Category: Marketing + Recruitment

  • How to Build a High-Impact Data Team Without the Full-Time Headcount [Webinar]

    How to Build a High-Impact Data Team Without the Full-Time Headcount [Webinar]

    You’re under increased pressure to make better, data-informed decisions. However, most colleges and universities don’t have the budget to build the kind of data team that drives strategic progress. And even if you can hire, you’re competing with other industries that pay top dollar, making it hard, if not impossible, to find the right data resource with all the skills to move your operation forward. Don’t let hiring roadblocks make you settle for siloed insights and stagnant dashboards.

    How to Build a High-Impact Data Team
    Without the Full-Time Headcount
    Thursday, June 26
    2:00 pm ET / 1:00 pm CT 

    In this webinar, Jeff Certain, VP of Solution Development and Go-to-Market, and Dan Antonson, AVP of Data and Analytics, break down how a managed services model can help you create a high-impact data team at a fraction of the cost and give you access to a robust bench of highly specialized data talent. They will also share some real-world examples of nimble, high-impact data teams in action. 

    You’ll walk away knowing: 

    • Which data roles are needed for success and scale in higher ed 
    • How to rapidly scale data operations without adding FTEs 
    • Why managed services are a smarter investment than full-time hires 
    • Ways to tap into cross-functional expertise on demand 
    • How to build a future-ready data infrastructure without ballooning your org chart 

    Whether you’re starting from scratch or trying to scale a lean team, this session will offer practical, flexible strategies to get there faster — and more cost-effectively.  

    Who Should Attend:

    If you are a data-minded decision-maker in higher ed or a cabinet-level leader being asked to do more with less, this webinar is for you. 

    • Presidents and provosts 
    • CFOs and COOs 
    • Enrollment and marketing leaders  

    Expert Speakers

    Jeff Certain

    VP of Solution Development and Go-to-Market

    Collegis Education

    Dan Antonson

    AVP of Data and Analytics

    Collegis Education

    It’s time to move past the piecemeal approach and start driving real outcomes with your data. Complete the form to reserve your spot! We look forward to seeing you on Thursday, June 26. 

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  • Elevate Your Higher Education YouTube Channel with Proven SEO Tactics

    Elevate Your Higher Education YouTube Channel with Proven SEO Tactics

    In today’s competitive digital landscape, higher education institutions must continually evolve to reach and engage prospective students. YouTube has evolved from a video-sharing platform into a dynamic search engine where students explore campus life, academic programs, and authentic student experiences. That’s why developing and optimizing a higher education YouTube channel is more important than ever.

    Smart video SEO strategies can significantly improve visibility, build brand authority, and support enrollment goals for institutions. A well-crafted YouTube strategy plays a crucial role in this effort, ensuring that content reaches and resonates with prospective students.

    Why YouTube SEO matters for higher ed video marketing

    YouTube SEO goes beyond views. It positions your institution within one of the most influential search engines in the world. YouTube has become the second-largest search engine after Google, and for today’s prospective students — many of whom are digital natives — video is a primary method of discovery and research.

    Whether exploring campus life, comparing academic programs, or seeking authentic student voices, prospective learners turn to YouTube to gather insights that influence their decisions. A well-optimized higher education YouTube channel offers a range of benefits, including:

    • Builds credibility and trust by providing authentic, engaging content.
    • Expands visibility on a platform used heavily by prospective students.
    • Drives enrollment by surfacing at key moments in the decision-making journey.
    • Strengthens your digital footprint through content that aligns with search behavior.
    • Supports multi-channel strategies by integrating with websites, email, and social media.
    • Improves AI-driven search visibility as AI-powered search results increasingly prioritize video content. (Tools like YouTube’s auto-transcription and AI tagging can further enhance discoverability.)

    Optimizing your channel ensures your content appears when it matters most and positions your institution as a leader in digital engagement.

    “Video content is the future of marketing—it’s authentic, engaging, and capable of building trust with your audience faster than any other medium.”

    Neil Patel, digital marketing expert

    Build a strong SEO foundation for your higher education YouTube channel

    Every video your institution shares is more than just content — it’s an opportunity to shape perceptions, highlight your strengths, and connect with your audience. Before diving into more advanced strategies, it’s essential to ensure that each video is built on a solid SEO foundation.

    When executed consistently, these foundational elements can make the difference between content that gets buried and content that drives meaningful engagement. Foundational elements include:

    • Accurate video transcripts: Ensure transcripts are complete and error-free. This enhances accessibility and helps search engines understand your content. Also, include captions and alt text to enhance accessibility and meet ADA standards.
    • Optimized video settings: Configure each video correctly (e.g., mark as “not for children”, assign relevant categories, add strategic tags) to improve discoverability.
    • Robust video descriptions: Use keyword-rich, detailed descriptions aligned with your academic offerings. Think like a prospective student searching for programs or campus life.
    • SEO-friendly video titles: Titles should be compelling, clear, and keyword-focused. Avoid jargon — focus on what the viewer will gain.

    Apply advanced channel strategies to stand out

    Once the foundational elements are in place, it’s time to move beyond the basics. Elevating your higher education YouTube channel requires thoughtful planning and strategic segmentation. This is especially important for institutions with diverse academic offerings and multiple audiences, such as prospective undergraduate and graduate students.

    Taking a more advanced approach can help differentiate your content, make navigation easier for users, and deliver tailored experiences that align with varied student needs. To elevate your channel’s performance and support segmented marketing goals:

    • Create dedicated channels: Maintaining separate channels for different audiences (like graduate versus undergrad) allows for more targeted messaging and cleaner audience segmentation.
    • Use playlists strategically: Group videos by topic or series and apply consistent naming conventions. This improves navigation, boosts engagement, and supports channel SEO.
    • Optimize thumbnails and preview content: High-quality thumbnails and concise preview text boost click-through rates, especially on mobile devices.

    Ready for a Smarter Way Forward?

    Higher ed is hard — but you don’t have to figure it out alone. We can help you transform challenges into opportunities.

    Enhance viewer engagement

    Even if your department isn’t directly producing every video, there’s still an opportunity to influence engagement and performance. By implementing a few proven tactics, institutions can increase viewer interaction and strengthen their presence on YouTube.

    These strategies work in tandem with foundational SEO practices to extend the reach and impact of your video content:

    Include clear calls-to-action (CTAs): Ask viewers to like, comment, subscribe, or visit your website. These actions signal relevance to YouTube’s algorithm.

    Leverage end screens and cards: Use these to direct viewers to related content, encouraging longer sessions and deeper engagement.

    Maintain consistent branding: Ensure videos reflect your institution’s visual identity and messaging tone to reinforce brand equity.

    Integrate video into your broader strategy

    YouTube content shouldn’t exist in a silo. When part of a cohesive higher ed video marketing approach, your higher education YouTube channel becomes a versatile asset that supports communication and engagement across platforms.

    To truly maximize its value, it must be woven into your institution’s broader marketing and communication ecosystem. When aligned with your website, email campaigns, and social media channels, your YouTube strategy reinforces key messages and creates a cohesive experience for prospective students.

    YouTube videos can be a powerful asset across multiple marketing channels:

    • Website integration: Embed program overviews, testimonials, and campus tours to enrich landing pages and drive engagement.
    • Email campaigns: Incorporate personalized video content into outreach and drip campaigns to boost open and click-through rates.
    • Social media amplification: Repurpose YouTube content into short clips for Instagram, TikTok, Facebook, and LinkedIn to reach broader audiences.
    • Virtual events and webinars: Leverage recorded content as follow-up resources or promotional teasers.
    • Advertising and paid media: Use high-performing videos in YouTube ads or across PPC campaigns to increase reach and ROI.

    Stay agile and stay ahead

    YouTube SEO isn’t a one-time effort — it’s a continuous process. Use YouTube Studio to track key performance metrics such as watch time, engagement, and search impressions. These insights help guide your strategy and identify opportunities to improve content.

    Monitor analytics regularly, refresh metadata, and adapt to changing viewer behaviors. Institutions that stay agile will be better positioned to engage digital-native audiences.

    Take your higher ed video marketing to the next level

    YouTube remains a powerful tool to build institutional visibility and connect with prospective students. At Collegis Education, our expansive marketing services are backed by deep expertise in higher ed SEO, digital strategy, and content performance. Whether you’re refining your current efforts or starting fresh, a smart, scalable strategy can turn your YouTube channel into a powerful tool for student engagement.

    Let’s connect and start building a smarter strategy today.

    Innovation Starts Here

    Higher ed is evolving — don’t get left behind. Explore how Collegis can help your institution thrive.

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  • Trocaire Partners With Collegis Education to Advance Enrollment Strategy

    Trocaire Partners With Collegis Education to Advance Enrollment Strategy

    Collegis empowers data-driven admissions and streamlines prospective student support.

    Buffalo, NY (May 20, 2025) Trocaire College, a private, career-oriented Catholic college, today announced a multi-year partnership with Collegis Education to advance its enrollment strategy and elevate the student experience. Through this collaboration, Trocaire will leverage Collegis’ Enrollment Support Services and its Connected Core® platform to guide prospective students from inquiry to enrollment.

    The partnership comes as Trocaire begins implementing its new three-year strategic plan, with a sharpened focus on increasing enrollment and creating a seamless, student-centered admissions process. 

    “Trocaire College is looking forward to working with Collegis to help grow our enrollment in alignment with our mission.  Collegis has a proven track record of achieving results in higher education including revenue-growth, enrollment expertise and optimization of student experiences while having an ‘edu-preneurial’ mindset,” stated Jason Konesco, executive vice president at Trocaire. “We chose Collegis for their ability to be a true partner working collaboratively with our team to create a tailored solution that will best reflect the needs of our institution.”

    Collegis will serve as an extension of the Trocaire admissions team, providing personalized support and helping prospective students navigate their journey from initial inquiry to first contact to the first day of class. With just over 1,000 students across its South Buffalo location and Transit Achievement Center in Lancaster, Trocaire empowers students to achieve personal enrichment, dignity, and self-worth through education in various career-focused degree programs including healthcare, business, technology, veterinary sciences and the liberal arts. 

    Earlier this year, Trocaire first connected with Collegis at the Association of Catholic Colleges and Universities (ACCU) Annual Meeting. Additional follow-up meetings, including a site visit from the Collegis team, solidified a shared vision for a collaborative, student-first approach.

    At the core of this partnership is Connected Core, Collegis’ integrated technology and analytics platform that empowers institutions to make data-informed decisions while extending operational capacity. Recently named a “cool tool” by EdTech Digest, with Connected Core, Trocaire College will gain actionable insights into prospective student behavior, streamlined admissions workflows, and access to enrollment specialists trained to deliver high-quality student engagement.

    “This partnership reflects what we do best: supporting institutions like Trocaire to help them grow in ways that honor their mission,” said Pat Green, vice president of enrollment solutions at Collegis Education. “We’re proud to bring data, tech, and talent to Trocaire’s team and we are passionate about supporting the next generation of students preparing for careers of purpose and lives of service.”

    About Trocaire College

    Founded in 1958 in Buffalo, NY by the Sisters of Mercy, Trocaire College is a private, career-oriented Catholic college that empowers students with the resources and supportive environment needed to achieve their academic goals. The core mission is to allow each person to be a valuable contributor to the workforce needs of the community. Trocaire offers bachelor’s degrees, associate degrees, certificates and workforce development programs in healthcare, veterinary sciences, business, and technology. Trocaire ranks in the top one-quarter of colleges and universities for return on investment by Georgetown University and is designated as an Opportunity College and University by the Carnegie Classifications with a Higher Access, Higher Earnings classification. Visit trocaire.edu for more information and follow Trocaire on Facebook, Instagram and LinkedIn.

    About Collegis Education

    As a mission-oriented, tech-enabled services provider, Collegis Education partners with higher education institutions to help align operations to drive transformative impact across the entire student lifecycle. With over 25 years as an industry pioneer, Collegis has proven how to leverage data, technology, and talent to optimize institutions’ business processes that enhance the student experience. With the strategic expertise that rivals the leading consultancies, a full suite of proven service lines, including marketing, enrollment, retention, IT, and its world-class Connected Core® data platform, Collegis helps its partners enable impact and drive revenue, growth, and innovation. Learn more at CollegisEducation.com or via LinkedIn.

    Media Contacts:

    Collegis Education

    Alyssa Miller

    alyssa@ammediaworks.com

    973-615-1292

    Trocaire College

    Laura Jacobs

    ljacobs@e3communications.com

    716-807-5922



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  • Digital Darwinism in Higher Ed: Adapt Your Marketing for AI — or Get Left Behind [Webinar]

    Digital Darwinism in Higher Ed: Adapt Your Marketing for AI — or Get Left Behind [Webinar]

    Your students are already running to AI for answers. The only question is — what’s it saying about your institution? More importantly, are you in the conversation or being left out? If you’re not actively shaping how your school shows up in AI-driven search and decision-making platforms, you’re not just invisible — you’re irrelevant.  

    Digital Darwinism in Higher Ed:
    Adapt Your Marketing for AI — or Get Left Behind
    Date
    : May 29, 2025
    Time: 2:00 p.m. ET / 1:00 p.m. CT

    In this webinar, Collegis Education’s Ashley Nicklay, Sr. Director of Marketing, and Jessica Summers, Director of Web Strategy, will unpack what “AI-ready” really means for higher ed marketing and enrollment leaders. We’ll explore how generative AI influences the student journey from search to selection, why most websites and content strategies are falling short, and what forward-thinking institutions are doing to lead the algorithm, rather than get buried by it. 

    This isn’t just about better SEO or smarter ads. It’s about understanding how AI evaluates your institution — and making sure you’re feeding it the right data, signals, and story to stay in the game.  

    What You’ll Learn 

    • How AI impacts the early stages of the enrollment journey: Understand how tools like ChatGPT and Google’s AI Overviews influence what students see when exploring colleges.  
    • Why AI prompt bias is real — and how to beat it: Learn how content, structured data and reputation shape AI responses. 
    • What AI actually sees when it looks at your website (and what it may miss): Explore how site structure, clarity and technical markup shape what AI-based tools can find and summarize – and what they may overlook.  
    • What it really means to have an AI-optimized website: We’ll show you our checklist of what your .edu needs to show up in AI-generated answers.  
    • How to future-proof your marketing model in an AI-driven search landscape: Assess your current channels and content strategy for resilience as search becomes more conversational and less click-based.  

    Future-Ready Starts Here: Secure Your Spot 

    The institutions that will thrive tomorrow are learning how to market to machines today. Reserve your seat and find out what it takes to survive the AI era of higher ed marketing. 

    Complete the form on the right to reserve your spot.

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  • AI Is Changing How Students Search: Will Your Website Show Up?

    AI Is Changing How Students Search: Will Your Website Show Up?

    AI is no longer a distant disruption. It’s already influencing how prospective students and families search, navigate, and make decisions on higher education websites. As teams responsible for delivering seamless digital experiences, we need to understand the behavioral shifts underway and how to respond strategically.

    Across the institutions we support, we’re seeing early but consistent signals: users expect smarter, faster, and more personalized interactions. These changes are subtle in some places and dramatic in others. But they’re accelerating.

    How AI is changing search behavior

    AI tools like Google’s Search Generative Experience (SGE), ChatGPT, and other large language models are changing how people expect to interact with information. According to a 2023 Pew Research study, 58% of U.S. adults are aware of ChatGPT, and younger audiences are among the most active users. Meanwhile, Google continues testing SGE, which presents AI-generated summaries above traditional search results.

    Students are learning to type full, natural language questions — and they expect precise, context-aware responses in return. This behavior is now showing up in on-site search patterns.

    Across higher ed websites, here are a few things we’re noticing:

    • A rise in long-form, conversational search queries, especially within internal site search tools
    • Increased use of search bars over menu navigation (particularly on mobile). A recent E-Expectations Trend report found that half of high school students use the site search to navigate a website.
    • Across the higher ed websites we support, we see stronger performance on pages that are tailored to high-intent topics like cost, admissions, and outcomes. A recent analysis of over 200 higher ed sites found that 53% of engaged sessions come from organic search — highlighting the importance of content that’s built for both SEO and AI-driven discovery.
    • Additionally, research indicates that 80% of high school juniors and seniors consider an institution’s website the most influential resource when exploring schools. This highlights the critical role of personalized and relevant content in engaging prospective students effectively.
    • These findings emphasize the necessity for higher education institutions to develop and maintain website content that is specifically tailored to the needs and questions of their target audiences to enhance engagement and support enrollment goals.
    • Parents and adult learners demonstrate similar behavior as they vet institutions with a clearer sense of goals and outcomes.

    Ready for a Smarter Way Forward?

    Higher ed is hard — but you don’t have to figure it out alone. We can help you transform challenges into opportunities.

    We still need to get the fundamentals right

    It’s important to say: AI-driven search doesn’t eliminate the need for strong site structure. Navigation menus, clear page hierarchy, and thoughtful content design still matter — a lot. Most users move fluidly between browsing and searching. What’s changing is the expectation for speed, relevance, and control.

    To meet this moment, higher ed websites should focus on:

    • Modernizing internal search tools to move beyond keyword matching and support relevance-based or semantic search with tools like Vertex AI in full-site search tools or even program finders.
    • Designing content around user intent, not just institutional priorities. Emphasize topics that students are searching for — like affordability, flexibility, and outcomes — rather than internal program structures or catalog-style descriptions.
    • Making calls to action easy to find and easy to act on (especially for first-time visitors.) We help partners optimize for conversion with AB testing for placement, messaging, and functionality that best resonates with your audience.
    • Better leveraging personalized and dynamic content to deliver tailored experiences based on user behavior, location, or stage in the journey. For instance, high-intent pages like “How to Apply” can be leveraged to serve personalized content blocks based on the visitor’s context. A returning user who previously viewed graduate programs might see a prompt to schedule a call with a graduate admissions counselor. A visitor browsing from New York in the evening hours could be shown a message about flexible online options for working professionals. These dynamic cues guide prospective students forward in their journey without overhauling the entire site.

    Why this isn’t a one-time fix

    This is not a single redesign or one-time upgrade. Optimizing your site for how people actually use it needs to be a continuous process.

    This should include the following:

    • Reviewing analytics and user behavior regularly
    • Conducting search query audits to identify gaps
    • A/B testing calls to action and user pathways
    • Collecting both qualitative and quantitative research to understand different audience needs

    Higher ed website performance is directly tied to enrollment growth. According to a 2024 survey conducted by UPCEA and Collegis Education to better understand the perspectives of post-baccalaureate students, 62% of respondents said not being able to easily find basic program information on the institution’s website would cause them to disengage.

    The survey focuses on program preferences, delivery methods, and expectations during the inquiry and application processes and offered insights into how these preferences vary by age and degree level.

    How to prepare for what’s next

    To stay competitive and relevant, institutions need to invest in both smart search experiences and a streamlined digital journey. Here are some high-level recommendations:

    1. Audit your internal search functionality. How are users searching your site, and are they getting the right results?
    2. Map user journeys for key audiences. This includes traditional students, adult learners, and family decision-makers.
    3. Evaluate AI integration options. Tools like Google’s Vertex AI or other semantic search platforms can enhance search accuracy and personalization.
    4. Don’t overlook AEO (answer engine optimization). As AI-powered tools reshape how students discover and evaluate schools, it’s time to think beyond traditional SEO. AEO focuses on structuring content to directly answer the natural-language questions students now ask in tools like ChatGPT and Google’s SGE. We can help you begin integrating AEO into your strategy and content planning, so your institution stays visible in the next wave of search.
    5. Treat optimization as ongoing. Staying competitive in the AI era requires continuous improvements grounded in data, user behavior, and evolving search trends. Ongoing commitment to this initiative is crucial.

    Smarter web experiences start now

    The future of higher ed websites isn’t just about making information accessible. It’s about making it findable, meaningful, and actionable – and being able to act fast and stay committed to this work.

    Institutions that recognize how AI is already reshaping user expectations, and respond with thoughtful, strategic digital experiences, will meet today’s learners where they are and build trust for the long-term.

    We’re paying close attention to these shifts and helping institutions make smart, scalable updates. If you’re rethinking how your website supports recruitment, engagement, or conversion, now is the right time to start. Collegis Education supports institutions with strategic marketing and web solutions designed to meet these evolving needs.

    Let’s talk about how we can work together to future proof your web and digital experiences to best support enrollment growth for years to come. 

    See how your website stacks up — Contact us to request your AI Readiness Assessment

    Innovation Starts Here

    Higher ed is evolving — don’t get left behind. Explore how Collegis can help your institution thrive.

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  • AI Runs on Data — And Higher Ed Is Running on Empty

    AI Runs on Data — And Higher Ed Is Running on Empty

    Let’s cut to it: Higher ed is sprinting toward the AI revolution with its shoelaces untied.

    Presidents are in boardrooms making bold declarations. Provosts are throwing out buzzwords like “machine learning” and “predictive modeling.” Enrollment and marketing teams are eager to automate personalization, deploy chatbots, and rewrite campaigns using tools like ChatGPT.

    The energy is real. The urgency is understandable. But there’s an uncomfortable truth institutions need to face: You’re not ready.

    Not because you’re not visionary. Not because your teams aren’t capable. But because your data is a disaster.

    AI is not an easy button

    Somewhere along the way, higher ed started treating AI like a miracle shortcut — a shiny object that could revolutionize enrollment, retention, and student services overnight.

    But AI isn’t a magic wand. It’s more like a magnifying glass, exposing what’s underneath.

    If your systems are fragmented, your records are outdated, and your departments are still hoarding spreadsheets like it’s 1999, AI will only scale the chaos. It won’t save you – it’ll just amplify your problems.

    When AI goes sideways

    Take the California State University system. They announced their ambition to become the nation’s first AI-powered public university system. But after the headlines faded, faculty across the system were left with more questions than answers. Where was the strategy? Who was in charge? What’s the plan?

    The disconnect between vision and infrastructure was glaring.

    Elsewhere, institutions have already bolted AI tools onto outdated systems, without first doing the foundational work. The result? Predictive models that misidentify which students are at risk. Dashboards that contradict themselves. Chatbots that confuse students more than they support them.

    This isn’t an AI failure. It’s a data hygiene failure.

    You don’t need hype — You need hygiene

    Before your institution invests another dollar in AI, ask these real questions:

    • Do we trust the accuracy of our enrollment, academic, and financial data?
    • Are we still manually wrangling CSVs each month just to build reports?
    • Do our systems speak the same language, or are they siloed and outdated?
    • Is our data governance robust enough to ensure privacy, security, and usefulness?
    • Have we invested in the unglamorous but essential work (e.g., integration pipelines, metadata management, and cross-functional alignment)?

    If the answer is “not yet,” then congratulations — you’ve found your starting point. That’s your AI strategy.

    Because institutions that are succeeding with AI, like Ivy Tech Community College, didn’t chase the trend. They built the infrastructure. They did the work. They cleaned up first.

    What true AI readiness looks like (a not-so-subtle sales pitch)

    Let’s be honest: there’s no shortage of vendors selling the AI dream right now. Slick demos, lofty promises, flashy outcomes. But most of them are missing the part that actually matters — a real, proven plan to get from vision to execution.

    This is where Collegis is different. We don’t just sell transformation. We deliver it. Our approach is grounded in decades of experience, built for higher ed, and designed to scale.

    Here’s how we help institutions clean up the mess and build a foundation that makes AI actually work:

    Connected Core®: Your data’s new best friend

    Our proprietary Connected Core solution connects systems, eliminates silos, and creates a single source of truth. It’s the backbone of innovation — powering everything from recruitment to reporting with real-time, reliable data.

    Strategy + AI alignment: Tech that knows where it’s going

    We don’t just implement tools. We align technology to your mission, operational goals, and student success strategy. And we help you implement AI ethically, with governance frameworks that prioritize transparency and accountability.

    Analytics that drive action

    We transform raw data into real insights. From integration and warehousing to dashboards and predictive models, we help institutions interpret what’s really happening — and act on it with confidence.

    Smarter resource utilization

    We help you reimagine how your institution operates. By identifying inefficiencies and eliminating redundancies, we create more agile, collaborative workflows that maximize impact across departments.

    Boosted conversion and retention

    Our solutions enable personalized student engagement, supporting the full lifecycle from inquiry to graduation. That means better conversion rates, stronger persistence, and improved outcomes.

    AI wins when the infrastructure works

    Clean data isn’t a project — it’s a prerequisite. It’s the thing that makes AI more than a buzzword. More than a dashboard. It’s what turns hype into help.

    And when you get it right, the impact is transformational.

    “The level of data mastery and internal talent at Collegis is some of the best-in-class we’ve seen in the EdTech market. When you pair that with Google Cloud’s cutting-edge AI innovation and application development, you get a partnership that can enable transformation not only at the institutional level but within the higher education category at large.”

    — Brad Hoffman, Director, State & Local Government and Higher Education, Google

    There are no shortcuts to smart AI

    AI can only be as effective as the foundation it’s built on. Until your systems are aligned and your data is trustworthy, you’re not ready to scale innovation.

    If you want AI to work for your institution — really work — it starts with getting your data house in order. Let’s build something that lasts. Something that works. Something that’s ready.

    Curious what that looks like? Let’s talk. We’ll help you map out a real, achievable foundation for AI in higher ed.

    You stuck with me to the end? I like you already! Let’s keep the momentum going. If your wheels are turning and you’re wondering where to start, our Napkin Sketch session might be the perfect next step. It’s a fast, collaborative way to map out your biggest data and tech challenges—no pressure, no sales pitch, just a conversation. Check it out!

    Innovation Starts Here

    Higher ed is evolving — don’t get left behind. Explore how Collegis can help your institution thrive.

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  • How a Napkin Sketch Can Unlock Higher Ed Innovation at Your Institution

    How a Napkin Sketch Can Unlock Higher Ed Innovation at Your Institution

    In higher education, it’s easy to feel stuck.

    You know something isn’t working — maybe enrollment processes are clunky, or student support services feel disconnected. You’ve tried new tools, updated systems, created initiatives to create change, and added staff, but the problem persists.  It’s like there’s a giant boulder in your way, and no matter how hard you push, it doesn’t budge.

    It turns out, you don’t need a bulldozer – just a napkin sketch to start building momentum to move the boulder standing in the way.

    It’s a surprisingly simple concept, using visual design thinking exercises to help colleges and universities get unstuck. Not with more tech, or a fancy AI solution, but with more clarity to understand how things work today to create a framework for change tomorrow.

    Because real innovation in higher education doesn’t come from software or a technology — it starts with understanding the systems and the processes you already have so you can visualize what they could be.

    What is a napkin sketch?

    The napkin sketch is exactly what it sounds like: a back-of-the-napkin-style drawing that quickly maps out how a particular process actually works in your institution so it can be reimagined.

    It’s low-tech, but high-impact.

    Think of it as building a gameboard for players to play. Like a Monopoly board, everyone knows the players, the rules, and the steps. It makes the choices that need to be made for each player’s turn clear.  When these choices are laid out visually, it becomes much easier to pinpoint where the real opportunities (and challenges) are.

    What does the napkin sketch exercise entail?

    I usually start these sessions by asking one simple questions with a key follow-up

    • What’s the opportunity for ‘impact’? (What are you trying to accomplish?)
    • What’s preventing progress?

    Then we get to work. Together, we sketch out the entire process: from first interaction to the final outcome. We account for every step, system, and stakeholder that’s involved. We highlight the costs, the tools and technology handoffs, potential delays, and where things might be falling through the cracks.

    We typically conduct the sketch in a virtual drawing space, where we can collaborate in real time to map out the full process. It’s not about polished visuals — it’s about building a shared understanding of how things operate today.

    And in about 60-90 minutes, we always have at least one person in the group say out loud “I didn’t realize that’s how it actually works.” And another will inevitably ask “You’re going to send us this napkin sketch, right? I want to print it out.”

    Ready for a Smarter Way Forward?

    Higher ed is hard — but you don’t have to figure it out alone. We can help you transform challenges into opportunities.

    What can the napkin sketch reveal?

    In our experience working with hundreds of institutions of all shapes and sizes, we’ve found that many face surprisingly similar challenges. This exercise consistently shines a light on hidden opportunities, creating a blueprint for change.

    Common things we uncover include:

    • Manual, repetitive tasks that could be automated or streamlined
    • Workarounds that have become permanent fixtures without anyone questioning them
    • Disconnects between departments, systems, or technologies
    • Operational silos that prevent teams from seeing the full picture or collaborating effectively
    • Missed opportunities to better track, analyze, or act on data
    • Unclear ownership of key steps in the process

    In short, the napkin sketch helps institutions see what’s really going on — and what needs to change to move forward.

    Why does it work?

    Higher ed innovation often stalls because teams are too close to the problem or too deep in their own silo to see the bigger picture. The napkin sketch breaks through that by creating a space for everyone involved to step back and collaborate.

    Here’s why it’s effective:

    • It’s fast — most sessions take an hour or two.
    • It’s visual — helping teams align quickly and clearly.
    • It’s collaborative — bringing together voices from across departments.
    • It’s actionable — revealing next steps that are grounded in reality.

    Most importantly, it shifts the focus away from jumping to solutions and toward understanding the system. Once you understand the system, smart solutions become much more obvious — and effective.

    Real examples of the napkin sketch in action

    Whether it’s enrollment workflows, transcript processing, student communications, or data handoffs between systems or teams, the napkin sketch exercise can help untangle a wide variety of operational challenges. No two institutions are exactly alike, but many face similar complexities — manual processes, siloed teams, and unclear ownership that stall progress.

    Here are a few discoveries we uncovered in recent napkin sketch sessions I’ve led:

    • One institution realized how many steps were involved in processing transcripts — with staff toggling between platforms, uploading the same file in multiple places, and doing manual comparisons. Once the process was mapped, we explored how AI could handle the course match evaluations — saving hours of staff time each week.
    • Another team sketched out their enrollment outreach process and discovered they were sending multiple conflicting messages to students at the same time. The sketch helped them realign their communications and reduce student confusion.
    • A third school wanted to integrate a new tool into their tech stack, but the sketch revealed that the underlying workflow was broken — and that no tool would help until the foundational process was improved.

    In each case, the aha moment didn’t come from buying something new — it came from clearly seeing what was already happening so it could be improved upon.

    What could your napkin sketch uncover?

    If you’re wrestling with outdated processes, disconnected systems, or unclear handoffs — you’re not alone. Many institutions are trying to drive higher ed innovation with limited resources and overwhelming complexity.

    But you don’t need to have all the answers right now. You just need a clearer view of the problem so you can develop a thoughtful solution.

    That’s what the napkin sketch offers: a simple, collaborative way to map your reality, uncover opportunity, and take a smarter next step forward.

    Let’s sketch it out — and see what we find!

    Ready to uncover what’s holding you back?

    Reach out to schedule your own session and take the first step toward smarter solutions.

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  • Why Timing Matters: Enhancing Graduate Recruitment Strategies with Prompt Communication

    Why Timing Matters: Enhancing Graduate Recruitment Strategies with Prompt Communication

    Graduate enrollment is more competitive than ever. As an admissions leader, you’re not just striving to hit enrollment targets––you’re also navigating the complex needs of prospects who are balancing careers, families, and other responsibilities. It’s no small task. 

    Our recent collaboration with UPCEA confirmed something many of us already suspected: Timely, meaningful communication is the key to standing out in a crowded market. 

    To dig deeper, we enlisted Kate Monteiro, associate director of communication strategy at Collegis Education, to share her perspective on why prompt, responsive interactions matter. Her insights reveal how intentional communication builds trust and drives results. 

    3 key benefits of effective, early communication 

    “Plans and interests can change as quickly as they develop,” Monteiro explains. “Capitalizing on a prospective student’s excitement early can help you keep their momentum going — and dramatically improve their likelihood of enrolling.” 

    From that very first touchpoint, graduate students are evaluating your institution. Are you responsive? Are you supportive? These early interactions set the tone for how they perceive your school will engage with them once they are enrolled – and this can make or break their decision. Here’s why they matter so much: 

    1. Making a strong first impression 

    Your first interaction says a lot. A quick, thoughtful response shows students that their time and interest matter. “Quick responses instill confidence,” Monteiro shares. “They signal that your institution is organized, efficient, and genuinely cares—all of which are qualities students associate with the experience they’ll have if they enroll.” 

    2. Alleviating anxiety and uncertainty 

    Navigating graduate admissions can be overwhelming, especially for students juggling applications to multiple institutions. A delayed response could be viewed as a red flag by students who feel overlooked or unworthy of attention. 

    On the flip side, timely and helpful communication reassures students that they’re a priority. That sense of trust could be the difference between a completed application and a missed opportunity. 

    3. Setting the tone for future interactions 

    “Students notice when there’s a lack of responsiveness,” Monteiro cautions. “If their early experiences are stressful or unclear, they’ll assume that’s what they can expect moving forward.” 

    Consistency is key. A reliable, nurturing communication strategy not only establishes trust but encourages forward momentum toward enrollment. 

    The data on communication preferences 

    If you’re wondering just how much communication matters, numbers tell the story. A 2023 Ruffalo Noel Levitz study found that 65% of enrolled students identified personalized attention as a critical factor in choosing their school. 

    And when it comes to how students want to connect, the data from our survey with UPCEA confirms that email is the clear favorite for all stages. Email was reported as preferred by 47% of students for initial inquiries, 67% for follow-ups, 74% when approaching application, and 69% for application decision notifications.  

    “Email provides a professional yet low-pressure way to engage,” Monteiro adds. “It’s also something students can reference later, which helps minimize miscommunication or misunderstanding.” 

    This data emphasizes a key takeaway: Schools that respond quickly and deliberately, particularly through the channels students prefer, are the most likely to earn trust and secure enrollments. 

    5 strategies to master timely communication 

    A thoughtful approach to communication doesn’t just make a good impression—it sets your team up for long-term success. Here are five strategies to help you get there: 

    1. Develop a structured outreach plan 

    Without a clear communication plan, students can easily fall through the cracks. Monteiro often sees institutions struggle here: “A lot of schools don’t have an outlined communication plan or fail to hold their staff accountable to it. By having a clear and structured plan, you ensure students receive the outreach they need at the right time.” 

    Your outreach plan should have a strategic mix of emails, calls, and texts, with pre-written templates, clear timelines, and designated responsibilities outlined for your team. This ensures consistent, proactive communication with prospective students throughout the funnel. 

    2. Leverage technology 

    Technology is your ally in timely communication, but its effectiveness depends on the strength of your data foundation. CRM systems, AI chatbots, and automated workflows streamline outreach while keeping things personal—provided your data is accurate and well-organized. 

    Automated emails can deliver the communication students prefer, and chatbots can address frequently asked questions 24/7, ensuring students get quick answers—even outside standard business hours. However, without a solid data infrastructure, these tools may fall short. While not a replacement for human connection, they can provide efficient support when and where students need it most—if your data house is in order. 

    3. Foster collaboration across teams 

    Admissions, marketing, and academic teams all play a role in student outreach. Monteiro highlights the disconnect she often sees: “Each team assumes the other is responsible. But ultimately, prospective students are everyone’s responsibility.” 

    Breaking down silos between teams ensures consistent messaging and a seamless student experience. 

    4. Use data to inform strategies 

    Data can reveal what’s working in your current graduate recruitment strategies—and what isn’t. For example, if students are engaging more with email than phone calls, it might be time to shift your focus toward crafting compelling email campaigns. Data can also provide insights into how long students typically take to move through the admissions funnel, allowing teams to optimize communication frequency, timing, and format. 

    5. Balance speed with personalization 

    Quick responses powered by automation are essential, but it’s the personal touch that leaves a lasting impression. Pairing automated emails with personalized follow-ups—whether by phone, text, or email—ensures your outreach feels both efficient and authentic. 

    Level up your graduate recruitment strategies 

    Improving communication isn’t just a nice-to-have—it’s a need-to-have for institutions looking to thrive in today’s competitive graduate market. With a structured plan, the right tools, and data-driven insights, you can build trust and guide more students to enrollment. 

    “Our Collegis Enrollment Specialists hear it all the time from the students at our partner institutions: The level of support and responsiveness is what ultimately compels them to move forward.” 

    – Kate Monteiro, Associate Director of Communication Strategy

    To learn more about how Collegis Education can help enhance your graduate recruitment strategies, explore our Enrollment and Recruitment Services page. For more actionable insights on engaging and enrolling graduate students, request your copy of the report below.

    Optimize Your Enrollment Funnel

    Get the latest on graduate student enrollment trends. Download the full report now.

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  • Do More with Less: 7 Strategic Advantages of Shared Services in Higher Education

    Do More with Less: 7 Strategic Advantages of Shared Services in Higher Education

    College administrators wear many hats to ensure their institutions thrive. Stakeholders expect them to be visionaries, budget stewards, tech experts, and student champions. However, wearing too many hats can hinder the ability to meet more strategic and forward-thinking institutional demands, effectively diluting leadership capacity and outcomes. 

    How can administrators remove some of those hats without losing control or spending more? 

    How can they guide their institutions to achieve better outcomes with fewer resources?  

    At the 2024 Collegis Education Summit, keynote speaker Dr. John Smith-Coppes, president of Joyce University, shared his advice for achieving higher ed excellence amid market paradigms, shifting learner expectations, and capacity constraints.

    “Embrace your institutional superpower and then partner for expertise. You have to know what you are really good at, but also where you might need help. Having the bravery to objectively look at the brutal facts can take you from good to great. Keep this in mind: Your institution is perfectly designed to get the outcomes it’s getting.”

    -Dr. John Smith-Coppes, President of Joyce University

    Dr. Smith-Coppes is right. If you’re not getting the results you want, you have to shine a light on the operation and consider what adjustments or changes will better position your institution for desired outcomes.

    To echo Dr. Smith-Coppes and answer the earlier questions, working with a strategic partner who has deep expertise in higher education shared services and can manage certain responsibilities more efficiently can get your institution closer to turning aspiration into reality. A true partnership is not about simply outsourcing tasks. Rather, it’s a strategic way to gain access to specialized knowledge, proven methodologies, and scalable resources, all while enabling administrators to focus on their core areas of expertise.

    Mounting challenges facing higher ed leaders

    When I talk to administrators, the conversation inevitably turns to the challenge of doing more with less. They consistently grapple with four key issues:

    • Budget Cuts: Funding is uncertain or shrinking, forcing them to rethink the allocation of resources.
    • Advancing Technology: Technology is rapidly evolving, leaving administrators to scramble after the next advancement or emerging capability.
    • Socioeconomic Pressures: With some questioning the value of postsecondary education, relevant programs with affordable tuition have never been more critical.
    • Employee Turnover: Retaining top talent is difficult, leaving critical gaps.

    But none of these issues surprise us. On the contrary, Collegis Education has partnered with numerous public and private institutions of varying sizes and levels of brand recognition to address these challenges, uncovering advantageous pathways toward more sustainable and fruitful operations.

    The results speak for themselves. Administrators gain more time to leverage their core strengths to elevate their institution’s mission and educational outcomes while actualizing a variety of clear benefits. Here is what Collegis Education continues to deliver for our shared-service partners.

    Seven ways shared services in higher education deliver results

    Institutions that leverage shared services experience benefits in a variety of key areas. Explore some of the most significant advantages:

    1. Improved financial stability

    Predictability and optimization are the key words here. With our solutions for technology management, enrollment management, and student services, institutions know exactly what to budget every year. At the same time, we find cost savings by getting a better return on technology investments, strategically decommissioning redundancies, and renegotiating contracts.

    2. Enhanced operational efficiency

    Is there a better way to reach an institution’s goals more efficiently? More often than not, the answer is yes. We help bring these opportunities to the surface by fully assessing the school’s infrastructure, technology, processes, and other operating procedures. This assessment denotes areas of excellence and points of failure as well as identifies where lag or waste exists. With these insights, we can identify and prioritize emerging opportunities to drive improvement. All this informs a multiyear roadmap that guides higher ed leaders on how to thoughtfully implement changes that engage key stakeholders to accelerate the change management cycle.

    3. Objective perspective & best practices

    We bring a unique perspective to our recommendations based on our work with other schools while protecting each school’s anonymity and uniqueness. This helps give you a baseline of how your school performs when compared to similar ones. Are you leading or lagging? As an unbiased third party, we offer fresh ideas backed by the knowledge of the results they have produced. It’s a great way to eliminate the “but this is how we’ve always done it” objection and gain buy-in from internal staff.

    4. Risk mitigation & accountability

    There’s rarely a higher ed situation we haven’t already dealt with at another institution. Our partners benefit from this experience, allowing them to proactively avoid operational and technical risks. They also benefit tremendously from having a partner who holds themselves accountable to quantifiable outcomes measured by agreed-upon service level agreements (SLAs). Together, these provide a lot of peace of mind when it comes to issues like cybersecurity, compliance, disaster recovery, and business continuity.

    5. Specialized expertise without the overhead

    Hiring and retaining experienced staff is challenging enough. Finding people with skill sets to leverage evolving technology capabilities like artificial intelligence (AI) is a whole other story. That’s why our partners rely on Collegis to provide the expertise that’s hard to find. We’re software-agnostic and implement solutions that are in the school’s best interest from a financial, operational, and strategic perspective without the need for full-time employees to manage them.

    6. Data-enabled decision making with full transparency

    Data at most institutions is stored in siloes, with limited stewardship and governance over its quality and consistency. However, many of the “data” solutions in the market today are complicated and difficult to implement and support.

    This is why we built Connected Core, a scalable higher education industry cloud solution that integrates siloed data sets, systems, and applications to enable institutional intelligence. This proven approach and methodology for collecting, connecting, and activating institutional data eliminates data doubt and gives leaders the confidence to make quickly make strategic decisions with confidence.

    7. Focus on core mission & educational outcomes

    By outsourcing some functions, administrators can redirect resources and energy to what truly matters: student success. By reducing the number of hats they wear, leaders can instead focus on using the tools they have on hand to manage strategic initiatives that drive institutional growth.

    Strategic delegation to yield better outcomes

    Some leaders fear losing control through outsourcing, and rightfully so. Too many vendors tout “partnership” when, in fact, they are trying to build an unhealthy dependency that is not mutually beneficial.

    That’s just not us. It fundamentally goes against our values and who we are as a company.

    Our partnerships are built on collaboration and shared governance. Institutions set priorities, and all actions follow clear assessments, implementation plans, and progress reviews. Our partners gain greater control over technology, enrollment, and budgets. Control isn’t lost, but visibility and accountability are gained.

    Shared-services models allow administrators to confidently offload specific responsibilities. Leveraging external expertise amplifies your internal strengths and empowers your leaders to focus on building and maintaining a thriving campus community.

    But the first step is starting the conversation with the right partner.

    Innovation Starts Here

    Higher ed is evolving — don’t get left behind. Explore how Collegis can help your institution thrive.

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  • Graduate Student Insights and Perspectives

    Graduate Student Insights and Perspectives

    Facing challenges in enrollment, retention, or tech integration? Seeking growth in new markets? Our strategic insights pave a clear path for overcoming obstacles and driving success in higher education.

    Unlock the transformative potential within your institution – partner with us to turn today’s roadblocks into tomorrow’s achievements. Let’s chat.

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