UNIMETIS –Studies Information Systemon Microsoft Dynamics CRM platform

Microsoft Award Winner 2011 as the best xRM project for the Student Information System

Search option at the System. Fast Reports

• Fast and Advanced Search

• Advanced Search -parameters of choice

• Individual filters for users and save option

• Upload data to Excel file (in the table or pivot table)

2

(used for filter)

Operator CriteriaField

3 Step Data Import

1. Preparing file for import

2.Data Import to the System

3.Verification of Data

• Each of the registers have option to get a template for Data Import

3

Step 1 – Filling the Template for the Data Import

Step 2 – Data Import

Communication with Clients

• Integrated email Client

• Full integration with Outlook

• Creating email template based on Word file

• Integration with Call Centre

• Integration with SMS mailing

• Compatible with Microsoft Exchange or other POP3 mail servers (example, Gmail)

4

Template example at the Word file

SIS example from Outlook

SIS email client

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Studies Information System Features

Advantages of SIS Implementation

6

SIS Modules

7

Core Module Standard CRM

Premises logistics Teachers workload Finance Module

Local Applicants

Admission Students (BS, MSc) Student Portal

Teacher Portal

Integration module

(AD, Moodle etc.)Graduates

Foreign Applicants

Admission

References

Contracts Orders Internships Surveys

Grades

Templates

Lead

Opportunity + Contact

eApplicant

Applicant

Opportunity

Closed + Applicant

card with status =

Contract Signed

Lead Qualified

Potential Applicant

Register on Enrolment

Portal

Potential Applicant

come to University

Applicant sign

contractEnrolment Order

signed

Student

Alumni

Contact

Graduation Order

signed

Alumni has interest to

other products

Potential Client ready

to buy

UNIMETIS manages full “life cycle” of the person at the university!

• Unimetis environment provides easy and understandable management interface.

• Integrated tools of the system provide easy and fast access to all necessary data just at the right moment when they are necessary.

• Specially customized user management system allows assign necessary rights for different persons and for different tasks.

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360° CLIENT

OVERVIEW

9

Business processes supported by SIS

List of campaigns

Marketing

• Management of marketing activities

• Conducting marketing campaigns, creating tasks for Marketing team

• Preparation of Marketing Lists

• Mailings in a few steps

• Monitoring Marketing Campaigns costs

• Gathering Marketing Campaigns statistics

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Potential

ApplicantApplicant Student Graduate

Marketing list

Created tasks

Admission

• Portal for Applicants

• Admission on funded / tuition programmes, on first / higher semester

• Contest score counter

• Generation of contracts, admission orders, first invoices

• Generation of student’s account

• Accounting statistics on each student admission period

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Potential

ApplicantApplicant Student Graduate

Portal for Applicants

Applicant card

Contract

Enrolment

order

Student‘s account

Lifecycle of the Student

• Academic Planning

• Realization of the Study Process

• Support of the Study Process

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Potential

ApplicantApplicant Student Graduate

Academic

Planning

Realization of

the Study

Process

Support of

the Study

Process

Academic Planning

• Planned subjects(elective andcompulsory)

• Planned subjectgroups

• Planned syllabus

• Planned structure ofthe final grade

• Planned timetables

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Academic

Planning

Realization of

the Study

Process

Support of the

Study Process

Academic planning

Structure of final grade

Syllabus

Academic Planning

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Academic

Planning

Realization of

the Study

Process

Support of the

Study Process

Timetable

Realization of the Study Process

• Providing Educational Services (Semesters, Session)

• Student movement control

• Finance management related to Students

• Self–service: forstudents andteachers

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Academic

Planning

Realization of

the Study

Process

Support of the

Study Process

Student

card

Discounts,

scholarships Invoices and payments

Summary of tuition fees

Self-service: Student Portal

• Timetables

• Study Plan

• Grades

• Order References

• Contact Information

• Finance Information

• Subject Study Plans

• FAQ

• Application Templates

• Personal Information

• Electives

• Student Exchange Programmes

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Student Portal dashboard

Student‘s data

Student‘s financial data

Self-service: Student Portal

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Student‘s grades

References

Student chooses elective

subjects

Self-service: Teacher Portal

• Timetables

• Study Plans

• Grading

• Calendar desired working hours

• Filling the Study Plan by Subjects

• Monitoring of Student Sucesses

• FAQ

• Application Templates

• Personal Information

• Scientific activities

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Lecturer‘s data

Lecturer‘s personal

data

Summary of grades

Self-service: Teacher Portal

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List of students in subject and their grades

Lecturer‘s workload

Subject Syllabuses

Support of the StudyProcess

• Grant the Academic leave

• Form an Additional Subject

• Change of Personal Data

• Change of Study Programmes

• Change of Study Forms

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Academic

Planning

Realization of

the Study

Process

Support of the

Study Process

• Creating a Personal Plan

• Expulsion of Students

• Receiving feedback fromstudent (Survey module)

• Internships for Students

• Exchange Programmes

Student Document flow

• Generating contracts, orders, references, certificates, diplomas and their annexes

• Keeping separate nomenclature for each type of document

• Reporting Service – a tool for creating reports and documents to unload at .xlsx, .docx, .pdf, .xml, etc.

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Reporting

Services

Orders

module

Contract

module

Preparing document template on Word base

1. Document template2. Definition of Document variable

places3. Final Document

• Templates – generation of a document based on Microsoft Word template and automatic save of the document in the System

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Filling the data at

the Contract Card

Example of the Result

Graduation

• Setting the Theme and Appointing Supervisor

• Conducting Pre-/Denfese of Thesis

• Diplomas and their Annexes

• Work with Alumni (employment, career tracking)

• Qualification Courses

• Marketing

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Potential Applicant

Applicant Student Graduate

Final work data

Diploma

Alumni card

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Business Intelligence within SIS

Business Inteligence options

• Individual sets of indicators for different groups of employees

• Export to Excel files

• Reporting Services

• PowerView

• Data Warehouse

• Summary Reports

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PowerView

Reporting ServicesPowerPivot

Survey Module

• Create surveys on SIS

• Surveying students, teachers, partners, etc.

• Surveying based on the Course or the Study Programme

• Multi-langugage surveys with Summary reports

• Automatic and personalized mailing to Respondents

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Preparing the

Survey

Survey PortalSurvey Results

Thank you!

www.bitforit.ltE-mail: info@bitforit.lt

Phone: +370 604 00077Address: K. Donelaičio g. 62-213, Kaunas, Lithuania