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Beyond Paper: Rethinking Forms and Online Processing

Beyond Paper: Rethinking Forms and Online Processing. Tom Dake - Assistant Director, UWM Center for Student Involvement Poawit Yang - Business Manager, UWM Center for Student Involvement. Introductions Session overview PantherSync at UWM. Pros & Cons of Paper vs. Online Forms. Paper Forms.

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Beyond Paper: Rethinking Forms and Online Processing

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  1. Beyond Paper: Rethinking Forms and Online Processing • Tom Dake - Assistant Director, UWM Center for Student Involvement • Poawit Yang - Business Manager, UWM Center for Student Involvement

  2. Introductions • Session overview • PantherSync at UWM

  3. Pros & Cons of Paper vs. Online Forms Paper Forms Online Forms Pro Con • Pro • Con

  4. Building a great online form means understanding the process that the form supports. • Review process steps/goals • Six Sigma for the office • Value Stream Mapping • Branding/Marketing through forms • Opportunity

  5. Discussion: UWM’s experience with Forms • Changes Made • Improvements made • Improvements desired • Electronic Signatures

  6. Pros & Cons of Paper vs. Online Forms Paper Forms Online Forms Pro Con • Pro • Con

  7. Action Steps • Use a process mapping exercise (the form and its process) • Become knowledgeable with the purpose/process of the form • Learn about the specific options/features for forms in OrgSync and other campus tools • [Additional steps from group discussion]

  8. Questions?

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