Quick Facts

Challenge
  • Slow, manually intensive
    services to students, faculty
    and staff
  • Inefficient processes from
    manual review, routing,
    approving and retention of
    admissions, student financial
    and registrar paperwork
  • Labor intensive paper filing,
    copying and storing associated
    with paper forms
  • Lack of shareable data within
    the institution

Solution
  • Straight-thru transaction
    processing with electronic form
    submission optimization
  • Web-based e-Form
    management
  • Data integration and sharing

Result
  • Improved efficiency, reduce
    costs, and eliminate waste in
    student, faculty and staff
    processes
  • Improved student self-service
  • Simplified administration for
    student courses
  • Streamlined grant proposal
    submission and processing
  • Increased revenue by
    streamlining alumni relations
    and fundraising
Higher Education

Meeting Critical Cost Reduction Initiatives and Improving Student
Services


    In today’s increasingly competitive environment, higher education
    organizations must maintain enrollments and reduce operating
    costs to compensate for rising facilities expenses – all while
    maintaining high academic standards.

    Higher educational institutions are challenged to capture and
    process information trapped on hundreds of paper-based form types
    that are completed and submitted by a diverse and widely distributed
    user community. Characterized by duplicative processes and
    department-specific custom applications, universities and colleges
    struggle to improve service to students, faculty and staff.

Many learning institutions are turning to Formatta to automate traditional data-driven
transactions to reduce significant costs associated with paper forms, but more importantly –
provide the access to intelligent data quickly for improving response times.

As a software innovator within Higher Education, Formatta’s Business
Process Optimization solutions encompasses both electronic and
paper-based forms. With Formatta, Universities can move forms efficiently
and securely without the need for any physical movement of paper.
Formatta Optimizes
Higher Education Forms

Admissions:
  • Application Form
  • Application for Re-Admission
  • Application for the New York State High
    School Equivalency Diploma Based on
    Earned College Credit
  • College Credit Certification Form
  • Transcripts & Admissions
    Requirements (checklist items)

Advancement:
  • Friends and Family Scholarship App
  • Pledge Form
  • Designation Form

Finance:  
  • Change Order
  • Purchase Order
  • Requisition
  • 1099

Financial Aid:
  • Application for Federal Assistance
  • Change Form

HR/Payroll:
  • Employee T&E
  • FTE Approval Form
  • HR Applicant Form
  • Workers compensation, W-4, W-2

Registrar:
  • Application for Graduation
  • Application for Semester Withdrawal
  • Add/Drop
  • Change of Address
  • Change Degree Curriculum
  • Change of Major/Program Form
  • Course Withdrawal
  • Grade Appeal Form
  • Letter Request
  • Letter Request and Deferment
  • Name Change Affidavit
  • Transcript Request
Solution Sheet
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