The Evolution of Case Management and Advising

Spotting a struggling student was never the hard part. Keeping up with what happens next is.

This session follows one student through the whole arc: a grade trajectory that starts sliding, the alert it raises, the advisor it routes to, the outreach that goes out, and a record that still makes sense three weeks later when someone else picks it up.

Michael Stephenson and Tyler Bittle walk the workflow, then get into the decisions behind it—how alert and case types get structured, how work routes to a student's assigned advisor instead of a shared inbox, where AI genuinely helps and where automation just starts producing alerts nobody acts on, and what to have in place before you turn any of it on.