Our Clients

Our customized solutions have helped schools across the country achieve their goals. For a full list of clients, as well as additional case studies and testimonials, view our Client List page. 

Featured Testimonial

Hear from Alex DeLonis, assistant vice president for student financial services at Saint Louis University, about his experience working with Blue Icon!

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Featured Case Study: Southern Methodist University

Goals

Compile policies and procedures from multiple places into one robust, complete, and compliant manual.

Situation

Dr. Mary Sauceda, Assistant Vice Provost of Student Financial Services at Southern Methodist University (SMU) contacted Blue Icon Advisors seeking assistance with their policies and procedures manual. Dr. Sauceda noted that the policies and procedures (P&Ps) were in multiple documents in hard and electronic versions.

Solution

Our consultant worked directly with Dr. Sauceda and the staff to collect, review, and write SMU’s P&Ps. Dr. Sauceda appreciated our consultant’s approach to the work.

“The project plan was organized, and I liked the way it was laid out. It made it easy for me to assign folks from my team to work on sections, then I was able to review after my team worked on their assigned chapters. It made the editing and approval process easy,” Dr. Sauceda said.

Outcome

This project had been a priority for Dr. Sauceda since arriving at SMU and she found the engagement very worthwhile. “It was needed and Blue Icon delivered,” Sauceda said.

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