campuslogic company overview
TRANSCRIPT
CampusLogic, Inc. Company Overview Student Life Cycle Solutions
www.CampusLogic.com (877) 259-9137 [email protected]
About Us
© 2011 CampusLogic, Inc. Page 1 www.CampusLogic.com
About Us CampusLogic provides software-driven solutions across the student life cycle including Student Call Center, Financial Aid, Placement Verification, and Default Management. Since 2001, CampusLogic has established itself as an education industry leader by providing innovative solutions that increase efficiency, ensure compliance, and improve the student experience.
Solutions include:
StudentVerification.com Automated Financial Aid Verification
FileReview.com Financial Aid Quality Assurance
AutoReconciliation.com Automated Financial Aid Reconciliation
PlacementVerification.com Third-Party Placement Verification Services
Student Contact Center Inbound and Outbound Student Contact and Document Collection
Interim Management On-Demand Staffing Resources
Financial Aid Processing Packaging, Disbursement, and Refund Processing Solutions
CampusVue Optimization Financial Aid Process And Technology Alignment
Financial Aid Consulting Process Assessment, Training, and Centralization Services
Since inception, CampusLogic has provided products and services to over 100 colleges and universities. Our extensive expertise in the field means CampusLogic is uniquely positioned to create substantial efficiencies and increase quality for each client. This is achieved through a team approach, innovative insight, and an uncompromising commitment to service.
Our Solutions
© 2011 CampusLogic, Inc. Page 2 www.CampusLogic.com
Products
CampusLogic offers unique web-based software solutions that lower costs, drive regulatory compliance, and improve the overall student experience. Our products are built to integrate with our clients' student information system to minimize manual processes and reduce human error. Each product can be paired with an optional processing or call center service to create a comprehensive student services solution.
Product Solution Offerings
StudentVerification.com FileReview.com
School-branded student portal Identify FA file defects
Online form completion Identify compliance risk
Document uploading capabilities Identify trend issues
Automated student notification Provide root cause analysis
Real-time status reporting Build control plans
FERPA compliant Target high-risk areas
Auto-validation of FAFSA data Increase accountability
24X7 student contact center Produce detailed reporting
AutoReconciliation.com PlacementVerification.com
Automated data analysis Secure document web portal
FA expert review of discrepancies Recorded verification calls
Root cause analysis Detailed dashboard reporting
SIS to COD reconciliation Web Forms
SIS to business office reconciliation Digital Signature
Business office to G5 reconciliation Links to employer (coming soon)
COD to G5 reconciliation Job Board (coming soon)
Confirmation of issue resolution Integration with SIS
Our Solutions
© 2011 CampusLogic, Inc. Page 3 www.CampusLogic.com
Services
CampusLogic understands the importance of helping clients solve problems by providing measurable results. Our services are designed to improve the quality, efficiency, and regulatory compliance. We use imaging and workflow technology, best practices and deep subject matter expertise with proven training and quality management programs to improve student service, streamline processes, maximize efficiencies, and standardize procedures.
Service Solution Offerings
Student Contact Center
Incoming & outgoing contact
FAFSA & ED form assistance
Gainful employment assistance
Student Q & A sessions
Verification walk-through
Explanation of awards
Award letter distribution
Financial Aid Processing
ISIR review
Verification processing
Document collection & review
Financial aid packaging
Financial aid disbursements
Title IV refund processing
Stipend processing
Student account reconciliation
Interim Management
Onsite FA leadership assistance
Extensive FA knowledge
Offer process improvements
Perform staffing analysis
Provide status reports
CampusVue Optimization
FA module overviews
Detailed functional setup
Timesaving tips
System revisions
Automation of manual processes
Other Consulting Services
FA process assessment
FA centralization services
Training policy & procedure
Case Studies
© 2011 CampusLogic, Inc. Page 4 www.CampusLogic.com
Case Study: Financial Aid Processing
Client Profile:
For-profit online university with over 60,000 students
Multiple processing centers in multiple states
Client Issue:
Continuing student backlog of over 15,000 unpackaged financial aid files
Inconsistent processes and lack of defined metrics to manage file processing
Significant number of escalated student issues and growing accounts receivable problem
Client Requirements:
Seamless and transparent process to assist them with the backlog of student files
Processing to be completed per client specific policies and procedures
Processing via client student information system
Move towards goal of packaging all student files 30 days prior to the start date
CampusLogic Solution:
Deployed team of qualified financial aid resources to quickly provide desired scalability
Delivered CampusLogic’s FA training program incorporating client policies and procedures
Implemented quality assurance program based on over 30 quality attributes per file
Provided daily status reporting including files received, completed and aging
Result:
Eliminated 15,000 file backlog in 60 days resulting in a reduction in AR of over $1.5 million
Improved file quality by 72% and attribute quality by 30% (compared to baseline results)
Decreased average cycle time from start date plus 120 days to start date minus 30 days
Consistent delivery of files within timeliness and quality service level agreements
Case Studies
© 2011 CampusLogic, Inc. Page 5 www.CampusLogic.com
Case Study: FileReview.com
Client Profile:
Multiple colleges consisting of on-ground campuses and an online campus
Mix of standard and non-standard term programs
Client Issue:
Scalability concerns relative to anticipated growth
Previous years’ audit findings increase risk of future FA eligibility restrictions
Lack of resources to design, build and manage long term quality assurance program
Client Requirements:
Review every financial aid file for award eligibility prior to disbursement
Develop program to consistently deliver campus accuracy rate greater than 95%
Consistently meet timeliness and accuracy performance metrics
Deliver daily FA file results for correction as required and weekly summary reporting
Complete all file review within client student information system and imaging system
Develop agreed upon file checklist of items (attributes) to be reviewed for every file
CampusLogic Solution:
Configured our FileReview.com application for client specific attributes
Created a policy and procedure manual detailing how each file item will be reviewed
Conducted daily file review and reported accuracy rates by attribute and overall file
Result:
Increased accuracy 30%, campuses consistently deliver 99% attribute accuracy
Financial aid audit completed without findings
Recommended and implemented targeted (campus, FAO, attribute) training opportunities
Identified and implemented process improvement opportunities
100% compliance with file review quality and timeliness service level agreements
Case Studies
© 2011 CampusLogic, Inc. Page 6 www.CampusLogic.com
Case Study: Student Contact Center
Client Profile:
Online University offering degrees in Business and Health Sciences
Non-standard term programs
Borrower based academic year
Client Issue:
Recently approved for Title IV eligibility
Limited staff with Title IV knowledge to provide counseling and document collection
Lack of documented policy and procedures to train internal staff to manage the program
Client Requirements:
Experienced temporary staff to contact students and provide a financial aid overview
Knowledgeable staff to assist students with the FAFSA, MPN and Entrance Interview
Financial aid resources to complete verification and resolve C-Codes and ISIR reject codes
Ability to deliver complete file to centralized processing center for award packaging
CampusLogic Solution:
Developed detailed policy and procedure manual
Customized and delivered detailed training to CampusLogic project resources
Contacted students and worked through creation of certification ready financial aid files
Generated estimated award letters and addressed outstanding student questions
Result:
Implemented a focused student contact process within 30 days
Daily reporting including student status, outstanding documents and contact history
100% accuracy on complete financial aid files delivered to centralized processing center
100% compliance with activity and timeliness service level agreements
Case Studies
© 2011 CampusLogic, Inc. Page 7 www.CampusLogic.com
Case Study: Interim Management
Client Profile:
Career College in Southern California
Non-standard term programs
Borrower based academic year
Client Issue:
Struggled to fill vacant Financial Aid Director position with a qualified resource
Poor staff productivity and focus due to lack of department leadership and support
Negative impact on student experience directly related to lack of financial aid leadership
Client Requirements:
Short-term, director level resource to ramp up quickly on school systems and procedures
Ability to be on-site daily to stabilize and manage the department
Availability to assist with interviewing candidates and training selected applicant
CampusLogic Solution:
Provided on site resource at the campus with over four years director level experience
Created and delivered training and management plan customized to staff members
Provided department leadership and financial aid subject matter expertise
Result:
Reduced student concerns regarding timeliness of financial aid processing
Improved production and morale, enabling campus to meet corporate expectations
Eliminated outstanding issues and developed control plan to prevent further occurrences
Reduced financial aid related AR by over $3 million in 3 months
Received letter of appreciation from Corporate President recognizing accomplishments
Case Studies
© 2011 CampusLogic, Inc. Page 8 www.CampusLogic.com
Case Study: PlacementVerification.com
Client Profile:
Multiple colleges consisting of nation-wide on-ground campuses and an online campuses
Mix of standard and non-term programs
High representation of heath services-related programs of study
Client Issue:
Accrediting Agencies and states have added requirements for placement verification
Recent changes necessitate third-party verification of employment placements
Require a speedy turn-around time for placement verification confirmation for reporting
Client Requirements:
Telephonic, fax and email confirmation activities
Recorded calls
Robust daily and weekly reporting
Supplemental contact attempts as needed
CampusLogic Solution:
Leverages industry-leading consulting experience and expertise
Each telephonic verification attempt is recorded and stored for review
Proprietary graduate record contact tracking and reporting application
Development of campaign-style call center for outgoing contact attempts
Focused campaigns for accreditation review purposes
Result:
Cost-effective and successful placement verification solution
Rapidly scalable capacity for quick implementation
Improved average speed of placement verification by 50%
Completion of placement verification for most graduate records within three attempts
Management Biographies
© 2011 CampusLogic, Inc. Page 9 www.CampusLogic.com
Gregg Scoresby, Founder and Chief Executive Officer [email protected]
Gregg has been in senior leadership roles in the outsourcing and consulting industry for 19 years. As the founder and CEO of CampusLogic, he helps colleges and universities design, deploy and manage highly efficient and compliant back office operations. Gregg was previously a senior executive in the outsourcing practice at Arthur Andersen and helped build the firm’s North American outsourcing business. He has structured or managed over $500 million of outsourcing and shared service center contracts in industries as diverse as retail, publishing, advertising, government, utilities, education and real estate. He has a B.S. from Brigham Young University and an MBA from Cornell University.
Chris Creaney, President and Chief Operating Officer
Chris has over 14 years of experience in business process consulting and outsourcing focused on improving quality, reducing cost and increasing productivity. He has provided strategic vision and been instrumental in the success of CampusLogic since its inception. As President, Chris is focused on delivering measurable results of the highest quality in a timely manner for all service offerings. Prior to CampusLogic, he held various management roles with several companies in the outsourcing industry, including Hewitt & Associates, LeapSource and Arthur Andersen. Chris has a B.S. in Finance and Marketing from University of Cincinnati.
Tiffany Schwein, Vice President of Operations [email protected]
Tiffany has spent the last 12 years of her career implementing and operating consulting and outsourcing projects for large for-profit clients in the education, finance, and training industries. Tiffany has a proven track record of reducing process costs, improving cycle time and building high performance teams. Prior to joining CampusLogic, she held multiple senior management roles at Arthur Andersen where she was responsible for managing financial aid related processes, organizational and process re-design, and training curriculum development. Tiffany holds a B.A. in Liberal Arts from Florida International University.
Management Biographies
© 2011 CampusLogic, Inc. Page 10 www.CampusLogic.com
Jon Hazelgren, Vice President of Business Development [email protected]
Jon has over 20 years of higher education experience including work as a director of financial aid and a former call center manager. As the Vice President of Business Development, Jon is focused on promoting and aligning the CampusLogic strengths and vision with clients in need of process and quality improvements. Prior to CampusLogic, Jon has held leadership positions with various companies, most recently as a VP of Business Development at Xerox Education Services. Jon was instrumental in the development of several key relationships while at Xerox with both current and new clients. Jon attended Brigham Young University and has a B.A. in Communications and a MBA with an emphasis in Information Resource Management from
Westminster College.
David Gemoll, Vice President of Information Technology [email protected]
Mr. Gemoll is a dedicated technology leader with over 20 years of comprehensive experience across multiple industries which include health care, finance, higher education, real estate, government and retail. He has also spent considerable time as both an on-premise and online adjunct instructor of graduate and undergraduate technical and business courses at several universities. Before joining CampusLogic, David was responsible for internal publishing and collaboration platforms at Blue Cross Blue Shield of Arizona where he led a major implementation of multiple productivity platforms. Prior to Blue Cross Blue Shield, he worked at OneNeck IT Services, a leading hosted application management and managed services provider and Wells Fargo where he participated in the largest bank merger in history. Mr. Gemoll holds an MBA in Global Technology Management and Bachelor of Science degrees in both Information Technology and Business Management.
Brandon Shoemaker, Director of Application Development [email protected]
Brandon leads the team responsible for developing and maintaining SmartTrac, CampusLogic’s proprietary workflow and quality management application. Prior to working with CampusLogic, Brandon worked for Honeywell where he wrote complex financial models to evaluate price changes in new and existing products and developed analytical models that led to profitability improvements of over $45 million. Prior to Honeywell, Brandon worked for Boeing, where he developed a custom Earned Value Management application used across the entire Defense and Space business unit. He has a B.S. from Arizona State University and an MBA from Thunderbird School of Global Management.
Management Biographies
© 2011 CampusLogic, Inc. Page 11 www.CampusLogic.com
Rob Alvarado, Director of Information Technology [email protected]
Rob has over 13 years of Information Technology experience. Wide ranging skill set includes Networking, Server Virtualization, Desktop, Messaging, and Application Support. Prior to working in Information Technology, Rob spent 10 Years Active Duty with the Arizona Army National Guard as a Flight Medic and Patient Administration NCO. His Information Technology Management and Project implementations have spanned working with a large wireless telecom company to smaller startup ventures. Rob is a Microsoft Certified System Engineer and holds a BS in Information Technology from the University of Phoenix.