RFI for Student Engagement, Communications, and Case-Management Platform
Location:
New York, United States
Posted on:
Jan 17, 2026
Deadline:
Feb 19, 2026
Summary:
Seeking a platform for student engagement, communications, and case management to support the admissions lifecycle and integrate with existing systems.
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Vendor needs to provide student engagement, communications, and case–management platform focused on the admissions and applicant lifecycle, including inquiry, application, decision, and enrollment/commitment stages. This platform is expected to integrate with existing CRMs and enterprise systems rather than replace them. 1. Admissions and applicant engagement 2. Front–door inquiries (prospective students, applicants, families) 3. Case intake, routing, tracking, and resolution 4. Admissions communications (email and related channels) 5. Workflow automation and operational efficiency 6. Engagement analytics and operational reporting. The solution should support role–specific experiences for admissions staff, counselors, administrators, and students, while enabling central governance, reporting, and oversight. 1. A unified admissions engagement platform supporting the full applicant lifecycle 2. Configurable, automated workflows for inquiry intake, routing, and resolution 3. Personalized, timely communications at scale 4. Integration with admissions and applicant data systems 5. Engagement analytics and operational insight (e.g., volume, response time, resolution trends) 6. Enterprise scalability across multiple campuses and user groups 7. Strong data privacy, security, and accessibility compliance 8. Role–based access, dashboards, and administrative controls 9. Reliable vendor support, training, and long–term partnership.
