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Leveraging the Fourth Quadrant

Discover the benefits of leveraging the Fourth Quadrant tools to fine-tune applicant experiences, improve data quality, and streamline application processes. Learn how to manage program requirements effectively and efficiently.

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Leveraging the Fourth Quadrant

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  1. Leveraging the Fourth Quadrant • Mike Margitich, VP CAS Products, Liaison International • Ujjaini Sahasrabudhe, Program Manager, Liaison International • Sharing Best Practices for Configuring Program Materials

  2. Introductions Michael Margitich Vice President, CAS Products UjjainiSahasrabudhe Program Manager

  3. What is the Fourth Quadrant?

  4. What is the Fourth Quadrant?

  5. What is the Fourth Quadrant?

  6. Six Tabs to Fully Express Your Program’s Requirements • Home – everything an applicant needs to know about your program • Questions – additional data needed from applicants but not covered by the CAS • Documents – uploads needed for your school not covered by the CAS • Evaluations/Recommendations – how many, and from whom • Prerequisites – validate that applicants meet entry requirements of program • SlideRoom – collect and integrate multimedia supplemental applications

  7. Tools to Manage Your Fourth Quadrant

  8. Power Tools to Fine-Tune Your Applicants’ Experience • Available In Platform Today • Conditional Question Show/Hide Rules • Conditional Answer Options & Automatic Expiration Dates • School-level and Program-level Questions Simultaneously • Automatic Fee Waivers • The “Extended Profile” • Coming Soon • Rule-based Deadlines, Fees, and Document Uploads • Automatic Program Eligibility Validation • Much, much more…

  9. Improve Data Quality • Avoid Asking Applicants Unnecessary Questions • Conditional Question Show/Hide Rules

  10. Conditional Answer Options & Expiration Dates • Link Questions Together • Improve Data Quality • Eliminate Possibility of Applicants Choosing No-Longer-Valid Choices

  11. Ask Both School-Level And Program-Level Questions • Support efficient collection of school-level residency, alumni, financial aid, and other information without needing to repeat on every program – easy for you, easy for applicants. • Simpler / Fewer Export Fields To Manage in SIS/CRM Integrations

  12. Automatic Program-Level Fee Waivers • Define Unlimited Set of Rules for Each Program • Automatic Application of Waiver at Checkout • Reduce Administrative Overhead of Coupon Management & Distribution

  13. The Extended Profile • Common CAS-level Questions Change Application Experience & Program Listings Dynamically Based on Student Persona

  14. New Tools Coming Soon

  15. Reduce Need For Separate Designations to Manage • Optimize Overall Applicant Experience • Rule-Based Deadlines, Fees, and Document Uploads Coming Soon…

  16. Prevent Applicants From Applying to Wrong Programs • Provide Checks on Eligibility to Ensure Applicant Readiness for Program • Automatic Program Eligibility Validation Coming Soon…

  17. What Does This Mean For My School? • Real-life Scenario Discussion

  18. Key Benefits • Better user experience for applicants • Faster application completion • Greater process efficiency • Ability to collect more accurate data • Practice better, more targeted outreach • Focused recruitment efforts (e.g. fee waivers)

  19. “My school participates in GradCAS, but I need to ask a series of state residency questions for all of my applicants and download these into my SIS. How do I do this in the simplest manner for my applicants and for my SIS team?” • Collecting State Residency Information Effectively Configure Organization Level Questions once and apply them automatically to all programs

  20. “We waive the application fee for military veterans and alums of our institution. Can we do this in EngineeringCAS? Can it be automated?” • Automatic Fee Waivers Set up an Automatic Fee Waiver Qualification Rule based on Program Questions

  21. “We’d like students to choose their entry term but don’t want them to select a term after it’s already started. We’d also rather not have to do this through multiple copies of the program. How can we do that?” • Managing Rolling Entry Terms Effectively Create a Program or Organization Level question for Entry Term and use “Hide Option After” feature

  22. “We have different fees, deadlines and document uploads for international students. How can we present this without creating more program designations that we need to manage?” • Managing the International Applicant Process Effectively Create Rules based on Program Questions to alter Deadlines, Fees, and requested Document Uploads Coming Soon…

  23. Coming Soon… “Our graduate certificate programs are only available to students currently enrolled in a masters degree. Is there an easy way in EngineeringCAS to limit students with those credentials to these programs?” “We offer a number of online programs, however, only domestic students can apply. How do we make sure that international students don’t apply to the wrong program?” • Tracking Applicants to the Right Programs

  24. Other New and Upcoming Developments

  25. Rich Applicant Portal Email Templating Upgrades Live Now

  26. Live Now • Special Transcript Instructions Support

  27. Enhanced Electronic Transcript Partnerships & Workflow • Parchment • National Student Clearinghouse • Credential Solutions • WES • ECE Reduce friction for both Domestic & International applicants; faster time to a complete application Fall 2019

  28. Improved Support for Overlapping / Non-Traditional Cycles Applicants don’t always follow a rigid annual application cycle – guide them effectively to where to find their target program based on when they would like to begin their time on campus

  29. Modern APIs for Campus Integration • Upgraded APIs to allow real-time direct feeds of CAS data & documents to other systems on campus • Multiple data formats to ensure compatibility with broad range of SISs & CRMs

  30. "The flexible 'delivery' in the configuration portal is a game changer! Gone are the days of creating a new designation for full-time, part-time and rolling for EVERY entry term. This will cut the onboarding and cycle rollover in half! Hats off to Liaison for listening to their partners and making changes for the better — not just for their institutional partners, but also for prospective applicants."  Susan Macias Gutierrez Assistant Director, MS Admissions, Business School Graduate Admissions

  31. Mike Margitich 617.612.2907 mmargitich@liaisonedu.com Thank You. Ujjaini Sahasrabudhe 323.383.4174 usahasrabudhe@liaisonedu.com

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