Category: Process design

  • Smarter Student Support: Designing Connected Ecosystems That Drive Equity and Completion

    Smarter Student Support: Designing Connected Ecosystems That Drive Equity and Completion

    Across higher education, student support systems are often built for institutions, not for students. As a result, many learners encounter a maze of disconnected services that feel reactive, impersonal, or inaccessible. For students already balancing work, caregiving, and financial pressures, this fragmentation can be the difference between staying enrolled and stopping out. 

    As Chief Academic Officer, I’ve seen how crucial it is to align support structures with academic goals and student realities. Institutions must move beyond piecemeal solutions and instead design holistic ecosystems that prioritize student experience, equity, and completion from the start. That means leveraging data, embracing design thinking, and fostering cross-campus collaboration. 

    Where fragmentation undermines student outcomes 

    Many institutions approach support through isolated units: advising, student success, IT, and academic departments each operating in silos. The result is a disjointed experience for students, where important information is delayed or missed altogether. Without a unified view of the student journey, opportunities for early intervention or personalized support fall through the cracks. 

    This fragmentation disproportionately affects students from historically underserved backgrounds. When support isn’t accessible or timely, those with less institutional knowledge or fewer resources are more likely to disengage. 

    Disconnected systems can lead to: 

    • Missed early warning signs 
    • Delayed or generic interventions 
    • Frustration from navigating multiple systems 
    • Lower retention and completion rates 

    It’s not enough to offer services. It’s crucial to ensure those services are connected, visible, and tailored to real student needs. 

    In my experience, when institutions treat student support as a set of tasks rather than a strategic function, it limits their ability to make meaningful progress on equity and completion. Students shouldn’t have to navigate a patchwork of websites, offices, and policies to get the help they need. They deserve a system that anticipates their challenges and responds in real time. 

    What a connected, learner-first ecosystem looks like 

    A modern support ecosystem begins with data. Institutions need to unify data from across the student lifecycle (from admissions to advising to classroom performance) to create a comprehensive view of each learner. With integrated platforms, faculty and staff can access timely insights to guide interventions and support decisions. 

    At Collegis, we’ve seen how data-powered ecosystems — supported by platforms like Connected Core® — drive measurable improvement in retention and equity. But technology alone isn’t enough. Data needs to be paired with personalization. That means using predictive analytics to identify students at risk and deliver outreach that is relevant, proactive, and human. 

    It’s not about automation replacing connection. It’s about enabling the right kind of connection at the right time. 

    I often ask, “Are support systems designed for students or around them?” A learner-first ecosystem doesn’t just meet students where they are academically. It considers their time constraints, personal responsibilities, and evolving goals. It removes barriers rather than creating new ones. 

    Key elements of a connected ecosystem include: 

    • Unified, actionable student data 
    • Proactive, personalized interventions 
    • Support that reflects real student lives 
    • 24/7 digital services and hybrid options 

    Flexible course scheduling, hybrid advising models, and round-the-clock support aren’t just conveniences. They’re equity tools that recognize the unique needs of today’s student body. 

    Using design thinking to reimagine support systems 

    Design thinking offers a powerful framework for this work. It starts with empathy — understanding the lived experience of students and mapping the friction they encounter in navigating institutional systems. From there, you can co-create solutions that reflect students’ realities, prototype interventions, and iterate based on feedback and outcomes. 

    I’ve found this approach invaluable for aligning innovation with mission. It brings together diverse voices (students, faculty, advisors, technologists) to build support systems that are not just efficient, but equitable. 

    Design thinking allows us to move beyond assumptions. Instead of designing around legacy processes or internal structures, we start with real student stories. This helps us ask better questions and arrive at more inclusive answers. 

    It’s not just about solving problems—it’s about solving the right problems. 

    The role of academic leadership in cross-campus collaboration 

    No single office can transform student support in isolation. It requires a coalition of academic, technical, and operational leaders working in sync. Academic affairs plays a central role in this work, bridging the gap between pedagogy and operations. 

    In my experience, success begins with a shared vision and clear metrics: 

    • What are we trying to improve? 
    • How will we measure progress? 

    From there, we build alignment around roles, resources, and timelines. Regular communication and an openness to iteration keep the momentum going. 

    One of the most powerful things academic leaders can do is model cross-functional thinking. When we approach student success as a collective responsibility, we shift the culture from reactive to proactive. And when data is shared across departments, everyone can see the part they play in helping students succeed. 

    Turning strategy into action

    At Collegis, we’ve partnered with institutions to bring student-centered strategies to life: 

    • Our Connected Core data platform enables the kind of integration that underpins personalized support. 
    • Our deep higher education experience ensures solutions align with academic priorities. 

    We believe in the power of aligning strategy with execution. We don’t just talk about transformation. We build the infrastructure, train the teams, and help institutions scale what works. From data strategy to digital learning design, we act as an extension of our partners’ teams. 

    This work is about more than improving services. It’s about advancing equity, accelerating completion, and fulfilling our mission to support every learner. 

    Designing for what matters most 

    If we want better outcomes, we have to start with better design. That means asking not just what services you offer, but how and why you deliver them. It means shifting from reactive support to intentional, data-informed ecosystems that center the student experience. 

    By embracing design thinking, unifying your systems, and working across traditional boundaries, you can build the kind of support that today’s learners deserve and tomorrow’s institutions require. 

    Student success shouldn’t depend on luck or persistence alone. The most impactful institutions are those that view support not as a service, but as a strategy — one that helps every student reach their full potential. 

    Let’s talk about how to design smarter student support together. 

    Innovation Starts Here

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

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  • Breaking the Bottleneck: How Process Mapping and Policy Reform Drive Enrollment Growth

    Breaking the Bottleneck: How Process Mapping and Policy Reform Drive Enrollment Growth

    In today’s fiercely competitive higher education landscape, enrollment leaders are being asked to do more with less. That means more inquiries, more conversions, and more starts, all while working with fewer resources and a shrinking pool of students actively seeking traditional degree paths.

    What separates the institutions that are growing from those that are treading water? In my experience, it’s the willingness to question the status quo. The leaders seeing results are the ones taking a hard look at internal processes and policies and making bold decisions to remove what’s in the way of progress.

    The urgency to remove enrollment barriers

    Many institutions face enrollment plateaus not because they lack student interest, but because of self-imposed friction. Burdensome application requirements, slow review cycles, and legacy processes that haven’t evolved with changing student expectations can all stand in the way of progress.

    Students today expect seamless, responsive experiences. They compare your enrollment process not only to peer institutions but also to the intuitive digital experiences they encounter every day. If your application process is full of red tape or requires too many steps, students will disengage and likely move on to a more accessible option.

    Colleges and universities that want to stay competitive need to start clearing the path. By taking the time to understand how your enrollment process actually operates and identifying where students tend to get stuck, you can make meaningful changes that increase both efficiency and enrollment success.

    Start with a map: Uncovering friction through process review

    The first step to solving an enrollment slowdown is understanding where it’s happening. That’s where process mapping comes in.

    At Collegis, we partner with institutions to conduct comprehensive process assessments. We document and analyze every step of the applicant journey, from inquiry through registration, to uncover inconsistencies, delays, and points of friction that may be limiting your enrollment funnel. We often find that a student’s experience varies widely depending on who they interact with or when they enter the process, revealing a need for greater consistency and coordination.

    In many cases, we find students getting stuck at multiple points across the enrollment journey, starting with the application itself. Lengthy or confusing questions, lack of helpful guidance, and irrelevant fields can all create unnecessary complexity early on. Students may also encounter inconsistent or impersonal communication, making it unclear what to expect next or where they stand in the process.

    Further down the funnel, delays often occur during application review, sometimes taking a week or more due to internal handoffs or manual processes. In some cases, applications sit idle because there’s no system in place to move files forward or flag them for outreach. These gaps add up, slowing momentum and causing potential students to disengage.

    When you can see the entire process visualized, it becomes easier to ask the right questions:

    • Is the application process intuitive and easy to navigate, or are we introducing unnecessary complexity?
    • Are there clear next steps and calls to action for students at each stage?
    • Do students receive consistent, timely communication that reflects where they are in the journey?
    • Is the messaging and cadence of our marketing and operational emails aligned with what students hear from admissions counselors?
    • Are there opportunities to streamline handoffs, automate manual steps, or standardize the process to ensure every student receives a cohesive experience?

    Process mapping isn’t just a troubleshooting exercise. It’s a strategic investment in institutional agility and student-centered design. Institutions that complete this type of review often uncover both quick wins and opportunities for deeper transformation.

    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.

    Rethink the rules: Policies that reduce friction and drive results

    Some of the most impactful improvements we’ve seen don’t require major investments or cutting-edge technologies. More often, they come from rethinking the policies that shape your admissions process and how those policies either support or hinder the student experience.

    When we conduct policy reviews with our partner institutions, we often find that some admissions requirements add more complexity than value. It’s crucial to determine whether each requirement is truly essential to making an informed admissions decision. By removing or refining requirements that no longer serve a clear purpose (such as excessive documentation or overly rigid review criteria) institutions can streamline internal workflows and reduce avoidable delays. These targeted adjustments not only improve operational efficiency but also create a more accessible and student-centered experience.

    Impact in action: Practical examples of enrollment transformation

    These are not just hypothetical improvements. We’ve worked directly with institutions to implement these strategies and have seen the tangible impact they can deliver. Here are a few real-world examples that show how practical adjustments have translated into measurable results:

    • Waiving letters of recommendation for applicants who meet a defined GPA threshold. This eliminates a common bottleneck while maintaining admissions rigor.
    • Simplifying transcript requirements by only requesting documentation that includes a conferred degree and any prerequisite coursework required for program entry. Additional transcripts are collected later if necessary, which speeds up the initial review process.
    • Automating workflows that trigger application reviews as soon as all checklist items are complete. This ensures students move through the process without unnecessary delays.
    • Setting up notifications to ensure timely engagement. For example, alerts can be set when a new inquiry or applicant hasn’t received contact from an admissions counselor within 24 hours, or when application reviews are taking longer than expected.

    These types of changes create a more efficient, student-centered process that helps institutions convert interest into enrollment more effectively.

    Don’t just tweak the process, transform it

    If your institution is still relying on outdated processes and rigid policies, now is the time to reevaluate. The enrollment environment is only becoming more competitive. But with the right changes, your institution can become more efficient, more agile, and more appealing to today’s students.

    This isn’t about cutting corners or lowering standards. It’s about rethinking how your process serves students. Process mapping helps uncover ways to simplify steps, ensure consistency, and build trust through clear communication and meaningful staff connections. The result is an experience that’s more efficient, more personal, and better aligned with your institution’s goals.

    Let’s break the bottleneck together

    A process mapping assessment is a powerful starting point. At Collegis, we go beyond identifying issues. We work side by side with our partners to solve them. Our approach is collaborative, our recommendations are practical, and our focus is always on impact.

    If your institution is ready to accelerate enrollment growth, strengthen internal operations, and deliver a more consistent and personalized experience for your students, let’s talk.

    Innovation Starts Here

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

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  • Building an Internal OPM [Workbook]

    Building an Internal OPM [Workbook]

    As colleges and universities reconsider their long-term online program management (OPM) strategies, many are opting to bring services back in-house. But taking that leap from a traditional OPM model to a more autonomous, self-directed approach requires more than good intentions. It demands a deep, institutional understanding of your operational readiness.

    That’s where this discovery workbook comes in.

    Designed for higher ed leaders who are exploring the feasibility of an internal OPM model, this interactive guide walks you through the foundational questions, functional assessments, and strategic planning tools you need to make informed decisions and set your institution up for long-term success.

    You’ll explore your institution’s current capabilities and uncover critical gaps across data, tech, and talent — while equipping your teams to take aligned, strategic action.

    What’s Inside?

    • Strategic readiness prompts to evaluate your institution’s vision, leadership alignment, and change management culture

    • Functional deep-dives into five core operational areas: market research, marketing, enrollment, retention, and academic services

    • A robust gap analysis rubric to assess capabilities across data, technology, and talent

    • Planning tools including a RACI matrix and a rose-thorn-bud exercise to turn insights into action

    • Guidance on identifying the right support partners and what to look for in a modern, DIY OPM model

    Whether you’re just beginning to evaluate your current OPM contract or actively planning for transition, this workbook offers a practical path forward.

    Use this interactive workbook to explore what it takes to manage your online programs in-house.

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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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  • Making Higher Ed’s Back Office More Efficient and Student-Centric

    Making Higher Ed’s Back Office More Efficient and Student-Centric

    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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