1、If It Aint Broke,You Can Still Fix It!Utilizing the Workflow Editor to Enhance Existing ProcessesJackie HallBard Academy Bard College at Simons RockRyan SimpsonCarnegie,powered by UnderscoreRocco PorcellioCarnegie,powered by UnderscoreJustin PierceCarnegie,powered by UnderscoreUtilizing the Workflow
2、 Editor to Enhance Existing ProcessesIf it Aint Broke,You Can Still Fix it M A Y|2 0 2 3Agenda1 Introductions2 Overview 3 Case Study:Bard College at Simons Rock4 Workflow:Beyond Application Review5 Questions PRESENTERS+Associate Director of Admission Operations,Bard Academy and Bard College at Simon
3、s Rock+Slate user since 2018,Simons Rock since Dec.2021+The Resilient,Eclectic IdeatorJackie Hall+Slate Enrollment Implementation Strategist+Slate user since 2017,Carnegie since Nov.2021+The Considerate and Clever MagicianRyan Simpson PRESENTERS+Senior Slate Student Success Implementation Strategist
4、+Slate user since 2017,Carnegie since Feb.2022+The Intelligent and Conceptual SearcherRocco Porcellio+Slate Enrollment Implementation Strategist+Slate user since 2015,Carnegie since May 2022+The Confident and Energetic MagicianJustin Pierce Module/tool designed for reading applications and other pro
5、cesses Reader(Legacy):Pre-existing,legacy tool discouraged in favor of workflowsReaderAll-in-one environment for creating and managing Reader workflowsWorkflowWhy transition to Workflows?Efficiency/Consistency All-in-one environment with drag-and-drop functionality Easier to build;easier to maintain
6、Transparency/Auditing Easier to troubleshoot issuesApproachability Easier staff training with clear processesEnhancements Displaying information:Data containers,advanced portals Updating information:embedded record displays,interactive forms as tabs,pop-up formsWorkflow Transition TipsWorkflows can