{"id":26707,"date":"2026-07-16T12:07:59","date_gmt":"2026-07-16T12:07:59","guid":{"rendered":"https:\/\/goedmo.com\/blog\/?p=26707"},"modified":"2026-07-16T12:07:59","modified_gmt":"2026-07-16T12:07:59","slug":"tools-for-managing-student-success-programs","status":"publish","type":"post","link":"https:\/\/goedmo.com\/blog\/tools-for-managing-student-success-programs\/","title":{"rendered":"What are the most effective tools for managing Student Success Programs?"},"content":{"rendered":"<h2 id=\"introduction\"><b>Introduction<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Student success has always been central to higher education, but universities have changed their approach a lot in recent years. Now, success means more than just earning a degree. Schools aim to support students academically, financially, socially, and emotionally throughout their time on campus.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To achieve this, universities have started many student success programs. These include more proactive academic advising, early alert systems to find struggling students sooner, better mental health and wellness services, peer mentoring, and career readiness programs from the start. Schools are also using predictive analytics to find challenges early and offer support tailored to each student.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The main challenge is connecting all these efforts. When advising, faculty, student affairs, and support services use different systems, important information can get lost. To solve this, more universities are using student success platforms that bring data together, improve communication, and help staff work as a team.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In this guide, we\u2019ll look at some of the best tools for managing student success programs. We\u2019ll compare their features, strengths, and when to use them, so you can find the right fit for your school. Whether you want to <\/span><a href=\"https:\/\/goedmo.com\/blog\/top-strategies-for-increasing-student-retention-in-2026\/\"><b>improve retention<\/b><\/a><span style=\"font-weight: 400;\">, boost engagement, strengthen advising, or offer a more personalized student experience, this guide will help.<\/span><\/p>\n<h2 id=\"what-is-a-student-success-program-and-why-does-it-matter\"><b>What Is A Student Success Program And Why Does It Matter?<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">A student success program is a structured initiative that helps students thrive throughout their academic journey, starting with enrollment and continuing through graduation and beyond. Instead of focusing only on grades, these programs look at the whole student by supporting academic, personal, financial, and career challenges that might affect success. In recent years, universities have expanded these efforts, using technology, data, and personalized support to improve student outcomes and help students feel more connected on campus.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Over the past few years, universities are combining academic advising, early alerts, mental health support, career planning, and predictive analytics to create a more connected student experience. For example, Georgia State University has become widely recognized for using predictive analytics and proactive advising to identify students who may be at risk and intervene before small challenges become reasons for dropping out. Instead of waiting for students to seek help, advisors reach out with timely guidance, helping improve retention and graduation outcomes. This shift reflects a broader trend across higher education: universities are moving away from reactive support models and investing in comprehensive student success programs that keep students engaged, supported, and on track throughout their academic journey.<\/span><\/p>\n<h3 id=\"why-do-student-success-programs-matter\">Why do student success programs matter?<\/h3>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>They help students before problems become bigger.<\/b><span style=\"font-weight: 400;\"> Instead of waiting until a student is failing a class or considering dropping out, universities can identify early warning signs and step in with the right support.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>They make advising more personal.<\/b><span style=\"font-weight: 400;\"> Advisors have a clearer picture of each student&#8217;s academic progress, engagement, and challenges, allowing conversations to be more meaningful and actionable.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>They improve retention and graduation rates.<\/b><span style=\"font-weight: 400;\"> When students receive timely guidance and access to the right resources, they&#8217;re more likely to stay enrolled and complete their degree.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>They support students beyond academics.<\/b> <a href=\"https:\/\/goedmo.com\/blog\/understanding-student-success\/\"><span style=\"font-weight: 400;\">Student success<\/span><\/a><span style=\"font-weight: 400;\"> isn&#8217;t just about grades. These programs connect students with mental health services, financial aid, tutoring, mentoring, and other resources that contribute to their overall well-being.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>They create a stronger sense of belonging.<\/b><span style=\"font-weight: 400;\"> Students who feel connected to their campus community are more likely to stay engaged, participate in campus life, and persist through challenges.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>They help universities make smarter decisions.<\/b><span style=\"font-weight: 400;\"> By bringing together data from multiple sources, institutions can understand what&#8217;s working, identify gaps, and continuously improve their support strategies.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>They encourage collaboration across departments.<\/b><span style=\"font-weight: 400;\"> Faculty, advisors, student affairs, career services, and support teams can work together instead of operating in silos, ensuring students receive consistent support.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>They prepare students for life after graduation.<\/b><span style=\"font-weight: 400;\"> Many programs now include career coaching, internships, skill-building opportunities, and employer connections to help students transition successfully into the workforce.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>They make support more accessible.<\/b><span style=\"font-weight: 400;\"> Whether a student studies on campus, online, or in a hybrid environment, they can easily access the resources and services they need when they need them.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>They help universities deliver a better student experience.<\/b><span style=\"font-weight: 400;\"> At the end of the day, student success programs create a more connected, supportive, and personalized journey, one that benefits both students and the institution.<\/span><\/li>\n<\/ul>\n<h2 id=\"useful-tools-and-technologies-for-student-success-program-management\"><b style=\"color: #666666; font-size: 1.25rem;\">Useful Tools and Technologies for Student Success Program Management<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">As universities grow their student success programs, technology plays a key role in making these efforts work. Helping thousands of students with advising, academics, financial aid, career services, and student affairs is too complex for manual tracking or separate systems. Today\u2019s student success tools let schools bring information together, automate everyday tasks, spot students who need help, and track how well their support works. With these technologies, universities can offer students a more personal, proactive, and data-driven experience.<\/span><\/p>\n<h3 id=\"student-success-platforms\">Student Success Platforms<\/h3>\n<p><span style=\"font-weight: 400;\">Student success platforms are purpose-built solutions that bring together advising, early alerts, case management, communication, appointment scheduling, and student engagement into a single ecosystem. Instead of using multiple disconnected tools, advisors and student support teams can access a unified view of every <\/span><a href=\"https:\/\/goedmo.com\/blog\/what-is-student-journey-mapping-step-by-step-guide-how-can-ai-help-in-this\/\"><b>student&#8217;s journey<\/b><\/a><span style=\"font-weight: 400;\">, making it easier to coordinate support across departments.<\/span><\/p>\n<p><b>Examples of tools:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">EAB Navigate360<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Civitas Learning<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Stellic<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Anthology Student Success<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">EduNav<\/span><\/li>\n<\/ul>\n<p><b>Key benefits:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Centralizes student information in one place<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Improves collaboration between departments<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Tracks interventions and student progress<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Enables personalized student support at scale<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Helps improve retention and graduation rates<\/span><\/li>\n<\/ul>\n<h3 id=\"early-alert-systems\">Early Alert Systems<\/h3>\n<p><span style=\"font-weight: 400;\">Early alert systems help universities identify students who may be struggling before they reach a crisis point. These tools collect signals such as poor attendance, missed assignments, declining grades, or faculty concerns and automatically notify advisors so they can intervene quickly.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Rather than waiting for students to ask for help, institutions can proactively reach out with tutoring, counseling, academic coaching, or financial support.<\/span><\/p>\n<p><b>Examples of tools:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Starfish by EAB<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Aviso Retention<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Navigate Early Alerts<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Anthology Alert<\/span><\/li>\n<\/ul>\n<p><b>Key benefits:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Detects at-risk students earlier<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Encourages proactive advising<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Reduces dropout risk<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Improves communication between faculty and advisors<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Supports timely interventions<\/span><\/li>\n<\/ul>\n<h3 id=\"predictive-analytics-tools\">Predictive Analytics Tools<\/h3>\n<p><span style=\"font-weight: 400;\">Predictive analytics platforms use historical and real-time student data to forecast which students may need additional support. By analyzing academic performance, enrollment behavior, engagement, demographics, and other indicators, these tools help universities prioritize outreach and allocate resources more effectively.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Instead of relying on intuition alone, advisors can make data-informed decisions that improve student outcomes.<\/span><\/p>\n<p><b>Examples of tools:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Civitas Learning<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">SAS Student Success Analytics<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Microsoft Power BI (with institutional data models)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Tableau for Higher Education<\/span><\/li>\n<\/ul>\n<p><b>Key benefits:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Identifies patterns and risk factors<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Supports data-driven decision-making<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Prioritizes advisor outreach<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Measures intervention effectiveness<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Improves institutional planning<\/span><\/li>\n<\/ul>\n<h3 id=\"customer-relationship-management-crm-systems\">Customer Relationship Management (CRM) Systems<\/h3>\n<p><a href=\"https:\/\/goedmo.com\/blog\/top-crm-platforms-for-universities\/\"><b>CRM platforms<\/b><\/a><span style=\"font-weight: 400;\"> help universities build stronger relationships with students by tracking every interaction across the student lifecycle. From admissions and enrollment to advising, alumni engagement, and career services, CRMs provide a complete communication history and enable personalized outreach.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Many institutions also use <\/span><a href=\"https:\/\/goedmo.com\/blog\/6-best-crm-tools-for-automation-features-benefits-and-examples\/\"><b>CRM automation<\/b><\/a><span style=\"font-weight: 400;\"> to send reminders, event invitations, surveys, and milestone-based communications.<\/span><\/p>\n<p><b>Examples of tools:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Salesforce Education Cloud<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">HubSpot CRM<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Slate by Technolutions<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Microsoft Dynamics 365<\/span><\/li>\n<\/ul>\n<p><b>Key benefits:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Personalizes student communication<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Automates repetitive outreach<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Maintains a complete interaction history<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Improves engagement across departments<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Supports recruitment and student success initiatives<\/span><\/li>\n<\/ul>\n<h3 id=\"academic-advising-software\">Academic Advising Software<\/h3>\n<p><span style=\"font-weight: 400;\">Academic advising tools simplify degree planning, appointment management, note-taking, and student progress tracking. Advisors can monitor whether students are meeting graduation requirements, identify academic bottlenecks, and recommend courses that align with each student&#8217;s goals.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">These platforms also help students become more active participants in planning their academic journey.<\/span><\/p>\n<p><b>Examples of tools:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Stellic<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">EAB Navigate360<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Degree Works<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">EduNav<\/span><\/li>\n<\/ul>\n<p><b>Key benefits:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Simplifies degree planning<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Tracks academic milestones<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Improves advisor productivity<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Helps students graduate on time<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Creates more personalized advising experiences<\/span><\/li>\n<\/ul>\n<h3 id=\"learning-management-systems-lms\">Learning Management Systems (LMS)<\/h3>\n<p><span style=\"font-weight: 400;\">Learning Management Systems are central to the academic experience. Beyond delivering course materials, modern LMS platforms provide valuable insights into student engagement, assignment completion, discussion participation, and attendance. When integrated with student success platforms, this data helps advisors identify students who may be disengaging academically.<\/span><\/p>\n<p><b>Examples of tools:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Canvas<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Blackboard Learn<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Moodle<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">D2L Brightspace<\/span><\/li>\n<\/ul>\n<p><b>Key benefits:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Tracks academic engagement<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Monitors assignment completion<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Supports online and hybrid learning<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Integrates with advising platforms<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Provides actionable learning analytics<\/span><\/li>\n<\/ul>\n<h3 id=\"communication-and-student-engagement-platforms\">Communication and Student Engagement Platforms<\/h3>\n<p><span style=\"font-weight: 400;\">Keeping students engaged requires timely, relevant, and personalized communication. Engagement platforms allow universities to send emails, text messages, mobile notifications, surveys, and event reminders based on student behavior, milestones, or support needs.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">These tools ensure students receive the right message at the right time, improving participation and reducing missed opportunities.<\/span><\/p>\n<p><b>Examples of tools:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Mongoose Cadence<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Signal Vine<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Mainstay<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">HubSpot Marketing Hub<\/span><\/li>\n<\/ul>\n<p><b>Key benefits:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Improves student engagement<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Automates communication campaigns<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Supports multi-channel outreach<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Increases event participation<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Encourages timely student responses<\/span><\/li>\n<\/ul>\n<h3 id=\"case-management-software\">Case Management Software<\/h3>\n<p><span style=\"font-weight: 400;\">Case management systems help universities organize and monitor student support requests from beginning to end. Whether a student needs academic assistance, financial guidance, disability services, or mental health support, staff can assign cases, collaborate across departments, document progress, and ensure no request is overlooked.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This creates a more coordinated and accountable support system.<\/span><\/p>\n<p><b>Examples of tools:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Symplicity Advocate<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Maxient<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Anthology Student Success<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">EAB Navigate Case Management<\/span><\/li>\n<\/ul>\n<p><b>Key benefits:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Tracks student support cases<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Improves cross-functional collaboration<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Documents interventions and outcomes<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Prevents requests from falling through the cracks<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Enhances accountability<\/span><\/li>\n<\/ul>\n<h3 id=\"appointment-scheduling-tools\">Appointment Scheduling Tools<\/h3>\n<p><span style=\"font-weight: 400;\">Meeting with advisors, tutors, career counselors, or wellness professionals should be simple for students. Appointment scheduling tools allow students to book appointments online, receive automated reminders, and join virtual meetings when needed. Staff also benefit from calendar synchronization and reduced administrative work.<\/span><\/p>\n<p><b>Examples of tools:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Calendly<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Microsoft Bookings<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Navigate Scheduling<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">WCOnline<\/span><\/li>\n<\/ul>\n<p><b>Key benefits:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Simplifies appointment booking<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Reduces no-shows through reminders<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Saves administrative time<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Supports virtual advising<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Improves access to student services<\/span><\/li>\n<\/ul>\n<h3 id=\"data-dashboards-and-reporting-tools\">Data Dashboards and Reporting Tools<\/h3>\n<p><span style=\"font-weight: 400;\">Student success depends on continuous improvement, and that requires accurate reporting. Dashboards consolidate data from multiple campus systems into interactive visualizations, helping institutional leaders monitor retention, graduation rates, advising activity, intervention outcomes, and student engagement in real time.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">These insights help universities evaluate what is working and where additional support is needed.<\/span><\/p>\n<p><b>Examples of tools:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Tableau<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Microsoft Power BI<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Looker<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Oracle Analytics<\/span><\/li>\n<\/ul>\n<p><b>Key benefits:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Provides real-time institutional insights<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Measures student success KPIs<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Supports strategic planning<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Enables evidence-based decision-making<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Demonstrates the impact of student success initiatives<\/span><\/li>\n<\/ul>\n<h2 id=\"task-management-with-digital-tools-keeping-student-success-initiatives-on-track\"><b>Task Management with Digital Tools: Keeping Student Success Initiatives on Track\u00a0<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Managing student success requires more than effective strategy; it depends on timely completion of tasks, follow-ups, and interventions. Advisors often manage large caseloads and coordinate with faculty, financial aid, career services, and student support staff. Without appropriate technology, critical tasks may be delayed or missed. Digital task management tools enable universities to automate workflows, assign responsibilities, send reminders, and track progress. This allows advisors to focus less on administrative tasks and more on supporting students.<\/span><\/p>\n<h3 id=\"edmo-advisor-copilot\">EDMO Advisor Copilot<\/h3>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone size-full wp-image-26717\" src=\"https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/07\/EDMO-Advisor-Copilot_.webp\" alt=\"\" width=\"1100\" height=\"550\" srcset=\"https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/07\/EDMO-Advisor-Copilot_.webp 1100w, https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/07\/EDMO-Advisor-Copilot_-300x150.webp 300w, https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/07\/EDMO-Advisor-Copilot_-1024x512.webp 1024w, https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/07\/EDMO-Advisor-Copilot_-768x384.webp 768w, https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/07\/EDMO-Advisor-Copilot_-600x300.webp 600w\" sizes=\"(max-width: 1100px) 100vw, 1100px\" \/><\/p>\n<p><a href=\"https:\/\/goedmo.com\/admissions-agent-workflow-automation\/\"><b>EDMO&#8217;s Advisor Copilot<\/b><\/a><span style=\"font-weight: 400;\"> is an AI-powered assistant designed specifically for higher education advisors. It helps streamline everyday advising tasks by surfacing student insights, recommending next best actions, generating summaries, and reducing repetitive administrative work. Instead of manually reviewing multiple systems, advisors receive contextual recommendations that enable faster and more informed student support.<\/span><\/p>\n<p><b>Key capabilities:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">AI-generated student summaries before advising sessions<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Recommended next steps based on student data and interactions<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Automated follow-up reminders and task tracking<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Meeting notes and interaction summaries<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Contextual insights pulled from multiple student data sources<\/span><\/li>\n<\/ul>\n<p><b>Benefits:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Reduces advisor administrative workload<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Helps advisors prioritize high-impact student interventions<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Improves consistency across advising teams<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Enables more personalized student conversations<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Frees up more time for meaningful student engagement<\/span><\/li>\n<\/ul>\n<h3 id=\"microsoft-planner\">Microsoft Planner<\/h3>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-26708\" src=\"https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/07\/Microsoft-Planner_.webp\" alt=\"\" width=\"1100\" height=\"550\" srcset=\"https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/07\/Microsoft-Planner_.webp 1100w, https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/07\/Microsoft-Planner_-300x150.webp 300w, https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/07\/Microsoft-Planner_-1024x512.webp 1024w, https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/07\/Microsoft-Planner_-768x384.webp 768w, https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/07\/Microsoft-Planner_-600x300.webp 600w\" sizes=\"(max-width: 1100px) 100vw, 1100px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Microsoft Planner is a collaborative task management solution that integrates seamlessly with Microsoft 365. Universities can use it to organize advising workflows, assign tasks across departments, monitor progress, and keep everyone aligned on student support initiatives.<\/span><\/p>\n<p><b>Key capabilities:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Task assignment and ownership<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Due dates and reminders<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Progress tracking with visual boards<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Team collaboration within Microsoft Teams<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Shared project planning<\/span><\/li>\n<\/ul>\n<p><b>Benefits:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Keeps advising teams organized<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Improves accountability<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Simplifies collaboration across departments<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Reduces manual follow-ups<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Easy integration with existing Microsoft environments<\/span><\/li>\n<\/ul>\n<h3 id=\"asana\">Asana<\/h3>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-26709\" src=\"https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/07\/Asana.webp\" alt=\"\" width=\"1100\" height=\"550\" srcset=\"https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/07\/Asana.webp 1100w, https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/07\/Asana-300x150.webp 300w, https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/07\/Asana-1024x512.webp 1024w, https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/07\/Asana-768x384.webp 768w, https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/07\/Asana-600x300.webp 600w\" sizes=\"(max-width: 1100px) 100vw, 1100px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Asana helps universities manage complex student success initiatives by organizing projects, recurring workflows, and team responsibilities in one platform. Whether coordinating orientation programs, retention campaigns, or advising initiatives, teams can easily track every moving part.<\/span><\/p>\n<p><b>Key capabilities:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Project and task management<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/goedmo.com\/blog\/automation-in-higher-education\/\"><span style=\"font-weight: 400;\">Workflow automation<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Timeline and calendar views<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Progress reporting<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Team collaboration<\/span><\/li>\n<\/ul>\n<p><b>Benefits:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Standardizes student success workflows<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Improves visibility across projects<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Automates repetitive administrative tasks<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Enhances cross-functional collaboration<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Keeps projects on schedule<\/span><\/li>\n<\/ul>\n<h3 id=\"trello\">Trello<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-26710\" src=\"https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/07\/trello.webp\" alt=\"\" width=\"1100\" height=\"550\" srcset=\"https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/07\/trello.webp 1100w, https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/07\/trello-300x150.webp 300w, https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/07\/trello-1024x512.webp 1024w, https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/07\/trello-768x384.webp 768w, https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/07\/trello-600x300.webp 600w\" sizes=\"(max-width: 1100px) 100vw, 1100px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Trello offers a simple, visual approach to task management using Kanban boards. Student affairs teams, advisors, and support staff can organize tasks into customizable boards that track work from planning to completion.<\/span><\/p>\n<p><b>Key capabilities:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Drag-and-drop Kanban boards<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Checklists and task labels<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Due dates and reminders<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Automation through Butler<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Collaboration and file sharing<\/span><\/li>\n<\/ul>\n<p><b>Benefits:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Easy to learn and adopt<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Provides clear visibility into task status<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Supports collaborative planning<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Works well for small and medium-sized teams<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Flexible for different student success workflows<\/span><\/li>\n<\/ul>\n<h3 id=\"monday-com\">Monday.com<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-26711\" src=\"https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/07\/monday.webp\" alt=\"\" width=\"1100\" height=\"550\" srcset=\"https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/07\/monday.webp 1100w, https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/07\/monday-300x150.webp 300w, https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/07\/monday-1024x512.webp 1024w, https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/07\/monday-768x384.webp 768w, https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/07\/monday-600x300.webp 600w\" sizes=\"(max-width: 1100px) 100vw, 1100px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Monday.com enables universities to build customized workflows for advising, student support, orientation, and retention initiatives. Its automation features help eliminate repetitive administrative work while providing leadership with real-time visibility into team performance.<\/span><\/p>\n<p><b>Key capabilities:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Custom workflow creation<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Automated task assignments<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Dashboards and reporting<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Timeline and workload management<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Integration with multiple campus systems<\/span><\/li>\n<\/ul>\n<p><b>Benefits:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Highly customizable<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Reduces manual coordination<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Improves project transparency<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Supports data-driven management<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Scales across multiple departments<\/span><\/li>\n<\/ul>\n<h3 id=\"clickup\"><b>ClickUp<\/b><\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-26712\" src=\"https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/07\/clickup.webp\" alt=\"\" width=\"1100\" height=\"550\" srcset=\"https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/07\/clickup.webp 1100w, https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/07\/clickup-300x150.webp 300w, https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/07\/clickup-1024x512.webp 1024w, https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/07\/clickup-768x384.webp 768w, https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/07\/clickup-600x300.webp 600w\" sizes=\"(max-width: 1100px) 100vw, 1100px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">ClickUp combines task management, documentation, reminders, and collaboration into a single platform. Universities can use it to manage recurring advising processes, document standard operating procedures, and coordinate student success initiatives from one workspace.<\/span><\/p>\n<p><b>Key capabilities:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Task and project management<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Shared documents and knowledge base<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Goal tracking<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Workflow automation<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Calendar and dashboard views<\/span><\/li>\n<\/ul>\n<p><b>Benefits:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Consolidates multiple productivity tools<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Improves team collaboration<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Tracks institutional goals alongside daily tasks<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Supports both strategic planning and operational execution<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Offers flexible workflows for different departments<\/span><\/li>\n<\/ul>\n<h3 id=\"notion\">Notion<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-26713\" src=\"https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/07\/notion.webp\" alt=\"\" width=\"1100\" height=\"550\" srcset=\"https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/07\/notion.webp 1100w, https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/07\/notion-300x150.webp 300w, https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/07\/notion-1024x512.webp 1024w, https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/07\/notion-768x384.webp 768w, https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/07\/notion-600x300.webp 600w\" sizes=\"(max-width: 1100px) 100vw, 1100px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Notion serves as both a knowledge management and lightweight task management platform. Student success teams often use it to document advising resources, maintain playbooks, manage meeting notes, and organize internal projects alongside simple task tracking.<\/span><\/p>\n<p><b>Key capabilities:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Shared documentation<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Task databases<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Team wikis<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Meeting notes<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Collaborative workspaces<\/span><\/li>\n<\/ul>\n<p><b>Benefits:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Centralizes institutional knowledge<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Makes information easy to find<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Supports collaboration across teams<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Reduces duplicate documentation<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Combines project management with knowledge sharing<\/span><\/li>\n<\/ul>\n<h3 id=\"jira-for-operational-teams\">Jira (for Operational Teams)<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-26714\" src=\"https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/07\/jira.webp\" alt=\"\" width=\"1100\" height=\"550\" srcset=\"https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/07\/jira.webp 1100w, https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/07\/jira-300x150.webp 300w, https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/07\/jira-1024x512.webp 1024w, https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/07\/jira-768x384.webp 768w, https:\/\/goedmo.com\/blog\/wp-content\/uploads\/2026\/07\/jira-600x300.webp 600w\" sizes=\"(max-width: 1100px) 100vw, 1100px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">While traditionally used by software teams, Jira is increasingly adopted by university IT and operational departments that support student success technology projects. It helps manage implementation roadmaps, integrations, issue tracking, and system enhancements.<\/span><\/p>\n<p><b>Key capabilities:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Issue tracking<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Workflow automation<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Sprint and project planning<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Reporting dashboards<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Integration management<\/span><\/li>\n<\/ul>\n<p><b>Benefits:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Improves visibility into technology projects<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Tracks implementation progress<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Supports structured workflows<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Enhances collaboration between IT and functional teams<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Ensures continuous improvement of student success systems<\/span><\/li>\n<\/ul>\n<h2 id=\"project-management-tools-driving-student-success-initiatives-from-planning-to-execution\"><b>Project Management Tools: Driving Student Success Initiatives from Planning to Execution<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Student success depends on more than just one program or department. It takes many different initiatives working together at the same time. Universities often run projects like orientation programs, retention campaigns, peer mentoring, first-year experience programs, academic support, technology rollouts, and student engagement events. To keep these projects on track, teams need clear plans, well-defined roles, and strong collaboration.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Project management tools help schools organize their work in one place. Teams can plan projects, assign tasks, track progress, and meet deadlines without using long email threads or scattered spreadsheets. These tools let everyone work together in real time, automate routine tasks, and see how each project is moving forward. As a result, student success initiatives run more smoothly and are delivered on time.<\/span><\/p>\n<h2 id=\"non-enterprise-recommendations-practical-tools-for-growing-student-success-programs\"><b>Non-Enterprise Recommendations: Practical Tools for Growing Student Success Programs<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Not every institution needs a complex, campus-wide student success platform. Many universities, community colleges, and smaller advising teams want solutions that are easy to use, quick to set up, and affordable, while still offering strong features. These tools can make advising more efficient, help teams work together, automate routine tasks, and keep student success efforts organized. Best of all, they do not require a long setup process.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If your institution is just starting out or wants to update certain processes before moving to a bigger platform, the solutions below offer a good mix of features, flexibility, and affordability.<\/span><\/p>\n<h3 id=\"edmo\">EDMO<\/h3>\n<p><a href=\"https:\/\/goedmo.com\/\"><b>EDMO<\/b><\/a><span style=\"font-weight: 400;\"> is designed for higher education teams that want to improve operational efficiency without the complexity of traditional enterprise software. Its AI-powered tools help advisors spend less time on administrative work and more time supporting students. From generating meeting summaries and recommending next actions to managing projects and organizing advisor workflows, EDMO brings multiple productivity capabilities into one intuitive platform.<\/span><\/p>\n<p><b>Key solutions include:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Advisor Copilot for AI-assisted advising and student insights<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">AI-powered note-taking and meeting summaries<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Task management and follow-up tracking<\/span><\/li>\n<\/ul>\n<p><b>Benefits:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Quick implementation with minimal training<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Reduces administrative workload for advisors<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Helps teams stay organized and accountable<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Improves collaboration across departments<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Scales with institutional needs without the complexity of traditional enterprise platforms<\/span><\/li>\n<\/ul>\n<h3 id=\"google-workspace\">Google Workspace<\/h3>\n<p><span style=\"font-weight: 400;\">Google Workspace offers a familiar set of collaboration tools that help teams manage documents, spreadsheets, calendars, forms, and shared resources in one cloud-based environment.<\/span><\/p>\n<p><b>Examples:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Google Docs<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Google Sheets<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Google Drive<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Google Calendar<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Google Forms<\/span><\/li>\n<\/ul>\n<p><b>Benefits:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Easy collaboration<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Cloud-based access<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Low learning curve<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Cost-effective<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Real-time document editing<\/span><\/li>\n<\/ul>\n<h3 id=\"notion-2\">Notion<\/h3>\n<p><span style=\"font-weight: 400;\">Notion combines documentation, project planning, task management, and knowledge sharing into one flexible workspace. It&#8217;s well suited for maintaining advising playbooks, onboarding guides, meeting notes, and internal processes.<\/span><\/p>\n<p><b>Benefits:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Centralized documentation<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Simple task management<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Collaborative workspaces<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Highly customizable<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Ideal for smaller teams<\/span><\/li>\n<\/ul>\n<h3 id=\"trello-2\">Trello<\/h3>\n<p><span style=\"font-weight: 400;\">Trello&#8217;s visual Kanban boards make it easy to organize advising projects, orientation planning, outreach campaigns, and student support workflows.<\/span><\/p>\n<p><b>Benefits:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Intuitive interface<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Easy task tracking<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Visual workflow management<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Team collaboration<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Built-in automation<\/span><\/li>\n<\/ul>\n<h3 id=\"airtable\">Airtable<\/h3>\n<p><span style=\"font-weight: 400;\">Airtable combines spreadsheet simplicity with database functionality, making it useful for tracking mentoring programs, advising appointments, scholarship applications, and student engagement initiatives.<\/span><\/p>\n<p><b>Benefits:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Flexible data management<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Custom dashboards<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Automation capabilities<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Easy reporting<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Scalable workflows<\/span><\/li>\n<\/ul>\n<h3 id=\"calendly\">Calendly<\/h3>\n<p><span style=\"font-weight: 400;\">Calendly streamlines appointment scheduling by allowing students to book meetings based on advisor availability, reducing administrative coordination.<\/span><\/p>\n<p><b>Benefits:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Self-service scheduling<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Automated reminders<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Calendar synchronization<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Reduced no-shows<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Better student experience<\/span><\/li>\n<\/ul>\n<h3 id=\"slack-or-microsoft-teams\">Slack or Microsoft Teams<\/h3>\n<p><span style=\"font-weight: 400;\">These collaboration platforms keep advising teams connected through instant messaging, file sharing, and dedicated channels for different student success initiatives.<\/span><\/p>\n<p><b>Benefits:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Faster communication<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Improved collaboration<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Easy file sharing<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Supports hybrid teams<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Reduces email dependency<\/span><\/li>\n<\/ul>\n<h3 id=\"canva\">Canva<\/h3>\n<p><span style=\"font-weight: 400;\">Canva helps student affairs and advising teams create presentations, event materials, newsletters, orientation guides, and social media content without needing professional design expertise.<\/span><\/p>\n<p><b>Benefits:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Easy-to-use templates<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Professional-quality designs<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Brand consistency<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Team collaboration<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Saves design time<\/span><\/li>\n<\/ul>\n<h3 id=\"zapier\"><b>Zapier<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Zapier connects different applications and automates repetitive workflows, such as creating tasks from form submissions, syncing data between platforms, or sending automated notifications.<\/span><\/p>\n<p><b>Benefits:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">No-code automation<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Eliminates repetitive tasks<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Integrates hundreds of applications<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Improves operational efficiency<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Saves valuable staff time<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">This combination of tools gives institutions a practical technology stack that supports student success without the cost or complexity of a full enterprise implementation. As programs grow, universities can continue using many of these tools alongside larger student success platforms, creating a flexible and scalable ecosystem.<\/span><\/p>\n<h2 id=\"conclusion\"><b>Conclusion<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Student success is now a campus-wide commitment that depends on the right people, processes, and technology working together. Digital tools, from proactive advising and early alerts to task management and project collaboration, enable universities to provide timely, personalized support while reducing administrative burdens for staff.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The ideal technology stack depends on your institution&#8217;s size, goals, and current systems. While enterprise platforms offer comprehensive features, many universities achieve strong results by combining purpose-built solutions like EDMO with lightweight productivity and collaboration tools. The priority is to select technology that allows advisors to focus less on manual tasks and more on building meaningful relationships with students.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Ultimately, student success is not only about improving retention or graduation rates. It is about creating an environment where every student receives the guidance, resources, and support needed to reach their full potential.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Introduction Student success has always been central to higher education, but universities have changed their approach a lot in recent years. Now, success means more than just earning a degree. Schools aim to support students academically, financially, socially, and emotionally throughout their time on campus. To achieve this, universities have started many student success programs. [&hellip;]<\/p>\n","protected":false},"author":38,"featured_media":26715,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_lmt_disableupdate":"","_lmt_disable":"","two_page_speed":[],"footnotes":""},"categories":[1047],"tags":[],"class_list":["post-26707","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ai-in-education"],"acf":[],"modified_by":"Aastha Arya","_links":{"self":[{"href":"https:\/\/goedmo.com\/blog\/wp-json\/wp\/v2\/posts\/26707","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/goedmo.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/goedmo.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/goedmo.com\/blog\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/goedmo.com\/blog\/wp-json\/wp\/v2\/comments?post=26707"}],"version-history":[{"count":3,"href":"https:\/\/goedmo.com\/blog\/wp-json\/wp\/v2\/posts\/26707\/revisions"}],"predecessor-version":[{"id":26719,"href":"https:\/\/goedmo.com\/blog\/wp-json\/wp\/v2\/posts\/26707\/revisions\/26719"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/goedmo.com\/blog\/wp-json\/wp\/v2\/media\/26715"}],"wp:attachment":[{"href":"https:\/\/goedmo.com\/blog\/wp-json\/wp\/v2\/media?parent=26707"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/goedmo.com\/blog\/wp-json\/wp\/v2\/categories?post=26707"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/goedmo.com\/blog\/wp-json\/wp\/v2\/tags?post=26707"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}