2024-07-08 EduNav/SmartPlan demo

Owned by Denise Kidd
Jul 08, 2024
3 min read

Ellucian: Matthew Plaisted, AJ Hubbard (solutions consultant), Rue Ann Lopez (solutions consultant), Jeff Relue (from EduNav - strategic program director post-acquisition), Cyndie Chon (senior leader), Jen Dunker, Aaron Webb (TU main rep)

TU: Denise, Nicole, Catherine, Shelby, Smackin, Steph D, Sarah Montes

Topics/priorities

  • Student experience around registration

  • Managing course demand

  • Improve relationship between students and advisors

Core solution: Improve student outcomes

  • Deliver technologies to drive completion

  • Streamline registration/scheduling

  • Student-advisor relationship

Today’s products: SmartPlan and Award

  • SmartPlan - guides students with an optimized plan personalized just for them.

    • Self-heals

    • Reduces anxiety

    • Helps informed decision-making

    • Proactive warnings

  • Optimize schedules for operational efficiency

    • Aggregate data for demand

  • Award - automates completion analysis and credential discovery

    • Mass audit - every student against every offered credential

    • Shows credentials closest to completing

    • Auto-awarding

    • Strategic re-enrollment

  • Course mobility between feeders and receivers

  • Purdue, TX A&M system, Sam Houston

Demo (Rue Ann)

  • Automation to free up staff time

  • Updated interfaces

How does it work with Banner?

  • Declared goals

  • Banner data

  • SSASECT, catalog

  • Pre- and co-reqs

Degree Works

  • Requirements

  • Exceptions

Advisor knowledge

  • Automatic rules

  • Recommendations (built in course recommendations to give flexibility and guidance)

Personal circumstances

  • Goals

  • Schedule constraints

  • Target credits

  • Personal preferences

Shows paths and picks the best one. Add on destinations (majors, minors, certificates). Considers mode (online/in-person/campus).

Help students find their path - past, present, future

Past

Articulations (transfer coursework) included in plan

Progress bar - requirements missing

Holds

Exceptions

Overrides (permits)

Placements

Present

Automatically suggests a schedule (can handle multiple terms of open registration)

Using advisor input rules, DW requirements scribed to recommend courses

Max hours - click - change target (does it send request to advisor?)

Drag and drop interface

Validate Plan button – Analyzer - proposed changes - update or keep plan

Responsive to different devices. Most users are using mobile devices when using SmartPlan.

Co-requisites are linked and taking into consideration as it moves forward. Can change the section, replace with another course, mark to register, mot to another term, keep/remove

Replace - filters down and provides a list of courses and sections based on schedule preferences/constraints. Shows professor and professor’s other courses. More details about course.

Shows sections applicable to this student only.

Can show option to minimize changes or minimize time.

Can undo to go back to a previous valid plan.

Is there a way for students to see closed sections? Yes to allow wait-listing. Accounts for real time seat availability.

Holds preventing registration would display.

Advisors can see this view.

Pre-flight checking? Takes away the need for it because it only shows sections the student is eligible for?

Can students see reasons why they can’t register for specific courses?

Many students select courses based on faculty reputation? These students can indicate preferences. Can we turn this off? Rue Ann will follow up.

Impacts

  • Handled 500,000 updates by tool rather than advisors

  • 12 changes per student per registration term reduced

  • 60% reduction in advising time spent planning and scheduling

Future

  • Plan suggests course sequence over the remaining semesters.

  • Shows requirements a course satisfies. Pulls from how DW Scribe.

  • Core requirements with multiple options

  • Can change Goal - pulls What-if

  • Careers that a major can lead to - drill down into any career with mean pay and general information about the position and what they actually do.

  • SP and Award takes the place of SEP and will do What-ifs in SP rather than DW. SEPs are useful for lock-step programs that are cohort driven.

  • Do future schedules have to be built in Banner? No, pulls when classes are typically offered.

Data

  • How long does it take to get reliable data? Short period of time.

  • The more students you have in, the more accurate planning you can do.

 

Sarah:

  • Want to understand integration with DegreeWorks and lift

  • customizable curricular pathways

Catherine:

  • Does recommended path also include preferences/grades in previous classes or is it for all like students? Can build this in.

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