This session will examine the shift in how the Simon Scholars Program, a dynamic initiative designed to assist low-income, first-generation students, monitors its scholars' engagement levels. Designed for program administrators and coordinators who require efficient tracking systems, the presentation will showcase how the Events tool of Liaison’s TargetX CRM solution has replaced complex spreadsheets and hard-copy methods with a series of roll-up summary fields, formulas, and flows based on TargetX objects and records. Attendees will learn how this approach has streamlined a cumbersome tracking system, making it automated, centralized, and accessible to all stakeholders.

• Attend this session to understand the transition to an automated engagement tracking system.

• Expect to gain actionable insights into simplifying and enhancing the accuracy of student engagement monitoring.

• Discover the benefits of moving to a centralized platform where information is easily shared, improving collaboration and oversight.