With higher education institutions facing a student shortage, competition for transfer students is fierce across North America. The process of transferring a student is complex, lengthy, and document-intensive, typically taking anywhere from two weeks to several months of digital back-and-forth hotels and motels email list between a student and their intended institution. Throughout the process, there is ongoing receipt of documents, verification of coursework and grades, and analysis and recommendations on how prior credits can be applied toward future degrees at the receiving institution. Institutions that are early to respond, recruit, and resolve issues have a greater likelihood of securing a transfer student and are turning to process automation to gain the speed needed to compete.

“Our mission is to help transform student lives, and that starts with efficient, responsive recruiting and onboarding,” said Tyler Spoon, Assistant Director Application Services, Drake University. “Using ProcessMaker has helped us modernize key processes, improving speed and accuracy and delivering a better experience for our transfer students and internal teams.”
ProcessMaker’s Student Transfer Assessment Platform simplifies data collection, validation, and decision-making regarding course equivalency, transfer credit, and academic standing. It offers automated routing of credit assessment requests to appropriate departments or faculties; pre-configured approval flows based on institution-specific criteria; intelligent document scanning, extraction, and analysis of student documents; approval and decision-making workflows; real-time tracking and notifications; and integration with student information systems (SIS) and course articulation databases among many other capabilities. Mobile notification enables instant communication and updates between the institution and the student to expedite the transfer process. Free trials, special pricing for educational institutions, training, onboarding and integration are included in the offering to help institutions achieve rapid time to value and immediate ease of use.