Enhance Student Success: Automate Attendance Indicators in CRM Advise
Join us to learn about how we utilize attendance from Self-Service to drive indicator rules in CRM Advise to automate messaging for students facing attendance challenges. We’ll share best practices for implementation and actionable strategies to enhance communication and support for your students. Let’s transform attendance data into meaningful interventions that drive academic success!
From Reactive to Proactive: CRM Advise Alerts for Better Student Engagement
Discover how CRM Advise alerts can transform student engagement from reactive to proactive. This session showcases how customized alerts streamline call campaign management, enhance compliance monitoring, and enable early interventions—empowering students to stay on track and succeed.
Preparing for a Smooth CRM Migration with APIs and Redirects
Schoolcraft College recently launched Element451 for prospects and applicants. Several teams worked together to ensure a smooth launch in early July. Come learn how we used APIs in a variety of ways including: scouring our WordPress CMS for links to redirect & update, automatically creating Colleague registry accounts (i.e. DRUS) after applications are created in Colleague, populating extended Colleague data elements with Element451, and sending information about applicants back to Element451. We hope our techniques and strategies will help other schools considering CRM migrations.
Hollaback to Curriculum Tracks, Student Planning, & Progress
Budgets are BANANAS, so we have been doing all we can to use the tools we have to their full potential. Valparaiso University phased in Self-Service Student Planning from individual plans and registration, to Sample Plans, and Progress.
Navigating the shift to the Ellucian CRM Unified Interface
In this session, we will cover in-depth details on how to make the most of this transition from an institution that is already live. From basic navigation to understanding advanced settings, CRM users should walk away more prepared to leverage the new interface to their advantage.
AR/Finance
Birds of a Feather Networking
Implementing Self Service Procurement
Baldwin Wallace has implemented Colleague Self-Service Procurement to replace the manual paper forms. Review all the decisions that we went through and the configuration to set it all up. This will cover purchase orders, payment requests, and approvals.
Payment Plans and Integration with Colleague SaaS: Tools for Business Office Automation
Join us for an in-depth look at how Nelnet Campus Commerce integrates with Colleague SaaS to streamline business office operations. This session will highlight recent implementation projects and showcase how institutions are leveraging payment plans to support students in managing both current and past-due balances. Attendees will gain practical insights into automation tools that enhance efficiency and improve the student financial experience.
Become Budgety
Are your budgeting processes bogged down by spreadsheets, outdated reports, and endless email chains? Discover how FundFive’s Financial Insights & Budgeting platform Clarity is helping colleges and universities break free from inefficient systems and foster a culture of transparency, ownership, and efficiency. In this session, FundFive will share real-world insights, including a deep dive into one institution’s rapid budgeting transformation. Learn how Clarity integrates with Ellucian Colleague to deliver real-time financial insights and collaborative workflows.
Financial Aid
Birds of a Feather Networking
Financial Aid Yearly Setup Assistant
Come learn about the yearly setup for financial aid in Colleague, and how building several components is a breeze with the FASA assistant. FASA eliminates tedious data entry for communication management, award periods, disbursement codes, attendance patterns, and more. Session is intended for end users and tech folks, including those with experience completing annual setup or with no previous knowledge about how to carry over components from one year to the next year.
Unmasking Fraud in Financial Aid: Risks, Red Flags, and Responses
A session on how to identify fraud in financial aid, different types of fraud, what to look for, and how to respond. Sinclair College's experiences over the last few years and how our process has progressed.
Human Resources
Birds of a Feather Networking
If You Leave... Paper Leave Requests Aren't Pretty, Even in Pink!
Valparaiso University went from using a third-party timekeeping software to using Time Entry in Self-Service several years ago. In the last 3 years, we have transitioned our Leave Requests for both hourly and salaried staff to Self-Service from a paper process (on PINK paper) and in-house system, taking a days-long process for carryovers and awarding down to one day.
Information Technology
Adapting to Student's Needs: Enhancing Ellucian Experience at Delta College
Discover Delta College’s journey to boost student engagement with Ellucian Experience. After initial struggles with user adoption, we revamped the platform through feedback, design improvements, and outreach. Join us to explore our strategies for creating a more user-friendly experience and learn how to apply these insights at your institution to foster vibrant student engagement.
Birds of a Feather Insights
Moving to Insights, already moved to Insights or just wondering about Insights? Join colleagues for an open discussion about challenges, innovations, solutions and more.
Data Connect Roundtable
Insights Walkthrough, Rebuilding a Report in Insights
Demonstrations and walkthroughs showcasing the creation of reports within Insights are widely available. This session will address the practical considerations of migrating existing reports from other platforms. I will demonstrate the process of rebuilding a current report in Insights using two distinct methods: the native report builder editor and the SQL Query feature. Furthermore, we will explore the procedures involved when custom data, not currently residing in the Insights data lake, requires ingestion.
SaaS Preparation Journey: Essential Steps from Planning to User Acceptance
This presentation explores the transition to SaaS through a structured approach encompassing research, planning, and preparation. We highlight essential pre-work activities that ensure project acceptance and success, including stakeholder engagement and risk assessment. By sharing practical insights and examples, attendees will gain valuable strategies to navigate the SaaS preparation process.
