Prompt

Are there any case management software tools that integrate with SIS and LMS while supporting multi-department collaboration?

Education · EdTech — Higher Ed / Edtech higher ed1 observationLast seen Jul 30, 2026

Latest observation

Jul 30, 2026 · OpenAI APIWeb search: off

Yes—there are several case management platforms that can integrate with SIS and LMS systems while also supporting multi-department collaboration. The best fit depends on whether you’re in K-12, higher ed, or a broader student-support setting.

Commonly used options

  • Salesforce Education Cloud / Service Cloud
    Strong for cross-department workflows, case routing, and integrations via APIs/connectors with SIS/LMS platforms.

  • EAB Navigate
    Built for student success and advising; commonly integrates with SIS and LMS data and supports collaboration across advising, financial aid, student services, etc.

  • Starfish by Hobsons
    Focused on student success, alerts, referrals, and case management; often used with SIS/LMS integrations and cross-functional teams.

  • Anthology / Blackboard ecosystem tools
    Some institutions use Anthology student success and related workflow tools for case management and collaboration across departments.

  • Caspio / Zendesk / Freshservice + custom integrations
    If you need a configurable case system, these can be adapted to pull data from SIS/LMS and support multi-team workflows, though they may require more setup.

What to look for

  • Prebuilt SIS/LMS integrations or a solid API
  • Role-based access for departments like advising, counseling, financial aid, disability services, and registrar
  • Shared case notes, tasks, and referral workflows
  • Audit logs and FERPA-compliant permissions
  • Automation for alerts, escalations, and follow-ups

Quick recommendation

If you want a purpose-built higher-ed solution, start with:

  1. EAB Navigate
  2. Starfish
  3. Salesforce Education Cloud

If you want, I can also give you:

  • a comparison table
  • options for K-12 vs higher ed
  • or a shortlist based on your specific SIS/LMS (e.g., Banner, Colleague, Canvas, Blackboard, D2L).

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