CampusLogic Overview
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CampusLogic provides software solutions and services across the student life cycle, including verification, financial aid processing, placement tracking, and default management. Their products include StudentVerification.com for automated verification, FileReview.com for financial aid quality assurance, and PlacementVerification.com for graduate placement tracking. CampusLogic has experience providing outsourced financial aid processing and call center services. They help schools improve compliance, efficiency and the student experience through customized consulting, staffing and technology solutions.
CampusLogic Overview
- 1. StudentVerification.com Automated Verification & C-Code Resolution FileReview.com Financial Aid Quality Assurance PlacementVerification.com Compliant Graduate Placement Reporting Financial Aid Services Staffing, Consulting, & Outsourcing Solutions Student Life Cycle Solutions CampusLogic, Inc. Confidential 1
- 2. CampusLogic, Inc. CampusLogic provides software-driven solutions across the student life cycle including Student Call Center, Financial Aid, Placement Verification, and Default Management. Since 2001, CampusLogic has established itself as an education industry leader by providing innovative financial aid solutions that create efficiency, enable compliance, and improve the student experience. Products include: Automated Financial Aid Verification & C-Code Resolution Financial Aid Quality Assurance Compliant Graduate Placement Reporting Services include: Student Contact Center Financial Aid Processing Interim Management & Staffing Process Assessment Training & Development Account Reconciliation Technology Optimization Default Management CampusLogic, Inc. Confidential 2 Company Overview
- 3. Automated Financial Aid Verification & C-Code Resolution StudentVerification.com is a student self-service application that automates the financial aid verification and c-code resolution process. This secure, web-based product conforms to the ED defined verification groups and is designed to easily integrate with any student information system. CampusLogic, Inc. Confidential 3 Methodology Benefits Notification Eliminate Verification Compliance Risk Automated e-mails and custom task lists generated to students, parents, and the school Automated adherence to TIV regulations and FERPA requirements with complete student process audit trail. Collection Lower Operating Costs Secure web portal with custom web form and PDF’s auto generated with e-sign capabilities. No upfront licensing fees, reduced labor cost, and lower audit and compliance expense. Validation Faster Processing Times Electronic data comparison using a regulatory rules engine aligned with ED requirements. Automated document collection, outbound student contact, and software driven data validation. Correction Better Student Experience ISIR correction generation, exception handling, and SIS integration with real-time detailed dashboard reporting. Simple and intuitive self-service web portal includes videos and tutorials to walk students through the process.
- 4. Financial Aid Quality Assurance FileReview.com is used to help our clients identify the root cause of quality issues, develop and evaluate proposed solutions, target training, and implement process improvements. FileReview.com improves the file accuracy, process efficiency, and regulatory compliance of your financial aid department. CampusLogic, Inc. Confidential 4 Methodology Benefits Review Standardize Metrics Conduct project-based or ongoing file review by financial aid function, quality attribute, location, and individual employee. Utilizes quality requirements aligned with ED regulations and enforces uniform application of policy. Report Process Transparency Publish daily, weekly, and monthly dashboards to a secure client website. Identifies people, process, and technology deficiencies to enable targeted action plans. Research Individual Accountability Assess risk and training prioritization, trend analysis of common issues, and root cause identification. Enables data-driven decision making around employee performance and development. Refine Graphical Reporting Provide detailed process and training recommendations by function, location, and financial aid employee. Provides summary reports to manage school risk and detailed reports to manage employee performance.
- 5. Compliant Graduate Placement reporting PlacementVerification.com is a web-based application that provides a user interface for employers, students, and school administrators to track and verify employment post graduation or withdrawal. This product improves regulatory compliance and provides insight into employment placement trends. CampusLogic, Inc. Confidential 5 Methodology Benefits Multi-party Identification & Notification Improved Accreditation Compliance Graduated/withdrawn student record import. Student and employer task lists are generated and monitored for completion. Eliminate falsification of placement verification data. Data Collection Structured Process Oversight Custom web form questionnaire used to gather data, auto generates appropriate PDF’s with e- sign technology for scan and upload. Independent third-party oversight and reporting. Data Validation Multiple Communication Channels Automated data comparison and discrepancy identification. Conflicts and exceptions identified and resolved. Phone, text, e-mail, and web portal access. Record Completion Statistical Analysis & Reporting Export file generated to school with completed PDF’s. summary reporting and exception details. Real-time data analysis and reporting provided.
- 6. Financial Aid Services CampusLogic’s financial aid services are designed to improve the quality, efficiency, and regulatory compliance of every student finance process. Our team consists of experienced resources with extensive Title IV knowledge, financial aid operations experience, and a track record of achieving measurable results. CampusLogic, Inc. Confidential 6 Student Contact Center Training & Development 24x7 in-depth inbound and outbound financial aid support for students. Documented training manuals and structured programs aligned with ED regulations and school policy. Financial Aid Processing Account Reconciliation Complete processing services including document collection, packaging, disbursement, and R2T4. Monthly and annual data reconciliation between school SIS, business office, COD, and G5 accounts. Interim Management & Staffing Technology Optimization Immediate staffing resources available from a team with extensive industry and regulatory knowledge. Complete assessment of financial aid process and SIS configuration to align process and technology. Process Assessment Default Management A structured evaluation of school policies and procedures to include gap analysis and recommended improvements. Financial literacy, contact management, and default aversion services to improve cohort default rates.
- 7. StudentVerification.com Automated Verification & C-Code Resolution FileReview.com Financial Aid Quality Assurance PlacementVerification.com Compliant Graduate Placement Reporting Financial Aid Services Staffing, Consulting, & Outsourcing Solutions Student Life Cycle Solutions Case Studies CampusLogic, Inc. Confidential 7
- 8. Financial Aid Services Client Profile: Online University offering degrees in Business and Health Sciences Non-standard term programs Borrower based academic year Client Issue: Recently approved for Title IV eligibility Limited staff with Title IV knowledge to provide counseling and document collection Lack of documented policy and procedures to train internal staff to manage the program Client Requirements: Experienced temporary staff to contact students and provide a financial aid overview Knowledgeable staff to assist students with the FAFSA, MPN and Entrance Interview Financial aid resources to complete verification and resolve c-codes and ISIR reject codes Ability to deliver complete file to centralized processing center for award packaging CampusLogic Solution (Training & Development and Student Contact Center Services): Developed detailed policy and procedure manual Customized and delivered training to CampusLogic project resources Contacted students and worked through creation of certification ready financial aid files Generated estimated award letters and addressed outstanding student questions Result: Implemented a focused student contact process within 30 days Daily reporting including student status, outstanding documents and contact history 100% accuracy on complete financial aid files delivered to centralized processing center 100% compliance with activity and timeliness service level agreements CampusLogic, Inc. Confidential 8
- 9. FileReview.com Client Profile: Multiple colleges consisting of on-ground campuses and an online campus Mix of standard and non-standard term programs Client Issue: Scalability concerns relative to anticipated growth Previous years’ audit findings increase risk of future FA eligibility restrictions Lack of resources to design, build and manage long term quality assurance program Client Requirements: Review every financial aid file for award eligibility prior to disbursement Develop program to consistently deliver campus accuracy rate greater than 95% Consistently meet timeliness and accuracy performance metrics Deliver daily FA file results for correction as required and weekly summary reporting Complete all file review within client student information system and imaging system Develop agreed upon file checklist of items (attributes) to be reviewed for every file CampusLogic Solution: Configured our FileReview.com application for client specific attributes Created a policy and procedure manual detailing how each file item will be reviewed Conducted daily file review and reported accuracy rates by attribute and overall file Result: Increased accuracy 30%, campuses consistently deliver 99% attribute accuracy Financial aid audit completed without findings Recommended and implemented targeted (campus, FAO, attribute) training opportunities Identified and implemented process improvement opportunities 100% compliance with file review quality and timeliness service level agreements CampusLogic, Inc. Confidential 9
- 10. Financial Aid Processing Client Profile: For-profit online university with over 60,000 students Multiple processing centers in multiple states Client Issue: Continuing student backlog of over 15,000 unpackaged financial aid files Inconsistent processes and lack of defined metrics to manage file processing Significant number of escalated student issues and growing accounts receivable problem Client Requirements: Seamless and transparent process to assist them with the backlog of student files Processing to be completed per client specific policies and procedures Processing via client student information system Move towards goal of packaging all student files 30 days prior to the start date CampusLogic Solution: Deployed team of qualified financial aid resources to quickly provide desired scalability Delivered CampusLogic’s FA training program incorporating client policies and procedures Implemented quality assurance program based on over 30 quality attributes per file Provided daily status reporting including files received, completed and aging Result: Eliminated 15,000 file backlog in 60 days resulting in a reduction in AR of over $1.5 million Improved file quality by 72% and attribute quality by 30% (compared to baseline results) Decreased average cycle time from start date plus 120 days to start date minus 30 days Consistent delivery of files within timeliness and quality service level agreements CampusLogic, Inc. Confidential 10
- 11. Interim Management Client Profile: Career College in Southern California Non-standard term programs Borrower based academic year Client Issue: Struggled to fill vacant Financial Aid Director position with a qualified resource Poor staff productivity and focus due to lack of department leadership and support Negative impact on student experience directly related to lack of financial aid leadership Client Requirements: Short-term, director level resource to ramp up quickly on school systems and procedures Ability to be on-site daily to stabilize and manage the department Availability to assist with interviewing candidates and training selected applicant CampusLogic Solution: Provided on site resource at the campus with over four years director level experience Created and delivered training and management plan customized to staff members Provided department leadership and financial aid subject matter expertise Result: Reduced student concerns regarding timeliness of financial aid processing Improved production and morale, enabling campus to meet corporate expectations Eliminated outstanding issues and developed control plan to prevent further occurrences Reduced financial aid related AR by over $3 million in 3 months Received letter of appreciation from Corporate President recognizing accomplishments CampusLogic, Inc. Confidential 11
- 12. PlacementVerification.com Client Profile: Multiple colleges of nationwide on ground campuses and online campuses Mix of standard and non-term programs High representation of heath services-related programs of study Client Issue: Accrediting Agencies and states have added requirements for placement verification Recent changes necessitate third-party verification of employment placements Require a speedy turn-around time for placement verification confirmation for reporting Client Requirements: Telephonic, fax and email confirmation activities Recorded calls Robust daily and weekly reporting Supplemental contact attempts as needed CampusLogic Solution: Leverages industry-leading consulting experience and expertise Each telephonic verification attempt is recorded and stored for review Proprietary graduate record contact tracking and reporting application Development of campaign-style call center for outgoing contact attempts Focused campaigns for accreditation review purposes Result: Cost-effective and successful placement verification solution Rapidly scalable capacity for quick implementation Improved average speed of placement verification by 50% Completion of placement verification for most graduate records within three attempts CampusLogic, Inc. Confidential 12
- 13. StudentVerification.com Automated Verification & C-Code Resolution FileReview.com Financial Aid Quality Assurance PlacementVerification.com Compliant Graduate Placement Reporting Financial Aid Services Staffing, Consulting, & Outsourcing Solutions Student Life Cycle Solutions Leadership CampusLogic, Inc. Confidential 13
- 14. Meet the Team Gregg Scoresby, Chairman and Chief Executive Officer Gregg has been in senior leadership roles in the outsourcing and consulting industry for 19 years. As the founder and CEO of CampusLogic, he helps colleges and universities design, deploy and manage highly efficient and compliant back office operations. Gregg was previously a senior executive in the outsourcing practice at Arthur Andersen and helped build the firm’s North American outsourcing business. He has structured or managed over $500 million of outsourcing and shared service center contracts in industries as diverse as retail, publishing, advertising, government, utilities, education and real estate. He has a B.S. from Brigham Young University and an MBA from Cornell University. Chris Creaney, President and Chief Operating Officer Chris has over 14 years of experience in business process consulting and outsourcing focused on improving quality, reducing cost and increasing productivity. He has provided strategic vision and been instrumental in the success of CampusLogic since its inception. As President, Chris is focused on delivering measurable results of the highest quality in a timely manner for all service offerings. Prior to CampusLogic, he held various management roles with several companies in the outsourcing industry, including Hewitt & Associates, LeapSource and Arthur Andersen. Chris has a B.S. in Finance and Marketing from University of Cincinnati. CampusLogic, Inc. Confidential 14
- 15. Meet the Team David Gemoll, Vice President of Information Technology Jon has over 20 years of higher education experience including work as a director of financial aid and a former call center manager. As the Vice President of Business Development, Jon is focused on promoting and aligning the CampusLogic strengths and vision with clients in need of process and quality improvements. Prior to CampusLogic, Jon has held leadership positions with various companies, most recently as a VP of Business Development at Xerox Education Services. Jon was instrumental in the development of several key relationships while at Xerox with both current and new clients. Jon attended Brigham Young University and has a B.A. in Communications and a MBA with an emphasis in Information Resource Management from Westminster College. Jon Hazelgren, Vice President of Business Development Jon has over 20 years of higher education experience including work as a director of financial aid and a former call center manager. As the Vice President of Business Development, Jon is focused on promoting and aligning the CampusLogic strengths and vision with clients in need of process and quality improvements. Prior to CampusLogic, Jon has held leadership positions with various companies, most recently as a VP of Business Development at Xerox Education Services. Jon was instrumental in the development of several key relationships while at Xerox with both current and new clients. Jon attended Brigham Young University and has a B.A. in Communications and a MBA with an emphasis in Information Resource Management from Westminster College. Brandon Shoemaker, Director of Application Development Brandon leads the team responsible for developing and maintaining SmartTrac, CampusLogic’s proprietary workflow and quality management application. Prior to working with CampusLogic, Brandon worked for Honeywell where he wrote complex financial models to evaluate price changes in new and existing products and developed analytical models that led to profitability improvements of over $45 million. Prior to Honeywell, Brandon worked for Boeing, where he developed a custom Earned Value Management application used across the entire Defense and Space business unit. He has a B.S. from Arizona State University and an MBA from Thunderbird School of Global Management. Rob Alvarado, Director of Information Technology Rob has over 13 years of Information Technology experience. Wide ranging skill set includes Networking, Server Virtualization, Desktop, Messaging, and Application Support. Prior to working in Information Technology, Rob spent 10 Years Active Duty with the Arizona Army National Guard as a Flight Medic and Patient Administration NCO. His Information Technology Management and Project implementations have spanned working with a large wireless telecom company to smaller startup ventures. Rob is a Microsoft Certified System Engineer and holds a BS in Information Technology from the University of Phoenix. CampusLogic, Inc. Confidential 15
- 16. For more information visit www.CampusLogic.com e-mail info@CampusLogic.com 1-877-259-9137 1325 North Fiesta Blvd. Suite 103 Gilbert, AZ 85233 follow us: Student Life Cycle Solutions CampusLogic, Inc. Confidential 16