Break Out Sessions-Colleague

Succession Planning (Colleague)
David Dutton and Shannon Eskam, Casper College
Financial aid process that are highly automated with the process handler, weren’t documented, and then the person responsible for maintaining the jobs left.

How we fixed this issue using Financial Aid office, IT, and a consultant to help us solve the problem and document it.

Automating Colleague Reports and Processes (Colleague)
Edie Cox, Laramie County Community College
Do you ever have the feeling you are wasting time waiting for a process to finish? Do you ever wish you could have that report waiting for you, instead of you waiting for it? This session will demonstrate how to automate Colleague processes and reports so that you have the results when you need it without the waiting.

SQL Server Maintenance and Performance Monitoring (Colleague & Banner)
Tim Bjornson, Laramie County Community College
Are your Colleague, CROA or Banner SQL Server databases being adequately maintained and monitored? Don’t have the use of expensive 3rd party maintenance or performance monitoring tools? In this session we will cover best practice SQL settings to improve performance. We will review Microsoft MVP Ola Hallengren’s free tools for database backups, integrity checks and index optimization. Learn how to set up your own SQL Server performance monitoring processes using SQL Server dynamic management views. This session was presented at RMUG 2017. If you missed that session or would like a refresher, come join us.

The Good, the bad and the Self-Service we have! (Colleague)
Michael Randall, Laramie County Community College
Thinking of moving to Colleague Self-Service from WebAdvisor?  Take a look at the different modules within self-service.  Modules covered will include Student Finance, Financial Aid, Student Planning, Faculty, Budget, Projects Accounting, Daily Work, Graduation App, Grades, Advising and Nelnet Payment Plans.

Simple Steps to Cloning a System (Colleague & Banner)
Tim Bjornson and Edie Cox, Laramie County Community College
Cloning our Colleague system used to take hours for Laramie County Community College. It was something we dreaded doing so therefore did not do it frequently. We have our process down to a science where it only takes less than two hours to complete. Come learn our process to make your life simpler.

Critical Questions For Implementing Data Governance (Colleague & Banner)
Ann Murray and Edie Cox, Laramie County Community College
Your institution relies on accurate and meaningful data for processing and reporting. With an integrated system, like Colleague and Banner, it is critical that data are identified and categorized for its purpose. Implementing Data Governance is easy once the critical questions are identified and the guidelines are outlined. In this session, you’ll learn about the process LCCC used to implement data governance on campus.

I Heard the Words but What Did You Say? (Colleague & Banner)
Edie Cox, Laramie County Community College
Have you ever been in a meeting when technical folks start discussing issues and suddenly there is a feeling of being in a foreign country? Communication is necessary but can be challenging. This session will take the mystery out of the terminology often used by technical folks as it relates to Colleague/Banner and SQL. Analogies presented will paint a visualization of the terminology often heard. The end goal is to enhance the communication and understanding between the IT and Functional groups of computer users.

Excel Tricks and Tips (Colleague & Banner)
Mark Perkins, Laramie County Community College
“Excel Tricks and Tips” will introduce the novice to intermediate Excel user to tricks and techniques that can save the user time! This is a good precursor to “Let’s Do the Pivot”.

Let’s Do the Pivot (Colleague & Banner)
Mark Perkins, Laramie County Community College
This session introduces the user to things such as setting up tables, filtering, and VLOOKUP and more. Learning these skills will help the user same time, and they help keep the data valid and reliable!

PCI-EZ: Better Security and Less PCI paperwork (Vendor – Colleague & Banner)
Brian Prosser, TouchNet
Data breaches aren’t going away. In fact, they are increasing, and higher education is becoming an increasingly attractive target. The mandatory processes and procedures designed to protect your institution and students can be costly and labor intensive. PCI compliance is one of them.

Join TouchNet to learn how schools took a PCI-EZ approach to compliance and were able to cut the time spent on PCI paperwork; reduce their PCI footprint and deliver a better, more secure experience to their students and staff. By implementing easy to follow strategies built on certified technologies, transparent processing and a condensed merchant structure, universities were able to reduce risk, boost operational efficiency, and prepare for emerging trends as the payment ecosystem continues to evolve.

Using Budget by Award Period (Colleague)
Julie Wilson, Dynamic Campus
Colleague recently introduced the Budget by Award Period functionality. This session will cover basic rule writing, set up, and use of this long awaited functionality.

Get The Report You Need (Colleague)
Julie Wilson, Dynamic Campus
No need to create custom reports when you know how to find and use Colleague canned reports. Learn how to restrict canned reports to certain populations using Colleague delivered functionalities.

LCCC Portal Solution – ClassLink (Colleague & Banner)
Michael Randall, Laramie County Community College
This session is a demonstration of how LCCC uses ClassLink as a student and employee portal. Come see the apps we use and how we deliver them. Some of these include Self-Service, Colleague UI, Office 365, WebAdvisor, and CROA.

Digital Asset Management, File Naming and Workflow for Productivity: (Why Your File Naming Scheme Stinks) (Colleague & Banner)
Kent Brooks, Casper College
In the modern world, some will say a file naming convention is so 2004. However, standardizing file naming conventions can also be critical in differentiating and organizing the tremendous volume of digital assets we all encounter daily. While machines can easily distinguish between these objects via metadata, humans have a little bit more difficulty. Humans name things. That’s how we’re built. This session will provide practical tips for dealing with the large number and types of files we encounter each day so that you can be more efficient and productive.

Ellucian ILP: Connecting the SIS to the LMS (Colleague & Banner)
Michael W Brown, Northern Wyoming Community College District
Overview and examples of Ellucian’s Integrated Learning Platform (ILP) and how it connects to Learning Management Systems. Review the growth of ILP, the current state and future developments. Discuss/demonstrate set up and usage with Blackboard, Canvas, Desire to Learn and Moodle. Discuss/demonstrate communications from the SIS through ILP to the LMS.

Panel Discussion on the Benefits and Applications of Smartsheet (Colleague & Banner)
Victoria Steel, Jennifer Hooke, and Julie Gerstner, Laramie County Community College
This session presents an overview of the cloud-based software Smartsheet and a variety of its applications and benefits. Using Laramie County Community College (LCCC) as a case study, attendees will view the basic functionality of the software, see how LCCC is using it and recognize potential benefits and applications of the software at their institution.

Implementing Preferred Name: Policy and Implementation (Colleague & Banner)
John Wood and Jeremy Hughes, Central Wyoming College
Central Wyoming College is implementing a Preferred Name option for all students and staff at the college. Come to this session to see:
+ The process used to plan an implementation
+ The policy development that has been adopted so far.
+ The technical implementation details. Ellucian Colleague is our ERP, but the presentation will be general enough to be of interest to others.

Plan, Nudge, and Schedule: Leveraging Culture Change and Technology to Create the Ultimate Integrated Approach to Student Success (Vendor – Colleague & Banner)
Becky Weaver, Fox & Weaver Consulting
We know that degree plans, early alerts, and the course schedule are important components in student success. When an institution implements these without an integrated strategy and a plan for culture change, we suffer pitfalls and missed opportunities. If you have already gone down this path, it isn’t too late to fill in the gaps and improve your retention and success rates. Join us for a presentation and discussion that will help your institution achieve these critical goals!

Creating Team Success to Yield Student Success: Leveraging Strengths to Create High Flying Teams (Vendor – Colleague & Banner)
Lyne Tumlinson, Lift Team Coaching
This is an interactive event aimed at all groups across the institution.

Student success depends on more than the student focused strategies we all work to employ. In order to help students stay the course, our administrative/staff teams must be successful as well. When your team works like a well-oiled machine, the members are better able to focus on strategic goals, and avoid the pitfalls of office politics and squabbles. Even the best of teams can learn more about themselves and each other to lose any toxicity and create better opportunities for student success.

Tips & Tricks for Student Communications (Colleague)
Alli McCown, Laramie County Community College
Learn about how LCCC is leveraging Colleague’s communication capabilities, partnered with various other forms of mass communication (Recruit CRM, text messaging platforms) to effectively and comprehensively communicate with students. Presenters will discuss the general communication timeline for students in areas ranging from Admissions to Financial Aid to Student Accounts, and will give a brief look into customizing communications and using shortcuts in Colleague such as communication groups and batch entry. Presenters will also share areas for future focus and improvement. There will be time for questions and discussion.

Complete Reporting, Analytics and Budgeting for Colleague and Banner (Vendor – Colleague & Banner)
Henry Ferguson and Bryan Trethway, Prophix
Learn how to Supercharge your Budgeting and Reporting activities with Ellucian. Prophix is the leader in Higher Education for finance, and our joint Ellucian customers love the how we help with:
Budgeting & Forecasting
· Shorten the budget cycle with integrated, enterprise-level planning
Labor Planning
· Salary and benefits planning that leverages HR data, driver assumptions and budgets
Tuition & Grants Planning
· Calculate the impact of tuition rates and grant installments on budgets and forecasts
Reporting & Analytics
Streamlined reporting and analytics to enable actionable insight

Reporting without I.T.: How to be more efficient and independent (Vendor – Colleague & Banner)
Gabriela Alvarado, Synoptix
Higher education has significantly changed in the last 13 years, the need to complete financial reporting has not! Synoptix takes the knowledge from working with over 400 institutions to show you how to solve top reporting issues. We will be tackling data accuracy and distribution to provide you with valuable time-saving tips. This will be followed by a discussion on efficient ways to shorten internal procedural changes.

Rules about RLDE’s (Colleague)
Wendy Harvey, Independent College Enterprise
This session will take you through rules that have already been created and verify for accuracy. At a glance, and with a report, we can tell if the rule is accurate. You will be able to verify all aspects of a rule and make sure they are accurate even before going to test the rule. We will end the session with the RLTD to test a few rules.

Student Influencers > Student Ambassadors (Colleague and Banner)
Adam Metcalf, ZeeMee
Has the role of your student ambassadors remained relatively unchanged over the past several years? If you aren’t leveraging your ambassadors to be social influencers, then they are just tour guides. Learn how colleges across the globe transitioned student ambassadors into real social influencers, skilled at creating digital content far more powerful than traditional social media. This session will be presented by Adam Metcalf, the Co-Founder of ZeeMee, a social community for colleges that is now used by students in over 150 countries and 200+ colleges.

Security Onion: Insight to systems and your network (Colleague and Banner)
Justin Pederson, Casper College
Security Onion is an open source Network Monitoring System. Casper College has implemented it as measure for systems security and network management. This session will go over some of the use cases for this system as well as how to stand up the system and use them.

Best Practices on Gender Identity (Ellucian – Colleague)
Debbie Smith, Ellucian
In this session we will talk about best practices for supporting gender identity of your students within your Colleague environment.

Overview of Colleague Self Service Student features (Ellucian – Colleague)
Debbie Smith, Ellucian
Come learn what is currently available and what is coming soon for Colleague Student Self-Service.

eTranscript Update (Ellucian – Colleague)
Rick Skeel (Remote) with Debbie Smith, Ellucian
An overview session of what’s new and upcoming with eTranscripts.

Using Ethos for Integrations (Ellucian – Colleague and Banner)
Jeff Modzel, Ellucian
Connecting systems together with a common language, the Ethos Platform can be used to connect your Ellucian, Ellucian partner, or custom applications. Join this session to learn how to get started, what to expect, and how to prepare for building your first integration.

Enhance Your Student Housing and Staff Operations with StarRez (Vendor – Colleague and Banner)
Darren Burrows, StarRez, Inc.
Are you looking to enhance your student housing experience with the latest technology? StarRez offers students the online experience they expect while also providing your staff the functionality needed to manage room assignments, reports, email communication and more. Join us as we explore some of the great features available to enhance your student experience.

Improving the Student Experience: Putting ECM to Work (Vendor – Colleague and Banner)
Sutton Satcher, Softdocs
With campus system maps growing increasingly complex, institutions’ need for strong communication and efficient processes has become paramount. This session explores how higher education institutions are leveraging ECM to unify diverse systems and your SIS, develop data consistency and create new efficiencies across campus. Come learn how digitalization of processes with ECM betters the student experience and benefits employees campuswide.

1095C’s No Problem! (Colleague)
Kristy Kauppi, Western Wyoming Community College
This session is designed to discuss how to implement and understand ACA and 1095 reporting for Colleague.

Future Proofing your ERP (Vendor – Colleague)
Kelly Sinacola, Ferrilli
Are you making decisions that align your institution for the future? Whether your goal is to better leverage your current ERP or to consider a move to another system, the first step is to understand the pitfalls lurking in your current system. Have your old customizations been outpaced by recently delivered functionality? Are those same customizations supporting inefficient or ineffective business processes? Join our session to better understand how to address these challenges and learn how to future proof your ERP.

Open Discussion on Navigating Change with AR, HR, and Payroll, Setups and How-to-do’s (Colleague)
Pam DeMartin, Laramie County Community College
Come and attend this open discussion on how LCCC has navigated the change to Self-Service so that it is running smoothly for Students AR; how LCCC utilizes zero dollar payments for sponsorships; and first steps in preparation for Assignment Contracts.

What tools are in your toolbox? (Colleague)
Linda Nichols, Casper College
Using a combination of tools including SLCR in Colleague and reports in WEBI/CROA, end users can be more self-sufficient and creative in getting their jobs done. I use those tools to monitor enrollments for certain groups – student athletes, international students – but they could be modified for other groups on campus. We will focus on the exchange between systems – Colleague, CROA, and Excel/Word – to accomplish extracting what we need. This is geared more toward new users but experienced end users may be able to pick up a tidbit also. I will welcome input and ideas from experienced users.

Colleague Studio Basics (Colleague)
Jean Larsen, Western Wyoming Community College
This presentation will cover naming conventions, standards, and building templates. We will discuss using this type of document to train new staff. It can also help as a refresher for using Colleague Studio.

Removing Manual Data Entry from your Higher Ed Processes (Vendor – Colleague and Banner)
Tyler Groepper, Shamrock Solutions
Higher Ed organizations receive 80% of their content in an unstructured format. This includes student side documents as well as back office. Most of this data is not available to you for reporting or entry into your SIS or ERP. Shamrock has changed the game and can help you eliminate data entry into your Transcript, Financial Aid, Accounts Payable, HR, and other areas of your campus. Join us for this collaborative session.

Birds of a Feather Lunch and Learn for Student Records, Admissions, and Curriculum (Colleague & Banner)
Facilitator TBD, Laramie County Community College
Birds of a feather Lunch and Learn sessions are designed to allow you to connect and collaborate with others in your field of work. Are there any issues you need help with? Do you need help understanding how certain processes work? Do you want to learn about innovative solutions? Do you want to know the latest tricks and tips or best practices? This session will give you the opportunity to discuss such pertinent topics. Please send Edie Cox any questions, suggestions, and innovative solutions in advance to be given to the Facilitator.

Birds of a Feather Lunch and Learn for Financial Aid (Colleague & Banner)
Facilitator TBD, Laramie County Community College
Birds of a feather Lunch and Learn sessions are designed to allow you to connect and collaborate with others in your field of work. Are there any issues you need help with? Do you need help understanding how certain processes work? Do you want to learn about innovative solutions? Do you want to know the latest tricks and tips or best practices? This session will give you the opportunity to discuss such pertinent topics. Please send Edie Cox any questions, suggestions, and innovative solutions in advance to be given to the Facilitator.

Birds of a Feather Lunch and Learn for Finance, Accounts Receivable, and Human Resources (Colleague & Banner)
Facilitator TBD, Laramie County Community College
Birds of a feather Lunch and Learn sessions are designed to allow you to connect and collaborate with others in your field of work. Are there any issues you need help with? Do you need help understanding how certain processes work? Do you want to learn about innovative solutions? Do you want to know the latest tricks and tips or best practices? This session will give you the opportunity to discuss such pertinent topics. Please send Edie Cox any questions, suggestions, and innovative solutions in advance to be given to the Facilitator.

Birds of a Feather Lunch and Learn for Information Technology and Institutional Research (Colleague & Banner)
Facilitator TBD, Laramie County Community College
Birds of a feather Lunch and Learn sessions are designed to allow you to connect and collaborate with others in your field of work. Are there any issues you need help with? Do you need help understanding how certain processes work? Do you want to learn about innovative solutions? Do you want to know the latest tricks and tips or best practices? This session will give you the opportunity to discuss such pertinent topics. Please send Edie Cox any questions, suggestions, and innovative solutions in advance to be given to the Facilitator.