RFI for Student Engagement, Communications, and Case-Management Platform

An academic institution is seeking information about platforms designed to enhance student engagement, communications, and case management throughout the admissions and applicant lifecycle. The desired platform should facilitate processes including inquiry handling, application management, decision tracking, and enrollment/commitment, all while seamlessly integrating with existing CRM and enterprise systems.

Key requirements include robust support for admissions and applicant engagement, management of front-door inquiries from various stakeholders, comprehensive case intake and resolution functionality, and capabilities for multi-channel admissions communications. The solution should offer configurable workflow automation, operational efficiency, engagement analytics, and detailed reporting.

The platform must deliver personalized experiences for roles such as admissions staff, counselors, administrators, and students, while ensuring central governance and oversight. Additional priorities include enterprise scalability across campuses and user groups, stringent data privacy and security compliance, role-based dashboards and controls, strong vendor support, and a commitment to long-term partnership.