The Roadmap for Student Success
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The Roadmap for Student Success

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Watching graduation rates soar; increasing on-time graduation; boosting student retention and persistence; improving the overall student experience. These all sit high on the priority list for most ...

Watching graduation rates soar; increasing on-time graduation; boosting student retention and persistence; improving the overall student experience. These all sit high on the priority list for most colleges and universities. For some, departmental silos or lack of quality data act as barriers to student success. However, others have embraced the concept of campus collaboration and committed to leveraging investments in systems across multiple departments. Join us to learn how Fresno Pacific is using the power and flexibility of the Salesforce Platform to track and help administer a variety of Student Services, despite very limited staffing dedicated to development. Applications are active for Tutoring, Campus Nurse/Medical Records, Mentoring and Retention, Fitness Center, Helpdesk, Conduct Management (discipline), with plans for continued expansion.

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The Roadmap for Student Success The Roadmap for Student Success Presentation Transcript

  • HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. Tuesday, June 25, 2013 Wayne State University Detroit, MI Higher Education Summit
  • HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. Presented by Jonathan Maher - jmaher@fresno.edu The Roadmap for Student Success
  • HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. Fresno Pacific University… —  …is a non-profit, independent, Christian university serving about 3,500 traditional-age undergraduate, adult degree completion and graduate students at the main campus and four regional centers in California's CentralValley. —  …serves many students who are the first in their families to attend college, qualifies as a Hispanic Service Institution and is amongThe Hispanic Outlook in Higher Education Magazine’s top 100 institutions for Hispanic students. —  …has the highest four-year graduation rate in the region and offers four-year guarantee
  • HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.
  • Medical Records Registration Medical Interactions Academic Standing Financial Aid Institutions Attended Payroll Records Student Restrictions Academic Credits Student Programs Course Sections Campaign Account Contact Campaign Member Lead Donations Advancement Contact Opportunity Case SanctionDiscipline Process Conduct Relationship Conduct Report Resource Inventory Inventory Allocation Tutoring Supplemental Instruction Salesforce at Fresno Pacific —  Recruiting for Graduate, Degree Completion, International,Traditional Undergraduate and Continuing Education —  Advancement donor management & reporting —  Academic tutoring —  Supplementary coursework management for STEM grant —  Project management —  Case management for IT Helpdesk and Continuing Education —  Medical records & Nurse’s Office appointments —  Resource/InventoryTracking —  Student Life discipline tracking —  SatisfactoryAcademic Progress management —  Internal collaboration (Chatter)
  • Medical Records Registration Medical Interactions Academic Standing Financial Aid Institutions Attended Payroll Records Student Restrictions Academic Credits Student Programs Course Sections Campaign Account Contact Campaign Member Lead Donations Advancement Contact Opportunity Case SanctionDiscipline Process Conduct Relationship Conduct Report Resource Inventory Inventory Allocation Tutoring Supplemental Instruction
  • HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. Student Services: Vision —  The roadmap depends on your vision for the platform —  Department focused rollouts —  Configuration and planning focused on the needs of a single department —  Development / administration may be managed by the department —  May or may not share instance with other areas of campus —  System of Record / System of Engagement —  Salesforce to be used across campus, often as the only system a staff member needs to use —  Student Information System remains the “Bible” for key student data —  System of Record
  • HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. Student Services: Identifying Opportunities —  What departments/processes are underserved by the SIS? —  What is the nature of the SIS’s shortcomings? —  Lack appropriate screens/fields to store data —  Lack of ability to automate processes —  Application is difficult to use —  What are the costs to the college of not moving a given process to Salesforce? —  Other departments left without key data —  Student (and staff!) frustration —  Which departments have mature processes and procedures, irrespective of the technology used?
  • HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. Student Services: Development —  Services can be provided in a variety of “sizes” —  Leverage Salesforce without requiring user interaction (“Non- App”) —  Leverage an existing application with minor augmentation (“Nano-App”) —  Create a simple application (“Mini-App”) —  Create a full-featured application —  Development can (and should!) be iterative —  Think about your roadmap for the future when designing —  Even the most organized department will forget to identify a key need
  • HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. Project Alert —  This is an example of a “Non-App” —  Leverages existing SIS to Salesforce integration —  Custom fields added to Academic Credits custom object to allow for tracking within Salesforce Academic Credits Account Contact
  • HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. Workflow delivery using an Email Alert
  • HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. Project Alert Roadmap —  No significant plans for expansion, as this is based on data stored in the SIS and enhancements to grading would be managed there —  Data is leveraged in SatisfactoryAcademic Progress application; counselors can see if struggling students were warned ahead of time Academic Credits Account Contact
  • MAT Candidate Tracking —  A “Nano-App” using 4 Custom Fields and 2Views —  Provides a team member fromTeacher Education with the ability to track candidates for our Master of Arts inTeaching Program —  Allows for collaboration with theAdmissions Department Account Contact Opportunity
  • HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. The ease of use of Excel, with the power of a full database
  • HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. MAT Candidate Tracking Roadmap —  Plans for significant expansion and replacement of legacy FileMaker Pro system —  Will allow for use with all Teacher Education programs and deeper collaboration between recruiters and the School of Education Account Contact Opportunity Teacher Education Profile Student Teaching Assignment
  • HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. Conduct Reporting Account Contact SanctionDiscipline Process Conduct Relationship Conduct Report —  Residence Life Department responsible for managing discipline and Restorative Justice process —  Relied on paper folders —  Very organized as a department, but in desperate need of a database to help manage/report
  • HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.
  • HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. Main details and documentation Individual(s) Associated with incident (points to Person Account) Discipline Steps and Sanctions (punishments) Private Chatter used to collaborate
  • HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. Conduct Reporting Roadmap Account Contact SanctionDiscipline Process Conduct Relationship Conduct Report —  Document management upgrades (Spring CM, or Conga Composer) —  Possible “partnership” with Campus Safety
  • HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. Tutoring —  Started as a “Mini-App”, requiring only one custom object —  Replaced legacy “TutorTrac” system —  Allows for tracking of tutoring services —  Facilitates better communication with students and is now integrated with a FormAssembly survey —  Expanded to also use the Resource Management application Account Contact Resource Inventory Inventory Allocation Tutoring Supplemental Instruction
  • HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. Basic student info is available to tutoring team for reference and reporting Custom buttons allow for faster logging of appointments, resulting in happier staff and students
  • HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. Pre-Selected via Custom Button
  • HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. Tutoring Interactions logged with the right attributes automatically send an email to the student
  • HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. Clicking the emailed link provides direct access to the survey
  • HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. Data is immediately available in Salesforce Staff can use a reporting tool they are familiar with to analyze results
  • HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. Inventory manager created for another office, but was a perfect fit for the Academic Support Center
  • HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. Medical Records / Campus Nurse —  Requires moderately complex security model because our Salesforce instance is used by multiple departments —  Functions like the TutoringApplication Medical Records Registration Medical Interactions Account Contact Opportunity
  • Medical Records / Campus Nurse Medical Records Registration Medical Interactions Account Contact Opportunity Visible only to Health Center Visible only to Admissions Visible to all Always visible to Health Center, but only visible to Admissions when associated with a Registration for an upcoming term
  • HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. Satisfactory Academic Progress ManagementAcademic Standing Student Restrictions Academic Credits Student Programs Account Contact Tutoring Supplemental Instruction —  Facilitates management of SAP, replacing manual process (FileMaker and Excel) —  Leverages affiliated tables and existing integration
  • Previous and Next Records are important in the context of evaluating performance over time Appeals automatically processed using FormAssembly Custom URLs link to summary reports
  • Simple formula field, passes variables to Report
  • HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. Satisfactory Academic Progress Management Roadmap Academic Standing Student Restrictions Academic Credits Student Programs Account Contact Tutoring Supplemental Instruction —  Focus on additional automation —  Develop Student Success features —  Possible use for mentoring/advising
  • Medical Records Registration Medical Interactions Academic Standing Financial Aid Institutions Attended Payroll Records Student Restrictions Academic Credits Student Programs Course Sections Campaign Account Contact Campaign Member Lead Donations Advancement Contact Opportunity Case SanctionDiscipline Process Conduct Relationship Conduct Report Resource Inventory Inventory Allocation Tutoring Supplemental Instruction
  • HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED. Jonathan Maher - jmaher@fresno.edu Questions?
  • HIGHER EDUCATION SUMMIT ’13: ENGAGE. TRANSFORM. SUCCEED.