to think too together, you can’t just put in the CRM big about what information the CRM ‘system’ without addressing the other needs to hold. two.” A CRM is a process that helps a university or college without a CRM”, “The Academic Enterprise Department business to manage their customer- she said. has had to create new posts, tackle “To successfully implement a CRM, Karen thinks some universities facing activities. It’s a way to keep traditional conceptions and undertake it’s important to be really clear what aren’t too far behind commercial records of contacts, contracts and “Universities are in the business of a huge training process.” is it that you want organisations when it comes to CRM. sales leads – essentially all aspects building long-term relationships with the system to do.” of interaction that the company has key customers for mutual benefit.” “If you think about it, universities with its customers. A good CRM is a “For Teesside, are already behaving in a more combination of practice, policy and “So with that in mind, it’s absolutely the scope was businesslike manner towards their technnology. essential to have a rich seam of about business students”, she said. detailed information about your key customers – Teesside University has been running customers.” Microsoft Dynamics across the institution for almost two years and To Karen, the economic climate isn’t an argument against CRMs according to Karen Race, the system either – quite the contrary as now, Tips for success has been invaluable. is the perfect time to make sure you “The fact that there is a CRM system take the best possible care of your Karen listed some of the things that could help institutions in the has made everybody working with business customers. implementation process of a CRM system. businesses talk and interact a lot  Include the right people in the specification process. To get the best more and has really brought added “We’re getting to the point where possible spec, run a system for a while, talk to people. Look at the value to what they can offer to their we’re going to be asking employers things they are already doing. own contacts.” to pay more and more, so you’ve got to be really slick about the way Building long-term relationships you deal with businesses if you’re  Make sure the implementation process is not done in isolation. Let expecting them to pay for the full cost people who have experience of business processes lead the project. At At a time of cross-sector cuts and of delivery.” Teesside, the Department of Academic Enterprise owned the project, financial uncertainty, implementing a the IT department supported it. new and expensive system, might not Time, effort and money be high on an institutions’ agenda.  Don’t test in a sterile environment. This can lead to problems when The CRM implementation process, going live through a university’s heavy firewall systems. However, as part of its mission, which started in 2007, hasn’t been all Teesside is striving to be the “leading  Be careful when defining a scope for your CRM project. Don’t try Supporting and Enabling BCE | July 2011 Supporting and Enabling BCE | July 2011 plain sailing. University for working with business“ and get all the contacts in. For Teesside, the scope was about paying and in 2008, took a step further by “It’s been a big job which has taken business customers or potential future customers. applying for the Customer First time, effort, determination and has national quality standard. cost money”, Karen explained.  Don’t think a database is going to solve all your problems. As part of the implementation project, make sure to look at your business After that, the strategic decision about processes and information management on a more general level. implementing a CRM system was a Karen has just started a new project, working with no-brainer as Karen explained. the University of Huddersfield to create a handbook of best practice on CRM implementation. Find out  Never underestimate the time and effort that will go into training “You would never expect to see a more at: http://crmhandbook.wordpress.com/ people. Make sure continuous support is available in addition to the business with a turnover similar to a official training sessions. This might mean setting up a new post to handle this. 10 11
  • 7. The framework, developed by the “It cannot be overstated enough The organisational changes brought People, processes and technology University of Nottingham as a JISC- funded project in 2008, contains that CRM is not just about a system, but also about people, culture and on by the current economic climate have been so many that introducing guides, insights and tools to help processes. Understanding how these yet another one with CRM could prove institutions consider their approach to components interact takes time, but a difficult. Customer Relationship Management technical implementation should not For help in improving their business processes educational institutions (CRM) processes and tools. and cannot take place until the To get started, Sharon’s advice is not can turn to a self-analysis framework launched by JISC CETIS (Centre for preparatory steps have been to think about the technology at the The framework is in the process of beginning. Educational Technology and Interoperability Standards). being extended and it has recently completed.” been piloted by 13 institutions, The report also recommends that “Don’t make the process or the people including 12 universities and one FE the framework shouldn’t be used in fit the technology (if you’re buying a College. isolation – to maximise its usefulness CRM system)”, she said. it should be supported with guidance According to the feedback, the from CRM experts and champions “Ensure you know how your piloting institutions found working with previous experience of processes work and make any with the framework a “positive and implementing a CRM. improvements. Make sure staff helpful experience”. understand why CRM is important Don’t make people fit the and what benefits it can bring them “Whilst gaps and inconsistencies have technology to ensure their buy-in.” been identified, on the whole the SAF [self analysis framework] was found According to Sharon, CRM is likely to to be useful to all the institutions become increasingly important as involved by guiding them through the the higher education sector becomes process of analysis prior to selecting a more business-oriented. CRM systems, and thus avoiding some of the many possible pitfalls”, says “Information streams will need to Sharon Perry, Learning Technology be joined up in order to provide Advisor at JISC CETIS, writing in the customers (students/business/ project report. community etc.) with a higher level of service. This means improving During the pilot projects, some key current processes and ensuring that improvements were identified. Work staff share in their institution’s vision is currently underway to amend the on relationship management” she framework to address them as part of said. another JISC-funded project run jointly by the University of Huddersfield and As one of the challenges institutions Teesside University. might need to tackle, Sharon mentions ‘change fatigue’. People before technology One of the key findings in the piloting stage was that there are three JISC CETIS is supporting the current round (phase 2) of JISC key interdependencies of any funded Relationship Management Projects. approach to CRM: Supporting and Enabling BCE | July 2011 These are split into three strands: Good Practice in CRM; Stu- Supporting and Enabling BCE | July 2011  People dent Progression, Retention and Non-Completion; and Alumni  Processes Engagement.  Technology For further details, see the relevant sections on: “Whilst processes need to be carefully http://jisc.cetis.ac.uk/support/relationship-management documented, it is the ‘people’ aspect, which is critical to the success of Phase 1 projects and case studies are also listed here: CRM”, the report reads. http://wiki.cetis.ac.uk/Funded_RM_Projects 12 13
  • 8. “Strategy is everything” Shrewsbury College was one of the institutions that took part in the Embedding BCE project. Ian Jervis, Head of Business Development at the college, stresses that it’s absolutely essential that external engagement is recognised in the institution’s core strategy. “If it is not embedded in the core organisation strategy it will not be seen as a key strategic objective and will remain marginalised within that or- ganisation.” One of the next key steps, according to Ian, is to get the support from the Big strategic leaps for BCE people that are going to be doing the actual work. “Once we had identified a clear strategy, this was communicated through the organisation and worked back from this start point – staff were During the last few years, Business and Community Engagement engaged from the writing of the strategy through to the implementation so they had buy-in.” has become an increasingly integral part of many educational institutions’ strategies. John Burke, Senior Adviser at JISC InfoNet, The right person for the job has been in the front seat for the ride. In terms of the practicalities of getting started, Ian advises institutions to choose carefully the right person to carry out the self-analysis process used in the Embedding BCE project, as it’s essential to get all staff involved in it. As a project manager of the Embedding Business a process of self-evaluation and planning. and Community Engagement project, John has seen “This is a thorough process to evaluate your strengths and weaknesses the encouraging change within institutions in the In the beginning, the project had to tackle numerous which requires staff to get involved”, he said. awareness and appreciation of external activities. instances of negative perceptions of external engagement including attitudes such as “applied “It’s therefore important that the person carrying out the meeting evalu- “In a time of financial pressure, activity that generates research is not ‘proper’ research”. ations is competent and experienced in this area because, initially, staff income gains priority”, he said. members can be sceptical of why they are involved as they may not see Three years later, John is pleased to see real progress in their role as being involved with BCE.” “We have seen evidence that strategic leaders in addressing these misperceptions. institutions are pushing this message down through Ian also reminded us that the post-evaluation process should not be their organisation.” During the last year, he has been running a neglected. continuation project, which has enabled him to revisit And while the obvious attraction might be income the original project partners. “Remember this is an evaluation tool, it does not give you solutions”, he generation, John also pointed out that there’s more to said. BCE than just money. According to John, the follow-up has demonstrated the real impact, which is still being felt at institutions. “You need post-evaluation to follow up on implementing the changes “There are many instances of BCE activity that do not needed to embed BCE. The follow up meeting can help keep this on track necessarily bring in income, but instead are aimed at “As the ongoing implementation of developments are generating impact in communities, advancing public being delivered on the back of greater understanding Be clear about your definitions understanding of what universities and colleges do and on the part of staff at all levels, this will continue for raising aspirations in areas where traditionally take-up some time”, John said. Another institution that took part in the project was Newcastle University. of post-16 education has been low“, he said. “We have also gained Zoe Bright from the School of Education Communication and Language “At a time when student fee levels and value for money new knowledge into Sciences was the project manager and, like Ian, she encourages other are on the agenda, public perception of the sector will how large-scale cross- institutions to embed BCE firmly within their strategies. ling BCE uly 2011 Supporting and Enabling BCE | July 2011 Supporting and Enabling BCE | July 2011 be critical.” organisational develop- ments were authorised, According to Zoe, it’s essential to get the fundamentals right. Suppo tin and abl g BC Ju Real progress in tackling misperceptions financed, driven and sponsored at a senior “It’s important to have clear systems and processes for monitoring and g BC The original project kicked off in 2008, the same time level and implemented recording engagement activities, however, these are difficult to create that the recession hit the UK. at ground level.” without a definition of engagement”, she said. b John worked with five institutions assessing how they John Burke has seen great Explore the InfoKit created from the Embedding BCE “There needs to be a distinction between financial impact and value added, n were embedding BCE in their business processes and progress in embedding BCE project and find the individual institutional case studies at: and recognition for the importance of both.” Suppor in upp n within institutional institutional strategy and helping them to go through strategies. http://www.jiscinfonet.ac.uk/infokits/embedding-bce p 14 15