Why CampusNexus? Hear from Peers Who’ve Made the Move
Q&A with Chatham University, Cleveland University-Kansas, and Lancaster Bible College
Lindsay Reznik, Kirk Barnett, and Jeff Hoover answer questions about CampusNexus
During this recent Webinar, Chatham University, Cleveland University-Kansas, and Lancaster Bible College discussed their migration to CampusNexus and took questions from attendees at the end.
Regarding CampusNexus CRM. You were able to create automated tasks for the counselors to complete. Can you describe what some of those tasks or processes are?
Lindsay Reznik, Chatham University: Before implementing CampusNexus CRM, we would record student calls from the night before in spreadsheets so counselors could back log them into contact manager. Today we set a property with campaign targets to pending in student workers’ workspaces, so they can make notes about the phone call. If the counselor needs to reach out to the caller the worker can write a note to the counselor saying the caller has a question.
Do you have any idea of how much time that saves your folks?
Lindsay Reznik, Chatham University: I cannot give an exact number but it definitely has saved a lot of time and back logging. I mean, having to deal with printed spreadsheets all the time was insane. With this information available in the workspace now, our student workers are definitely held more accountable.
How did you decide which types of workflows you needed to implement?
Kirk Barnett, Cleveland University-Kansas: Well, that took sitting down and learning every process that a person would go through in any given department. I went department by department starting with financial aid because they were going through the automation implementation. I sat down with three staff members, the one who focuses on Title IV packaging, the one focuses on work study and all the other services, and the director.
In the old days, they would manually flag a student as needing an ISIR, for example. Now we do that automatically. But, with regard to Workflows, I work with each individual and then have all of my subject matter experts meet every two weeks, about twice a month.
We call it the Campus Management User Group, CMU, and includes all the power users of each department. We talk about what we need to do within the system and what is coming down the line from program academics. Interdepartmental communication is key.
How much of the work have you been able to do in CampusNexus yourself versus having Campus Management consultants do the work for you?
Kirk Barnett, Cleveland University-Kansas: I have been able to do virtually most of the work myself and just needed help where I run into snags, either with some sort of training shortcoming on my part or some knowledge that I lacked on how to create a forms builder form, for example. So I’m able to do a lot— and I’m not highly technical. I have had to get my train-the-trainer kind of training from Campus Management and then try to take it from there myself.
How does CampusNexus help with your assessment preparation?
Jeff Hoover, Lancaster Bible College: We are up for our ten year review through middle states in Pennsylvania as well as ABHE the Association for Biblical Higher Education. CampusNexus has allowed us to centralize data to run the reports we need. I am responsible for all IPEDs and accreditation reporting, so I’m in CampusNexus all the time. The workflows help me and our assessment department in that process.
How did you handle deciding who should be able to access various pieces of the student information for your department?
Jeff Hoover, Lancaster Bible College: Many times we had to decide as we went through the process with each department head, most of whom have full rights to their module. So for instance, our director of financial aid has rights to work within all the financial aid modules and financial aid automation. Now, they don’t have permission to access the background programming, but they can set the definitions and parameters they need as they run through their areas. The directors then decide who within their department should have access at certain level
With so many students at multiple campuses and online what is the registration process like now for your students?
Jeff Hoover, Lancaster Bible College: Currently our traditional undergraduates register online. Our nontraditional undergraduate students are more cohort based—since they are accelerated and run through their advisor to determine what they are going to take. So that is set up automatically each semester, indicating the next round of courses they should take to stay on track to finish.
Our graduate and seminary level students work with their advisors and then they have registration counselors who will register them for their courses. We have to pay a little more attention to them since they are in a master’s level and have to meet their prerequisites, so we walk them through that registration process and automate that registration a year at a time.
What is one thing, good or bad, that you were not expecting with CampusNexus?
Lindsay Reznik, Chatham University: The web client for the counselors on the road is really exciting as well as the ability to pull our own ad hoc reports. We actually learned how to do that in the one workshop back in November
Jeff Hoover, Lancaster Bible College: CampusNexus allowed us to really go back and review, especially as we were building workflows and implementing the new modules within the system. It enabled us to implement best practices and bring our processes up to speed.