. . . For CSO Add-ons
CSO Presenters: Chris and Jillian
Utah Valley University Presenters: Jordan and Tyler
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Session starters
Please silence all cell phones
Please hold questions for question breaks
Please state your name and organization
when asking a question
PowerPoints and handouts are available at
www.csoresearch.com/csoconference
Sit back, relax and let’s have some fun!
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
What is an Add-on Module?
• Additional feature that adds a new area of functionality
to your site
• Free modules to cover:
– Appointment Scheduler
– Resume Builder
– Automated Student Uploads
• Paid modules to cover:
– Check-in
– Automated Data Feed
– Co-op/Intern
• Client Spotlight: Utah Valley University
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Appointment Scheduler
• What is it?
– A process for students to schedule
appointments with admins through your CSO
site.
• What’s Included?
– Ability to create and customize your own
Appointment Types
• Configure limits, lead and freeze times
– Admins set individual availability
– Students search and select appointment times
– Automatic confirmation and reminder emails
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Resume Creator
• What is it?
– A template based system to help your students
create a resume.
• What’s included?
– 13 Templates for you to choose from
– Templates can be renamed
– Ability for students to download their resume
for additional changes
– No limit on the number of resumes the student
can create
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Automated Student Uploads
• What is it?
– An automated process to import student
data into your site on a nightly basis.
• What’s included?
– Custom import capable of importing into
any field on the student profile
– Process is automated, so no admin
interaction is required
– Notification emails sent, alerting you to any
uploads that do not process
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Questions?
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Check-in (price varies)
• What is it?
– A system tracking student arrivals at events or office
appointments
• What’s included?
– Customizable splash pages for check-in process
– Separate processes for events vs. office
appointments
– Customizable visit reasons to allow for detailed
tracking
– Hardware: 1 card reader, 1 printer & 1 roll of labels
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Automated Data Feed ($500)
• What is it?
– A feature adding 2 new options to any reports:
• The ability to create RSS/XML feeds
• The ability to export data (via SFTP) automatically
to another location
• What’s Included?
– Unlimited feeds of data – completely
customizable by your office
– Ability to connect and keep other systems on
campus up to date
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Co-op/Intern (price varies)
• What is it?
– Additional database that allows you to track all
aspects of the Co-op/Intern process.
• What’s Included?
– Automated Approval Workflow Process
• Multiple approval workflow templates for
departments/schools
– Automated scheduling of midterm and end of
term evaluations
– Paperless system, data is kept in perpetuity
– Robust reporting
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Questions?
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Client Spotlight
Jordan Doman & Tyler Nelson
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Modules/Add-ons used by UVU
• Check-in Module
• Custom Banner
• Automated Data Feed
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
History & Implementation of
Student Check-in Module
• History . . . Automated Student Upload
• Features & Benefits
• Questions?
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Custom Banner
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Automated Data Feed
• Increased Traffic to Job Board
• Continuous visibility of New Jobs
• Capitalizing on unused website space
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Automated Data Feed
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.
Thank you for attending!
If you have any additional questions, please
contact the Support Team or your CRM.
What’s next?
Lunch on your own
12:00pm – 1:30pm
CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.