Case Study: University of La Verne

January 2024

Goals

To explore all opportunities for optimizing existing systems through automation.

Situation

The University of La Verne was focused on identifying and implementing efficiencies throughout the office, including its use of Ellucian Banner. However, staff departures brought attention to manual processes in areas that could be automated to enhance existing resources and improve services.

Solution

Blue Icon Advisors provided consultation and implementation assistance to automate routine tasks via TDClient. Our consultant worked with the financial aid and information technology staff to program, test, and implement the automation. “The work needed to happen with integrity and internal resources didn't know how to move the TDClient configurations forward,” Laura Evans, director of financial aid, said.

Outcome

“Our consultant knew the ins and outs of the TDClient process and effectively guided us and explained the pieces and options with contextual references and training,” Evans said. The school continues to build on the “strong foundation” the consultant established through the engagement.

Even though the school currently has multiple vacancies, there has been no decrease in productivity due to the automation Blue Icon put in place.

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