Department/Area: Admissions

SYSTEM MUST HAVES

MET?

(Place a 0, 1, or 2 in the box next to each item to indicate how the vendor meets the requirement.)

0 = No

1 = Yes - with difficulty

2 = Yes

CONSORTIUM TOP RANKED

Automated tickler system with call-back timing and detailed information for the call-back

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Direct marketing segmentation that allows for customizable and easy to use email, and letter production systems with envelopes

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Easy to create and edit letters and email

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Tracking of travel and visit information from on- and off-campus events such as college fairs and campus visits.

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Space for recording contextual information with student records

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Customer relationship management system, manage incoming and outgoing contacts, etc.. Ability to follow prospect from pre-application to full enrollment.

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Data Management

Ability to customize desired information for prospective students as well as others

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Document tracking and ability to review summary

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Screens to capture all data required by admissions, on as few a number of screens as possible (two screens not 20); i.e, efficient process for entry of initial applicant data, ease of data entry and screen layout

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Online matriculation capability that integrates into the database

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Moving data such as test scores to and from other outside sources, including ability to integrate applicant pictures

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Ability to capture all standard testing in whatever form is current (new 2005 SAT requirements)

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Batch entry of contact information

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Tracks evaluative ratings of applicants

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Ability to track and evaluate transcripts

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Ability to link inquiries with applications

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Real-time data updating, specifically status change, and automatic electronic ability to share information with other offices

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Process to track data on high schools and other off campus sources

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Allows students to apply for two different programs and to reapply

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Quick access to parent information, especially for PSEO students

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Reporting

Track and provide statistical reports on applicant groups by date of original application

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Abitlity to see who has applied for financial aid, applied for housing, registered, on one screen if possible; and automatic email notification of change in status of an applicant or change in variable that could impact status (e.g., financial aid awards)

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Provide plethora of standard reports that are customizable

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System for admissions staff independently to create detailed custom reports -- identify the tools

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On-line capability

Web-based self service for application, application-status tracking, fee checking and payment, event registration and payment

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Electronic signature capability

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Web-based chat for admissions counselor use with prospects

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Document imaging sufficient to support paperless admissions

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Non-traditional capability

Integrates support for alternative education programs

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Ongoing anytime enrollment

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Non-traditional billing capability

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Customer relationship management system suitable for the needs of non-traditional education

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Ability to track and evaluate transcripts of non-traditional students

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Assumptions

Facilitates delivery of good customer service

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Graphical user interface

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Reliable, consistent, progressive

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Security of data (flexible and secure permissions management)

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Customizable user screens

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Timely and reliable module update program

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Complete integration through system regardless of where data is originally entered

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DEMO TOP RANKED IN PART BY SHOWING THE FOLLOWING

No specific requests

Other Musts in Top 10 at One or More of the Colleges

None