Personalized Consultation

Do you have the right kind and number of email templates? Are you using deliver recipient list templates to create consistency and avoid error? Are your content blocks and merge fields working? Is your image library organized to help you automatically include images or consolidate messages?

Are you using populations and dynamic content effectively? Are there opportunities to consolidate messages or make your recipient lists evergreen to eliminate cycle prep maintenance? Is there opportunity to simplify the data you’re using to market to your audience? Is your deliver folder structure helping you report on messages?

Are you using trips to help you organize your travel season and track ROI? Would "voyager" help you plan travel? Is your event folder structure helping you report on event attendance or success?

Are you providing a place for your audience to register for your events? Can your audience schedule a time to meet with their assigned counselors? Are you taking advantage of Active Scheduler to integrate your calendars?

What data points should be on these forms (and why)? What should you leave off? How many forms do you need? Are you using the automatic communication tools available within forms? Are your events using the right scope and associated forms (and why is it important)?

Are there opportunities for automation for your source formats and export queries? Are your source formats optimized to help your database run efficiently?

Are there opportunities to increase rule efficiency to boost the overall speed of your database? Are there processes that are currently manual that take too much time or increase the likelihood of human error?

Are your interactions, custom tabs, and profile dashboards helping you? Can you get to all of the information you need to quickly see or update easily?

Are you sure you're seeing the records you want? Are there opportunities to make your reports less complicated so they load faster or require less yearly maintenance? Are you using folders and form templates effectively?

Are your materials, checklists, checklist rules, and applicant status portal working for you? Is there redundancy or confusion for your applicants or staff?

Are you using the legacy reader tools, the new Workflows tool, or an internal user portal? Are your reader bins, materials, review forms, and permissions working for you? Are any of your reviewers using external tools to perform interviews, maintain spreadsheets, or send internal emails to communicate their decisions?

Can the right people see the right applications? Are you using populations to simplify your end-user experience in the reader, in reports and queries, or internal portals? Are your roles defined by different job descriptions, or are they organized by functionality so they can be added onto a single user independent of their job? Do you have an audit process to inactivate appropriate users?

How are your fields and prompts organized and how does that affect you? Are you using entities or datasets to store complicated data in an easily accessible way?

Is your Slate hosted application working for you? How are your applications organized and how does that affect you? What is your round and period structure? What decisions and decision letters do you have? Should you replace your /apply page with an application management portal? Are your third party application integrations streamlined and easy to maintain?

How are you communicating with your applicants and current students? Are your deliver templates mobile friendly? Are your transactional and ad hoc emails working for you, like system emails, missing checklist notifications, or financial aid reminders?