Transcript for "Product Update Briefing - Education Management Solutions for Higher Education (aka Blackbaud's Connected Campus)": Hello. Hello. Sorry for the speed bump on my camera. I'm Paul Finch. I'm here to lead our team of product manager today to bring you Blackbaud Connected Campus for higher education as we land the plane on 2025, if you can believe that. This session is designed for our higher education institutions. If you happen to be a k 12 institution in here looking for your session, you're tomorrow at noon, same time. So feel free to stay, but, also, we won't get our feelings hurt if you wanna go to your session tomorrow instead. As I mentioned, Paul Finch. I'm one of the people that work on the products and bring you all the goodies that we're gonna showcase today. A little bit about me, I'm a Charleston native for the most part. I moved here when I was 12. But if you know anything about Charleston, you're not allowed to say you're a native unless you have a street named after you. And I do not have a street named after me. I'm also a new empty nester and taking advantage of all the freedom that comes with that. We're gonna cover a lot of content today, and we're gonna bring a number of speakers to to the stage. If you're new to these product update briefings, this is the order that we're gonna go in. And every time we sort of flow through a new area of the product, we're gonna bring the expert from that area up to the stage, and they'll tell you a little bit about what they got going on. But we're gonna start with some housekeeping. So tools we're using, I think the best thing to know here is that if you do have any technical difficulties, we find that refreshing your browser tends to fix all the good things and all the bad things, and you will get a recording. If you're wondering, hey. Am I gonna get a recording of this? Yes. You will. And then probably most important, questions. We love your questions. We welcome your questions. However, we're gonna move fast and we go through the content quickly. So, please, when you ask your question, provide enough context that we know what your question was about. Call out the product manager, call out the slide, just enough context that we can answer your quest questions appropriately. So why are we here? So we're here to talk about our our central ed software for higher education. From applicant to alumni, Blackbaud's goal is to be a single vendor to solve problems around your campus and around the student life cycle. Key takeaway here is our core vision is to provide a connected campus from admissions enrollment all the way through fundraising and advancement. Lastly, we aim to be an open API first solution with a broad partner network for added value. And these are some of our overall strategic themes that we use to guide our priorities and focus with each product. It's really aimed at bringing that campus wide solution as a right size for your institution. Keep an eye out for each of these icons as we deliver content. They will indicate the outcomes that we're trying to achieve through the delivery of that capability or feature. Now this is not going to cover the entirety of the connected campus. So if there are other sessions, most notably, Raiser's Edge and Financial Edge that are happening on different days, so if you haven't signed up for these, please do so. You at least can review the recording. We're gonna focus specifically on the education part of the connected campus today. And Blackbaud knows that security is a top priority. This is why we're excited to introduce Blackbaud trust center. It's a new centralized hub for all things related to Blackbaud security designed to make your security reviews easier. Now your black ID Blackbaud ID will get you access to things like FAQs about security, audit reports, things like SOC and PCI, as well as security related white papers. So security is your thing. This is a wonderful resource that is relatively new we want you to check out. Now if you made a beef con, you probably walked away with some themes that were sort of resonating in your head. For example, connected systems, and you'll see that represented today by our work around kind of records engine, things like connected or intelligent actions. This is work the work that we've done to help identify populations of student that may need attention. And then last but certainly not least, you didn't walk away from BBCON without feeling the excitement around artificial intelligence. And you'll see that represented today in things like time saving tools for professors as well as a new way of interacting with your data via chat experience. Now to get you oriented with your slides, we have things that we call stickers. These will show you things like what product or area are we in. So you're like, if we're showcasing something, like, hey. Where is this? Look at the upper right corner. It might tell you this is in core. This is a building manager, for for example. And then what value you can expect to receive from functionality? At the bottom left, you'll see these are those value anchors that we're trying to deliver, so when you'd be able to work more efficiently. Is it available now, or is it still a work in progress? Every one of our product managers are gonna start first showcasing things that you can celebrate and use now. And then as they they get further into presentations, they'll show you some things that are coming. And then is this an ideas is this feature something that originated from IdeaBank? So if you haven't been to the IdeaBank to express some things that you'd like to see in the software, please do so. We take them to heart. Last but not least, it wouldn't be a product update briefing without our safe harbor statement. Most important thing to understand here is that we're gonna be talking about the future. So these are things that we believe we're gonna deliver in the market within the next six months. Sometimes plans change. So if you are here trying to make a purchase decision, please make sure you're making those purchase decisions based on things that are available now. So pay attention to the slides, whether it's something that is now or something that is coming soon. And with that, we will dive into our content and bring our first speaker to stage. Jesse, take it away. Thanks, Paul. Hey, everyone. My name is Jessie Walters, and I am the product manager for core in education management. And I've been with Blackbaud for six years now, but I implemented these solutions when I was working at a k 12 school in Oklahoma where I lived at the time. As we go through the product update briefing, we will start by showing you things that are available now in each of the solutions and then talk about things that are coming next over about the next six months or so. So first up, things that were recently released in core, include changes for Blackbaud ID. The Blackbaud ID team has released a couple of new options for your users to sign in, including sign in with Microsoft and sign in with Facebook. But even when these new, authentication methods make it easier for your users to choose the authentication method that they prefer, you might have your own preferences for which of those authentication methods you want to support. So an admin can go up into the admin area of blackbaud.com and go to settings and branding to choose not only which authentication methods you want to appear on the login page, but also which order you you want them to appear. And regardless, anyone with a Blackbaud ID that's already established on any of the authentication methods is going to be able to, successfully log in using our Smart logic there. Additionally, in the realm of Blackbaud ID, we heard a lot of feedback, in the last few months about things that you need in order to manage your users better, especially those users who have become inactive after a period of no login activity. Those things include having the, last login date appear on the Blackbaud ID authentication lists. Those lists are now sticky so that if you are reviewing your users and navigate away, those are, those users still appear with all of the settings that you've configured on that list. We've also made it possible to enable and disable groups of users from any tab of the Blackbaud ID authentication page as well, and we also made it possible to export any of those lists in the Blackbaud ID authentication page. Another area the team recently updated is the buildings information. So when you go to manage any of your buildings and rooms in the in the solution, you are going to see a new experience that aligns with our look and feel that we are implementing throughout the solution. In this new area, you now have the ability to export all of your buildings and rooms, including the custom fields that you may have placed on any of those, and it's easy to search for any building or room within the list as well. Also recently released is a highly requested feature to be able to view as a student. With view as student, anyone with view as student access is going to be able to essentially impersonate another impersonate a student with view only access. Once view only or view as user is configured in the solution, then users with that access will be able to go to the contact card wherever they find that profile, whether it's from the directory, if it's from a course page, if it's from academics, or from the core profile. Wherever they see that profile header, they would see a view as user button if they have access. And once they initiate view as user, we see viewing as in the impersonation banner at the top showing that no changes will be saved during view as student. View as student is available on the adviser, teacher, and system admin roles with slight tweaks to each of those, based on which role is granted for your users. But advisers can view any student in their advisory sections. Teachers or faculty are able to view any of their students view as any of the students who are in their courses, and system admin are able to view as any student who are who are enrolled in the appropriate, level. If you have configured view as student but you want to confirm whether the setting is working, we've also released a view as access checker page available through core security so that you can see per combination of the viewer and the student who they are trying to view, whether or not they actually have access, and all of the settings that leave that answer as either yes, they can view, or no, they are unable to view, reducing the number of places you have to check settings to figure out why it's working the way it is. Released on Tuesday is a new ability to configure your preferred phone number format, which is applied whenever anyone goes into a contact card and adds or edits a phone number available there. In core, you can choose your preferred phone number format, whether that includes parentheses, all dashes, or if it's using periods. And you'll also want to select your default country. You already have a default country that's applied to addresses, and now that is also applied to, phone numbers as well. And to start, this is only affecting phone numbers that get entered from the contact card. In the future, we are also going to be applying that formatting to additional places, like, data that comes in through an import or through the common records engine or through various forms. But as of today, this is only formatting phone numbers that are entered through a contact card. Now let's talk about things that are coming soon in core. First up, we have a reports area redesign, which should be coming out in the next month or, six weeks. In the new reports design, you're going to see the list of reports in an updated, Sky UX experience. And in this list of reports, you will be able to quickly search. You can filter the list, and a a benefit of the new reports experience is that we've combined the list of reports with the report admin experience so that if you are an admin, you're able to view the role access, user access, both standard and embedded reports all from a single list and manage all of the access and details of that list from a single place. Additionally, we will be working soon to add descriptions for those reports so you don't have to drill all the way into them to find out what's in them, and we are adding a new field so that you can also add notes for each of those reports to remind yourself which reports are used for which process or at what time of year. In a similar vein, the list of basic and advanced list is also getting a face lift coming soon. And so with that new face list, of course, you're going to see your typical list experience, but you will be able to export your list of basic and advanced lists. You'll have a quick ability to search for any of those lists. Of course, you'll still be able to categorize them, and filter your list like you could before, but we're also adding the ability to delete your list in bulk, and we're exploring the ability to do other actions in bulk with those advanced lists as well. Similar to the reports experience, role access and user access management for admins is being combined into a single place so that you have one list to review all of your basic and advanced lists. To support inclusion, the team is also working to expand, our support for world language characters in the system, specifically in name fields. So within the 2026, we will have support for world language characters in all of the name fields on the contact card. You saw a video at the beginning highlighting some of our new Blackbaud AI capabilities, and one of those AI capabilities that we're working to include in education management is Blackbaud AI chat. AI chat is, of course, an AI powered assistant in the in the system that will enable you to retrieve information from the system. It will make it possible for you to create a list to help you find settings or navigation, solve navigation questions that you might have, and even compare data. Like, show me the, compare access of user a to user b, for example. And the beauty of Blackbaud AI chat is that you can interact with the information in your system using natural language, without ever having to leave the page that you're on. So you can get access to your data from a page that you're on. So if you're working on building an advanced list, you don't wanna leave, you need to go look up a student's phone number, you can do that without ever leaving the list that you're building. And some specific examples that you might want to do is ask for an attendance summary for a student, for example. And if you find, oh, I know that the student was actually absent now that I review their list of attendance, I can also ask Blackbaud AI chat to enter an absence for that student as well or make updates from the same page. Finally, for core, we are working to deliver enhanced reporting capabilities to all of our organizations. We've heard that you need access to all of your data and education management in a single place. You need to be able to apply AI to your data to build this more easily. You need the ability to do advanced querying, and you'd like to see an update to advanced list in the way that you're pulling those lists today, visual reporting, and reduce latency compared to what's available in the dashboards that you have today. So in partnership with Databricks and Microsoft Fabric, we are working to make all of those things a reality and to bring them to life. With that, I will pass it over to Jacqueline and Mike to talk about the learning management system and student information system. Thanks, Jesse. Hi, everyone. I'm Jacqueline Kosha, the product manager for the student information system. I've been with Blackbaud for over twelve years working on our education products, and joining today to talk through our student information and learning management updates is Mike. Hi, everyone. My name is Mike. I'm one of the product managers here at Blackbaud as well. Like Jacqueline said, I am working on the student information and learning management systems. So ten plus years here at Blackbaud, and really excited to chat with all of you about some of the upcoming feature work that we have. So with that, I'll pass it over to Jacqueline to start with some updates to student information. Perfect. So let's take a look at our features that are available now in the student information system. So as you can see here, we've been really focused on our journey to modernize your institution's experience and really make it more efficient. So let's take a look at our first feature. The first of our official notes page to receive an update was our manage official notes experience. In an effort to provide additional ease in reporting and review, this main page has been updated to a list allowing easier review of all of your official notes. As a bonus, we added the ability to view and manage draft notes, whereas previously, there was not a simple way to clean those up. And, additionally, our approval process also received a facelift with a focus on reducing clicks and the time spent on those approvals. From there, we continued the refresh and official notes with updates to our official notes types page, our official notes monitoring teams page, and the official notes and notifications pages. Each of these brings the experience in line with other modern users' experiences in the system using lists and common setup patterns so you have a familiar experience when updating any of this setup information. And then we didn't forget other areas in the system. So in scheduling, we modernized and simplified the enroll group process. So scheduling and group managers can enroll groups of users based on various criteria in one or more multiple group sections. With the updates, all existing functionalities of enroll group was retained, but, of course, we added some new functionality as well to make enrolling groups even easier. So with this update, institutions are able to paste a list of students to be enrolled, making it easier to enroll unrelated groups groups of students or to work with data from outside of the system. The next step is some learning profile updates. Yes. And keeping in line with moving pages off the podium and into Sky UX, we have two pages for learning profiles that have recently made the transition. The first of which is the learning profile files list. In this particular page, you have the ability to go in and add a brand new learning profile template. Now this page was recently moved to Sky UX. However, there is one additional enhancement that's coming to this page a little bit later this school year that I wanna make sure that you all are aware of. Right now, you can set up a learning profile and configure it with a template, which uses our in product template, process when then you can go onto an individual student record and insert the accommodations or any information that you need on the learning profile itself. We will be adding in an additional learning profile type called file, meaning that you will be able to upload a learning profile via a file, and have that act as a learning profile throughout our system. So it will look and behave just like any other learning profile that was created via a template, but instead, we'll initiate the download of the file, rather than showing the, learning profile, in our template builder directly. So that update is, again, coming a little bit later this school year, but wanted to make sure that you all were aware. Another page for learning profiles that recently updated has to do with the approval process. So, historically, this was a relatively cumbersome page. There were a lot of clicks to get a single learning profile approved. With this update, it's much snappier. On the left hand side, you can select a student and the learning profile assigned to them. And on the right hand side, in the right pane, you can go in and directly edit the learning profile information if you are a learning profile manager. The other part that I wanna call out with this update is we've enhanced the security around the approval process. Previously, you could impersonate a learning profile manager and access the approval screens. However, with this update, you must be logged in as a user with the learning profile manager role in order to access this particular task. There's a lot of sensitive information in learning profiles, and we understand that. We wanna make sure that the security around the learning profiles, is as, sensitive and, constructed as you all expect. So next up, we wanna talk through some updates that are coming to the learning or the student information system. And these will be coming a little bit later on in the school year, so not quite available just yet. But we'll talk through attendance, some updates to our grading feature, as well as an update on the student success insights project that we know that you all have heard quite a bit about in previous pubs. So first, talking through some of the grading enhancements that we've made or that will be coming in the near future. One of them is another page that we'll be moving off a podium, and this is a very utilized page. It's enter grades by class. This particular experience will be leveraging the exact same user experience that faculty have when they are entering end of term grades. So that way you as admin and your faculty will have the exact same experience between the two. That means that you as admin, all of those good enhancements that we made on the faculty end, you will get immediate access to as well. This includes being able to calculate mastery grades, if that is important to your particular institution, as well as being able to see past grades that the student had attained, in that particular course. So more to come on this update. Another update that's coming to our grading, module is a concept called the grading hub. Now we understand that our grading module is very complex. There is a lot of moving pieces, a lot of settings that you need to remember and configure every single year. The Grading Hub aims to make that process much easier for you all. We wanna make sure that we are servicing reminders for you. That way, you don't have to remember which settings you need to go in and update year after year. Additionally, we wanna try to pull back the current a little bit, make it more understandable when you are setting up grading related settings. What settings actually interplay with one another and why are they important? With that in mind, we're creating a guided experience to help you as you go through updating grades. If you were building an entirely gray brand new grading philosophy at your school, you will have one experience that will step you through, each of the individual settings as you were setting that up. Or if you were simply rolling over your settings from year over year, we'll have an updated experience for that process as well. In addition to those two big enhancements, we have another enhancement coming with this page, which is the ability to manage your grade plans in bulk. So if you have several grade plans and you need to update things like the grading start and end dates or the review start and end dates or even formulas, that will be possible on this new page in bulk rather than having to update them grade plan by grade plan. So we're really excited for this update. More to come later this school year. Perfect. And helping you automate, excuse me, helping you automate workflows where appropriate and improve communication with your students and staff is really key to this next feature. We're revamping what is currently known as attendance rules within our conduct area. This will now be known as attendance thresholds and truly represents the whole of what needs to be communicated when students reach certain attendance points. Rather than being tied to conduct infractions, these attendance thresholds will be able to do much more, such as sending notifications to staff. You will still have the ability to sign infractions, though, if needed and if that is part of your process. An additional improvement to call out is that there will be expanded options of what constitutes the thresholds, such as calculating the thresholds by course. Look for this functionality during q one in 2026. And then next, we are bringing internal notes to the student information system student profiles. Official notes are currently the catch all in academics for notes for students. This project begins our journey of providing clear areas to document all the different types of information for students. These notes will exist only for admin users, so no worries about this information being sent to students or faculty. We are also looking to deliver this during 2026. And then finally, I'm thrilled to share a bit more about our students, success insights, our final student information system project. This project was formerly known as at risk student, and you hopefully have heard us speak about this before. This feature is going to allow institutions to define calculations to locate students who are at risk, whether failing a course, completing the session, or graduating. Data points from across the SIS and LMS will initially be available to choose from when creating the calculations. With this feature, you'll be able to locate and focus on the students who need the most support. Save time on the admin side to instead focus on time with those students. This feature will provide transparency and clarity into the data that factored into the student status, ensuring institutions can make educated decisions about the next steps for each student. We're in the process of our client technical preview currently with plans to go to an early adopter program in the 2026. Back to you, Mike, for updates in learning management. Yes. And just like in student information, the learning management system also has a slew of features that are coming, later this school year. First, we're gonna talk through some that are available to you all now. So we'll talk through some athletic updates that have occurred, as well as some updates to the end of term grade entry experience that faculty can start taking advantage of. First, like a lot of the pages that we talked through in the student information system, the athletics pages have gone through a Sky, update. So a good number of these pages have made the transition over into Sky UX. So things like transportation, transportation contract report text, manage coaches, buildings, officiating types, etcetera, all now exist within Sky UX. Now this is really important because we know that there are a lot of enhancements that folks are looking for, especially when it comes to those older experiences that were previously on Podium. Moving over to Sky UX allows us to set a foundation to bring those sorts of enhancements to you all in the future. So while moving these pages to Sky is step one, we are hoping to bring some more, goodness, for all of these pages to you, later on. We also have updated some, key feature requests when it came to the end of term grade entry experience. First, we heard loud and clear that faculty want an easier way of entering in grades in bulk. This is particularly important when you're using standard grade plan grades. So with that in mind, teachers now have the ability to go into the end of term grade after your experience and click a bulk edit button. With that particular button, they can select multiple students and update their grades in bulk rather than having to do this one by one or use the calculate option. Additionally, one other thing that we heard was that admin and teachers wanted to customize how values were displayed to teachers when a drop down was being presented. For example, if a teacher was entering in something like pass fail, some institutions wanted to see the full word pass while others just wanted to see a p. Previously, we were just showing the grade label. But now, as admin, you have the ability to select whether the abbreviation or the grade level is what is presented to teachers. You can configure this on a grade translation basis. So if you go into academics, grading, grading, setup, grade translations, in each of your grade translations, you now can set whether teachers see the abbreviation or the grade label. Now those are the features that are available now, but we have a good number of features that are coming later this school year for the learning management system. In particular, we'll talk through an update regarding our LockDown Browser. We'll also talk about some updates to our assignment module. And then finally, we'll take a look at some AI related features, one of which being feedback generation. First, I wanna talk through LockDown Browser. This is what we call a premium add on. So this will come at a cost, and that cost will be about $1,999 per year. This is a particular feature that you can enable within your database. So you do not need to reach out to sales in order to enable this feature. Additionally, this feature will come with a thirty day trial. So you are free to try it out, ensure that it meets the needs at your institution before ultimately amending it to your existing contract. If you have questions about this, feel free to reach out, but we will have a lot of information once this is ready for release. As of right now, we are planning on releasing this before the end of the calendar year, so be on the lookout, in our various communications, like what's new and blog posts, to learn more once this feature is ready to go live. We also are making some updates to our assignment process. This is a particular area where we have heard a lot of feedback from teachers, both when it comes to creating assignments and grading assignments. So later this school year, we are introducing new experiences for both. Additionally, this particular experience will be what's considered an opt in feature, meaning that you as an institution get to decide when you turn it on. So you'll be able to go into core settings, activate new features. And from there, once this has gone into general availability, you will be able to turn this on when, it best meets your institution's needs. We will be sunsetting the old assignment experience for both creating assignments and grading assignments in July 2026. So you'll have the entirety of this academic year, in order to continue to still use the old assignment creation and grading experiences. One other thing that I will note is that when this goes into general availability, teachers will have the ability to choose which assignment creation process they utilize. They'll be able to continue using the older experience if that's what they choose, or opt in to the new experience themselves. So we're not gonna take anything away this academic year even if you do choose to opt on this particular feature, later on. Now when it comes to assignment creation, we've really streamed down this process a good bit. We made sure that all required fields appear on the screen as soon as this modal is populated. Additionally, we've taken a look at the schedule that you've created in the student information system and connected that to the assignment creation process. Now when faculty are setting due dates and times, they will have what are called relative due dates and times that link directly to your schedule. That way faculty don't have to remember when the next class p meeting period occurs, when they are setting those dates and times. Now some updates that we made to the assignment grading experience, really has to do with how we're showcasing the student submitted work. As we were going through discovery for this particular feature, we heard loud and clear that what the student submitted should take the utmost, screen real estate, in this particular experience. Previously, you would click the hyperlink, and then a whole brand new modal will populate with the student's file. And we heard that that was very cumbersome for teachers. So with this update, we've given a good amount of screen real estate to any files that the student has submitted. And on the right hand side, we have a grading pane that this teacher can utilize, to evaluate the student work. Now the important thing is that the student work and the grading pane coexist, meaning that teachers can look at the student submitted work while grading simultaneously, thus, making for a much more efficient process. We'll have a lot more information about both of these experiences in the near future once they're ready to go into general availability. Right now, we are planning to have these released before the end of the calendar year. Finally, I wanna talk through two AI related features, one of which is what we're dubbing the feedback generator. Right now, this will start just with assignments, but our hope is to have feedback generation for assignments, assessments, discussions, and end of term grades. Now this particular feature is meant to help teachers create and deliver even more feedback than what was previously possible. We all know that teachers oftentimes will take in, assignments for completion grade, meaning that they just wanna see that the that the student completed something, but they may not necessarily have time to deliver feedback directly to the student. The feedback generator kind of aims to solve that problem. What if we could give feedback on those completion grades? What if we could help the teacher brainstorm and think through even more things that they could deliver feedback for on the student to ultimately help aid in the student's success? With the feedback generation tool, teachers will have a pretty simplistic form to utilize to insert, various pieces of criteria, like tone, style, response length, what language they want the feedback to be generated in. And then we couple that with a lot of information from your database to then help give the teacher a starting point on feedback that the tool believes might be applicable to the student. Now throughout this entire process, the teacher has complete control over anything that is created via the generator. They can go in and edit the comment at any point in time, choose to use or not use the comment if they want to, and edit it again after the fact. So a lot of teacher oversight with this particular tool, even with what it is that it's outputting. So a lot more to come on this. This is in what we call a client technical preview. So this will be a little ways out before it's available to all of you, but definitely look forward to hearing more about this feature in the near future. Finally, the last AI related feature that we're hoping to bring to the learning management system is something that we're calling the assignment study assistant. This aims to help unstuck students when they are working on things like homework. Oftentimes, when they're at home or outside of class, the professor or the faculty member may not necessarily be available to help answer questions. This leads the student to finding resources that may not necessarily be pertinent for the given assignment. And if they can't find those resources, then oftentimes, they're simply stuck until they can get an answer from the professor or something along those lines. With that in mind, the student study assistant, is customizable by the teacher. The teacher can load documents within the study assistant, and then while the student is working through the assignment, they can interact with the study assistant via a chat interface to ask questions and be guided to answers ultimately. So more to come on this as as well. This is a little ways out, but as we go through more and more product update briefings, expect to hear more updates on this particular feature. With that, I will go ahead and pass it over to Stephen Boyle to talk through some other updates that we have coming to education management. Thank you. I am Steven Boyle. I've been at Blackbaud. I'm working on my thirtieth year here, and I've got a number of topics to cover, so we'll get started. Starting with our, school website and communication systems, we are focusing our efforts on, on our communication tool push pages and with some primary goals of maintaining our current functionality while delivering a, an update to the user to the user interface. At the same time, as we investigate and do discovery on the a full, reimagining of what the communication tool needs to be. So look for that in the coming year. Moving on to our integrations team's work, we're focusing on, some new capabilities as well as our Raised Edge integration. Some of the features that we're enabling for, tighter partner integrations, is the ability to present partner data within the product. We call these Sky add ins. The initial location is in our view communications area, which would allow a partner communication tool to present their communication logs within the product so you can see all of your, interactions with a user in one place. There'll be more of these to come in the future, so, look for that in our coming soon area as well. Next on the list is our new new enhancements for API calls that have been released, namely our, rostering endpoints. So any of our, activity class, or other community group rosters can all be, gathered with more, efficiency. We've also improved our attendance tracking and, interaction with, partner access as well as providing, custom information through the APIs for our courses and classes for any of your reporting to outside systems, that needs specialized information. And lastly, our common records engine is in our early adopter program. This is, meant to sync data between, your education system and your advancement office. There are several schools live, on the system today with, a release planned for q two and then, general availability, coming after that. The next area is what's coming soon for the integrations area. We we will be delivering more innovations, as well as continuing to work on kind of common records. The innovations that we're talking about here are more, add in locations, such as the ability to put tiles on the contact card, as well as tiles on, for instance, the enrollment management home page, for showing partner stats. Another area is webhooks as well as file attachments. To to get a little more into depth there, tile add Sky add ins tiles can be used to show partner information within the product. So if you've got a partner doing CRM, information for you, you can surface that information within your enrollment management system, as well as on the contact card of the student themselves. File uploads allow you to automate onboarding tasks such as bringing the profile photo in with the record automatically, as well as uploading PDFs for SATs and other, information that you want to attach to your students. There is more of that coming as well, and we will, continue work there. A major improvement over, the ability to get lists of information is a a new set of list endpoints that will deliver, not just, advanced lists, but also a future deliverable of sky lists, from from throughout the system as a single downloadable file, that will also be, optionally formatted to CSV or JSON depending on on your needs. This this is coming in the q one, so look for that coming soon. And we continue to work on the common records engine increasing the the functionality available as well as the the data that we're are syncing. That will continue to be a focus of our work in the in the coming months, so more to report on that later. Moving on to our enrollment management system, in the available now column is, an a facelift for our official notes area. There's now more, more intuitive, interface for that as well as some functionality we get for free because of our Sky UX, patterns, such as better filtering and, sorting on list, etcetera. Also available is the ability to auto assign, checklists and, admission staff to, inquiries and and, that come in through the system and and are processed, they can automatically be processed and and create a, a candidate record that has the requisite information based on criteria that you set. In the contract process, we've improved and streamlined the assignment of contracts to students as well as, giving a quick way to generate those same contracts when they are assigned. We continue to work in this area and to look for more improvements there. And student groups, are now an available filter for our checklist for reenrollment activities. So if you have, specialized checklists that are applicable to a certain group of students based on, an activity or a class that they're taking, then this is something that you can utilize to streamline that workflow. And then visits and interviews have not only gotten a face lift for their setup, but also additional functionality in, the data that you can define and how granularly you can, set up your your visits and interview requirements for your admissions process. The admissions progress area, has gotten a facelift as well. The checklists and banners that, can be selected and and school branding, that is available have all been updated, along with more decision functionality as well. On the coming soon side of enrollment management, we're working on contracts as well as more flexibility on those checklists. In the in the near term, there's some restrictions you can put on payment plans and due dates that are coming soon that will allow, greater flexibility in the, contract, contract forms that you'd, build, allowing you to have fewer contract types, making your admin and your setup process a lot simpler. In generating contracts, we plan to also provide a bulk generate in, some more prominent areas like in the in the assign contract types tab. Mainly, the, the idea here is to streamline the process of assigning and generating contracts so that it, so that all the needs are met and all there are no gaps in that workflow. Now checklist enhancements are focused around adding conditions. There's a lot of of flexibility that we can add to the checklist process so that one checklist can serve many needs. The goal here is that regardless of when a student is inquiring or coming to your, coming to your school, you have the ability to to show them a checklist that gives them the steps that they need based on their scenarios. And that is it for enrollment management, and I will pass it over to Julia Messick. Thank you, Steven. Hey, everyone. I'm Julia Mesic, and I'm the product manager for Blackbaud billing management. I've been here at Blackbaud for, almost twenty two years, working with k 12 and higher ed customers the whole time. So let's take a look at what our teams have been working on in billing management. First, I'm really excited to announce that we have released autopay for incidentals within billing management. This will allow payers to sign up for autopay for charges that fall outside of their payment plan. You can enable this feature through settings in billing management and coming soon, and I'll show this in a little bit, is, we are working on having students enroll in incidental autopay on contracts. Over the last few months, we have been doing work to allow the billing clerk users to reverse posted transactions. Earlier this year, we released the ability to reverse posted, charges and payments, and we recently released the ability to reverse posted credits and enrollment deposits. Within the payment plan list, you are now able to bulk delete payment plans. There are places within billing management where you can bulk add payment plans. You can rollover payment plans. So it's only natural that we, give users the ability to bulk delete because we know mistakes do indeed happen. And within the add payments to group and add credits to group functionality or features, we have added, a new option to allow the billing clerk to force the applications of payments or credits to specific charges or to payment plan installments. We know that there are times that you need to have payments and credits applied to specific charges or to charges within the payment plan versus reducing their overall balance, and this gives you more control to be able to do that versus having to manually apply those payments and credits, where you need them. And then out in our payer portal, you may have noticed that it has gotten a bit of a face lift. Last year or earlier this year, really, we gave, the payer portal, an update to use the modern theme from Sky UX, which just gave it a different look and feel. But then we've also been working hard at providing more information to students out in the pair portal. So they now have a tile with their balances broken down by if they're on a payment plan, what's on the payment plan, any of their incidental charges, their tuition charge. Anything that is a blue link or blue in blue text is a link to provide more information. So in this case, with the student at the top, we can see that they have a large outstanding balance. If they're to click on that current balance, they would be able to see details about the charges that in that make up that amount due. And then, also, there is an upcoming due dates tile where they are able to see what's upcoming, but then also click in and see details about what charges make up that amount. So then let's take a look at what we are working on coming out soon. So earlier, I mentioned with incidental autopay, you're able to toggle that on and have students enroll through the portal coming soon. In the next few weeks, we're releasing functionality that will allow students to enroll as part of your contract process. You can force the enrollment in incidental autopay during contracts. We talked about how within billing management you're able to reverse posted transactions, but we know that it's not always the case that you need to reverse the full amount. So our teams will soon be working on the ability to adjust posted charges. So if there is a partially paid charge that's you know, maybe it's tuition and the student withdraws and you need to reverse the tuition charge, rather than creating an offsetting transaction to do that, you'll have the ability to reverse the, outstanding amount on that charge and create the proper entries in your general ledger. Refunds are a project that we have been working on for quite some time, and we are getting ready to head into a customer tech preview and an early adopter program. Refunds will be a first class way for you to track money due back to a student. Today, you're probably creating another offsetting transaction like a charge to zero out the student's account. But soon, you'll be able to use a refund record to track that money back in a first class way. So if you have financial aid that needs to be returned, you would be able to use a refund to be able to do so. At first, this will just be a new transaction type within billing management where you're able to properly account for this type of situation. But then we see this evolving into something that would, of course, post what would post over to general ledger, but integrate with accounts, payable over in FE NXT so that not only can you record the refund, on the student's record, but then also, issue that refund back to the student or whatever entity needs that money back to them. And then finally, for billing management, this is a project that we are very excited about. It is collections assistant, and collections assistant will bring all of the data that your billing office is probably gathering today in different parts of the system, to have those custom follow-up conversations with students when their accounts go past due. We, of course, have, notifications and other tools in billing management to help prevent delinquent accounts, but we know that they do happen. So with collections assistant, you'll be able to track your, past due accounts, but then also follow-up in a very meaningful way with all of the data that you need to have those conversations or personalized emails out to students. My favorite part about collections assistant is that we will be incorporating Blackbaud AI, and to help generate the emails that go out to these accounts that are past due. So you'll be able to work through your list of past due students. You'll be able to see information about if they're enrolled in autopay, if they have a hold on their accounts, if they have given money over in fundraising land, but then also be able to generate these tailored one off emails that you'll send through the system. And then those would be logged as an action on the student's record so that you have a a record within billing management of these, emails. So look for that. And then that brings us to the end here for not just billing management, but all of education management. Thank you so much for taking time out of your day to hear all about all of the good things that our teams are working on and have delivered over the past few months. Thanks so much.