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Transforming Forms: Embracing Online Processing for Student Involvement Efficiency

Join Tom Dake and Poawit Yang from the UWM Center for Student Involvement as they explore the transition from paper to online forms. This session will provide an overview of PantherSync, highlighting the pros and cons of both paper and online forms. Discover how to build effective online forms that support your processes, streamline workflows, and enhance branding. They will discuss UWM's experiences with form improvements, electronic signatures, and valuable mapping exercises. Engage in an open discussion and get insights on future improvements needed in form processing.

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Transforming Forms: Embracing Online Processing for Student Involvement Efficiency

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Presentation Transcript

  1. Beyond Paper: Rethinking Forms and Online Processing • Tom Dake - Assistant Director, UWM Center for Student Involvement • Poawit Yang - Business Manager, UWM Center for Student Involvement

  2. Introductions • Session overview • PantherSync at UWM

  3. Pros & Cons of Paper vs. Online Forms Paper Forms Online Forms Pro Con • Pro • Con

  4. Building a great online form means understanding the process that the form supports. • Review process steps/goals • Six Sigma for the office • Value Stream Mapping • Branding/Marketing through forms • Opportunity

  5. Discussion: UWM’s experience with Forms • Changes Made • Improvements made • Improvements desired • Electronic Signatures

  6. Pros & Cons of Paper vs. Online Forms Paper Forms Online Forms Pro Con • Pro • Con

  7. Action Steps • Use a process mapping exercise (the form and its process) • Become knowledgeable with the purpose/process of the form • Learn about the specific options/features for forms in OrgSync and other campus tools • [Additional steps from group discussion]

  8. Questions?

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