Clark U and Technolutions Slate NEGAP conference presentation

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Distributed Management: Implementing Change Across Academic Departments Ethan Bernstein Director of Graduate Admissions Emily Toops Technolutions, Inc.

Transcript of Clark U and Technolutions Slate NEGAP conference presentation

Distributed Management:

Implementing Change Across Academic

Departments

Ethan BernsteinDirector of Graduate Admissions

Emily ToopsTechnolutions, Inc.

Key StrategiesGraduate Education Portfolio

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The Graduate School

International DevelopmentCommunity, and Environment (IDCE)

Graduate School of Management

College of Professional and Continuing Education

8 PhD Programs• Biology• Biochemistry and Molecular Biology• Chemistry• Economics• Geography• History• Physics• Psychology

MA in EnglishMA in Teaching

MS/MBAMA/MBA

MBAMS in Acct.MS in Finance

The Graduate School

2 MA degrees2 MS degrees1 Certificate

MPA

MA in Communications

MS in Info Tech

Key StrategiesGraduate Education Portfolio

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The Graduate School

International DevelopmentCommunity, and Environment (IDCE)

Graduate School of Management

College of Professional and Continuing Education

8 PhD Programs• Biology• Biochemistry and Molecular Biology• Chemistry• Economics• Geography• History• Physics• Psychology

MA in EnglishMA in Teaching

MS/MBAMA/MBA

MBAMS in Acct.MS in Finance

The Graduate School

2 MA degrees2 MS degrees1 Certificate

MPA

MA in Communications

MS in Info Tech

12 Accelerated BA/Masters

Degree Programs

Key StrategiesAbout Technolutions

> More than 200 clients worldwide

> 100% client retention for over two decades

> Supports the lifecycle of the Admissions process

> Integration with student information systems

> Compliance Ready

> First-to-market with online reading

> Mobile Focus:Communicate with students via text

Read on your iPad

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Key StrategiesSlate and Graduate

Institutions

> Working with over 70 graduate institutions

> Large graduate institutions with 100+ programs and over

1000 faculty readers

> Small graduate programs, sometimes within the same Slate

instance as the undergraduate program

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Key StrategiesAdmissions Process Before Slate

> Decentralized and overly complex

> ApplyYourself, Banner, Paper Applications

> Various deadlines, application fees, admission requirements, application review processes, and enrollment deposit fees

> Gathering/reporting university-wide graduate program admissions data was challenging

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Key StrategiesOur Process to Implement Change

1. A CRM solution was selected- Slate

2. Formed an implementation committee with representatives from each graduate program

- Buy-in/support from campus-wide community

- Re-envisioned admissions process for each program

- Agreed upon a singular base application

3. Created a Graduate Admissions Office- Launched new graduate admissions office July 1, 2013

- Accepted applications using Slate for the fall 2014

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Key StrategiesOur Process to Implementation Change

4. Transitioned from an implementation committee to a liaison committee

- Members serve as liaisons between the graduate programs/departments and the central graduate admissions office

- Liaisons help to manage applications review process for individual programs

5. Slate -> Banner (SIS)

6. Slate training sessions- Faculty

- Staff

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Key StrategiesSlate Best Practices

> What is your ideal admissions process?

> What do you want to change? What do you want to keep?

> Plan and take time to re-envision your admissions process

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Key StrategiesDistributed Management

> Built unique online application file review management environments for each department/grouping of graduate programs

> Utilized program-based permissions

> Created standard roles for departmental staff & faculty- User account management

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Key StrategiesApplication Management

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Key StrategiesApplication Management Cont.

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Key StrategiesOnline Reading

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Key Strategies

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Key StrategiesDistributed Management Cont.

> The Graduate Admissions Office releases all decision letters after department approval and approval from the Dean of Graduate Studies.

> The Graduate Admissions also manages email communication for the various departments and programs.- Application reminder emails, admitted student day information, etc.

> The Graduate Admissions Office now manages all data collection and reporting.

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Key StrategiesAutomated Reporting

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Key StrategiesTargeted Communication

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Key StrategiesRolling “Go-Live” Dates

with Slate

> Implement in phasesIdentify priorities

Establish a timeline for each project (application, reading, decisions)

> Soft “go-live” dates allow for thoughtful planning and transitioning to Slate

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Key StrategiesSlate Implementation Roadmap

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Key StrategiesKey Takeaways

> Find a CRM solution that will help you implement change –don’t be afraid to change processes or business practices.

> Involve and empower staff from each department/program

> Utilizing program/department based permissions to limit the view/access of certain users

> Reduced reliance on IT department

> Share queries/reports/data with departments

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Key StrategiesLots of Programs,

One Instance

> Self-service tools allow for easy customizationAdd conditional logic for application questions

Automate different processes for different programs

Customize checklist and application requirements per department

> Security and PermissionsControl what users and readers can access

> Custom SQL or JavaScript knowledge not required!

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Key Strategies

Contact Info:[email protected]@EBClarkU

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Learn more about Technolutions and Slate:www.Technolutions.com