HEIBO conference October 46 2017 Presenters Danette Bontrager Iowa State University Kerry Geffert Terra Dotta Background Iowa State University 36660 students 1700 students study abroad annually ID: 1025383
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1. Terra Dotta Administrative TricksHEIBO conference, October 4-6, 2017
2. PresentersDanette Bontrager, Iowa State UniversityKerry Geffert, Terra Dotta
3. BackgroundIowa State University36,660 students 1700 students study abroad annuallyDecentralized modelBilling is done by the college administering the program or the Study Abroad CenterStudy Abroad Center bills for its programs as well as two collegesTerra DottaSoftware used by 575 educational institutionsLeader in education abroad software
4. Billing Procedure ComparisonBefore Terra Dotta Software (TDS)Billing was manually entered one student at a time on a mainframe applicationMultiple data entry errors as a resultsVery time consumingAfter Terra Dotta Software (TDS)Semi-automatedErrors reducedErrors made now do cascade down to all participants on a programMinimal time commitment
5. Billing procedure with TDSFees and billing codes stored in Access databaseDownload from TDS query the applicant data with appropriate billing code, UID, Student NameCopy info to spreadsheet linked to billing databaseMay need to make a few manual adjustments for special billing cases (e.g., varying credit levels, different location pricing)Database query links data in spreadsheet and database tableCheck query for any errors or needed adjustmentsRun a database macro to pull the query data and put it in a uploadable formatUpload data to ISU billing systemTDS notifies us automatically of billing changes (withdrawals, adds) through Query Watch feature
6. Program Fee Table
7. TDS Billing Building BlocksProgram parametersQuery for current billing cycle records including these parametersCreate report and export it to Excel
8. DemonstrationExtract Billing Info from Terra Dotta Report Copy data from Report to linked billing sheet
9. DemonstrationRun Billing Query in MS Access to Test ResultsUse Macro to Prepare Upload
10. Hello from Terra DottaMake Data Driven Decisions Faster
11. Who We Are...Founded in 2001 by two graduate studentsToday – Around 60 diverse employees around the countryOver 575 educational institutions and businesses use our softwareMission built on “very best products and services” through “best-in-class technology” and “mutual trust” in our business relationships.Our solutions: ISSS Study Abroad Travel Risk Agreement/Application Management AlertTravelerTrends in international education data management
12. Topics of InterestPayment Gateways Terra Dotta Support Webinar – Payment Gateways: Streamlining the application payment process Wednesday, November 29, 2017, 4:00 p.m. EST www.terradotta.com/support-webinars.htmlPlatform IntegrationsBudget SheetsOthers? We're listening...
13. Shameless PlugsTerra Dotta Boot Camp November 3 - 4, 2017 Denver, COTDU Global April 16 – 18, 2018 Pittsburgh, PAconference.terradotta.com