Student Success and Retention Platform

The vendor required to provide student success and retention platform must support early intervention, predictive analytics, case management, automated communication workflows, appointment scheduling, enrollment management support, and robust reporting—all with the goal of improving student retention and success outcomes while enhancing institutional outreach capabilities.
- Requirements:
•    Multi-department student interaction tracking and shared case notes.
•    Faculty and staff early alert system with routing based on alert category.
•    Case management features that support intervention tracking and workflows.
•    Automated journeys for at-risk students, combining human and automated actions.
•    AI-powered chatbot trained on agency knowledge base with escalation and tracking.
•    Communication tools including two-way texting, templated emails, and reminders.
•    Survey tools for collecting student feedback and tracking engagement.
•    Automated communication and task workflows for enrollment management, alumni outreach, and other lifecycle communication needs.
- Optional:
•    Self-service appointment scheduling and drop-in visit management.
•    Predictive analytics to identify and support at-risk students.
•    Role-based dashboards tailored to advisors, coaches, and administrators.
•    Customizable portal and interface aligned with agency branding across platforms.
•    Mobile application for students with full access to key features.
•    Advanced analytics dashboards and real-time reporting.
•    Integration with student wellness resources and appointment tracking.
•    Custom fields and modules that support institutional student support strategies.
- System administration and management – requirements
•    The student success and retention platform must be cloud-based and provide tools for local system administration and management, including the following requirements:
•    No-code customization for workflows, forms, and communication templates.
•    Role-based user provisioning and permission management.
•    Real-time updates with configurable maintenance windows.
•    Comprehensive audit trails logging user actions and data access.
•    Ability to create and customize workflow automations based on triggered events.
•    Support for creating custom forms, fields, and views tailored to agency needs.
•    Built-in tools for generating standard and ad hoc reports.
•    Full control over assigning or restricting system access and permissions based on user roles.
- Platform, security, and system maintenance – requirements
•    Cloud-based SaaS model with 99.999% guaranteed uptime.
•    Data encrypted at rest and in transit, complaints
•    Works with all major browsers and responsive on mobile platforms.
•    Institutional data ownership retained by agency.
•    Detailed audit logs including login attempts, data edits, and IP addresses.
•    Vendor change management process with advanced customer notification.
- System implementation, integration, and data exchange - requirements
•    Two-way, real-time API integration with Ellucian colleague (SIS).
•    Full integration with desire2learn (d2l) learning management system.
•    Integration with outlook and other institutional calendars.
•    Comprehensive data migration tools for onboarding legacy data.
•    Support for secure API connections to campus platforms.
- Customer service and technical support - requirements
•    Live phone and email support with ticket tracking and escalation procedures.
•    Live and on-demand training for administrators and staff.
•    Comprehensive documentation and help center resources.
•    Adhere to agreed-upon service level agreement.

- Contract Period/Term: 1 year
- Conference Pre-Proposal Date: November 12, 2025
- Questions/Inquires Deadline: November 13, 2025