Provide Customer Self-Service

Online services are no longer just an enhancement to your institution’s offerings — they are a necessity. Campus constituents are demanding more sophisticated self-service solutions. And institutions without self-service waste valuable resources handling routine tasks that constituents could manage themselves. Customer self-service allows business services professionals to streamline processing and focus on value-added tasks.

Colleague Finance Self-service provides your institution with important online capabilities for your employees, vendors, and students. By providing self-service access to financial information, your institution’s Financial Office can focus on the critical role of managing your institution’s finances.

With Colleague Finance Self-service, your institution will:

Provide online access to budget information
Your institution’s budget officers can view a summary of their accountable areas, including budgets, actuals, encumbrances, and available funds, saving time and reducing effort.
Allow vendors direct access to invoice status
Any authorized vendor can securely view a historical list of their invoices submitted, and check on the status of individual invoices, reducing phone calls to your institution's Purchasing Office.
Give students the ability to manage their accounts online
Students at your institution can use Colleague Finance to get direct, easy access to their personal academic information, including view their account balances information, pay for courses, check their financial aid status, and even pay for parking tickets using the secure, online e-commerce solution.
Enable employees to complete procurement documents online
User-defined business rules grant employees the ability to use the online requisitions and purchase order solution to complete and track transactions online.
Conduct e-commerce transactions securely
Datatel Colleague Finance e-Commerce solution enables secure, advanced, real-time transactions via the Web. Working in alignment with your institution’s Internet security strategy, Colleague Finance e-Commerce solution ensures that unauthorized users cannot intercept or enter information. Security and encryption techniques adhere to your institution’s transaction rules and secure credit card information.
Manage the bidding and quoting processes online
With online bidding and quoting capabilities, your institution can manage the entire process online – from the aggregation of bid requirements, to publishing a request for quote, to awarding the contract.

To complete your solution, Datatel’s Professional Services Team will help you re-define your business rules to support self-service at your institution. Our Professional Services Team will also help your institution integrate Colleague Finance Self-service into your existing Web site — ensuring successful integration.