campuslogic company overview

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CampusLogic, Inc. Company Overview Student Life Cycle Solutions www.CampusLogic.com (877) 259-9137 [email protected]

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Page 1: CampusLogic Company Overview

CampusLogic, Inc. Company Overview Student Life Cycle Solutions

www.CampusLogic.com (877) 259-9137 [email protected]

Page 2: CampusLogic Company Overview

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.

Page 3: CampusLogic Company Overview

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

Page 4: CampusLogic Company Overview

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

Page 5: CampusLogic Company Overview

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

Page 6: CampusLogic Company Overview

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

Page 7: CampusLogic Company Overview

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

Page 8: CampusLogic Company Overview

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

Page 9: CampusLogic Company Overview

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

Page 10: CampusLogic Company Overview

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

[email protected]

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.

Page 11: CampusLogic Company Overview

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.

Page 12: CampusLogic Company Overview

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.