How to Prepare Your Institution for a Radius Migration Presented by Kimberly Meiste Hobsons University 2015

2. How to Prepare Your
Institution for a Radius
Migration
Kimberly Meiste, Presenter

6. Considering a migration from
Connect/Apply Yourself to
Radius?

8. Factors for Cornerstone’s decision:
• Updated application features:
-Multiple applications tied to a student record
-Iterations
-Dynamic Sections
-Multiple Application Types
-Cloning Applications
-No AY Annual Updates!
• Better functionality for Imports, Exports, & Filters
• Communication Plans
• Inquiry Forms
• Homepage Widgets
• Student is the “hub” of a living, breathing organism

9. Sharing Our Success
1. Suspect Duplicates tool in Connect used to
target groups of multiple records.
2. Criteria for merging records created and
documented.
3. Student workers utilized in the efforts.
4. Weekly scheduled Suspect Duplicate jobs.
5. Shared online spreadsheet of merge jobs.
Over 15,000 records merged
since 2014!!!

10. Start Small
Use filters to sort through different sets of students versus your
whole database.

11. Conditions

12. Last Steps

13. Scheduling

14. Completed Jobs List

15. Merging within Suspect Duplicates

16. Merging outside of Suspect Duplicates

17. The Magic Five
What are the attributes / fields that drive your
institution’s Communication Plans?
1. EntryTerm
2. Admit Status / StudentType
3. Primary Major Choice
4. Application Status
5. Admissions Counselor
• Schedule and run filters & exports to find students who are missing
one or more ofThe Magic Five
• Create buy-in within your team and keep them accountable to seeking
out and merging duplicates, as well as data integrity as a whole

18. Your Radius contract is signed…now what?
1. Who do we migrate? How many years of records should we
keep?
2. What are other data fields that can be cleaned-up using
exports?
3. Assessing your Data Catalog.

19. Questions?