1. Student Success Tools
2009 \

2. How can we help? Degree Search My Major Map Catalog Search
“What If?”….
Tracking Tool (for Advisors)
Academic Status Reports
Dashboards for Enrollment Management
Student Advisor Data
Etc. \

3. Degree Search
Students can search through ASU’s degrees, quickly viewing requirements.
Click on the screen shot for a video demo \

4. My Major Map
Available to Sun Devil Tracking Students. This lists all of the required classes for a major.

5. Catalog Search
Students can see books, fees, requisites, locations, and add a class to their schedule directly from this screen.
Click on the screen shot for a video demo

6. What If? These are the most common tasks people do in CRM:
They search for cases (either of a particular customer, or those that are assigned to their provider group or to themselves)
They create cases.
They add notes to existing cases
They transfer cases from one provider group to another, or from one person in a PG to another.
They customers
And they solve cases.

7. Advisor Tracking Tool
Advisors can see if their full time Freshman and Sophomores are on or off track, and what specifically they need to do to move forward.
There are lots of ways to do each of the actions in CRM.
Some methods are better than others.
This presentation will show you which methods we will use in HR to accomplish the various actions. 7

8. Academic Status Reports
Twice a semester, faculty
can notify students of poor performance via . Advisors can monitor.
Faculty
What to show here?
From Faculty P.O.V.?
From Advisor P.O.V.?
From Student P.O.V.?
All three?
Advisor
The bolded methods are the most efficient way to do each of these actions.
If you have a new customer, use 360 view to see if other cases are already open for that customer.
If you want to see what cases are open and assigned to you or your PG, use the dashboard.
If you need to create a case – use quick case. -
Your provider group may have an ERMS connection set up to automatically create cases that are sent to an address.
Add notes to cases using , or the quick case screen.
Transfer cases to another PG or person via standard view or quick case view.
from the standard view
Solve cases via or quick case.
Student

9. Dashboard: Enrollment Manager
Course Capacity:
Quickly see how full different classes are

10. Dashboard: Enrollment Manager
Course Forecast
Forecast into next year 10

11. Dashboard: Enrollment Manager
Missing Instructors:
See which classes don’t have instructors and which are fillling up 11

12. Student Advisor Data
Click on the screen shot for a video demo

13. Etc,

14. Etc