Buyer’s Guide to
Case Management
Platforms in Higher Ed

Is Your Campus Ready for a Smarter, More Secure Way to Manage Cases?

Higher ed institutions are facing mounting challenges, including escalating mental health needs, growing Title IX complexity, and increasing legal pressure. Yet many campuses still rely on spreadsheets, shared inboxes, or outdated legacy systems to manage sensitive student and employee cases.

When data is siloed and collaboration is inconsistent, response times lag and compliance risks grow.

Inside the guide, you’ll discover:

• Key signs it’s time to move beyond manual systems or legacy tools

• The risks of siloed documentation and inconsistent reporting

• How a centralized platform improves compliance and coordination

• What features matter most across departments (Title IX, ADA/504, BIT/CARE, HR, and more)

• A side-by-side comparison of legacy tools vs. Guardian

Whether you are addressing growing case volumes, responding to evolving regulations, or working to unify disconnected systems across campus, this guide will offer clarity, practical strategies, and practical next steps.