Cohesive Student Experience
This major improvement streamlined how students request exceptions with a new website and an online FormAssembly form that automatically creates a Salesforce case. Furthermore, academic petitions were brought into Salesforce for the first time, allowing better tracking, communication, and reporting — and enabling counselors to provide more holistic advising on related topics such as financial aid SAP, scholarships, and overall academic progress. To successfully take on academic petitions, enrollment services staff collaborated with these key individuals: Josh, Taylor, G, and Dan Wilson.
What is improving the Scholarship and Academic Petition experience? (Keith)
This university role helps to prepare office staff to evacuate in the event of an emergency.
What is the Evacuation Warden?
This major 2025 achievement started with a script, grew through extensive feedback and revisions, and ended as a polished instructional video. This resource, now available online, in the chatbot, and shared across the university, helps students understand registration.
What are the finalized MyMAP instructional videos? (Keith)
This 2025 accomplishment strengthened our team by hiring and onboarding two new counselors, complete with a structured orientation schedule and assigned mentors.
What is expanding and onboarding our counseling team? (Keith)
This is the number of U.S. military branches under the Department of Defense.
What is 6? (Air Force, Army, Coast Guard, Marine Corps, Navy, Space Force)
This is how many months it took to get the Department of Defense application approved and the AI Portal set up.
What is 9 months?
Completed a project to assist new associates.
What is updating all training material, videos, quizzes, etc.
This is how long it took to get the AI Portal to accept the courses document.
What is 3 weeks?
This office tool helps individual counselors to briefly inform students about financial topics that may surface in an interview.
What is Desktop Tutorials?
This VA benefit is the most popular at BYU amongst dependents of veterans.
What is Chapter 33 (Post-9/11 GI Bill)?
This is how many students receive a benefit from Veterans Affairs every semester.
What is 400-500?
This was developed to help grad students.
What is the grad student checklist?
Collaborated with partner offices and IT to put this case deflection tool on the following: Admissions Application, MyMap, MFC, and MyAid Dashboard. Completing a multi-year project.
What is SF Messaging-Chat Bot?
This annual gathering provides training and collaboration from participants representing financial planning centers at universities across the country.
What is the HEFWA Conference?
This was established to manage all in-person student needs for the Enrollment Services Division as well as Student Financial & Treasury services.
What is the Enrollment Services Wilkinson Center Satellite office?
This specific petition was transitioned from the FA to ES office.
What is scholarship petition?
Collaborated with partner offices and IT to put this case deflection tool on the following: Admissions Application, MyMap, MFC, and MyAid Dashboard. Completing a multi-year project.
What is SF Messaging-Chat Bot?
Read and discussed this book before the sesquicentennial celebration.
What is Envisioning BYU Part 2?
This project adjusted the parents are now able to directly sign up for this helpful publication instead of going through their students.
What is the Parent and Family Newsletter?
Successfully transitioned and trained counselors on?
What is academic petitions?