Our Services

Technology Support

Our team members have expert experience with numerous financial aid and enrollment management software platforms.

TRANSFORM YOUR TECHNOLOGY. EMPOWER YOUR STAFF.

Higher education thrives on technology designed to enhance the student experience. Yet, many institutions eventually find themselves at a point where their systems no longer serve them as efficiently or effectively as they should.

At College Aid Services, we specialize in helping our clients maximize the potential of their technological investments. Our experienced team partners closely with you to optimize business processes, deliver targeted training for financial aid and systems staff, and support the implementation of new financial aid management solutions.

No matter your institution’s size or structure — from large universities to community colleges, from private to public, not-for-profit to for-profit — our team brings decades of expertise not only in financial aid and student account front-end operations, but also in the technology and back-end systems that power them. We are passionate about improving student success through smarter, more strategic use of technology.

We affectionately call our system specialists “Funky-Tech” consultants. This dynamic team uses their combined functional and technical system expertise to harness technology, enabling increased efficiency, ensuring compliance, and elevating the overall financial aid experience for students and administrators alike.

With our support, your team will gain knowledgeable consultants who work alongside them to deepen system understanding and day-to-day use. As operations run more smoothly and processes become more efficient, staff can focus their time on high-impact initiatives that advance institutional goals and enhance the student experience.

Let us help you fine-tune your team and systems into a high-performing operation driven by results and focused on student success.

Type of Services Provided

Comprehensive Technology Assessment
System Implementations and Data Migration
System Enhancements
Integrations
Optimization of Aid Delivery
New Year Set Up
Custom Fields
Reporting and Data Analytics
Budgeting and Packaging Functions
Student Communications
Training
Ongoing Support
Troubleshooting

Systems Supported

Anthology
Ellucian Banner
Ellucian Colleague
Jenzabar
Oracle PeopleSoft
PowerFAIDS
Regent
SONIS
Populi
Workday

In addition to the systems listed above, we can also support other platforms, including custom-built or institution-specific solutions. Our team also brings deep expertise with all U.S. Department of Education Federal Student Aid tools, such as TD Client, EdConnect, EdExpress, COD, FPP, and more.

CAP Technology Assessment

If you’re uncertain where to begin, a CAP Technology Assessment may be the ideal starting point for your institution.

Our Comprehensive Technology Assessment is designed to give institutions a clear, actionable roadmap for optimizing their financial aid technology and operations. We focus on five key priority areas:

Comprehensive Review of SIS Setup and Integrations
We conduct a detailed analysis of your current student information system (SIS) setup, reviewing how the Financial Aid module integrates with other institutional systems and modules. This ensures a complete understanding of your technology ecosystem and identifies opportunities for stronger connections and data flow.

Configuration Evaluation
We evaluate your SIS configuration to ensure it aligns with your institution’s operational needs, supports efficient financial aid processing, and upholds compliance with Federal and State regulations. Our review identifies gaps, inefficiencies, and areas where better configuration can strengthen both operational performance and regulatory adherence.

Leveraging Delivered Functionality
Our team assesses how effectively your institution is utilizing the built-in functionalities of your SIS. We identify opportunities to automate processes, optimize algorithmic packaging, and enhance financial aid processing — all while maximizing the capabilities of your existing system.

Assessment of IT Support for Financial Aid
We review the knowledge, skills, and capabilities of your institution’s IT support team related to financial aid operations. Strong collaboration between financial aid and IT is essential, and we help ensure your support structure is positioned for success.

Assessment of Financial Aid Staff Knowledge and Training
We evaluate the financial aid staff’s familiarity with your systems, identifying knowledge gaps and training opportunities. Our goal is to empower your team to operate more effectively, confidently, and independently.

At the conclusion of the assessment, you’ll receive a Comprehensive Final Report highlighting existing strengths and providing prioritized recommendations for improvement. This report offers a clear framework to guide enhancements to your technology utilization, operational efficiency, and overall student service delivery.

At College Aid Services, we understand that no two institutions are alike. That’s why our assessments are personalized — never one-size-fits-all. We collaborate closely with your team to tailor the evaluation based on your goals, challenges, and areas of focus. Just as every puzzle piece is distinct, we take pride in delivering customized solutions that fit seamlessly into your institution’s broader mission for student success.