Case Study
University processes grant requests 2x faster with Ellucian Banner automation
Results
2FTEs
2 FTE saved
80%
Up to 80% faster processing
Better
Improved compliance and data quality
Company Profile
Major public urban research university in the mid-Atlantic, tens of thousands of students pursuing hundreds of degree and certificate programs across more than a dozen schools, with a Carnegie ‘very high research activity’ designation and one of the largest sponsored-research footprints among public universities with affiliated academic medical centers. Anchored by an integrated university health system.
Challenge
Manual Data Entry
The university’s processing team handles up to 500 monthly requests to create new indexes for scholarships, awards, and other fiscal line items. Team members received requests by email and entered index data into multiple screens in their account management platform (Ellucian Banner). This highly repetitive and time-consuming process often experienced data entry errors requiring rework. Leadership sought a solution to eliminate the need for manual processing and improve data accuracy and compliance.
Solution
Reusable Ellucian Banner Automation
The solution uses a dispatching process that makes an API call to Google sheets to retrieve an Excel list of new indexes to be created. The data is validated and loaded to the queue, where a performer subprocess picks it up. This subprocess navigates the platform and uses the index data and configurable business logic to update all the necessary forms. Once completed, the solution updates the Google sheet with the processing status and alerts the team on indexes requiring follow-up.
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