1. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.... For CSO Add-ons CSO Presenters: Chris and Jillian Utah Valley University Presenters: Jordan and Tyler

2. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Session starters Please silence all cell phones Please hold questions for question breaks Please state your name and organization when asking a question PowerPoints and handouts are available at www.csoresearch.com/csoconference www.csoresearch.com/csoconference Sit back, relax and let’s have some fun!

3. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. What is an Add-on Module? Additional feature that adds a new area of functionality to your site Free modules to cover: – Appointment Scheduler – Resume Builder – Automated Student Uploads Paid modules to cover: – Check-in – Automated Data Feed – Co-op/Intern Client Spotlight: Utah Valley University

4. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.

5. Appointment Scheduler What is it? – A process for students to schedule appointments with admins through your CSO site. What’s Included? – Ability to create and customize your own Appointment Types Configure limits, lead and freeze times – Admins set individual availability – Students search and select appointment times – Automatic confirmation and reminder emails

6. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Resume Creator What is it? – A template based system to help your students create a resume. What’s included? – 13 Templates for you to choose from – Templates can be renamed – Ability for students to download their resume for additional changes – No limit on the number of resumes the student can create

7. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Automated Student Uploads What is it? – An automated process to import student data into your site on a nightly basis. What’s included? – Custom import capable of importing into any field on the student profile – Process is automated, so no admin interaction is required – Notification emails sent, alerting you to any uploads that do not process

8. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Questions?

9. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc.

10. Check-in (price varies) What is it? – A system tracking student arrivals at events or office appointments What’s included? – Customizable splash pages for check-in process – Separate processes for events vs. office appointments – Customizable visit reasons to allow for detailed tracking – Hardware: 1 card reader, 1 printer & 1 roll of labels

11. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Automated Data Feed ($500) What is it? – A feature adding 2 new options to any reports: The ability to create RSS/XML feeds The ability to export data (via SFTP) automatically to another location What’s Included? – Unlimited feeds of data – completely customizable by your office – Ability to connect and keep other systems on campus up to date

12. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Co-op/Intern (price varies) What is it? – Additional database that allows you to track all aspects of the Co-op/Intern process. What’s Included? – Automated Approval Workflow Process Multiple approval workflow templates for departments/schools – Automated scheduling of midterm and end of term evaluations – Paperless system, data is kept in perpetuity – Robust reporting

13. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Questions?

14. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Client Spotlight Jordan Doman & Tyler Nelson

15. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Modules/Add-ons used by UVU Check-in Module Custom Banner Automated Data Feed

16. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. History & Implementation of Student Check-in Module History... Automated Student Upload Features & Benefits Questions?

17. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Custom Banner

18. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Automated Data Feed Increased Traffic to Job Board Continuous visibility of New Jobs Capitalizing on unused website space

19. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Automated Data Feed

20. CSO’s 2014 Training & Networking Conference | Austin, TX | Copyright © 2014 CSO Research, Inc. Thank you for attending! If you have any additional questions, please contact the Support Team or your CRM. What’s next? Lunch on your own 12:00pm – 1:30pm