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Workflow Management

Datatel’s Workflow Management Solution (WfMS) automates everyday business processes enterprise-wide, reducing the volume of routine tasks facing your staff, and saving your institution a substantial amount of time and paperwork. 

With WfMS, assignments such as application processing, student registration, gift entries and approval requests can be accomplished quickly, and more effectively.   Everything from reducing the need for customized IT requests, to reducing data entry steps for daily users – everyone across campus realizes considerable benefits.

WfMS augments Datatel’s full suite of administrative software applications – Colleague Student and Financial Aid, Colleague HR, Colleague Finance, and Colleague Advancement.  Your business rules can be used throughout Colleague, and are no longer limited by the pre-defined rules functionality.  And by interfacing directly with Colleague Communications Management, WfMS improves communications by sending automatically generated emails that can be personalized and tracked.

Examples of WfMS Benefits:

  • Streamline end-of-term processing in Student Services by reducing the volume of manual approvals
  • Advancement offices can develop personalized gift entry workflows, bolstering security and ensuring standardized methodologies
  • IT departments save time and increase client satisfaction, leveraging workflows that provide for quick setup of all new users
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