Case Studies

To hear how others have benefited from their work with Blue Icon Advisors, or to find inspiration for your next consulting project, browse our case studies below.

If you are ready to start a project with Blue Icon, complete our no-obligation information request form today.

Case Studies

  • Case Study: University of La Verne
    February 27, 2024 - Blue Icon Advisors provided consultation and implementation assistance to automate routine tasks via TDClient.
  • Case Study: Los Rios Community College District
    July 8, 2022 - Blue Icon provided a team of three consultants to evaluate policies and procedures with a student equity mindset and review all aspects of operations.
  • Case Study: Glendale Community College
    June 15, 2022 - Glendale Community College in California experienced staffing shortages coupled with increased workload resulting in a backlog of records to process.
  • Case Study: Community College in the Southwest
    February 1, 2022 - Blue Icon was asked to provide coaching to the new financial aid director to address budget cuts, office restructuring, cross-training, and communication at all levels.
  • Case Study: Regional Public University in the Midwest
    November 4, 2021 - Blue Icon was asked to develop a new scholarship awarding rubric, which meets stated enrollment goals, while allowing the institution to evaluate scholarship eligibility without the use of ACT scores and to limit the time spent reading narratives.
  • Case Study: Fielding Graduate University
    November 4, 2021 - Blue Icon was contacted to assist with developing expertise and comfort in managing financial aid delivery for modular and subscription-based programs at the institution.
  • Case Study: Columbia Basin College
    October 8, 2021 - Ben Beus, director of financial aid at Columbia Basin College, approached Blue Icon Advisors to receive assistance in preparing for federal program review.
  • Case Study: Pomona College
    September 27, 2021 - Blue Icon consultants successfully trained staff to perform PowerFAIDS system setup functions, established policies & procedures for institutional aid professional judgments, and increased staff efficiency through automation.
  • Case Study: Suffolk University
    September 13, 2021 - Blue Icon Advisors consulted with the school on its previous efforts and suggested changes to improve attendance at financial literacy presentations.
  • Case Study: Loras College
    July 19, 2021 - Blue Icon was brought in to provide training for an up-and-coming financial aid director on management and financial aid delivery topics.
  • Case Study: Ellucian PATH
    May 17, 2021 - Ellucian approached Blue Icon Advisors for assistance in developing a scholarship program with a goal of distributing $500,000 to two-year public institutions for the fall of 2020.
  • Case Study: University of Wyoming
    March 31, 2021 - Blue Icon completed priority sections in the NASFAA P&P Builder that the school identified.
  • Case Study: University of Tennessee Health Science Center
    March 31, 2021 - Blue Icon was asked to explore options for evaluating the compliance, operations, and customer service in the Financial Aid Office with the goal of improving each as quickly as possible.
  • Case Study: Connecticut State Community College
    March 10, 2021 - This organization wanted to create a single, comprehensive policies and procedures manual in the NASFAA P&P Builder across the system's 12 campuses.
  • Case Study: Glendale Community College
    March 9, 2021 - Blue Icon Advisors developed a robust training program that included an overview of financial aid, nine NASFAA U training topics, and a newly developed and customized session dedicated to customer service.
  • Case Study: Logan University
    February 12, 2021 - This university wanted to have a comprehensive, compliant policies and procedures manual and a student-facing handbook.
  • Case Study: Illinois Eastern Community Colleges
    January 25, 2021 - This client saw a Blue Icon ad and reached out, expressing a need to explore strategies for effective communication with institutional leaders & effectively directing the decentralized financial aid staff across the system.
  • Case Study: Presentation College
    December 15, 2020 - The school asked Blue Icon to work with the financial aid office, the business office, and the school's external vendor to determine the cause of FISAP reporting errors.
  • Case Study: Rhode Island School of Design
    July 20, 2020 - Rhode Island School of Design (RISD) contacted Blue Icon Advisors to discuss a review of the school's student employment program, which has grown considerably in recent years.
  • Case Study: Loyola University Maryland
    June 15, 2020 - After the school's long-time financial aid director retired, Loyola University Maryland approached Blue Icon Advisors for a customized operational review of the undergraduate Office of Financial Aid.
  • Case Study: Hawai’i Pacific University
    May 21, 2020 - When the position of financial aid director became available, this school contacted Blue Icon Advisors seeking a consultant to serve as interim director.
  • Case Study: Erikson Institute
    May 11, 2020 - Erikson Institute wanted to ensure its scholarship awarding process was compliant with federal financial aid rules regarding need-based aid & estimated financial assistance.
  • Case Study: Glendale Community College
    May 6, 2020 - GCC wanted to build a comprehensive and compliant policies & procedures manual and to teach the financial aid staff how to manage the manual.
  • Case Study: University of Nebraska at Kearney
    April 17, 2020 - The office of financial aid at the University of Nebraska at Kearney wanted to improve student service and operational efficiency.
  • Case Study: Michigan Career & Technical Institute
    April 17, 2020 - MCTI wanted to work with Blue Icon to upload the school's policies and procedures into the NASFAA P&P Builder and to train the staff on how to use the P&P Builder.
  • Case Study: Watts College of Nursing
    April 1, 2020 - The school asked Blue Icon Advisors to review its new policies and procedures for processing and delivering federal financial aid, as well as consumer information disclosures and reporting setup.
  • Case Study: Montclair State University
    March 6, 2020 - Montclair State University wanted a review of their compliance with the Clery Act provisions.
  • Case Study: Gateway Technical College
    February 28, 2020 - Blue Icon Advisors provided a comprehensive one-on-one coaching experience for a Gateway Technical College's new financial aid director.
  • Case Study: Howard Community College
    February 14, 2020 - The director of financial aid at Howard Community College contacted Blue Icon Advisors seeking recurring targeted audit services.
  • Case Study: Group Coaching for New Directors
    February 11, 2020 - Blue Icon Advisors offered an 8-week group coaching experience to help new directors successfully grow into their position.
  • Case Study: Lasell University
    December 23, 2019 - Lasell University worked with Blue Icon Advisors to evaluate and upload two sections of existing policies and procedures into the NASFAA P&P Builder.
  • Case Study: Pitzer College
    December 17, 2019 - Pitzer College wanted to move their current Professional Judgment policies and procedures into the NASFAA P&P Builder, perform a gap analysis, and evaluate the language for compliance.
  • Case Study: Boston College
    December 17, 2019 - Boston College wanted assistance uploading their entire policies and procedures manual into the NASFAA P&P Builder.
  • Case Study: Central Carolina Community College
    November 5, 2019 - Blue Icon Advisors assisted Central Carolina Community College financial aid director to become a better advocate for herself and her financial aid team on campus.
  • Case Study: Sam Houston State University
    October 16, 2019 - Sam Houston State University's director of financial aid requested help with entry level staff onboarding and retention.
  • Case Study: Nevada State College
    September 5, 2019 - Nevada State College needed assistance uploading their policies and procedures into the NASFAA P&P Builder and wanted to ensure they were complete and compliant.
  • Case Study: Union College
    August 28, 2019 - Union College contacted Blue Icon Advisors expressing concerns about bottlenecks they were experiencing, including financial aid processing and verification.
View Desktop Version