利用 Portals 优化您的用户体验、时间和资源.ppsx

1、Emily ToopsStevenson SchoolAllen TangStevenson SchoolPower to the Portal:Optimizing Your User Experience,Time,and Resources with PortalsPOWER TO THE PORTAL:OPTIMIZING YOUR USER EXPERIENCE,TIME,AND RESOURCES WITH PORTALSAllen TangAssociate Director of Admissions OperationsHe/Him/HisEmily ToopsDirecto

2、r of Data OperationsShe/Her/HersSTEVENSON SCHOOLIndependent School Founded in 1952Two Campuses on the Monterey Peninsula750+students Pre-K through Grade 12Both Day&Boarding Students(Upper Division)Students from 15 states and 18 countriesSTEVENSON SCHOOLOne Slate DatabaseStarted with Slate in 2018Adm

3、issionsAdvancement Student SuccessHuman ResourcesPORTALS Reduce administrative side users Minimize training barriers Limit clicks Increase user/constituent engagement Boost self-sufficiency Improve institutional clarity=POSSIBILITIESPROS&CONS OF PORTALSPROS Data integrity No more(or at least fewer)s

4、preadsheets!Easy to enter data and digest information Many customization opportunities Fewer Slate administrative users Controlled access to and updating of informationCONS Maintenance and support Training Tendency to recreate what already exists in Slate Scope creep and“portal envy”Potential confus

5、ion between portals Will people actually use them?6 WHO IS YOUR AUDIENCE?www.stevensonschool.orgAdmissionsStudent SuccessAdvancementSHARING APPROPRIATE INFORMATION BETWEEN OFFICESwww.stevensonschool.orgParents/GuardiansStudentsApplicantsEmployeesAlumni/CommunityRANGE OF AUDIENCESGETTING STARTEDHOW T

6、O GET STARTED Identify colleagues/stakeholders with a good understanding of their process and needs Articulate the problem youre trying to solve Help users think beyond limitations of existing systems Confirm requirements vs.“nice to have”Set reasonable expectations Focus on usability and scalabilit