Enhanced Case Management

With Achieve, advisors, faculty, and staff collaborate in an integrated system to provide proactive personalized support and to strengthen their relationships with students.

Case Management is a collaborative process of assessing, planning, and advocating for services that benefit students. Case Management relies on detailed advising notes and student record.

See the requirements of academic programs of study and make intentional referrals for students to other departments and services.

Intrusive advising involves personal contact with students to develop a caring relationship aimed at intervention. Our solution helps faculty connect with students. Live data from LMS system is used to report and record the progress of students for better advising.

Our success in advising is attributed to the use of our case management approach and intrusive advising methodology, serving varied student population, including first generation, commuter, and minority students, as well as those of diverse ages, ethnicities, abilities, and socioeconomic backgrounds.

Achieve supports advocacy for policies that promote student success and the evaluation and transparency of the advising process.

Case Management

Designed to call out the most important, actionable information to support holistic and strategic student care in a readable, user-friendly way to maximize student benefit during academic advising conversations.

Smart Student Profiles

360-degree view of the most actionable student data

Assigned campus-wide student support through early alerts, case referrals, reporting, and centralized interaction records, such as notes, documents, and scheduling.

Assigned Care Network

Support students through assigned, campus-wide efforts

Proactive advising is the process of anticipating the needs of students, identifying students with these needs, and conducting targeted outreach to address concerns early and often.

Campaign Management

Proactively plan, execute, and track ongoing academic advising efforts

An early warning system to identify students who need additional assistance to succeed and target interventions to help ensure at-risk students stay on track.

Predictive Analytics

Use live LMS data for progress insights and predictive analytics

Dynamic note-taking for better advising


Increase in
In-person Appointments



Increase in



Increase in
Phone/Email Appointments


Case Management Modules

Guidance at students’ most pivotal moments, simplifying and structuring their college journey.

Smart Student Profiles

Designed to call out the most actionable information to support holistic and strategic student care in a readable dashboard. Maximize their time during academic advising conversations.

Text & Email Notifications

Send notifications to students automatically about upcoming appointments and what they might need to prepare to make the most of their appointment. Reach students where they are-on their phones!

Advising Notes

Allow Faculty and Staff to make records of their interactions with students. Easily capture session notes for all types of appointments: In-person, Virtual, or Email. Attach relevant documents to an appointment session.

Referrals & Follow-ups

Refer students to other advising centers with their questions in advance and schedule recurring meetings with them all in one advising session. Help advisors prep for their next meeting.

Advising History

Avoid silos, consolidate, and share advising notes. Refresh and recall past appointment sessions with students to better advise them and help them reach their degree goals.

Targeted Intervention

Ensure at-risk students stay on track. Advisors can perform a real-time lookup into a student's academic performance to identify areas to intervene.

Unified Queue & Case Management

Case management, at its very core, is about helping students to overcome the obstacles they encounter in their lives.

This is central to the mission of most higher education institutions, which seek to retain students and provide them with an environment conducive to academic success. Case management can serve as a keystone mechanism through which colleges/universities support students with a wide variety of needs and engage them in effective problem solving.

Track all interactions with students, record detailed advising notes, schedule follow-ups, and look up relevant student information.

Advising and Note Taking

  • Real-time view of the checked-in queue
  • Single click to check-in scheduled appointments
  • Check-in for In-person, Virtual, Email, Phone appointments
  • Collect detailed advising notes during the session
  • Upload documents and make it visible for students
  • Real-time LMS lookup during the advising session
  • Create follow-up/referral and associated workflows
  • Single click to view student information system data

Advising Centers

  • Academic Advisors
  • Faculty Advisors or Instructors
  • Academic Counselors
  • Athletics Advisors
  • Academic Coaches and Tutors
  • Admission Counselors
  • Financial-aid Advisors
  • Student Success Coaches