Student Advising
Advisors who can see the whole student.
Advising runs on context — what a student is taking, how they are progressing, what has already been tried. When advising works on the same platform as the student record, that context is simply there, current, without a second login or a nightly sync.
Functional scope
The advising work, with the record in view.
None of this is exotic. What changes is where it happens: on the record itself, not in a system beside it.
- Advising cases and notes
- The conversation record kept with the student record, visible to the colleagues who should see it.
- The academic picture
- Enrollment, progress and standing read from the record — not re-asked of the student at every meeting.
- Referrals and handoffs
- When a student needs another office, the handoff carries its context instead of restarting the story.
- Caseload views
- An advisor’s students, and where each one stands, in one place.
Our approach
Advising is a coordination problem before it is a software problem.
The work is routing, documenting and following up. We build for how your advisors actually do it.
- Your advising model, not a generic one
- Professional advisors, faculty advisors, shared caseloads, a central hub or college-by-college. We configure to the model you run rather than asking you to adopt one.
- Notes are education records
- Advising notes are FERPA records, and who can read whom is a policy decision rather than a default. We design note visibility with your registrar before anyone writes one.
- Alerts people act on
- An alert nobody owns is noise. Every signal routes to a named role with a next step, and the loop closes on the record.
- Standalone or alongside the SIS
- Advising ships on its own. Bring the student record onto Salesforce later and everything you have built still fits.
What it runs on
The stack, named.
- Education Cloud Student Success
- Success plans, cases and referrals, advising notes and appointments, native on the student record.
- Salesforce Scheduler
- Advisor availability, self-scheduling and drop-in queues.
- Experience Cloud
- A student view of their plan, their to-dos and their appointments.
- Marketing Cloud
- Nudges and campaigns to a caseload, from the same record.
- Data Cloud
- Attendance and engagement signals from Canvas, Blackboard or Moodle, feeding the alerts.
- Your student system and degree audit
- Integrated to Banner, Colleague, PowerCampus, Jenzabar or Anthology, and to the degree audit your advisors already trust — Degree Works, Stellic or your own.
AI
Agents doing advising work today.
- Student navigator
- An agent that knows who it is talking to, answers the routine questions and handles the routine changes, then escalates the rest into a case with the full conversation attached.
- Course search and goals
- Salesforce's Course Search and Student Goals agents help a student find the right section and record what they are working toward. Generally available today.
- Signals, prioritized
- GPA movement, holds, withdrawals and a drop below full-time surface as a ranked worklist, so the advisor's morning starts with the twelve students who need them.
Implementation
Six phases. Thirty-six weeks to a live caseload.
- Align · 2 weeks
- Advising model, caseload structure, note visibility policy.
- Envision · 6 weeks
- Current state, alert signals, integration scope.
- Iterate · 14 weeks
- Success plans, cases, appointments, portal, LMS and SIS integration, built in working increments.
- Validate · 6 weeks
- Tested with real advisors against a real term.
- Onboard · 6 weeks
- Cutover, training, and a full term of advising.
- Hypercare · 2 weeks
- The team that built it stays on daily through the first live weeks.
We start with one college, not all of them.
Advising models differ by college, and an enterprise rollout that averages them satisfies nobody. One population goes live and runs a full term — including the alerts firing and the referrals closing — before the next follows.
Start here
Bring your advising model.
Caseloads, walk-ins, faculty advisors, a success team — advising is shaped differently at every institution, and the conversation starts from yours, not from a template.