OPTIMIZE Newsletter
VOL. 5 ISSUE 1 | APRIL 2025
Welcome to What’s Next in Advantage Platforms
Most often, when we think of “what’s next,” it’s a question that can leave us wondering. As part of the Advantage Community, what’s next inside your Advantage Platform is a declaration! What's next is here!!
If you missed the most recent OPTIMIZE Live Webinar, you’re just in time to preview some of the new features now available in the latest platform update.
INSIDE THIS ISSUE
NEW Learning Modules

A BETTER WAY TO PROVIDE DEEPER INSIGHTS
Your institution is doing more than ever to prepare students for success—but meeting compliance, financial literacy, and student readiness requirements can be time-consuming and costly.
Watch the video and read on to learn more.
That’s why we created three new Learning Modules designed to seamlessly integrate into your Advantage Orientation® platform. Strengthen college readiness and equip students and families with the tools for a successful college journey through the newest version of the Advantage Orientation®.
Learning Modules are video-rich micro-courses that are ideal as part of your onboarding process or to support first-year curriculum. Each module is peer-reviewed for accuracy and relevancy and is always current. You can monitor participants’ progress, review quiz scores, and analyze completion rates, meaning that each course records a completion date and includes the full report assortment.
We’ve made complex topics engaging and effortless, reducing new student anxiety while ensuring consistency in your messaging.
Learning Modules currently available by subscription include:
- Financial Literacy covers essential money management skills such as budgeting for school expenses, managing student loans, using credit responsibly and avoiding financial scams. A standout feature is the Cash Flow calculator that allows students to create, print, or download their personal spending budgets.
- Student Success provides strategies for successful college transitions, covering topics such as time management, working with advisors and professors, understanding college jargon, developing effective study habits, and accessing wellness resources.
- Title IX, developed in collaboration with subject matter experts, enables institutions to meet compliance requirements while providing students with essential information in an interactive format that can be completed in approximately 10 minutes. This module is automatically updated as federal regulations change, and it is available in Spanish.
Ready to Get Started?
Schedule a consultation with your account manager for details!
The Power of Advantage OnDemandTM

YOUR MOST COST-EFFECTIVE VIDEO SOLUTION
Video brings more energy and excitement to the orientation experience, or to your website! Producing high-quality, engaging, and inclusive orientation video content one at a time can be costly and time-consuming. Explore why this university subscribes to Advantage OnDemandTM.
During a recent conference session, John Martin, Associate Director of Orientation & Transitions at Southern Methodist University, talked about the value of adding videos from the Advantage OnDemandTM catalog.
“We pulled videos from the OnDemand option that we felt were a good introduction to college life, the transition from high school to college, and some of the main struggles those students are going to encounter.”
Take a fresh look at the catalog titles and schedule a consultation with your Account Manager for a full evaluation.
Upcoming Events
JOIN US AT THESE CONFERENCES & WEBINAR
There's practically no better way to gain the insights and education you need to develop your skills and talents than to learn from your peers. Staying connected through affiliations, networks, association memberships, conferences, and webinars helps to fill the knowledge gap. Select the title of each event to learn more or to register.
NAGAP 2025 GEM Summit
April 23 - 26
San Francisco Marriott Marquis, San Francisco
Booth 221
CUPA-HR Spring Conference
April 27 – 29
Sheraton Grand, Seattle
Booth 100
Webinar: Modernizing Online Orientation for Today's Graduate Student
May 7, 1 PM ET
The Graduate School at Stony Brook University
Take this Quick Survey
Which conferences do you plan to attend? Are you a member of any professional associations? Let us know! We'd love to partner with you!
The 5 Rs of Effective Online Orientation & Onboarding
APPLY THIS STRATEGIC MINDSET
A seamless online orientation sets the stage for success—engaging, informing, and empowering participants from day one. That’s why we follow the 5 Rs Mindset:
- Reassure – Build confidence with clear, welcoming messaging.
- Resources – Provide easy access to essential info, anytime.
- Readiness – Inspire excitement for the journey ahead.
- Reinforce – Keep key messages top of mind.
- Retain – Make learning stick with interactive, engaging content.
Want to create an onboarding experience that truly resonates?
Read the full article!
Social Circles Sharing #AdvantageExperiences
We’re excited to share some of the latest posts you've made popular on social media!
Here’s a quick look at the kind of content you've been enjoying.
Follow. Engage. Share your story. Let’s continue growing together!
#OnlineOrientation | #Onboarding | #HigherEd | #StudentSuccess
On Facebook | On LinkedIn | On X |
A behind-the-scenes (BTS) moment captured on Facebook | This LinkedIn poll sparked conversations with folks like you! | A recent conference highlight |
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Join the Conversation!
- Like, comment, and vote in our posts
- DM us with your questions
- Tag us and use #AdvantageExperience to share your online orientation success
Find Us in More Places
We’re more active than ever and expanding to new platforms!
Follow us on Threads, Bluesky, and Reddit, where we’ll be sharing more thought leadership, answering your questions, and showing you solutions.
share your experience
What's been your experience working with us? Leave us a Google review and help others discover your story to inspire new ideas! When you're signed into your Google account, you can leave a star rating without writing anything.
Comments need only be a sentence or two.
Consultations are Empowering
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L-R: Warren Lavoie, Acct. Mgr.; Jessica Nesbitt, Acct. Specialist; Simon Morantes, Sr. Acct. Mgr.; Sally Swan, Client Success Mgr; Thinh Nguyen, Support Specialist. |
Your Client Success Team is here to help you make the most of your Advantage Platform. Technology can be complex, so we're here to listen and show you how to reach your vision. Schedule a consultation anytime to
- Use Us as a Resource
- Discuss your Goals
- Review your Platform
- Make Recommendations
- Experience Examples from your Peers
- Evaluate & Take Action!
Two Convenient Ways to Connect
Schedule your consultation.
Complete this form.
Support Tip
Support is always at your fingertips!
Remember, you are empowered with comprehensive documentation, instructions, training videos, and answers to frequently asked questions inside your Admin Panel. To access your Support Site, log in and select Support from the main menu.
Meet Your Advantage Community
The Advantage Community is diverse, growing, and vibrant. We’re proud to announce these recent Advantage Orientation® launches and upgrades* to the latest platform version.
Institution | State | |
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Odessa College | Texas |
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University of Massachusetts Amherst* | Massachusetts |
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The Graduate School at Stony Brook University | New York |
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Iowa State University | Iowa |
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Kansas State University | Kansas |
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Tri-County Technical College | South Carolina |
Thank You for Your Trust
Together, we are bridging essential life transitions through effective digital experiences. We hope you found value in this issue of OPTIMIZE. Feel free to let us know topics you'd like to learn more about here.