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How to Survive Going Paperless

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 Admissions. What is workflow?.

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How to Survive Going Paperless

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  1. 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 Admissions

  2. What is workflow? 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!

  3. 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 

  4. 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 efficient

  5. 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) page

  6. Workflow Scripts

  7. Current Workflows • High 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 Form

  8. Go From this

  9. TO THIS!

  10. ???????

  11. 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

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