Success Factors for Advising Technology Implementation: Insights from Practitioners and Providers to Support Reflection, Action, and Improvement is an institutional readiness assessment tool. The exemplary institutions and discussion questions included are intended to signal the critical importance of campus conditions in the successful and quality implementation of advising technology, and to help teams build capacity by considering the extent to which their leadership, culture, and existing technology ecosystems are ready for new advising technology solutions. With respect to common features and functions of advising technology, Success Factors is intended to help orient key stakeholders and selection teams to typical prioritized product capabilities and user-experience considerations, in order to support successful procurement and implementation of advising technology.
To develop this content, EDUCAUSE collaborated with Sova to bring together "learning teams" that comprised cross-functional representatives from an institutional partner and a software solution provider. These teams were then led through a series of "appreciative interviews" based on the Appreciative Inquiry model, an organizational development approach grounded in the research-based conviction that intentionally engaging in strengths-based, guided deliberation can produce rich insights into complicated issues. The appreciative inquiry discussion guide is included for campus teams and solution provider partners who want to replicate this activity with their own context in mind. Ideally, the dialogues would take place between solution providers and campus teams; however, this process can be just as powerful when conducted with a wide range of functional and technical areas represented across the institution—to generate shared vision, identify capabilities that might need development, connect technology features with process and principles, and build on points of momentum within the campus.