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10-question HELIOS Readiness Self-Check

First Name

Last Name

Designation

City

Name of the Institution

Strategy & Leadership

1. Digital transformation is formally included in our institution's strategic plan with executive sponsorship.

1. Digital transformation is formally included in our institution's strategic plan with executive sponsorship.

2. We have clearly defined transformation objectives linked to measurable student, academic, or operational outcomes.

2. We have clearly defined transformation objectives linked to measurable student, academic, or operational outcomes.

Student Experience

3. Students can complete most key journeys (admissions, enrollment, support requests, communications) through integrated digital channels.

3. Students can complete most key journeys (admissions, enrollment, support requests, communications) through integrated digital channels.

4. Our institution has a unified view of student engagement across departments.

4. Our institution has a unified view of student engagement across departments.

Data & Analytics

5. Leadership dashboards provide real-time visibility into enrollment, retention, academic performance, and institutional KPIs.

5. Leadership dashboards provide real-time visibility into enrollment, retention, academic performance, and institutional KPIs.

6. Data definitions, ownership, and governance standards are consistently applied across departments.

6. Data definitions, ownership, and governance standards are consistently applied across departments.

Technology & Integration

7. Core systems (SLCM, LMS, CRM, ERP, Finance, HR) are integrated and exchange data reliably.

7. Core systems (SLCM, LMS, CRM, ERP, Finance, HR) are integrated and exchange data reliably.

8. Technology decisions are guided by enterprise architecture rather than departmental preferences.

8. Technology decisions are guided by enterprise architecture rather than departmental preferences.

Governance & Risk

9. We have formal governance processes for digital initiatives, cybersecurity, privacy, compliance, and AI adoption.

9. We have formal governance processes for digital initiatives, cybersecurity, privacy, compliance, and AI adoption.

Change & Capability

Faculty, staff, and leadership actively support digital transformation and receive structured change-management support.

Faculty, staff, and leadership actively support digital transformation and receive structured change-management support.

Your HELIOS™ Maturity Score

0–3 Points Level 1: Fragmented

Your institution is operating with isolated systems and disconnected transformation efforts.

Primary Focus:

Establish leadership alignment Define transformation roadmap Create governance structure
4–6 Points Level 2: Emerging

Transformation initiatives exist, but execution remains inconsistent across functions.

Primary Focus:

Improve system integration Strengthen data governance Standardize student journeys
7–8 Points Level 3: Integrated

Core capabilities are in place, but opportunities remain to improve visibility, automation, and institutional agility.

Primary Focus:

Expand analytics maturity Improve cross-functional collaboration Optimize operating models
9–10 Points Level 4: Intelligent Institution

Your institution demonstrates strong digital maturity and is positioned to leverage AI, predictive analytics, and continuous innovation.

Primary Focus:

Scale innovation Enhance predictive decision-making Institutionalize continuous improvement
Identify Your Top 3 Gaps

Mark every question answered "No."

These become your highest-priority improvement areas.

Select the three domains with the most "No" responses.

These represent your institution's biggest barriers to successful transformation.

Identify Your Top 3 Gaps

Mark every question answered "No."

These become your highest-priority improvement areas.


Select the three domains with the most "No" responses.

These represent your institution's biggest barriers to successful transformation.

Email Address

Phone Number