Student Advising Service Implementation Project

Overview

In partnership with Enterprise Applications & Solutions Integration (EASI) and the Office of the Vice-Provost, Innovations in Undergraduate Education (OVPIUE), the University of Toronto Mississauga is currently implementing the Salesforce Student Success Hub for Higher Education platform (locally called ‘Student Advising Service’), to enhance student and staff academic advising experiences.

Phase I of the project began in the summer of 2024 and culminated in 50+ staff in the Office of the Registrar and academic units onboarding to the system in June 2025. These staff now have access to comprehensive student advising records, enhanced referral functionality, and the ability to quickly access relevant student personal and academic information.

Phase II of the project launched in summer 2025 and is focused on streamlining communication and appointment booking with academic advisors through an advising portal for all undergraduate students. The portal is scheduled to go live in advance of the Fall 2026 semester and will be preceded by the on-boarding of additional staff in the academic units.

UTM is the sixth U of T division to implement the Student Advising Service. Information about the institutional rollout is available here

Learn more:

Phase One

Complete

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Phase Two

Currently underway

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Executive Steering Committee

Headshot of Anuar Rodrigues

Anuar Rodrigues
Executive Director, Strategy

Image of Renu Kanga Fonseca, Registrar & Assistant Dean, Enrolment Management

Renu Kanga Fonseca
Registrar & Assistant Dean, Enrolment Management

Image of Anthony Betts, Director, I&ITS

Anthony Betts
Director, Information & Instructional Technology


Project Team

 

Caesar.png

Cesar Mejia
Associate Director, 
Client Services

Information & Instructional Technology Services

 

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Brian Ingoldsby
Senior Project Manager

Project Management Office

 

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Flora Liu
Digital Product and Workplace Specialist

Information & Instructional Technology Services

 

Vladimir Soloviev.png

Vladimir Soloviev
Associate Registrar, Student Records, Registration and Graduation 

Office of the Registrar

Phase One: Staff On-boarding

Phase I activities included: 

  • Collaborating with EASI and future UTM SAS users to identify ideal product design and functionality;
  • Developing internal product support and governance structures;
  • Collecting and organizing information for the system’s knowledge and referral databases;
  • User access framework development;
  • Planning for the associated decommissioning of elements of UTM’s homegrown AdminTools and eTools products; and
  • Preparing and delivering the initial launch training program.

The team that prepared UTM’s initial launch training program included: 

  • Suzanna Elmazi, Academic Advisor and Curriculum Office, Management
  • Laura Ferlito, Academic Advisor and Undergraduate Program Administrator
  • Olha Fihol, Assistant Registrar, Registrarial Services, Office of the Registrar
  • Lynne Hsueh, Assistant Registrar, Student Records & Registration, Office of the Registrar
  • Melanie Peters, Academic and Financial Aid Advisor, Office of the Registrar
  • Vladimir Soloviev, Associate Registrar, Student Records, Registration & Graduation, Office of the Registrar

For information specific to SAS training, please visit the UTM SAS Training Hub.


Phase Two: Student Portal Implementation


Phase II of the project is focused on implementing an advising portal for all undergraduate students that will provide streamlined access to advisor communication and appointment booking.

  • Collaborating with EASI and the OVPIUE to customize and configure the advising portal to meet UTM needs;
  • Coordinating with UTM to develop student ticket- and appointment-related workflows;
  • Coordinating and supporting the implementation of the Folio tool for appointment booking;  
  • Development and implementation of a product marketing and communication strategy;  
  • On-boarding additional academic unit staff;
  • Developing and delivering training for all back-end users regarding increased product on functionality; and
  • Monitoring initial feedback and refining implementation as needed. 

Project Communications 

Related Resources