I) Institutional Readiness — 30%
- SIS Modernization Status — 10%
- Full: Cloud/SaaS or funded migration underway
- Partial: Hybrid/on-prem with roadmap
- Low: Legacy/on-prem, no plan
- SIS (vendor) — 5%
- Full: Workday Student, Banner SaaS, Colleague SaaS, Oracle Student Cloud
- Partial: PeopleSoft (kept current/APIs), Banner/Colleague on-prem but current
- Low: Jenzabar legacy, homegrown, heavily outdated; “No result found”
- LMS (vendor) — 5%
- Full: Canvas, D2L Brightspace, Blackboard Ultra
- Partial: Blackboard (mixed Ultra/Original), Moodle with solid integrations
- Low: Fragmented/heavily customized Moodle; “No result found”
- Degree Audit Vendor — 5%
- Full: None OR legacy with clear dissatisfaction
- Partial: Degree Works/uAchieve with gaps or <24-mo renewal
- Low: Recently renewed incumbent; high satisfaction
- Advising / Student Success CRM — 3%
- Full: None OR generic CRM (Salesforce light use) with gaps
- Partial: EAB / Civitas / Anthology present with pain acknowledged
- Low: Recently renewed best-of-breed; strong outcomes
- Booked an Opportunity in the Past in CRM (2%)
- Full: Yes
- None: No”
- Curriculum Management Vendor — 1%
- Full: None OR modern vendor (Kuali/CourseLeaf/Coursedog) with integration gaps
- Partial: Vendor present, mixed sentiment
- Low: Recently modernized & well-integrated
II) Strategic Fit — 25%
- AI Adoption Score (0–100) — 10%
- Full: 70–100 | Partial: 40–69 | Low: 0–39
- Startup Friendliness (0–100) — 10%
- Full: 70–100 | Partial: 40–69 | Low: 0–39
III) Market Timing — 15%
- Competitor Contract Expiration — 15%
- Full: 0–12 months or option-year decision pending (+ negative sentiment)
- Partial: 13–24 months or extensions likely
- Low: >24 months & positive performance, or strong unknown incumbent
IV) Institutional Scale & Performance — 25%
- FTE Enrollment — 15% (heavily weighted)
- Full: ≥ 15,000 FTE or clear multi-year growth
- Partial: 5,000–14,999 FTE or flat
- Low: < 5,000 FTE or multi-year decline
- (If only headcount: proxy FTE = 0.75× for 4-yr; 0.65× for 2-yr.)
- Total Enrollment — 5%
- Full: ≥ 20,000 | Partial: 10,000–19,999 | Low: < 10,000
- Retention Rate — 3%
- Full: ≥ 80% | Partial: 60–79% | Low: < 60%
- Graduation Rate — 2%
- Full: ≥ 70% with active improvement mandate OR ≤ 35% with funded plan
- Partial: 36–69%
- Low: ≥ 70% “no change needed” OR ≤ 35% without plan
V) Context — 5%
- Religious Affiliation — 5%
- Full: Religious Institution
- None: Not a religious institution