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Opportunity Strategy Planning Report

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Brook Mecham
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Purpose

Provides insights into closed adoptions that will support sales opportunity planning for the next sales season. Insights will identify opportunities where an institution is IA enabled, but where a section has not participated in IA, or where a print item was adopted, and the institution is not IA enabled, that can be converted to digital, or where a school is set up for PI and the courseware adoption did not participate in PI.

As a sales stakeholder, I want to identify opportunities to convert non-IA courses to IA participation, print adoptions to digital adoptions, and courseware with access codes to Partner Integration.

Report Notes

  • The access filter will automatically filter the report to only show products that the user’s company (in Manage) owns, and this filter will only show available values.
  • This report provides a limited display of opportunities based on the current term and previous two terms. For example, if today is 15-Oct-2024, then opportunities are based on adoptions, products, and institution participation models from Fall-2024 (current), Summer-2024, and Spring-2024.
  • As adoptions from institutions/distributors close throughout a sales season, to gain the most benefit from the data, it is recommended to pull this report in:
    • Late June for Winter/early Spring sales planning--report will include Summer, Spring, Winter adoptions (note: Spring/Winter will overlap with the late March report).
    • Late September for final Spring sales planning--report will include Fall, Summer, Spring adoptions (note: Summer/Spring will overlap with a late June report).
    • Late March for Summer and Fall sales planning--report will include Spring, Winter, Fall adoptions (note: Fall will overlap with the late September report).
  • Multi-semester courses may appear on the report term-over-term.
  • When a course is converted to one of the opportunities, it will no longer appear on the report for the next term and any historical terms (i.e., it will drop).
  • The Related VST Items are intended to surface that a digital product is available in the VitalSource ecosystem. It is not indicative of the correct product to offer a customer. This decision is left with the publisher based on their specific sales strategy.
⚠️ This report does not provide opportunity insights for institutions participating in EA or FA.

 

Definition of filters

Filter Name Description Usage Notes
Publisher The content owner of the VST Product that matches the ISBN in use.

Narrow results to a specific publisher company (if applicable).

⚠️ Note, filter is limited to companies that the system user is associated to.
Institution Name of the institution (Manage company name) Narrow to a specific Institution
State or Province State or province where the institution is located Narrow to a specific state or province
PI Institution Indicator

Indicates if PI Integration is set up for courseware

⚠️ Does not include future intended PI Integration
Narrow to PI Institutions

 

Definition of fields

Field Name Description
Available Opportunity

The most relevant opportunity to pursue, based on the institution’s program model:

  • PI: The institution is set up for PI courseware integration, but the courseware material did not use PI
  • PI (IA): The institution is set up for PI courseware integration and has an IA program, but the material is not participating
  • IA: The institution has an IA program, but the material is not participating (including both print and digital opportunities)
  • IA (Digital): The material in use is in a print format, and there is a digital format available
  • PI (Digital): The institution is set up for PI courseware integration and the adopted print material has a corresponding courseware format available
PI Institution Indicator

Indicates if PI Integration is set up for courseware

Does not include future intended PI Integration
Term Standardized term name, based on term start date
Adopted Item ISBN the institution has adopted
Item Name Title information from the institution for the item they are using
Edition Edition information from the institution for the item they are using
Term Start Date Term start date for the course using the material
Institution Name of the institution (Manage company name)

IPEDS ID

 Institution’s IPEDs number

State or Province

 State or province where the institution is located

Instructor

 Instructor name (provided by the institution) for the course

Instructor Email

 Email address of the instructor (if available)

Department Code

 Department code (provided by the institution)

Course Code

 Course code (provided by the institution)

Section ID

 Section code (provided by the institution)

Estimated Enrollment

 Estimated enrollment for the section, where known (provided by the institution)

Title of Related Product at VST

 Title of the related product in VitalSource inventory

Related Product at VST

 Content kind of the related product in VitalSource inventory

Related Product Owner

 Publisher company that owns the related product in VitalSource inventory

Author(s)

 Author name(s) of the related product in VitalSource inventory

Related VBID at VST

VBID of a related digital product in VitalSource inventory

⚠️ NOTE: This may not be the only possible digital product to deliver, but can serve as an indicator that VitalSource has at least one item in inventory that appears to match the institution’s adopted ISBN.
📄 If this value is null, the VBID is the same as the “ISBN in Use.”

Related Product Format at VST

 Format of the related product in VitalSource inventory 

Estimated Enrollment

 Estimated enrollment of the section
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