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©2016 The Advisory Board Company • eab.com
Student Success CollaborativeTM
Introduction to Navigate
Navigate
©2016 The Advisory Board Company • eab.com
ROOTED IN RESEARCH
Peer-tested
best practices7,500+
Enrollment innovations
tested annually500+
ADVANTAGE OF SCALE
Institutions
served1,500+
Students supported
by our SSMS3.7 M+
WE DELIVER RESULTS
Of our partners continue
with us year after year, reflecting the goals we
achieve together
95%
We help schools
support students
from enrollment to
graduation and beyond
K-12 | Community Colleges | Four-Year Colleges and Universities | Graduate and Adult Learning
› Find and enroll your
right-fit students
› Support and graduate
more students
› Prepare your institution
for the future
©2016 The Advisory Board Company • eab.com
3A Single System with Two Interfaces
Advanced search
Referrals and case management
Appointment reports and shared notes
Early alerts
Intervention Campaigns
Front desk management
Student Engagement Tools in Navigate Student empower students to take ownership of their college experience through timely, customized mobile interventions, and ability to proactively reach out for support
Appointment scheduling by students
Intake, Favorites, Path from Navigate Student displayed in Navigate
Connect Network links student to their support team
Academic Plans created by student accessible to advisor
Personalized student path
Intake survey
Quick polls
"Nudges” via push notifications
Student calendar
Holds Center
Major Selection Guidance
Connect to campus resources
Analytics, Interaction, and Workflow Tools in Navigate facilitate the work and collaboration of advisors, academic leaders and support providers behind the scenes of the student experience
Navigate
Student
Navigate
Designed for: Student Support Services, Academic Leaders, Administration
Designed for: Students
©2016 The Advisory Board Company • eab.com
4
Workflow Tools Enable Targeted Interventions and a Network of Support
Navigate: for Faculty, Advisors, and Staff
Campaign Management
Improve advisor efficiency and
promote proactive advising with targeted mass outreach to students,
including responsive scheduling and
tools to monitor campaign results.
Coordinated Care Network
Coordinate campus-wide student
support through observational early
alerts, case referrals, closed-loop reporting, and centralized
interaction records like notes, documents, and customizable
permissions.
Appointment Scheduling
Provide faculty and staff with
flexible appointment scheduling and
tools to promote better planning and availability management.
Smart Student Profile
We provide a 360-degree view of
the most actionable student data to support holistic and strategic
student care. The Smart Student Profile includes:
Multi-Modal Student Communications
Engage with individual and groups
of students through email, text, or click-to-call directly through
the platform.
• Personal information
• Key academic indicators including predicted risk
• Unofficial transcript and class information
• GPA and credit trends by term
• Alerts and cases
• Assigned advisors and tutors
• Mobile app engagement data
Staff Embedding Strategic Care Tools into Their Daily Work—Leading to Impressive Results
100%Of full-time advisors using
the system daily
BOWLING GREEN STATE UNIVERISTY
22Percentage point increase in
student satisfaction with advising
UNIVERSITY OF SOUTH CAROLINA
8Percentage point increase in
four-year graduation rate
VIRGINIA COMMONWEALTH UNVIERSITY
$674KIn additional tuition revenue
with zero increase in staff
SAMFORD UNIVERSITY
©2016 The Advisory Board Company • eab.com
5
Mobile Platform Provides Tailored Guidance to Help Students Succeed
Navigate App for Students
Guided Onboarding
A timeline of to-dos helps
students navigate the
transition to college with timely, customized support.
Alert notifications remind students about important
deadlines and overdue tasks.
The experience is customized based on student SIS and
intake survey data; the timeline dynamically updates
based on student progress and in-app activity.
Pivotal Moments Path and Term-to-Term Tools
Post-onboarding, students can
see important college milestones disaggregated into tasks and alerts
to help them plan their term.
Self-service tools allow students to connect with their personal success
team, schedule their week, and receive customized guidance.
Members Seeing Rapid Adoption and Robust Usage Among Their Students
86%Of first-time freshmen downloaded
the mobile platform at orientation
ABILENE CHRISTIAN UNIVERSITY
93%Of freshmen downloaded the mobile
platform in first-year seminars
ROBERT MORRIS UNIVERISTY
80%Of steps completed by students in
the mobile platform on average
METROPOLITAN STATE UNIVERISTY OF DENVER
+13KSteps completed in the mobile
platform during orientation
UNIVERSITY OF MARY WASHINGTON
Program Explorer
The Program Explorer mobile tool simplifies the
major selection process, allowing students to
make simpler, smarter decisions early in their college experience.
After capturing students’ interests and career preferences, the Program Explorer generates a
customized a list of best-fit programs and job
recommendations.
©2016 The Advisory Board Company • eab.com
6
Collaborative Academic Plan Building, Scheduling, and Registration within a Single Platform
Academic Planning for Students
Course and Term Planning
The planning tool helps students to build
academic plans to optimize for on-time graduation by co-locating degree maps,
program requirements, and completed coursework in one intuitive platform.
Automated guardrails alert students to common planning errors and inefficiencies
like out-of-sequence courses and unproductive credits.
Shared Workspace
The shared workspace fosters ongoing
collaboration between advisor and student and encourages meaningful interactions.
Advisors can edit student plans, add comments, flag courses, and send messages
explaining the changes. Using Advanced Search, advisors can easily identify students
with planning errors, and then contact those students through targeted campaigns.
Academic Planning Efficiencies Improve Enrollment Conversion While Saving Advisor Time
34.9% 20 hrsEstimated advisor time savings per
month with use of academic planning and strategic care tools
$79KAdditional revenue from higher applicant
enrollment rate through optimized advising
WIREGRASS COMMUNITY COLLEGE
Best-Fit Scheduling and One-Click Registration
The advanced scheduling tool quickly
builds course schedules that align with students’ availability, preferred course
format, and location preferences.
Students can register for courses directly
in the platform (at schools with access to APIs for registration).
Percent increase in applicant conversion
due to streamlined academic scheduling
CERRO COSO COMMUNITY COLLEGE
©2016 The Advisory Board Company • eab.com
7
Feature Previews: Navigate for Staff
©2016 The Advisory Board Company • eab.com
8
Comprehensive View of Student Risk and Progress
Student Profile
*Interactions with Intake Survey, Quick Polls, Major Explorer, Journey progress, and Favorited Resources will be shown
Key Takeaways
• “Smart View” of academic factors to assess student’s progress
• Shared notes and reporting to centralize documentation on students
• Progress indicatorsand key academic metrics identify if student may be at risk
• Student-generated data from the mobile application will be visible in student profiles*
“Previously, we were advising based primarily on gut instinct. Now, we have all the data to give them an
objective sense of where they are and what they can do to improve. The conversation has changed dramatically.”
Navigate Advisor
©2016 The Advisory Board Company • eab.com
9
Generate Lists of Students for Strategic Use or Day to Day Work
Advanced Search
Key Takeaways
• Layer multiple search filters for easy list generation and student identification
• Flexible filters provide each advisor with the ability to build lists to segment for at-risk students or prioritize students they work with on a daily basis
• Individual users can save dynamic and static lists of students to access later on
• Take immediate action from your Advanced Search by selecting applicable students. Message, initiate an Appointment Campaign, or take Notes on a group of students.
©2016 The Advisory Board Company • eab.com
10
Track Details of Student Interactions to Facilitate Coordinated Care Network
Advising Summary Reports & Notes
Key Takeaways
• Advisors and Faculty may take notes on students after specific interactions, or to track need-to-know information about students
• Notes and Appointment Reports are saved on the Student Profile, and other staff may view them (based off of institution specific permissions)
• Notes facilitate knowledge-sharing across advisors and other Care Units.
• Administrators can view Note details in aggregate via Reporting built in to Navigate.
©2016 The Advisory Board Company • eab.com
11
Target and Track At-Risk Students for Advising Appointments
Appointment Campaigns
Key Takeaways
• Create outreach campaigns targeting specific studentcohorts to schedule advisingappointments with dedicated link
• Individual advisors can monitor and track the progress of their campaigns,view which students responded, and send follow-up reminders for those who haven’t
• Flexible filters provide each advisor with the ability to build lists to segment for at-risk students or prioritize students they work with on a daily basis
©2016 The Advisory Board Company • eab.com
12
Tools for Centrally Tracked and Flexible Communication with Students
Email and Text Messaging with Students
Key Takeaways
• Advisors and support staff can have two-way conversations with students via email or text
• The platform captures all conversations automatically for a complete digital record of all communications through the platform
• Students can receive push notifications to remind them of deadlines and priorities from their “Path” timeline
©2016 The Advisory Board Company • eab.com
13Progress Reports
Key Takeaways
• Solicit feedback from faculty to understand individual student performance in each course
• Collect information on a student’s likelihood of failing a class, their current or anticipated grade, absences, and the need for intervention
• Based on feedback, studentsupport staff can intervene with students early and understand the reasons for risk, manage a Case for thorough follow-up from another office, and guide students to relevant resources
©2016 The Advisory Board Company • eab.com
14
Campus-Wide Alerts, Referrals, and Documentation for Case Management
Alerts & Cases
Key Takeaways
• Faculty, tutors, and other support specialists can submit one-click alerts on struggling students to notify advisors that they might be at risk
• Advisors can also solicit information directly from faculty through Progress Report campaigns sent directly to faculty email
• Case system allows users to generate cross-campus referrals for at-risk students right from the platform and assign them to appropriate support staff
• Advisors can see a complete digital history for each student—including advising reports, notes, and cases—thereby closing the loop for maximum effectiveness
©2016 The Advisory Board Company • eab.com
15
Online Appointment Scheduling and Availability Management
Student Initiated Appointment Scheduling
Key Takeaways
• Appointment management allows advisors and students to schedule sessions based on both parties’ availability, with the option to send reminders for upcoming appointments
• Real-time scheduling by various user types enables easy access to advisor and tutor services
• Students can access appointment scheduling from their desktops and smartphones
©2016 The Advisory Board Company • eab.com
16
Feature Previews: Navigate for Students (Academic Planning)
©2016 The Advisory Board Company • eab.com
17
Build Personal Academic Plans Optimized for On-Time Graduation
Course and Term Planning
Key Takeaways
• Helps students build academic plans optimized for on-time graduation
• Students can search the course catalog based on a variety of filters and add courses to their plan
• The platform co-locates degree maps, program requirements, and completed coursework for easy reference
• Automated guardrails alert students to common planning errors and inefficiencies like out-of-sequence courses
©2016 The Advisory Board Company • eab.com
18
Supporting Ongoing Collaboration Between Students and Advisors
Shared Workspace
Key Takeaways
• Fosters ongoing collaboration between advisor and student and encourages meaningful interactions
• Advisors can edit student plans, flag courses, and add comments explaining the changes
• Using Advanced Search, advisors can easily identify students with planning errors, and then contact those students through targeted campaigns
©2016 The Advisory Board Company • eab.com
19
Quickly Build Schedules and Register for Courses
Best-Fit Scheduling and Registration
Key Takeaways
• Advanced scheduling tool quickly builds course schedules aligning with students’ availability, preferred course format, and location preferences
• Students can register for courses directly in the platform (at schools with access to APIs for registration)
©2016 The Advisory Board Company • eab.com
20
Feature Previews: Navigate for Students (Mobile App)
©2016 The Advisory Board Company • eab.com
21
Self-Service Tools and Notifications Empower Students to Stay on Course
Navigate Student App / Desktop Site
Key Takeaways
• The mobile app eases students’ transition to college with a customized timeline that displays key deadlines and priorities based on student intake and SIS data
• Students can see large milestones disaggregated into discrete, actionable tasks to plan their term
• Self-service tools allow students to complete tasks like bursar hold resolution, appointment scheduling, and health insurance verification directly from their smartphones
• The Resource Directory and My Network allow students to see campus resources and designated advisors at a glance
©2016 The Advisory Board Company • eab.com
22
Online Appointment Scheduling and Availability Management
Student Initiated Appointment Scheduling
Key Takeaways
• Appointment management allows advisors and students to schedule sessions based on both parties’ availability, with the option to send reminders for upcoming appointments
• Real-time scheduling by various user types enables easy access to advisor and tutor services
• Students can access appointment scheduling from their desktops and smartphones
©2016 The Advisory Board Company • eab.com
23
Instantly Create and Edit Student-Facing Content
Content Administration Tool
Key Takeaways
• Provides approved administrators with the ability to create, customize, and manage the content that students see in both Smart Guidance and Academic Planning modules
• Allows administrators to continuously create, edit, and publish content in real time, without the need to request or consult EAB personnel. This includes content in the app and academic plan templates by program
©2016 The Advisory Board Company • eab.com
Intake: Understanding who your students are
A quick survey that captures new information about the student to customize content
Capabilities
Allow students to provide information (ex: belonging to a
special populations) that would not be evident from the Student
Information System
Provide more ways to customize and target content for
students (e.g., quick polls directed only at first-generation
students)
Give advisors a more complete view of students (for
Navigate members, advisors will see student intake survey
selections in student profile)
©2016 The Advisory Board Company • eab.com
Home Screen: Providing students with tools to help them succeed
A navigable home screen allows students proactively explore tools to stay on track
Capabilities
Personalized Home Screen that “speaks” directly to student
using Navigate
Notifications of the most important To-Dos and Calendar
Events and information on how to follow through on related
action items
Notification of account Holds and information on how to
resolve
Explore tab with tools that that enable students to stay
organized and informed throughout their college experience
©2016 The Advisory Board Company • eab.com
Appointment Scheduling: Connecting students with support staff
Allows students to easily ask for help from advisors and other support staff
Capabilities
Students can schedule appointments from a smartphone
with their advisors, rather than finding and calling the right
advising center
Prepare advisors for their appointments, by prompting
students to identify the purpose of their appointment
Calendar syncing with advisors’ calendars allows students to
schedule an appointment only when advisors have set
availability
Advisors can send appointment campaigns directly to
student path
©2016 The Advisory Board Company • eab.com
To-Dos: Charting the paths to success
Personalized, step-by-step instructions help students navigate their college experience
Capabilities
Step-by-step paths to college success, breaking big goals
into manageable tasks
Provide the context, instructions, and resources for easy
completion of the most important tasks
Notifications nudge students week-by-week on their path,
ensuring they stay on track within the term
Ability for students to add their own To-Do items proactively
©2016 The Advisory Board Company • eab.com
Calendar Events: Informing students of what is happening on campus
A calendar of important campus events and deadlines
Capabilities
Keep students notified about important events for your
institution, including holiday breaks, orientation events, job
fairs, etc.
Selectively market events to the students who are most likely
to attend (ex: “First-Generation Welcome Day” only to first-
generation students)
Connect students to event-related content (ex: event page,
list of summer activities on campus)
©2016 The Advisory Board Company • eab.com
Resources: Connecting students to the right locations and information
A catalog of the physical and digital resources that students can access at your institution
Capabilities
A centralized compiled directory of important resources
Physical resources are linked to address or GPS coordinates
that students can navigate to
Contact information (phone, email) as weblinks for additional
information and hours of operation.
Ability to favorite resources for recurring easy access
©2016 The Advisory Board Company • eab.com
Quick polls: Gaining intra-term data on your students
Micro-surveys provide a pulse check for your campus and connect students to relevant resources
Capabilities
Identify a specific, timely need and provide the relevant
campus resource
Provide staff with student insights and the ability to follow-up
with students who need help
Share aggregated responses from other students to establish
social norming and communicate they are not alone in feeling
a certain way
©2016 The Advisory Board Company • eab.com
Notifications: Nudging students back on track
Timely nudges keep students on-track and notify them immediately if they missed something
Capabilities
Short, actionable push notifications to complete critical To-Do
items
Directs students to the steps and resources needed to act on
the notification
Identify at-risk students who are still in need of help,
escalating staff action
Relieve staff from time-consuming task of chasing down
students with unresolved issues and tasks
©2016 The Advisory Board Company • eab.com
My Schedule: Keeping students organized
A digital class & personal schedule
Capabilities
Easy-to-read student course schedule, pulled directly from
the Student Information System
Courses are mapped to locations and viewable on map, able
to navigate to location with default map app (ex: Google Maps)
Calendar integration lets students sync their class schedule
with smartphone, helping them manage their time in one
place
©2016 The Advisory Board Company • eab.com
Major Explorer: Enabling self-service exploration of majors and careers
Uses student interests and skills to recommend potential majors and careers
Capabilities
Automated recommendations for major and career based on
student’s own interests and skill sets
Catalog of institution-specific majors with in-depth major
descriptions
Detailed information on career and salary data drawn from
the US Department of Labor
Showing the potential paths from major to career
©2016 The Advisory Board Company • eab.com
Study Buddies: Connecting students with study groups
A feature that allows students to opt in to participating in a study group with their peers
Capabilities
Supports student success in their courses by connecting
them to peers for collaboration
Students can opt in to meet with other students in their course,
and email the group to set up a time to meet
Course rosters automated from your Student Information
System for most up-to-date class listing
Education Advisory Board
2445 M Street NW, Washington DC 20037
P 202.266.6400 | F 202.266.5700 | eab.com
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