Workflow for Education

How can workflow automation help educational organizations?

In education, whether it's a large university or a local school district when it comes to managing workflows, accuracy and accountability are critical. Educational institutions deal with a tremendous amount of paperwork and regulations that must be managed daily. By automating the workflow around things like hiring, grant proposals, vendor management, capital expenditure, expense requests, centralized approvals, operations requests, etc. paper and manual processes disappear, leaving a more efficient and productive organization in its place.

Educational institutions and organizations need a cost-effective solution that allows for both the creation and re-use of customized, automated processes that can:

  • Limit or completely replace manual and paper-based processes for personnel actions
  • Centralize and streamline the review and approval process for requests
  • Track and summarize requests that needed to route through multiple departments before approval
  • Manage and vet school contractors to ensure compliance and provide proper approvals
  • Improve interdepartmental communication
  • Meet compliance and regulatory requirements
  • Improve the flow of approvals and documentation
  • Improve internal audit controls
  • Eliminate redundancies and consolidate internal services
  • Standardize staff hiring and onboarding
  • Improve crisis and threat management

Improve the Student Experience

workflow for educationWith workflow automation, you can streamline workflow in critical, student-facing departments like Financial Aid, Admissions, Registration, and Academic Records. For instance, are there ways your financial aid office could better communicate with your admissions office on scholarship availability or your payroll office on student work-study funding?

By providing the back office with powerful automated processes and students with a customized portal to submit requests and information, schools can ensure that students get what they need and the workload on administration staff is reduced, especially around heavy admission seasons.

By replacing slow, manual processes with an automated workflow you can move students through their processes faster, improving their experience and earning more revenue for the school.

Integrify is Highly Customizable and System Agnostic

Every educational institution maintains a portfolio of applications that help get things done: Accounting, CRM, MRM, ERP, etc. Each of these enterprise applications does what it does extremely well. However, there is always work that needs to get done across multiple departments and/or systems. There are internal processes that are platform agnostic and, instead, look at the organization itself as the platform.

Implementing a workflow automation system that can talk to these existing applications and pass information between them ensures that processes aren't stymied by chokepoints between systems. Integrify can be the "glue" that holds your disparate systems together.

Workflow Management GuideWorkflow Examples

What can educational institutions automate with Integrify? Here is a small list of examples:

  • Grant proposal processes
  • Payment/Financial disbursement requests
  • Faculty travel requests
  • Transcript requests
  • Internship applications
  • Class schedule approvals
  • Student registration
  • Financial aid requests
  • Budget request approvals
  • Staff and faculty onboarding
  • Recruiting authorizations
  • Curriculum peer reviews
  • Vendor approvals

 Case Studies



Download our free "Workflow Automation Guide"

Learn more about how workflow automation can help remove process bottlenecks and streamline your organization.Get the Guide

Customer Quote

“For all the users on this campus, even those initially resistant to change, they can now see where their request is, rather than just think it’s a piece of paper laying on someone’s desk somewhere.”

– Pete Able, Manager of Human Resources and Financial Systems at Baylor University

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