Project 826: Advising & Student Success

Project Overview

UNC Charlotte is modernizing its advising technology by transitioning from EAB Navigate to a new, Salesforce platform, Education Cloud. This enterprise initiative will support a unified, connected approach to student success across campus.

Core Project Goals

Unified Success Ecosystem: Combine undergrad and graduate advising, tutoring, honors program and career center services and proactive support workflows into a single, cohesive platform.
Branded Student Portal: Give students a seamless home base for booking appointments.
Proactive Communication: Enhance student-advisor interactions through automated proactive alerts, targeted advising campaigns and streamlined case management.
Holistic Advisor Dashboard: Equip advising teams with a 360-degree view of student information gathered from multiple campus systems, supported by AI-powered summary tools.

At a Glance

Current System Status: EAB Navigate remains UNC Charlotte’s active advising system. Students, faculty, professional advisors and peer advisors should continue using EAB Navigate for all appointments, notes and workflows until further notice.
Preparation & Testing: The project team is currently leading stakeholder engagement, platform buildouts and system testing to ensure a smooth transition before go-live.
Role-Specific Training: No group will be asked to switch without complete preparation. Advisors, faculty, peer advisors and support staff will receive tailored training and resources prior to launch.

Migration Details

Details are being developed, but we expect a single transition from EAB Navigate to Salesforce on January 20, 2027 (with student access on January 25, 2027).

Timeline

July – August 2026	Planning
September – December 2026	Development & testing
January 2027	User training
Wednesday, January 20, 2027	Advisor go-live
Monday, January 25, 2027	Student go-live
January 2027 (mid-end)	Open swims and follow-up training

Training

Training will take place prior and immediately after Go-Live. The details are being developed.

Resources

Salesforce Program Active Projects

FAQS

Why are we moving to Salesforce?

Salesforce will provide a unified, connected approach to student success across campus — ultimately bringing advising, tutoring and student services into one system.

When can advisors see what the new system looks like?

We expect to offer info sessions to show the new system in October/November. The info sessions will provide a high-level overview and will not be hands-on.

Once the new system is configured, we plan to offer training sessions shortly before go-live so that advisors can have hands-on access. Additional training will be offered in the weeks following go-live.

When will students see what the new system looks like?

Academic Affairs and University Communications are working to finalize communications to students, with first notice coming in late Fall 2026. More details to come.

Will training be available for advisors?

Yes, training will be available before and immediately after go-live. More details to come.

Will training be available for students?

Yes. Support documentation and training videos will be available to students immediately before and after go-live.

What ongoing support will be available after go-live for advisors? For students?

Go live is just the beginning of the journey. Advisors and students will have ongoing support as they learn to navigate the new system using the following resources:

On-demand training materials available as aids for building or refreshing skills
Post-go-live support, including daily open office hours, as a place to drop in, ask questions, and get real-time answers for a smooth transition

More details will be available closer to Go-live.

Are students involved in this project?

Student feedback has been and will continue to be solicited through Enrollment Management as needed throughout the project.

What will the new Salesforce platform be called? Will the name Connect be retired?

Stakeholders are discussing the name of the new platform. More information to come prior to launch.

Contact

Please email studentsuccess-group@charlotte.edu with questions and concerns.