Enterprise Case Management and Student Success Solution

The Vendor is required to provide enterprise case management and student success system (provided as a SaaS solution) that will serve as a core institutional platform supporting coordinated, proactive student care and retention.
- The system will be used by advisors (both faculty and staff across the institution), residence life professionals, student support and behavioral intervention teams, and student staff working in residence and off-campus support roles.
- The system must support timely outreach, structured referrals, shared documentation, and collaborative case management across units, while maintaining appropriate role-based access and privacy protections.
- Requirement:
1. Case intake: 
•    Enables structured entry of new cases through configurable forms, automated workflows, or integrations. 
•    Supports prioritization, categorization, and assignment to appropriate dal staff based on predefined rules. 
2. Workflow automation
•    Automates the progression of cases through various stages such as intake, review, intervention, resolution etc. using predefined workflows. 
•    Ensures timely actions, consistent processes, and visibility into status and next steps. 
3. Role based access: 
•    Ability to provide secured, permission-based access to case data. 
•    Ensures that users only see or interact with information and relevant to their role, supporting confidentiality and compliance with privacy policies. 
4. Case notes, attachments, and communication: 
•    Allows users to document case interactions, upload supporting files in various formats, and track all related communications. 
•    Maintains a comprehensive case history for accountability and informed decision-making. 
•    Allow students to easily navigate different advising services, book appointments (virtual, in-person) with appropriate advisors, find important announcements and information and communications from advisors 
5. Reporting and analytics: 
•    Build dashboards and customizable reports to monitor case trends, workloads, outcomes, and insights. 
•    Supports data-driven decision-making, program evaluation, and compliance reporting. 
•    Support self-service dashboard for students as well as data export to various formats. 
6. Early alert: 
•    Enable user defined and configurable indicators of academic or behavioral concerns to flag supportive outreach to students. 
•    Flags must be able to be routed appropriately based on the type of indicators. 
•    Data must be able to be integrated from other campus systems i.e. bright space, banner, slate, etc. 
•    Also enable faculty and staff ability to manually identify students in need of support. 
7. System integration: 
•    Software must be able to integrate data automatically from multiple software solutions already within our campus technology ecosystem and future systems such as MS teams and outlook, banner, bright space, slate, KX, touch-net and 1card, Pathify etc.