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Enhancing Business Processes with SUNAPSIS Checklists

This session focuses on the benefits of using checklists in SUNAPSIS to streamline business processes. We will present essential concepts, demonstrate their functionalities, and plan effective business processes using checklists. Participants will learn how to digitize, organize, and automate tasks to improve efficiency. By employing configurable logic, users can track progress and engage stakeholders effectively. Join us to discover practical examples and strategies for mapping out your business processes, enhancing student or employee engagement, and simplifying approvals.

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Enhancing Business Processes with SUNAPSIS Checklists

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Presentation Transcript

  1. Configuring and Using Checklists Jason Baumgartner, Tim Climis, and Nik Spurgetis

  2. Outline for the day… • 1st segment: Presentation of main concepts • 2nd segment: Demonstration in SUNAPSIS • 3rd segment: Planning business process • 4th segment: Building checklist • Feel free to ask questions at any time! Overview

  3. SUNAPSIS Checklists improve business processes… • …by digitizing • …by organizing • …by automating What can checklists do for you?

  4. Example business process

  5. You’ve already digitized your paper forms using E-Forms... • What about the folders, binders, and file cabinets? DIGITIZE

  6. Allows office staff to keep track of a population’s progress • Can allow students/scholars/employees to see their progress ORGANIZE

  7. Configurable logic for complex situations • Send communications based on progress, informing students of next steps AUTOMATE

  8. Traditional definition: “A list of items that need to be completed” • Less-traditional definition: “A collection of conditions that must be met in order for an action to take place” • Hyper-Marketing Buzz-Definition: “Flowchart2” • Can be linear or nonlinear • Inherently scalable What is a checklist?

  9. Checklists in action - I

  10. Checklists in action - ii

  11. Helps you keep track of where students are in a process • Again, checklists are scalable. Keep this in mind… Stages

  12. One form of conditional logic • “This has been done” • “This has not been done” • “This has been done…but needs additional review” • All of these can determine which stage a student goes to • …or they can be solely for information purposes… Tasks

  13. Useful for showing progress • Offers a shortcut for approval or can indicated thata student doesn’t actually need it to move forward • E-Forms can cause stage movement too (not just tasks)! Stage E-Forms

  14. Now it’s time to map out your business process to find out what stages, tasks, and stage E-Forms you need for your checklist! What’s next?

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