The Triple Threat: Tested Tried True

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The Triple Threat: Tested Tried True Hosted by Adriene Doray-Franklin Director of Transcript Services SIS Integration 3/31/2014

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© 2014 National Student Clearinghouse. All Rights Reserved.

Agenda • Introductions

• Background • Transcript Services Overview • Ellucian Integration • Total Solution and Value • Questions and Answers

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Our Panelists...Your Peers • Amarillo College, Texas: 2-year public; 11,000 students • Brown University, Rhode Island: 4-year private; 8,500 students • Drexel University, Pennsylvania: 4-year private; 25,000 students • University of California, Merced: 4-year public; 5,000 students • University of Great Falls, Montana: 4-year private; 1,000 students

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In 1993, the Clearinghouse was established by and for the higher education community for the express purpose of providing accurate and timely enrollment reporting to the Department of Education. That was our charter then. It remains our mission today. 3/31/2014

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Numbers You Should Know • 2003 • 601 • 100,000 • 2 million • 1 Billion • 2013 • 90%

• 13 minutes 3/31/2014

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Snapshot of Reality – World Class Customer Service

13 minutes:

Consent form complete and ready to be securely picked up! On a Sunday!

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Be informed: All partners are NOT the same! Only the Clearinghouse…  Is an Ellucian Strategic partner for transcript order integration

 Is enabled by default in Ellucian software  Has conducted extensive end-to-end testing with Ellucian to ensure the delivered solution performs successfully

 Jointly determines what enhancements will be added to the solution

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Strategic Partnership Benefits • Solution is embedded in your Ellucian SIS screens

• Powerful solution that solves an industry wide need: provide real-time, secure transcript order, fulfillment and delivery capabilities • No cost to the institution or to the student

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Ellucian eTranscripts: What is “It?” • Unified interface • Automates transcript ordering, production and delivery between the Clearinghouse Transcript Ordering platform and Ellucian’s SIS systems • Facilitates a “no touch” approach to fulfilling transcript requests

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Key Business Challenges around Transcript Processing •

Transcripts are largely paper based



Producing transcripts is slow and labor intensive



FERPA regulatory requirements force requestor’s signature or authenticated login



Students demand and expect faster service



Job market is competitive - You CANNOT let transcripts slow the process for your students

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How do we get integrated? There are two distinct activities:  eTranscripts – 3 components  Transcript Ordering  Ellucian Cloud - acts as the broker for the order, responsible for receiving the transcript order information from the Clearinghouse, sending the order to the your SIS. Accomplished using web services calls (APIs)  School ERP/SIS – provide information about the requestor, receives, automates the processing of, and fulfills the transcript orders  Transcript Ordering – creating your online transcript ordering website  Delivery options  Processing options  FERPA consent options  Holds/restrictions 3/31/2014

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Activation of eTranscripts What does it look like?  School  Install the software  Define User Accounts  Configure  Provide a public key to the Clearinghouse for secure FTP

 Ellucian  Software  Cloud setup

 Clearinghouse  Provides a testing profile  Provides a FTP account  Provides functional testing guidance via WebEx and telephone

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Custom Online Ordering Forms

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How the Clearinghouse & Ellucian eTranscripts Solution Works

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Student Identification

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Student Validation

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Transcript Fulfillment

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© 2014 National Student Clearinghouse. All Rights Reserved.

How the Clearinghouse & Ellucian eTranscripts Solution Works

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Questions to Panelists

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Value of eTranscripts • Significantly reduce your workload • GO GREEN! Environmentally friendly, costsaving approach that reduces the need for security paper, envelopes, postage, etc.

• PDF generation capabilities embedded within the ERP • 24x7 availability • Time saved = Time earned 3/31/2014

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Thank You! Please visit us at Booth #501 for additional information and to see a full demo of eTrancripts

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© 2014 National Student Clearinghouse. All Rights Reserved.