UNIMETIS –Studies Information Systemon Microsoft Dynamics CRM platform
Microsoft Award Winner 2011 as the best xRM project for the Student Information System
Search option at the System. Fast Reports
• Fast and Advanced Search
• Advanced Search -parameters of choice
• Individual filters for users and save option
• Upload data to Excel file (in the table or pivot table)
2
(used for filter)
Operator CriteriaField
3 Step Data Import
1. Preparing file for import
2.Data Import to the System
3.Verification of Data
• Each of the registers have option to get a template for Data Import
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Step 1 – Filling the Template for the Data Import
Step 2 – Data Import
Communication with Clients
• Integrated email Client
• Full integration with Outlook
• Creating email template based on Word file
• Integration with Call Centre
• Integration with SMS mailing
• Compatible with Microsoft Exchange or other POP3 mail servers (example, Gmail)
4
Template example at the Word file
SIS example from Outlook
SIS email client
5
Studies Information System Features
Advantages of SIS Implementation
6
SIS Modules
7
Core Module Standard CRM
Premises logistics Teachers workload Finance Module
Local Applicants
Admission Students (BS, MSc) Student Portal
Teacher Portal
Integration module
(AD, Moodle etc.)Graduates
Foreign Applicants
Admission
References
Contracts Orders Internships Surveys
Grades
Templates
Lead
Opportunity + Contact
eApplicant
Applicant
Opportunity
Closed + Applicant
card with status =
Contract Signed
Lead Qualified
Potential Applicant
Register on Enrolment
Portal
Potential Applicant
come to University
Applicant sign
contractEnrolment Order
signed
Student
Alumni
Contact
Graduation Order
signed
Alumni has interest to
other products
Potential Client ready
to buy
UNIMETIS manages full “life cycle” of the person at the university!
• Unimetis environment provides easy and understandable management interface.
• Integrated tools of the system provide easy and fast access to all necessary data just at the right moment when they are necessary.
• Specially customized user management system allows assign necessary rights for different persons and for different tasks.
8
360° CLIENT
OVERVIEW
9
Business processes supported by SIS
List of campaigns
Marketing
• Management of marketing activities
• Conducting marketing campaigns, creating tasks for Marketing team
• Preparation of Marketing Lists
• Mailings in a few steps
• Monitoring Marketing Campaigns costs
• Gathering Marketing Campaigns statistics
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Potential
ApplicantApplicant Student Graduate
Marketing list
Created tasks
Admission
• Portal for Applicants
• Admission on funded / tuition programmes, on first / higher semester
• Contest score counter
• Generation of contracts, admission orders, first invoices
• Generation of student’s account
• Accounting statistics on each student admission period
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Potential
ApplicantApplicant Student Graduate
Portal for Applicants
Applicant card
Contract
Enrolment
order
Student‘s account
Lifecycle of the Student
• Academic Planning
• Realization of the Study Process
• Support of the Study Process
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Potential
ApplicantApplicant Student Graduate
Academic
Planning
Realization of
the Study
Process
Support of
the Study
Process
Academic Planning
• Planned subjects(elective andcompulsory)
• Planned subjectgroups
• Planned syllabus
• Planned structure ofthe final grade
• Planned timetables
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Academic
Planning
Realization of
the Study
Process
Support of the
Study Process
Academic planning
Structure of final grade
Syllabus
Academic Planning
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Academic
Planning
Realization of
the Study
Process
Support of the
Study Process
Timetable
Realization of the Study Process
• Providing Educational Services (Semesters, Session)
• Student movement control
• Finance management related to Students
• Self–service: forstudents andteachers
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Academic
Planning
Realization of
the Study
Process
Support of the
Study Process
Student
card
Discounts,
scholarships Invoices and payments
Summary of tuition fees
Self-service: Student Portal
• Timetables
• Study Plan
• Grades
• Order References
• Contact Information
• Finance Information
• Subject Study Plans
• FAQ
• Application Templates
• Personal Information
• Electives
• Student Exchange Programmes
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Student Portal dashboard
Student‘s data
Student‘s financial data
Self-service: Student Portal
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Student‘s grades
References
Student chooses elective
subjects
Self-service: Teacher Portal
• Timetables
• Study Plans
• Grading
• Calendar desired working hours
• Filling the Study Plan by Subjects
• Monitoring of Student Sucesses
• FAQ
• Application Templates
• Personal Information
• Scientific activities
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Lecturer‘s data
Lecturer‘s personal
data
Summary of grades
Self-service: Teacher Portal
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List of students in subject and their grades
Lecturer‘s workload
Subject Syllabuses
Support of the StudyProcess
• Grant the Academic leave
• Form an Additional Subject
• Change of Personal Data
• Change of Study Programmes
• Change of Study Forms
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Academic
Planning
Realization of
the Study
Process
Support of the
Study Process
• Creating a Personal Plan
• Expulsion of Students
• Receiving feedback fromstudent (Survey module)
• Internships for Students
• Exchange Programmes
Student Document flow
• Generating contracts, orders, references, certificates, diplomas and their annexes
• Keeping separate nomenclature for each type of document
• Reporting Service – a tool for creating reports and documents to unload at .xlsx, .docx, .pdf, .xml, etc.
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Reporting
Services
Orders
module
Contract
module
Preparing document template on Word base
1. Document template2. Definition of Document variable
places3. Final Document
• Templates – generation of a document based on Microsoft Word template and automatic save of the document in the System
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Filling the data at
the Contract Card
Example of the Result
Graduation
• Setting the Theme and Appointing Supervisor
• Conducting Pre-/Denfese of Thesis
• Diplomas and their Annexes
• Work with Alumni (employment, career tracking)
• Qualification Courses
• Marketing
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Potential Applicant
Applicant Student Graduate
Final work data
Diploma
Alumni card
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Business Intelligence within SIS
Business Inteligence options
• Individual sets of indicators for different groups of employees
• Export to Excel files
• Reporting Services
• PowerView
• Data Warehouse
• Summary Reports
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PowerView
Reporting ServicesPowerPivot
Survey Module
• Create surveys on SIS
• Surveying students, teachers, partners, etc.
• Surveying based on the Course or the Study Programme
• Multi-langugage surveys with Summary reports
• Automatic and personalized mailing to Respondents
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Preparing the
Survey
Survey PortalSurvey Results
Thank you!
www.bitforit.ltE-mail: [email protected]
Phone: +370 604 00077Address: K. Donelaičio g. 62-213, Kaunas, Lithuania
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