RFI for Student Success, Advising, and Constituent Relationship Management Software

A California-based institution is seeking information from vendors on software solutions that support student success, academic advising, and constituent relationship management. The desired software should provide an integrated suite of tools for proactive advising, student support, progress and intervention tracking, and the management of holds, alerts, and degree planning notifications. This platform should also offer robust onboarding, career planning, and financial planning features, enabling a centralized approach to student enrollment, advising, and success management.

In addition to supporting the student lifecycle—from admissions through alumni engagement and donor relationship management—the solution must ensure compatibility with existing campus technologies, such as the Student Information System (SIS), Learning Management System (LMS), financial aid systems, and communication tools like Zoom. It should support both mobile and web-based user experiences and facilitate seamless engagement with students, staff, and external constituents. The platform should include advanced analytics and reporting capabilities, integrating with the campus data lakehouse (e.g., AWS, Snowflake) to enable multi-domain institutional analytics.

A comprehensive staff interface is required, allowing for detailed student profiles, predictive analytics, milestone tracking, case management, direct actions from search results, and varying permissions based on user roles. Features should include automated outreach, identification and intervention for at-risk students, milestone and course completion tracking, and real-time academic planning tools. The institution is aiming to develop a roadmap for consolidating or replacing existing systems to maximize ROI and achieve a seamless, integrated student experience.

Interested parties should submit all questions regarding this request for information by February 23, 2026.