Gabe Moreno and his team noticed how much time they spent on our old deposit process. They would print receipts, highlight cost centers and tax amounts before taping the receipts to a piece of paper and scan them to their email. Each day they would then send all the information over to their SSC support, Katie Stone who had to use a combination of their documentation and Fusion sales system reporting to tie back to what was deposited in the bank. In addition to that reconciliation, Katie would manually enter all charges into Enroll & Pay for the activity to be billed to the students account. They helped redesign the process to use monthly reporting from Fusion for credit card payments and reconcile the whole month at one time rather than daily to eliminate all the printing and scanning student hourly staff had to do each day. The bill to account process now takes a monthly report and creates a file to automatically post in Enroll & Pay. This will save about five hours every week for all the staff involved.
Fellow Change Agents:
Katie Stone, Craig Alexander
Impact of idea:
$7,000 annually in efficiency savings
