Pepper Jo Six Associate Director of PreCollege and Orientation Programs Office of Admissions Christy Oliver Associate Director of Operations and Processing Office of Admissions Kim Diawara ID: 344001
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Slide1
How to Survive Going Paperless
Pepper Jo Six
Associate
Director of Pre-College and Orientation Programs
Office of Admissions
Christy Oliver
Associate Director of Operations and Processing
Office of Admissions
Kim
Diawara
Transfer Credit Manger
Office of AdmissionsSlide2
Technical Definition: A sequence of connected steps where each step follows without delay or gap and ends just before the subsequent step may begin. Functional User Definition: A process that takes documents from A to Z within an electronic system
End User Definition: YEA!!! No more paper on my desk!
What is workflow?Slide3
How to Get Started
Do your research
What are office needs
Understand your business process
How do documents currently flow?
White Board it!
Be sure you understand what should happen to the document at any given point in time
Who needs access and at what level
Find out what your IT staff like for bribes
Slide4
Benefits
Priority Processing
By application date
By application status
By Residency
By application level
Streamline Processing
Don’t see document until you need to
No more lost or misfiled student documents
Process is more efficientSlide5
Requirements for a successful workflow
Strong IT support
Initial coding, updating scripts throughout the year, troubleshooting
Emphasis on training and accuracy
Lengthy training process, detailed manuals, buy-in from staff
Management oversight and monitoring
Workflow buckets need to be monitored to move staff where it is needed, priorities and goal-setting necessary on a daily or weekly basis
Communication
Representatives from all areas of office (IT, scanning and capture, CRM, application processors) should meet regularly to make sure everyone is on the same (paperless) pageSlide6Slide7
Workflow ScriptsSlide8
Current WorkflowsHigh School Transcript
College Transcript
Military Transcripts
Miscellaneous Documents
Application Signature
Criminal History
Midterm Grades
Application Fee Waiver request
GRE test scores
GMAT test scores
Tuition Classification Form
Major Response FormSlide9
Go From thisSlide10
TO THIS!Slide11
???????Slide12
Contact Information Pepper
Jo Six –
pepperjo@uwyo.edu
Associate Director of Pre-College and Orientation Programs
University of Wyoming
Christy Oliver -
Plumb@uwyo.edu
Associate Director of Operations and Processing
Office of Admissions
Kim
Diawara
-
Kim.diawara@colorado.edu
Transfer
Credit Manager
University of Colorado
Boulder