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AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Easy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik - UW-Whitewater Tuesday, November 12, 2013, Time 11:00 AM Session ID 1582 Session ID: 1582

AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

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Page 1: AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

AACRAO SEM 2013 - Chicago Session ID: 1582

Putting It All Together. Admissions Processing Made Easy with Perceptive Content!

Presented by: Steve Diesso, Jeff Blahnik - UW-WhitewaterTuesday, November 12, 2013, Time 11:00 AMSession ID 1582

Page 2: AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

AACRAO SEM 2013 - Chicago Session ID: 1582

Page 3: AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

AACRAO SEM 2013 - Chicago Session ID: 1582

Introduction

• Learn how the UW-Whitewater office of admissions redesigned their workflow process to efficiently control student admissions data for processing.

Page 4: AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

AACRAO SEM 2013 - Chicago Session ID: 1582

WHO ARE WE?

• Regional, Liberal Arts University located in Whitewater, Wisconsin

• Enrollment: 12,000 students; Masters granting

• Have been using Perceptive Content in Admissions since 2007

• Review 10,000 applications/year

Page 5: AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

AACRAO SEM 2013 - Chicago Session ID: 1582

Why Redesign?1. Need to handle all the combinations of document arrivals

Paper Documents Parchment, National Student Clearinghouse, Scrip-Safe UW-System Electronic & Paper Applications

2. Combine the documents into Projects/Folders3. Automatically route files to the appropriate processor to

minimize as much human intervention as possible4. Desire to even the workload and switch from population-

based application review to territory-based review.5. Easily integrate other departments to assist in the

processing of applications.

Page 6: AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

AACRAO SEM 2013 - Chicago Session ID: 1582

Learning Outcomes of this Session:

• Advanced iScripting with direct integration with the PeopleSoft Student Information System

• Using iScripts to build projects/folders with custom properties to control the routing of documents.

• Advanced Workflow techniques and design.• Merging and controlling data between multiple

departments.

Page 7: AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

AACRAO SEM 2013 - Chicago Session ID: 1582

CHALLENGE #1:How do we deal with the volume of documents received in admissions?

TranscriptsLetters of RecommendationTest Scores

Page 8: AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

AACRAO SEM 2013 - Chicago Session ID: 1582

Homeless Documents Admissions Documents

Page 9: AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

AACRAO SEM 2013 - Chicago Session ID: 1582

Homeless Documents1. Student Does Not Exist in SIS 2. Student Exists as a Prospect3. Student is an Applicant

Page 10: AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

AACRAO SEM 2013 - Chicago Session ID: 1582

Page 11: AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

AACRAO SEM 2013 - Chicago Session ID: 1582

Page 12: AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

AACRAO SEM 2013 - Chicago Session ID: 1582

Page 13: AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

AACRAO SEM 2013 - Chicago Session ID: 1582

Page 14: AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

AACRAO SEM 2013 - Chicago Session ID: 1582

1. Student Does Not Exist in SIS

Warhawk, Sue

Page 15: AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

AACRAO SEM 2013 - Chicago Session ID: 1582

1. Student Does Not Exist in SIS

Warhawk, Sue

Page 16: AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

AACRAO SEM 2013 - Chicago Session ID: 1582

1. Student Does Not Exist in SIS

Warhawk, Sue

Page 17: AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

AACRAO SEM 2013 - Chicago Session ID: 1582

2. Student is a Prospect

Warhawk, Sue

1234567

Page 18: AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

AACRAO SEM 2013 - Chicago Session ID: 1582

2. Student is a Prospect

Warhawk, Sue

1234567

Page 19: AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

AACRAO SEM 2013 - Chicago Session ID: 1582

3. Student is a Applicant

Warhawk, Sue

1234567

1234567

NEW

Page 20: AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

AACRAO SEM 2013 - Chicago Session ID: 1582

Warhawk, Sue

1234567

1234567

NEW

3. Student is a Applicant

Page 21: AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

AACRAO SEM 2013 - Chicago Session ID: 1582

3. Student is a Applicant

Warhawk, Sue

1234567

1234567

NEW

Admissions Process

Page 22: AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

AACRAO SEM 2013 - Chicago Session ID: 1582

CHALLENGE #2:Streamline the Application Process

Page 23: AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

AACRAO SEM 2013 - Chicago Session ID: 1582

Page 24: AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

AACRAO SEM 2013 - Chicago Session ID: 1582

<Applications> <Application> <SavedApplicationID>49c8c7fe-63ce-4393-8fb0-7e6696bb9e14</SavedApplicationID> <UniqueHash>03130284</UniqueHash> <ACT_DATE>201302</ACT_DATE> <ACT_2_DATE>201302</ACT_2_DATE> <ACTIVITY_STATEMENT>.</ACTIVITY_STATEMENT> <AGE>18</AGE> <ALLOW_TEXT_MESSAGE>Y</ALLOW_TEXT_MESSAGE> <FIRST_NAME_PREFERRED /> <FIRST_NAME>Sue</FIRST_NAME>

<LAST_NAME>Warhawk</LAST_NAME>

Processing the UW-System Electronic Application

Page 25: AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

AACRAO SEM 2013 - Chicago Session ID: 1582

Page 26: AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

AACRAO SEM 2013 - Chicago Session ID: 1582

1. Set the Default Printer

2. Unzip the “zipped” file into individual files

3. “Print” each file PDF File

4. Parse the XML data to build the keys

5. Build the index structure in the VB class

6. Call the Client API to load the files into Perceptive Content

Page 27: AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

AACRAO SEM 2013 - Chicago Session ID: 1582

Page 28: AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

AACRAO SEM 2013 - Chicago Session ID: 1582

SIS

XML with All Applications

Warhawk, Sue

1234567

1234567

NEW

Admissions Process

Page 29: AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

AACRAO SEM 2013 - Chicago Session ID: 1582

SIS

ID & Application Number

Page 30: AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

AACRAO SEM 2013 - Chicago Session ID: 1582

• Student ID• Student Name• Application Number• Admit Type• Admit Term• External (UW-System) Application

Number• Country (based on Home country)• State• Primary Ethnicity• Wisconsin Covenant• First Generation• Veteran• Adult• Assigned Recruiter (based on a Recruiters

school list)

Data used to build the Imagenow Folder/Project

Page 31: AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

AACRAO SEM 2013 - Chicago Session ID: 1582

1. Project Name is “<ID>|<APPLICATION NBR>

2. Custom Properties for the project are filled

03130284

1234567Warhawk,Sue1234567

Page 32: AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

AACRAO SEM 2013 - Chicago Session ID: 1582

Warhawk, Sue

1234567

1234567

NEW

Admissions Process

Page 33: AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

AACRAO SEM 2013 - Chicago Session ID: 1582

Page 34: AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

AACRAO SEM 2013 - Chicago Session ID: 1582

CHALLENGE #3:How to get the project/folder the appropriate processor!

Page 35: AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

AACRAO SEM 2013 - Chicago Session ID: 1582

SIS

Completed Checklists

List of ID’s and Application Nbrs

Project = <ID>|<APPLICATION NBR>

Page 36: AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

AACRAO SEM 2013 - Chicago Session ID: 1582

1. Non-New Freshman and Non-Summer/Fall New Freshman • Troy• Marilyn• Mary

2. New Freshman Internationals• Jin in Center for Global Ed

3. Adults• Dave

4. Veterans• Dave

5. Non-Residents• Jessica

6. By Assigned School• To the individual recruiter

7. Minority• Rob

8. Load Balanced• Rob, Jessica, Sarah, Britta, Kendall, Elizabeth, Dave, Jeff, James

Routing Rules

Page 37: AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

AACRAO SEM 2013 - Chicago Session ID: 1582

Page 38: AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

AACRAO SEM 2013 - Chicago Session ID: 1582

Page 39: AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

AACRAO SEM 2013 - Chicago Session ID: 1582

Page 40: AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

AACRAO SEM 2013 - Chicago Session ID: 1582

Page 41: AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

AACRAO SEM 2013 - Chicago Session ID: 1582

Page 42: AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

AACRAO SEM 2013 - Chicago Session ID: 1582

Page 43: AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

AACRAO SEM 2013 - Chicago Session ID: 1582

Page 44: AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

AACRAO SEM 2013 - Chicago Session ID: 1582

Page 45: AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

AACRAO SEM 2013 - Chicago Session ID: 1582

Page 46: AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

AACRAO SEM 2013 - Chicago Session ID: 1582

Summary• Advanced Workflow and

Project/Folders have made the admissions process more efficient

• Database Calls to the SIS have reduced the number of errors

• Using advanced iScripting has allowed simplier interdepartmental processing

Page 47: AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

AACRAO SEM 2013 - Chicago Session ID: 1582

Questions?

Page 48: AACRAO SEM 2013 - Chicago Putting It All Together. Admissions Processing Made Ea sy with Perceptive Content! Presented by: Steve Diesso, Jeff Blahnik -

AACRAO SEM 2013 - Chicago Session ID: 1582

Thank You!

Steve Diesso : [email protected] Blahnik : [email protected]

Please complete the session evaluation form using the AACRAO