Workflow for School Districts

How can workflow automation help school districts become more efficient?

Customer Quote

“Because Integrify is an automation platform rather than a specific point solution, there is no limit to what types of automated workflows can be built in the future, regardless of department or use case.”

– Susan Beltz, CIO, Oakland Unified School District

Read the Full Case Study

school district workflow

For U.S. school districts, both large and small, when it comes to managing requests and approval workflows, efficiency and accountability are critical. School districts deal with a tremendous amount of paperwork and requests from students, teachers, parents, vendors, and more that must be managed day in and day out.

School District Workflow Examples

With a workflow automation platform, districts can manage a variety of workflows and process like:

With workflow automation, paper and manual processes disappear, leaving more efficient and productive administration in its place.

school district lunch program

Workflow Automation Benefits

School districts need a cost-effective solution that allows for the creation and re-use of customized, automated administrative processes that can:

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

Improve the Student, Teacher, and Administrator Experience

District administrators can make better, faster decisions about resource allocation by better tracking all elements of resource requests and approvals. Using automation, administrations can be more responsive and transparent, leading to higher satisfaction and morale among teachers and other constituents, letting them focus on students.

Efficiency and transparency are heightened across all administrative departments as workflow automation spreads across the organization into business, finance, human resources, food service, communications, student services, maintenance, etc. Provide users with an easy-to-use self-service portal to make requests and track progress.

school gym class

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.

School District Case Study

Serving 37,000 students in kindergarten through grade 12, the school district chose to automate a variety of workflows that were bogging down staff in paperwork and manual follow-up. In search of a simpler way to initiate vendor contracts, approve companies that do work for the district, and manage the necessary approvals from various organizational levels, they implemented Integrify.


Download our free "Workflow Automation Guide"

Learn more about how workflow automation can help remove process bottlenecks and streamline your district.

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Automate Any School District Process

To see how quickly you can begin automating your critical, manual processes, request a demonstration or trial of Integrify.


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Integrify is a leader in Workflow Management on G2