Enrollment Companion
The Advisor Workbench and Faculty Toolkit condense student history into one view, draft meeting notes, create follow-ups, and recommend next-best actions, all powered by the Common Data Model.
One-page student brief: academics, alerts, financial holds, engagement
Drafts meeting notes, summaries, and follow-up emails for review
Auto-created tasks with due dates; calendar & ticketing sync
Next-best actions from risk signals, plans, and milestones
Connected to CRM, SIS, LMS, email, and calendar
A role-aware workspace
A role-aware workspace for advisors, faculty, and student services that centralizes context and streamlines the busywork, summaries, notes, tasks, and nudges, so people can spend more time with students.
Designed for advisors, faculty, and student services staff
Automates the busywork
Pulls live data from the Common Data Model and your systems of record, drafts communications, assigns follow-ups, and prioritizes workloads using signals from Alerts & Nudges and Academic Planning.
See how it works
Watch productivity tools in action
Key capabilities
Everything your team needs to work smarter, not harder
AI-generated student briefs
Comprehensive prospect profiles assembled automatically, academic history, engagement signals, communication logs, and interests, giving admissions counselors the full picture before every interaction.
Note & task automation
Auto-capture meeting notes, generate actionable follow-ups, and create tasks with smart due dates, so counselors spend less time documenting and more time connecting with prospects.
Meeting intelligence
Real-time insights during conversations with prospective students, surface talking points, highlight relevant programs, and flag key details to ensure every meeting is productive and personalized.
Workflow automation
Streamline admissions team workflows with intelligent routing, automated status updates, and coordinated handoffs, keeping every prospect moving through the funnel without manual oversight.
Personalized communication drafting
Draft tailored outreach emails, follow-up messages, and engagement content based on each prospect's profile, interests, and stage in the admissions journey, ready for counselor review and send.
Application review support
AI-assisted application evaluation that highlights key qualifications, flags missing materials, and surfaces comparative insights, helping admissions teams make faster, more informed decisions.
Built for the whole team
Role-specific workspaces tailored to how each team member works
Academic Advisors
Holistic student view, meeting prep, automated follow-ups, and caseload prioritization.
Faculty
Early alert management, grade submission tracking, and student engagement insights.
Student Services
Case management, referral tracking, and cross-functional collaboration tools.
Outcomes you can measure
Proven results from institutions using Enrollment Companion
Streamlined admissions workflow
Automated briefs, notes, and task routing eliminate repetitive busywork across the admissions cycle.
Faster response times
Prospects hear back sooner with AI-drafted communications and automated follow-up scheduling.
Reduced administrative burden
Counselors reclaim hours each week as note-taking, task creation, and data gathering are handled by AI.
More personalized prospect engagement
Every interaction is informed by a complete prospect profile, enabling tailored conversations that build stronger connections.
Built to plug into your data flows
Seamless connections with campus systems and downstream workflows
Unified Data Hub
Pulls student records, transcripts, transfer credits, and program requirements from the Common Data Model.
Academic Planning
Once a major is declared, planning tool inherits selected program and first-term recommendations.
Career Exploration
Links major options to career outcomes, salary projections, and alumni pathways for holistic decisions.
Human-centered & privacy-aware
Designed with student agency and institutional compliance at the core
Student-centered design
- Transparent fit explanations and rationale
- Advisor review before commitments or paperwork
- Student control over shared interests and uploads
Security & compliance
- RBAC, audit logs, and PII minimization
- Bias checks on recommendations and outcomes
- Aligned to FERPA/GDPR and institutional policies
Implementation timeline
From kickoff to student-facing launch in 8–12 weeks
Discovery & configuration
- Map program catalog and requirements
- Define fit scoring criteria and weights
- Configure transfer credit policies
Data integration & testing
- Connect to SIS and Data Hub
- Import historical student data
- Validate calculations with registrar
Pilot with advisors
- Train advising team on workflows
- Run scenarios with real student cases
- Gather feedback and refine
Student launch & support
- Roll out to target student cohorts
- Monitor usage and outcomes
- Ongoing optimization and expansion
Frequently Asked Questions
Ready to give your teams one place to act, draft, assign, and follow through, without tab overload?
See how the Advisor Workbench and Faculty Toolkit streamline your team's workflows