Welcome & Overview

Welcome to VitalSource Learn! What to expect for the next four days: information about session flow, questions, recordings, and more.

Presenters

JJ Jaffe - Manager Customer Enablement, VitalSource

Kendall Koliopoulos - Director Customer Success, VitalSource 

Lee Mulcahy - Manager Customer Success, VitalSource

Timelines & Rush Readiness

Overview of Rush Readiness and the timeline our teams use for Rush Readiness tasks to ensure Connect catalogs are on track for a successful term start.

Presenter

Jorge Sanchez - Customer Enablement Manager, VitalSource

Support Resources and Best Practices

Take a tour of our success site's resources, followed by a discussion of the W’s (where, when, why, who) of reaching out to the Enablement and Success teams.

Presenter

JJ Jaffe - Manager Customer Enablement, VitalSource

Collect: Faculty Walkthrough

Take a tour through the Faculty Experience in Collect to understand what faculty see and what options they have when entering their adoptions.

Presenter

JJ Jaffe - Manager Customer Enablement, VitalSource

Lee Mulcahy - Manager Customer Success, VitalSource

Collect: Reviewer & Approver Workflow

In this session, we will journey through the post-adoption Collect process. This includes reviewing and approving.

Presenter

Ricky Carney - Customer Enablement Manager, VitalSource

Collect: Advanced Filter & Customization

Learn how to customize the adoption experience to suit your needs and use advanced filters to avoid potential issues.

Presenter

Sam Gonzalez - Senior Customer Enablement Manager, VitalSource

Collect: Tips & Tricks, RMS Nuances

Explore the nuances of our partner’s integrations into Collect. Learn how we get term data, assign instructors, identify common push errors, and more. 

Presenters

JJ Jaffe - Manager Customer Enablement, VitalSource

Sam Gonzalez - Senior Customer Enablement Manager, VitalSource

Connect: Catalog Creation, Schedules, and Dashboards

Learn how to create and navigate catalogs, manage multiple schedules, and gain an overview of the Connect dashboard. 

Presenter

Kathie Rickard - Customer Success Manager, VitalSource

Connect: Item Creation & Delivery Method

Learn multiple methods of item creation, which one works best for your workflow, and how accurate item creation will ensure the smooth delivery of course materials to your students. 

Presenter

Joy Merdan - Customer Success Manager, VitalSource

Connect: Courses, Students, Communication, and Settings

Continuing the Connect tour, this session will dive into the Courses and Students menu functionality and provide helpful tips and tricks for optimizing communication tools and settings.

Presenter

Heather Dean - Senior Customer Success Manager, VitalSource

Connect: Reporting/Billing and Tip & Tricks

Exploring the Reporting and Billing pages within Connect and Statement Center in Manage. Discuss some best practices for easing your catalog setup, code management, student charges, and more reports.

Presenter

Matt Schleede - Customer Success Manager, VitalSource

EA vs IA vs FA

Explore Connect’s core functionality, highlighting key similarities and differences across IA, EA, and FA models. 

Presenter

Heather Dean - Senior Customer Success Manager, VitalSource

Course Dashboard (Launch) vs My Courses

Looking into the differences between the old Course Dashboard and the new My Courses experience for students.

Presenter

Kyle McCann - Strategic Customer Success Manager, VitalSource

Analytics, Instructor Dashboard

Exploring the data that’s available to you and how it can help your program. 

Presenters

Lee Mulcahy - Manager Customer Success, VitalSource

JJ Jaffe - Manager Customer Enablement, VitalSource

Closing Remarks & QA

In this session, we will wrap up the great four days of sessions while allowing time for follow-up questions and clarifications.

Presenters

JJ Jaffe - Manager Customer Enablement, VitalSource

Kendall Koliopoulos - Director Customer Success, VitalSource 

Lee Mulcahy - Manager Customer Success, VitalSource