Proctor Academy: Simplifying Admissions Workflows with onBoard and SAO

September 15, 2016 Jackie Christensen

Proctor Academy’s Director of Enrollment Management, Chris Bartlett wants to help clear the path for prospective families interested in applying to Proctor. That is why offering The Enrollment Management Association’s (formerly SSATB) Standard Application Online (SAO) made so much sense.

The Enrollment Management Association’s Standard Application Online (SAO) simplifies the process of applying to independent schools. Families complete just one online application, obtain one transcript, and one set of teacher recommendations to apply to any number of private/independent member schools that accept it. By accepting the SAO, private school admissions offices widen their pool of candidates. In addition to the applicant portal, Educational Consultants and Placement Directors have access to an advisor portal where they are able to monitor SAO applications. Schools can also require an additional supplement, which provides the opportunity to customize and address school-specific questions (in Proctor’s case, a supplement for admission for their Learning Skills Program).

Proctor has been accepting the SAO since it’s inception. However, over the past two years Proctor’s application numbers spiked by over 40%, with the SAO representing over 50% of Proctor’s applications.  It was time for a change. Director of Admission Operations, Lesley Fisher, partnered with onBoard Senior Product Manager, Jackie Christensen, to help facilitate and pilot the integration. “SAO is a wonderful product for our families! The process of applying is simple and straightforward. But it wasn’t always simple and straightforward for our Admissions Team to manage the data, so when BB K-12 asked if we would help pilot an SAO integration, we were absolutely thrilled,” says Lesley Fisher.

As of August 30th, 2016, bringing SAO data into Blackbaud’s enrollment management system, onBoard, just got easier via a direct API integration! Before the integration was available, Admission staff members would have to jump between two systems, spending precious time manually creating candidate records in onBoard and attaching the SAO.  The new integration streamlines the workflow by automatically pulling a candidate’s submitted SAO directly into onBoard’s Application Processing Center. From there a candidate record can be created and the SAO can be accessed from the onBoard checklist.

“Schools have numerous application products and integration tools from which to choose, many driven by SIS providers. We needed to evaluate which application products are most user-friendly for prospectives families, sending school personnel, reference writers and educational consultants. By leveraging our long term partnership with Blackbaud K-12 and the Enrollment Management Association’s SAO, we are streamlining our own systems but, more importantly, we are simplifying the admission process for our families. The integration is huge win for all parties,” adds Chris Bartlett.

To learn more about the SAO integration, visit The Enrollment Management Association’s partner page or download the datasheet that details the connection between the SAO and onBoard.

Partner page:


About the Author

Jackie Christensen

Senior Product Manager, onCampus

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