Architecting a FERPA-Compliant Student Lifecycle Platform
Context
To enable high-touch advising, I led the design of a FERPA-compliant data platform integrating LMS, Banner SIS, and Salesforce CRM.
Institutional access restrictions required a governance-aligned solution that preserved compliance while enabling operational visibility.
The Challenge
- Fragmented data across systems
- Strict privacy constraints
- Manual reconciliation
- No infrastructure for structured advising workflows
Without unified tooling, proactive support could not scale.
What I Led
Regulatory-Compliant Architecture
Defined permissible data boundaries and integrated engagement, academic, and CRM data into a centralized platform.
Lifecycle Segmentation Model
Structured student stages (active, at-risk, intervention, re-engagement) to prioritize outreach.
Workflow-Embedded Advising
Implemented automated risk flags, structured outreach cadence, documentation standards, and executive dashboards.
Outcomes
- Enabled scalable high-touch advising under compliance constraints
- Reduced reporting friction and manual reconciliation
- Standardized intervention documentation
- Created executive-level lifecycle visibility
- Supported sustained high completion performance
Product Scope
- Regulated data architecture
- Cross-institution stakeholder negotiation
- Lifecycle analytics and segmentation
- Intervention workflow tooling
- Executive KPI governance
Data visibility alone does not change outcomes. When architecture is embedded within structured operational workflows, it becomes a product lever for retention.