At most organizations, the LMS is not the only system installed that can impact all users. Most organizations also have a core HR system, for example, which keeps all personnel records on file and is generally also the system of record when it comes to personal information about the members of that organization. Other common examples of third-party systems that could play a part in an organization's learning initiative include payment gateways, customer relationship management (CRM) tools, and proprietary, in-house systems, amongst others.
As you can imagine, in order to create users and drive some of the automation workflows included by the Genius SIS and discussed here, it is critical for Genius to integrate with these systems successfully.
This article discusses some of the ways in which Genius SIS integrates with third-party systems. Technical details are not within the scope of this article - for that, please head to the Administrator section of this User Manual to learn more about how these integrations are accomplished and how they could go wrong (note - username/password required).
Third-Party Systems that Genius Integrates With:
Genius is in use at over 100 organizations around the world, each of which has its own third-party systems for our solution to integrate with. While each case can be different, below we provide a quick overview of the different systems that Genius SIS integrates with, as well as a brief description of the information that is exchanged in each case.
Core HR System
Most organizations have a core HR system in place to maintain personnel records and keep information about the members of your organization secure and centralized. These systems, such as PeopleSoft and SAP, amongst others, are generally also responsible for the creation of users within an organizational structure. Genius SIS will integrate with these platforms and use them to create users and ensure that credentials and personal information are shared effectively across your organization - making sure, for example, that users can sign into Genius with the same email and password combination that they use to log into other corporate systems, or making it possible to automatically enroll learners with a specific position in your organization into the desired learning pathway, amongst other functionality.
Organizations often need to charge learners fees, whether they are enrollment fees, application fees, or any generic fee. While Genius SIS does not process payments nor stores credit card information, it can be used to manage the fees that need to be paid as well as the amounts to be charged. It may also be used to keep a Student Ledger, which would store any charges and credits made to the learner's account.
Through Genius SIS, learners can go to a page where they can select what they want to pay for. The learner would then be taken to an external page (such as Google Checkout or PayPal), where they will be able to enter their financial information (such as Credit Card number and expiration) to make the payment. The student ledger can be manually updated so that payments made in cash or check can also be tracked by Genius SIS.
While Genius SIS offers an embedded Admissions Module, organizations often need additional functionality to track leads and manage the relationship with their customers. In those cases, an external CRM may be used.
In general, Genius SIS can be programmed to access an external CRM database so that, for instance, whenever a lead submits an application, his/her status can be updated in the CRM to reflect that update. Lead information can also be potentially imported into Genius SIS, helping organizations that rely on their learning content as a source of revenue to better manage their sales and marketing efforts.
Finally, Genius SIS can also be integrated into proprietary systems, including standalone gradebook and lead tracking software. In those cases, Genius SIS’s comprehensive Application Programming Interface (API) can be used so that an external application can access and update the information tracked by Genius SIS.