Summary

Centralize student services workflow across 4 campuses. Mid-market deal with fast evaluation timeline and board-mandated modernization. Could become a strong reference account for education vertical.

Current State

• Demo completed March 6 with VP Student Services and IT Director.
• Strong positive reaction to the unified dashboard and API-first architecture.
• Budget Director needs an ROI case before approving — asked for efficiency projections.
• No competition identified yet.

Next Steps

• Build ROI model showing staff efficiency gains across 4 campuses by April 3.
• Send technical architecture overview to Amy Lin for IT review.
• Schedule follow-up call with Michael Torres to discuss phased rollout plan.

Activities

• 2026-03-08: Internal review — marked as fast-moving, good reference potential.
• 2026-03-06: Full platform demo for Michael Torres and Amy Lin (90 min).
• 2026-02-28: Initial call with Michael Torres — 30 min intro, confirmed pain and timeline.
• 2026-02-22: Inbound inquiry from blog post on education workflow modernization.

Risks / Blockers

• Budget-conscious institution — deal value may compress if ROI case isn't strong enough.
• Small IT team — implementation support expectations may be higher than standard.