Checklist for College Administrators: Selecting a Workflow Automation Software Partner

CampusRight is a streamlined, digital solution to eliminate manual processes, automate workflows, and systematize data.

Using disconnected information systems like spreadsheets to transfer between different point solutions can increase miscommunication, create data silos, and render processes inefficient. When you have to gather student information on one platform, collect cash payments around campus, and facilitate class scheduling on entirely different software, you find yourself exporting, importing, double-checking, and wasting precious time. 

Deciding to invest in a comprehensive workflow automation solution is the first step toward reducing disorder, but what features should you look for to ensure you’re receiving the most for your money? Make the best decision for your campus by using this checklist to evaluate workflow automation partners.

What's Included in this checklist:

• Critical features to look for in workflow automation software, such as:
  • single sign-on
  • customizable forms
  • centralized reporting
• Questions to ask about each feature to evaluate its capabilities
• Detailed explanations about how various features tackle common frustrations experienced at the campus level

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