| Platform expertise | Ellucian Banner (on-premises, hosted, or SaaS), Workday Student, or PeopleSoft Campus Solutions | Each platform has its own architecture, configuration model, and tooling |
| Module depth | Admissions, student records, registration, curriculum, advising, financial aid, student accounts | Each module maps to a different campus office with its own rules and deadlines |
| Configuration and development | Banner setup forms and PL/SQL; Workday business processes, calculated fields, and security; PeopleTools and PeopleCode | Senior consultants must build and troubleshoot, not only specify |
| Academic structure | Terms, programs, plans, curriculum, catalog, course and section setup, degree requirements | Poor academic structure design creates problems that surface every term |
| Financial aid | Aid years, ISIR processing, packaging, disbursement, satisfactory academic progress, return of Title IV funds | Aid errors carry federal compliance and student financial consequences |
| Student financials | Tuition and fee assessment, payment plans, refunds, third-party billing, 1098-T | Billing errors affect cash flow, student trust, and tax reporting |
| Integrations | Ellucian Ethos and Data Connect, Workday integrations and web services, PeopleSoft Integration Broker, REST APIs, iPaaS | The SIS feeds CRM, LMS, identity, housing, payments, and data platforms |
| Reporting | Operational reporting, census data, enrollment reporting, IPEDS support, data warehouse feeds | Reporting accuracy affects compliance, funding, and institutional decisions |
| Compliance and privacy | FERPA, GLBA Safeguards Rule, Title IV requirements, role-based security | Student systems hold protected education and financial records |
| Cloud, upgrades, and replacement | Banner SaaS migration, Workday Student deployment, PeopleSoft update images, legacy decommissioning | Most institutions are modernizing, migrating, or replacing their SIS |
| Data conversion | Historical student records, transcripts, aid history, account balances | Conversions must preserve academic and financial history accurately |
| Campus communication | Working with registrars, aid directors, bursars, advisors, faculty, and IT | Consultants succeed or fail on their ability to earn trust across offices |