1、Visualizing Financial AidKaren OzaetaThe Cooper UnionScott LarnerThe Cooper UnionPeter EmerickPost-Captain ConsultingClick icon to add pictureAN ENTITY APPROACH TO FINANCIAL AIDMANAGEMENTVISUALIZING FINANCIAL AID FOR ADMISSIONS&ADVANCEMENTFEATURING:POST-CAPTAIN CONSULTINGSO,WHO IS COOPER UNION?#1 BE

2、ST VALUE SCHOOL#2 REGIONAL COLLEGES NORTH#1 MOST INNOVATIVE SCHOOLAcceptance Rate|15%Average Cost after Aid|$11,0005-Year Graduation/Persistence Rate|93.4%Three Schools:Irwin S.Chanin School of Architecture,the School of Art,and the Albert Nerken School of EngineeringFounded by Peter Cooper(you gues

3、sed it,the guy in the photo)INTERESTINGFACTABRAHAM LINCOLN GAVE HIS FAMOUS“COOPER UNION ADDRESS”IN THE FOUNDATION BUILDINGFounded in 1859Lincolns Speech was given in 1860Integral in Presidential campaign and subsequent election.The building is also a New York City landmarkOKAY,TIME FOR SLATE STUFFCO

4、NTEXT OF PROJECT,DRIVEN BY NEEDS AND GOALS AT COOPER UNIONSlate school since 2020Shared Instance(loads of available data)Admissions-UG,GR,Exchange,High School Programs,and Continuing EdWe are in the running for most Rounds in 1 Period!AdvancementCareer Services(Coming Soon)No SIS Integration of fina

5、ncial aid processBetter Scholarship Management processLeverage Endowed Awards with Advancement/DonorsGOAL 1EASY ACCESS TO FINANCIAL AID LETTER FOR ADMITTED STUDENTSEndless list of Instructions and stepsEliminate a 2nd LoginImmediate view of their Awards after Decision ReleasePDF upload vs.Redesign o

6、f Award LetterGOAL 2SIMPLIFY THE SCHOLARSHIP TRACKING PROCESSGET OFF OF EXCEL!Provide a Centralized Data Repository for StewardshipReporting to DonorsEXISTING AWARD LETTEREXISTING SELF SERVICE PAGE(S)EXISTING SELF SERVICE PAGE(S)QUICK LEBRON JAMES BREAK WHAT DID WE WANT TO ACCOMPLISH?“IF ITS NOT IN

7、SLATE IT DIDNT HAPPENSlate Integration Easier for students to access(not pushing them to SIS until closer to enrollment)Beautify the financial aid letterCreate access metrics for admissions staffIntegration with Award DatasetIntegration with Donors and Gifts(advancement use)Enhanced Reporting/Access

8、 on students financial aid processEncourage departmental collaboration(s)Data transparencyYear by Year Analysis of AwardsWHERE TO BEGIN?STUDENTRECORD DATAIntegrate data from SIS(Colleague)Display Financial Aid data to students in a clean way that is also available for download/printingEntities vs.Re

9、search vs.Custom FeildsNEW CUSTOM DATASET FOR AWARDS&SCHOLARSHIPSConnect Awards to New Custom DatasetConnect Dataset to awards on student recordsCreate dashboard for award summary/aggregate informationCONNECTIONS TO FUNDS&GIFTSIntegrate new dataset with existing funds and giftsCreate way to aggregat

10、e information by award,but also by fund/donor/giftCreate a link between donor and student STEP 1 TIME TO GET SOME DATACONNECTED WITH IT TO GET A LOOK INTO WHAT DATA WE HAD ACCESS TO1 row per student,per award,per termYou know what that means ENTITY TIMETIME FOR A SCHOLARSHIP ENTITYAND SOME ENTITY FI

11、ELDSKEY COMPONENTS OF THE ENTITY&ENTITY SCOPED FIELDSUNIQUE FOR MATCHING ID Importing data via source format to entity fields Slate really needs to allow you to map values to more than 3 fields But export/import to the rescue Null Value Skip Import Setting Limited by incoming data Entities love to c

12、reate new rowsSETTING UP EXPORT/IMPORTSet up overnight process to run(specific delivery windowEnsure each award has unique merging ID,PER award,for easy matching and re-entry into SlateUsed field fusion to create a unique ID(student ID+award code+term)PURPOSE IS TO QUERY DATA,SEND IT TO YOUR SLATE S

13、FTP AND PUSH IT BACK INTO SLATE VIA A SOURCE FORMAT FOR WHATEVER YOU NEEDSETTING UP EXPORT/IMPORTSet up overnight process to run(specific delivery windowEnsure each award has unique merging ID,PER award,for easy matching and re-entry into SlateUsed field fusion to create a unique ID(student ID+award

14、 code+term)PURPOSE IS TO QUERY DATA,SEND IT TO YOUR SLATE SFTP AND PUSH IT BACK INTO SLATE VIA A SOURCE FORMAT FOR WHATEVER YOU NEEDALSOTIME FOR ANOTHER LEBRON BREAKENTITY SCOPED WIDGET FOR INTERNAL USEThe more data the merrier in an entity widgetList fields vs.Widget FieldsThe great discussion(Pers

15、on Scoped vs.Application Scoped fields/form)Remember:The entity widget is its own form,that lives within the page-scoped form you want to put on a tabCREATED A PERSON PAGE FORM TO HOST AN ENTITY WIDGET TO BE ABLE TO SEE/EDIT MANUALLY ANY AWARDSALRIGHT,WEVE GOT DATA.NOW WHAT?Time to build a pretty fi

16、nancial aid letter that is(A)Colorful and matches Cooper Unions Brand(B)Is live,to show when awards come and go and are accepted or declined by student(C)Functions just as well when printed,for use by international students for Visa Approval(D)is simple and clear,without distracting verbiageNeeded 3

17、 templatesNew Letter Merge Query with award indicators and award detailsTime to do some liquid looping.HOWD WE GET HERE?Created merge query to get the data we neededShould remake to be more efficient HOWD WE GET HERE?Inside the subquery exports(aggregate and existence)FORMATTING THE LETTERIts basica

18、lly an email template(with a lot of tables inside tables)FORMATTING THE LETTERBasic liquid markup statements that show or take away table elements based on award indicatorsFINAL PRODUCTLESSONS LEARNEDINCOMING DATAAsk tons of questions to the financial aid team to understand their processesDeleting a

19、wardsAward actions(A,O,X)AID LETTERRETENTION POLICIESKeep it as simple as possible(staff terrified face looking at code)Color coding helps referring to itemsMake sure its printable!With entities,if issues happen have a process in place to delete and re-import,easily.RETENTION POLICIESNOW ITS TIME FO

20、RSOME DATASET INTEGRATION RELATED DATASET FIELDS DATASET ROW QUERIES CUSTOM DASHBOARDS AND “JUST A REMINDER THAT LEBRON IS THE G.O.A.T.-ME-CUSTOM DATASETHomebase for advancement/admissions to access awards/scholarship data easilyCreate visualized tools to show aggregate data across awards/students/d

21、onors/fundsProvide one-stop-shop for year over year scholarship dataMake data more accessible for comms and outreachAWARDS&SCHOLARSHIP DATASET CREATED TO ACCOMPLISH LOTS OF RELATIONSHIPSSTUDENTS LINKED TO SCHOLARSHIPSSCHOLARSHIPS LINKED TO AWARDS DATASETAWARD DATASET TIED TO GIFTS/DONORSGIFTS/DONORS

22、 TIED TO FUNDS Time to create some:Related dataset fields Related dataset queriesAWARDS&SCHOLARSHIP DATASETAllows for looking up and associated person/scholarship/fund/gift with specific scholarship codeUsing the key of your related dataset to create a lookup/association with a field on your dataset

23、(scope of field being created)Created for(fund,person record/scholarship entity)Because gifts are associated to funds we can get to gifts through our related dataset row field to funds.STORING UNIQUE AWARD CODE,USED IN RELATED DATASET FIELDSONTO RELATED DATASET QUERIES Allows for aggregating data fr

24、om related datasets onto the dataset you are working withAward&Scholarship DatasetFunds/GiftsPerson Records/ScholarshipsDonors via Gifts/FundsWHAT EXACTLY DO THEY DO?ONTO RELATED DATASET QUERIES Make sure you add unique identifier parameters so your query can make a connection via the record identif

25、ierLink your record variable to the GUID of what youre linking toExample:Scholarship on Student RecordLinked to Dataset ID GUIDrecord ensures the lookup matches the dataset record key of the dataset page you are onWHAT EXACTLY DO THEY DO?PUT THAT ALL TOGETHERAND WHAT DO YOU GET?HOW TO BUILD THAT CUS

26、TOM DASHBOARDHTML,CSS,No JavaScript HereAGGREGATE VIEWSStudents,Donors,Funds,AwardsPROVIDES EASE OF ACCESS FOR:GOAL|Help track award acceptance and offers through enrollment funnelGOAL|Provide easy access for advancement to see student/donor data in one place for outreachGOAL|Visualized year-over-ye

27、ar award comparisonYEAR OVER YEAR AGGREGATES OF AWARD DATA FROM A STUDENT LEVELASSOCIATED ENDOWMENT FUNDS VIEWDONOR/GIFTS ASSOCIATED WITH AWARD DATASETPROVIDES EASE OF ACCESS FOR:GOAL|Help track award acceptance and offers through enrollment funnelGOAL|Provide easy access for advancement to see stud

28、ent/donor data in one place for outreachGOAL|Visualized year-over-year award comparisonYEAR OVER YEAR AGGREGATES OF AWARD DATA FROM A STUDENT LEVELASSOCIATED ENDOWMENT FUNDS VIEWDONOR/GIFTS ASSOCIATED WITH AWARD DATASETWEB DESIGN LEARNING RESOURCESW3SCHOOLSGreat tool to learn the foundations of HTML

29、/CSS/Basic JavascriptBuilding block approach WEBDEV SIMPLIFIEDCSS-TRICKS.COMYouTube ChannelVery good teacher,slow pace and well spokenHas over 1,000 videos you can use to exploreLearn to make websites look a little bit prettier and focus on UI/UX for your students/users.More complicated resource,but

30、 still good.AND GOOGLE CHROME INSPECTORCTRL+SHIFT+I ON PCCOMMAND+OPTION+ION MACKEYTAKEAWAYSDIRECTION LIES WITHIN QUESTIONS YOU WANT ANSWEREDYou must have data to answer questions your solution will tackle.Sometimes questions are dictated by available data.KEEP IT SIMPLEDISCOVERY FIRSTSometimes compl

31、exity/automation can lead to more headaches than they fixEngage user feedback early onA discovery period with campus partners/other Slate users can be integral to clean buildout and success!WHATS NEXT?PHASE 2REPLACE DATASET QUERIES WITH LIQUID LOOPS/DICTIONARY Cleaner/stylized and functional views o

32、f related datasetsGives more control to display data on dashboard(s)even if you want to use a tableCREATE APPLICANT AID PORTAL IN SLATECREATE MARKETING POPULATIONS FOR ADVANCEMENTAllow users to accept/decline awards IN SLATE!Pass data on to Colleague to store acceptances/declinesBuild logical pathwa

33、ys for communications to relevant advancement/donor groups based on dataClick icon to add pictureJUST A REMINDERLAKERS/LEBRONARE IN THE NBA FINALS&HES 38 YEARS OLDFEATURING:POST-CAPTAIN CONSULTINGCarterGrahamLukeMy Better 100%Click icon to add pictureQUESTIONS?P717.405.2330Scottscott.larnercooper.eduKarenkaren.oaezetacooper.eduFEATURING:POST-CAPTAIN CONSULTINGCarterGrahamLukeMy Better 100%KarenScott#SlateSummit