7. Email Case Management Tracking System
• Creates a ticket for each incoming email.
• Assign each email to a staff member.
• Staff members responds and resolves.
• Updates status in tracking software.
• Reports and statistics on volume and staff efficiency.
• No email left behind…
8. Electronic Forms
• Integrate with your existing student system
• LIFE certification forms
• Verification
• SC Need Based Grant
• Summer Enrollment
• Loan change/request forms
• Non-Allowable Charges Authorizations
• Third party providers, custom programming, or delivered solution.
9. Cameras and Video Recording
• Useful for staff training and for security.
14. Excel
• Go beyond the auto-sum feature
• Formulas: V-lookup
• Concatenate
15. Assessment
• Survey Monkey
• Google Surveys
• SMS Marketing
• Qualitative data analysis – Nvivo – Text, theme, coding, analysis – Ask
your IE office if they already have.
• Use survey analysis to survey staff and determine training needs
• Survey students for satisfaction, areas of improvement
16. Utilize Existing Resources
• Licenses for software, licenses for training (Use our excel online
course as a great example).
• With only a few exceptions, the technology resources listed here can
be obtained for free or at greatly reduced cost.
Editor's Notes
I hope all of this is very actionable. My goal is for this to be the most practical session you attend here at SCASFAA. Of course, please don’t tell Dave Bartnicki that I said that. Nothing specific to one student management system, so feel free to poach any and all of these ideas for your benefit.
IT is developing – Also mention Clemson’s TigerTracks. One of the most frustrating problems for our students is never receiving a response from an email. If we track those emails, we can ensure all emails are responded to. I recommend having a generic email account, because it makes it much easier to manage the emails as they come from one source.
I am sure many of you are much more adept at this than I am, but it can be critical to your business success.
Tell my interview story about Jeff Dennis and Excel.
