February+7,+2008+(Vendor+Showcase)

=Database Committee Vendor Showcase: Feb. 7, 2008= In Attendance:

Chris Elliot, Lou Anne Collins, Linda Nitschelm, Beth Green, Sam Reece, Suzanne Craig, Paul Randles, Kevin Mahoney Christina Grace, Jody Barron, Tammy Katzeff

**InResonance**: Ryan McFarlane
Director Strategic Sales (Based on Filemaker Pro) Products: Portal: Admissions Keystone: Registrar, Teacher Access Module Generations: Development/Alumni Filemaker 8 is rewritten software—it’s a little different from our Filemaker 6. Big benefit: Anything that we already have in our database is easy to move over, along with a 12 year background of working w/ independent schools. Everything can and will be modified. Portal: Admissions Inquiry page has the following tabs: Tabs: Overview Parents Interview App decision Financial Aid Testing Reception Actions Enrollment

• Tracks status of student inquiries. It’s manual but pieces can be automated with Web Services. • Search Mechanism is by any criteria that is entered in the database, then can be constrained by any other criteria. • All existing correspondence can be imported, and Filemaker also has canned letters (labels, envelopes). This is kept on-line so info can be merged into the searched content (our system does this already). • There are fields in the database that are default but can be made to be related—i.e. when parents have 2 different last names There is a salutation section in the letters so you there are options. • Filemaker can be set up to work with First Class so form letters can be sent by e-mail---it creates a list based upon the criteria you want, then each can be customized.

Info under specific tabs: Test: text boxes and texts that can be changed, They have a warehouse of all the tests available that can be added, depending on our needs. Visits: Types of visits

Actions: letters, phone, email---can be applied globally to the selected set. We don’t do this now because several people meet with applicants, etc so we still work with paper.

Keystone: Tabs: Overview, Personal, Patents, Academics, Contact Us, Enrollment

Correspondence, reports, are all available and malleable.

Keystone handles scheduling and registrations (transcripts)

It can be exported as a pdf, can be put on the web as a data file.

Report area is customizable (additional fee). It depends on how complex it is but ours is already on Filemaker so cost could be a lot less. It would depend on how dynamic they are. He will look at it and let us know but he can do checkboxes (lozenges) and narratives easily. They can do it all once we give them the info needed to do it.

We want: Assessment (from LA, math) Preconf reports Reports (checkboxes, narratives) .

Others can get into records at the same time, just not the same field (error message will come up to let you know).

Teachers get a user name and password. It’s as easy as writing on a piece of paper.

Teacher Access Screen (from the Keystone database): Dashboard Students Attendance Grade Entry (can change weight calculation) (a “grade book” with averages, graphing, spreadsheets, visuals is not available—they tried it once but teachers didn’t use it---it can be created but it’s an extra fee—it makes more sense for teachers to continue to use Snapgrades and they can import the data into their database)

Is there a parent interactive part? 1.e our feedback sheets from narrative reports? Yes—there is a family access module standard features include grades, comments, attendance, schedules, feedback, notes from teachers, response back.

Is there a sign-up area, i.e. Pizza Bingo—can that be done and available for an online sign up. Yes—it can be done