Demystify FAFSA Simplification with Ocelot's AI-powered Digital Assistant, Available Now!

8 Components of a Virtual Student Services Office

As schools go virtual, learn from someone who's been there and done that.

Written By: Damon Vangelis, Founder & CEO

Since the start of the COVID-19 pandemic, colleges have quickly sought ways to provide students with virtual support. Virtual resources were essential this spring, and they will provide colleges with needed flexibility to provide virtual support in the years to come.

One institution that is ahead of the curve is Santa Fe College in Gainesville, Florida. Kamia “Mia” Mwango, the Director of Financial Aid, has spent the past five years bringing innovation and automation to her school. 

Santa Fe College’s Virtual Approach

From 2015-2020, Mia patiently and prudently assembled the building blocks of technology that would enable the office to go virtual and expand access. In the new normal of COVID-19, her office is now reaping the benefits of the innovations.

Mia recently sat down with Ocelot to detail how she built a virtual office, and the process improvements and increased student satisfaction that came with it. A detailed whitepaper is accessible here for download.

Based on what Santa Fe College and other institutions are doing to support a Virtual Student Support approach, eight (8) components are emerging as cornerstones to a successful effort:

Components of a Virtual Student Service Office

1. Digital lobby that greets students so they can elect how they best like to communicate with our office (Chatbot, Zoom, Call, Email)

By offering students a variety of communication channels, the office signals to students that it is accessible. 

2. Artificially Intelligent Chatbot 

An AI chatbot is a self-service tool that enables colleges to communicate with students 24/7/365. The chatbot can answer ‘Tier 1.5’ questions—those in both Tier 1 and Tier 2. For scenario-based questions, it helps steer students in the right direction. The chatbot can also support internal staff training. 

3. Virtual Meeting Software

Virtual meeting software, such as Zoom, can facilitate remote meetings and “office hours.”

4. Live Chat Software

Combined with an AI Chatbot, Live Chat enables remote staff to handle inquiries that stump the Chatbot or require a more personalized intervention.

5. Online Financial Aid Portal

The online self-service portal is where students can access all of their personal details, see why a flag has been placed on their account, pay bills, etc.

6. Explainer and “How-To” Online Videos

These videos can walk students through processes in an easy “step-by-step” process, and also explain concepts in “simple to understand” ways.

7. Electronic Documents that include electronic signatures

Paper documents require the additional work of keeping copies, scanning, applying wet signatures, etc. Going with electronic documents shortens the time it takes for students to complete paperwork, and reduces the manual record keeping and tracking required of staff.

8. Partnership with the Campus Bookstore for online ordering / delivery

Online ordering at the bookstore can be integrated with the student’s schedule to facilitate easy use of financial aid funds for students. 

The wrap up

According to Mia at Santa Fe College, “Our goal is to meet students where they are and they have increasing expectations for what can be done online.” She added, “We provide students with an ‘integrated system.’ There is not a start or finish. There is not a beginning or an end. We offer many ways for students to reach us—regardless of where they might be in their own life or in the process.”

And she shares an important lesson: “You cannot just bring in technology. You need to build around a process. The office needs to adjust its processes in order for the technology to be successful.”

Ready to overcome communication barriers?

Dive into the Ocelot experience. Request your demo today!

Subscribe to Chatbot Chatter

Ocelot’s monthly newsletter. Best practices make perfect.

Related Articles

Chapman University leverages Ocelot for student engagement
4-Year Private

Chapman University

Chapman University leverages Ocelot One to engage students and centralize cross-campus support, giving students the confidence and guidance to navigate their higher education journey at every stage!

Read More »
Scroll to Top