Admissions and financial aid teams make high-stakes decisions under time pressure, often with information spread across admissions systems, SIS records, financial aid platforms, notes, interviews, and historical outcomes. Enrollment OS helps bring that context together so teams can review, compare, and plan with more speed and clarity.

• First-pass application evaluation based on your school’s specific admissions criteria

• Class composition building

• Financial aid optimization across the applicant and returning student pool

• Historical enrollment analysis

Advancement teams already know that relationships matter. The challenge is preparing well, prioritizing attention, and seeing patterns across giving history, family connections, affinity, capacity, events, and conversations. Advancement OS helps teams find the right next conversation and walk into it better prepared.

• Donor briefings that consolidate giving history, relationship context, student experience, family connections, and recent interactions, all refreshed in real time as data is updated

• Portfolio prioritization based on giving patterns, capacity signals, affinity, and undergiving relative to donors’ peer groups

• Suggested talking points, ask framing, timing, and follow-up

• Macro and micro giving trends to inform advancement strategy

• Meeting preparation that saves time without flattening the relationship work

Finance questions often require source-level trust. Budget owners and business-office teams need answers that tie back to records, not a generic dashboard that leaves them wondering where the numbers came from. Finance OS helps teams work through recurring finance questions with clearer access to the context behind them and immediate visibility into the state of AR, AP, and GL that often live in multiple systems.

• Receivables and payables visibility

• Reconciliation support

• Budget-manager reporting

• Board-ready financial views and recurring question support

• Conversational access to finance information in context

Master scheduling is one of the highest-leverage operational problems in a school. It is complex, constraint-heavy, and often dependent on one or two people carrying an enormous amount of context. Scheduling OS produces the master and individual student and faculty schedules to minimize conflicts and dynamically optimize for your school’s nuanced scheduling parameters.

• Master schedule construction

• Student-level course context

• Prerequisite and graduation requirement checks

• Constraint and conflict minimization and visibility

• Optimization across the entire schedule to accommodate incremental, one-off requests

Once a school has connected data and IDP AI in place, additional Operating Systems become easier to configure. Not every school should start everywhere, but many schools eventually see useful applications in student support/well-being, academics, governance, college counseling, and more.

Student Support OS

Cross-system student profiles, students-of-concern flagging, absence and conduct patterns, and structured support tracking.

Academic OS

Performance trends, course placement, curriculum and requirement analysis, and student outcome context.

Governance OS

Dynamic and interactive board and committee-ready views across finance, advancement, enrollment, risk, campus planning, and school experience.

College Counseling OS

College outcome trends, student-list planning, and counselor-facing briefings for advising conversations.