Streamline Student Account Summary Request Process


Mary Frances noticed how manual and time-consuming it was to fulfill student account summary requests, as it involved copying and pasting information along with other typed updates. She reached out in hopes to shorten these steps by utilizing their query out of the Student Financial System, but then saving time by using a template with pivot tables and pre-formatted fields. Ultimately, this process changed from being quite manual for each account request to a much more simplified and repeatable process that requires little to no editing.

Fellow Change Agents:

Angie Dopp, Craig Alexander, Mandy Tucker

Impact of idea:

$2,000 annually in efficiency savings

Blue KU notebook with pen on top next to laptop
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