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Faster Transfer Credit Evaluations with Lexmark and Parchment Shara Gilkey Solution Manager - Education Lexmark Enterprise Software [email protected]

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Page 1: Faster Transfer Credit Evaluations with Lexmark and Parchment · Faster Transfer Credit Evaluations with Lexmark and Parchment Shara Gilkey ... § Filter and route directly to SFTP

Faster Transfer Credit Evaluations with Lexmark and Parchment Shara Gilkey Solution Manager - Education Lexmark Enterprise Software [email protected]

Page 2: Faster Transfer Credit Evaluations with Lexmark and Parchment · Faster Transfer Credit Evaluations with Lexmark and Parchment Shara Gilkey ... § Filter and route directly to SFTP

Parchment Receive

§  Combine all PDFs into a single Web Download File

§  Filter and route directly to SFTP directories

§  Automatically index into SIS, CRM or ECM system

§  Multiple file formats: TIFF, PDF, PESC-XML or EDI

Reduce manual labor:

print once or route automatically

Complete more applications:

request on behalf of students

§  Embed transcript requests in application workflow

§  Request all final transcripts in a single transaction

§  Request transcripts on a student’s behalf

Collect from multiple sources:

unified inbox

§  Automatically collect transcripts from your email inbox, SPEEDE, Naviance, CommonApp, eTranscript California and more into a single inbox

Increase student satisfaction:

step-by-step tracking

§  Real-time online tracking §  Request transcripts

seamlessly as part of application process

§  Comparative data helps you recruit your ideal class

Page 3: Faster Transfer Credit Evaluations with Lexmark and Parchment · Faster Transfer Credit Evaluations with Lexmark and Parchment Shara Gilkey ... § Filter and route directly to SFTP

� Perceptive Content ECM

� Perceptive Data Transfer (PDT)

� Perceptive Intelligent Capture for Transcripts

Lexmark Product Suite

Page 4: Faster Transfer Credit Evaluations with Lexmark and Parchment · Faster Transfer Credit Evaluations with Lexmark and Parchment Shara Gilkey ... § Filter and route directly to SFTP

Perceptive Automation Continuum

Manual Retrieval

Scan/Import and Link

Manual SIS Updates

Scan/Retrieve

Auto Retrieval Scan/Import

Intelligent Capture

Extraction

Auto Match & Link

Transcript eForm

Data Upload Checklisting Coursework PESC/EDI

Equivalency

Full Automation

Automatic Retrieval

Scan/Import and Auto Link

Data Upload Checklisting PESC/EDI

Workflow

Workflow & Data Automation

Page 5: Faster Transfer Credit Evaluations with Lexmark and Parchment · Faster Transfer Credit Evaluations with Lexmark and Parchment Shara Gilkey ... § Filter and route directly to SFTP

Processing Staff

1.  Lynn, an admissions processor receives notice that she has transcripts from Parchment available for download

2.  She logs onto the Parchment Exchange

3.  Locates and selects the file ready for download

4.  Drags them to a destination where they are zipped into a single file

5.  Unzip the file to a directory on a PC or network

Manual Retrieval and Manual Processing

Page 6: Faster Transfer Credit Evaluations with Lexmark and Parchment · Faster Transfer Credit Evaluations with Lexmark and Parchment Shara Gilkey ... § Filter and route directly to SFTP

Processing Staff

Manual Linking and Checklist Updating

�  Manual retrieval of documents from the exchange

�  Manual search/lookup of student ID and Institution ID

�  Manual data entry of checklist items

�  Manual linking and entry of custom properties

�  Manual data entry of more data at each downstream process

ID# ID# ID#

Processing Staff

Processing Staff

Perceptive Content Folders

Processing Staff

Registrar Staff

Advising

Page 7: Faster Transfer Credit Evaluations with Lexmark and Parchment · Faster Transfer Credit Evaluations with Lexmark and Parchment Shara Gilkey ... § Filter and route directly to SFTP

Perceptive Automation Continuum

Manual Retrieval

Scan/Import and Link

Manual SIS Updates

Scan/Retrieve

Auto Retrieval Scan/Import

Intelligent Capture

Extraction

Auto Match & Link

Transcript eForm

Data Upload Checklisting Coursework PESC/EDI

Equivalency

Full Automation

Automatic Retrieval

Scan/Import and Auto Link

Data Upload Checklisting PESC/EDI

Workflow

Workflow & Data Automation

Page 8: Faster Transfer Credit Evaluations with Lexmark and Parchment · Faster Transfer Credit Evaluations with Lexmark and Parchment Shara Gilkey ... § Filter and route directly to SFTP

Supervisor

Automatic Retrieval and Automatic Processing

Perceptive DataTransfer

ID#

ID#

ID#

ERP/SIS System Perceptive Content Folders

1

2

3

5 6

Processing Staff

Page 9: Faster Transfer Credit Evaluations with Lexmark and Parchment · Faster Transfer Credit Evaluations with Lexmark and Parchment Shara Gilkey ... § Filter and route directly to SFTP

� Automatic download of indexing data and documents

� Automatic searching for student and institution

� Automatic data entry of Checklist Items in SIS

� Automatic linking and indexing of document in ECM

� Automatic routing in workflow

� Requires manual data entry of course level data downstream

Automatic Retrieval and Automatic Processing

Page 10: Faster Transfer Credit Evaluations with Lexmark and Parchment · Faster Transfer Credit Evaluations with Lexmark and Parchment Shara Gilkey ... § Filter and route directly to SFTP

Perceptive automation continuum

Manual Retrieval

Scan/Import and Link

Manual SIS Updates

Scan/Retrieve

Auto Retrieval Scan/Import

Intelligent Capture

Extraction

Auto Match & Link

Transcript eForm

Data Upload Checklisting Coursework PESC/EDI

Equivalency

Full automation

Automatic Retrieval

Scan/Import and Auto Link

Data Upload Checklisting PESC/EDI

Workflow

Workflow & Data Automation

Page 11: Faster Transfer Credit Evaluations with Lexmark and Parchment · Faster Transfer Credit Evaluations with Lexmark and Parchment Shara Gilkey ... § Filter and route directly to SFTP

Automatic retrieval, automatic processing and automatic extraction

Perceptive DataTransfer

ID#

ID#

ID#

ERP/SIS System Perceptive Content Folders

1

2

3

Page 12: Faster Transfer Credit Evaluations with Lexmark and Parchment · Faster Transfer Credit Evaluations with Lexmark and Parchment Shara Gilkey ... § Filter and route directly to SFTP

Perceptive Intelligent Capture for Transcripts

PDF routed to Intelligent Capture for Transcripts

Automatic classification and extraction

Users verify extraction

Can be routed to knowledge worker for further review

Export for upload to SIS

XML CSV Text DBF XLS

Page 13: Faster Transfer Credit Evaluations with Lexmark and Parchment · Faster Transfer Credit Evaluations with Lexmark and Parchment Shara Gilkey ... § Filter and route directly to SFTP

Transfer credit evaluation process

Articulation Database

Updated on Transcript eForm

Accept

Accept & Update

Deny

Course Equivalency Review eForm

Page 14: Faster Transfer Credit Evaluations with Lexmark and Parchment · Faster Transfer Credit Evaluations with Lexmark and Parchment Shara Gilkey ... § Filter and route directly to SFTP

Perceptive automation continuum

Manual Retrieval

Scan/Import and Link

Manual SIS Updates

Scan/Retrieve

Auto Retrieval Scan/Import

Intelligent Capture

Extraction

Auto Match & Link

Transcript eForm

Data Upload Checklisting Coursework PESC/EDI

Equivalency

Full automation

Automatic Retrieval

Scan/Import and Auto Link

Data Upload Checklisting PESC/EDI

Workflow

Workflow & Data Automation

Page 15: Faster Transfer Credit Evaluations with Lexmark and Parchment · Faster Transfer Credit Evaluations with Lexmark and Parchment Shara Gilkey ... § Filter and route directly to SFTP

Thank you Shara Gilkey Solution Manager - Education Lexmark Enterprise Software [email protected]