portal to the rescue: first year information copyright william p. wilson 2005. this work is the...

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Portal to the Rescue: First Year Information Copyright William P. Wilson 2005. This work is the intellectual property of the author. Permission is granted for this material to be shared for non-commercial, educational purposes, provided that this copyright statement appears on the reproduced materials and notice is given that the copying is by permission of the author. To disseminate otherwise or to republish requires written permission from the author.

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Page 1: Portal to the Rescue: First Year Information Copyright William P. Wilson 2005. This work is the intellectual property of the author. Permission is granted

Portal to the Rescue: First Year Information

Copyright William P. Wilson 2005. This work is the intellectual property of the author. Permission is granted for this material to be shared for non-commercial, educational purposes, provided that this copyright statement appears on the reproduced materials and notice is given that the copying is by permission of the author. To disseminate otherwise or to republish requires written permission from the author.

Page 2: Portal to the Rescue: First Year Information Copyright William P. Wilson 2005. This work is the intellectual property of the author. Permission is granted

Portal to the Rescue: First-Year Information

William P. Wilson, PhDDirector of Web Technology

S. Mark SikesDirector, Student Activities & First-Year Programs

Gettysburg College

Page 3: Portal to the Rescue: First Year Information Copyright William P. Wilson 2005. This work is the intellectual property of the author. Permission is granted

Context of Problem Gettysburg College mails 11-12 forms

to matriculated students end of May Receive those forms throughout the

summer Distribute copies or excel reports of

those paper forms to departments needing the information (e.g., registrar, housing, Music, Student Senate, College Bookstore)

Page 4: Portal to the Rescue: First Year Information Copyright William P. Wilson 2005. This work is the intellectual property of the author. Permission is granted

Issues with Existing Process Keeping track of form submission;

some duplicates crept in Getting information in timely manner Reading information on forms Rekeying of information by summer

employees for use in other offices Required students to write name,

address, phone, etc on all 11 forms – data we already knew about them

Page 5: Portal to the Rescue: First Year Information Copyright William P. Wilson 2005. This work is the intellectual property of the author. Permission is granted

IT Suggested Improvements Replace paper process with electronic

forms and pre-populating forms with data we already know

Provide tools to administrators for them to see their own data, edit it if needed

Provide real-time reports Integrate into our portal to allow for

proper personalization

Page 6: Portal to the Rescue: First Year Information Copyright William P. Wilson 2005. This work is the intellectual property of the author. Permission is granted

Office of First Year Programs Actions

Accept recommendations of IT, but replicate the paper forms and paper will also be sent to students

Student employees convert all paper submissions to electronic form so other improvements (e.g., reporting) will be available.

Required fields check, support credit card and check payment options

Page 7: Portal to the Rescue: First Year Information Copyright William P. Wilson 2005. This work is the intellectual property of the author. Permission is granted

Goals

60-70% electronic returns Show intelligent use of College data

to students and their families Provide data to offices in a more

timely, cleaner manner Get new students used to interacting

with the campus portal, campus email Reduce training time once on campus

Page 8: Portal to the Rescue: First Year Information Copyright William P. Wilson 2005. This work is the intellectual property of the author. Permission is granted

Timeline

Started consulting with offices in February

Coding began in March Iterations in April Testing in May Launched end of May Report writing throughout summer

Page 9: Portal to the Rescue: First Year Information Copyright William P. Wilson 2005. This work is the intellectual property of the author. Permission is granted

Design Considerations Incremental saving of form information Upon final submission, forms locked and

available in read-only format Replicate paper form as much as possible

but eliminate fields we already have data for

Personal information that is different from what we have is flagged and reported to office responsible for that data

Easily accessible technical help and FAQs Integrate two other systems seamlessly

Page 10: Portal to the Rescue: First Year Information Copyright William P. Wilson 2005. This work is the intellectual property of the author. Permission is granted
Page 11: Portal to the Rescue: First Year Information Copyright William P. Wilson 2005. This work is the intellectual property of the author. Permission is granted

Sample Forms

Page 12: Portal to the Rescue: First Year Information Copyright William P. Wilson 2005. This work is the intellectual property of the author. Permission is granted

Sample Forms

Page 13: Portal to the Rescue: First Year Information Copyright William P. Wilson 2005. This work is the intellectual property of the author. Permission is granted

Outcomes 97% electronic submission Improved business process with the on-

demand reports More participation in programs in the forms

(volunteer day, optional trips, t-shirt purchase, subscriptions)

Impress families with support when needed Provided a mechanism to use our data

intelligently – Advising an example

Page 14: Portal to the Rescue: First Year Information Copyright William P. Wilson 2005. This work is the intellectual property of the author. Permission is granted

Integrate Data in New Ways

Page 15: Portal to the Rescue: First Year Information Copyright William P. Wilson 2005. This work is the intellectual property of the author. Permission is granted

Where we go from here …

Go fully electronic, paper forms on request

Take advantage of electronic format and improve design

Additional reporting requirements Better integration with our ERP

systems

Page 16: Portal to the Rescue: First Year Information Copyright William P. Wilson 2005. This work is the intellectual property of the author. Permission is granted

Conclusions

Good collaboration More confidence in technology

solutions in this area All goals met or exceeded

Training reduced CNAV use increased Students/parents impressed with service Offices pleased with results