Clearance

A Comprehensive Implementation Journey to Support Deposit through On-Campus Activity

Ready to finally make the business of being a student better for all? Embark on our Clearance Journey and deliver a game-changing experience to students and staff starting with deposit.

We understand how challenging it is to manage the ins and outs of student administration, onboarding, and clearance. Multiple systems, spreadsheets, teams, timelines, and processes overwhelm staff and leave students confused. We have leveraged the power of the Salesforce platform to create a comprehensive Clearance solution for all constituents so you can keep those students that you worked so hard to recruit. 

 

Functionality:

  • Mobile-First Experience for Students
  • Consolidated Back-End for Staff
    • Document Submission Workflow
    • Consolidated Clearance Status
    • Automated Communications
    • Cross-Department Collaboration
  • Automated Create/Delete of Clearance Checklist Items as Profile Changes
  • One-Way Integration with SIS
  • Status Integration from Other Systems (e.g. Adirondack, PowerFAIDS)
  • Dashboards & Analytics

Typical Timeline

Services Included

DiscoveryDiscovery
DesignDesign
Solution BuildSolution
Build
Data MigrationData
Migration
IntegrationIntegration
Training and AdoptionTraining &
Adoption
Project ManagementProject
Management

Clearance Packages

  Business
Class
First
Class
Journey Building X X
SIS Integration X X
Data Migration X X
Training & Adoption X X
Mobile Experience X X
Pardot    
Marketing Cloud   X
Extra Apps X X

Clearance Packages

  Business
Class
First
Class
Journey Building X X
SIS Integration X X
Data Migration X X
Training & Adoption X X
Mobile Experience X X
Pardot    
Marketing Cloud   X
Extra Apps X X

Don’t see a perfect fit? Need to start smaller? Have a unique use case? Contact us to chat and tailor your journey!