From mailings and calls to strategic and efficient digitization.
In many educational institutions, administrative processes are still manual, dispersed and difficult to follow. Mails, calls, documents without control… a dynamic that slows down the work and generates avoidable errors.
That was the starting point for a well-known private university before transforming its management from applications to Board of Governors. Today, the process is completely digital, traceable and efficient. How did they achieve this?
A process designed based on strategy, not urgency
The project was not a simple digitization, but a redefinition of the process so that everyone – from the applicant to the Board members – worked on a common, clear and automated flow:
- Smart digital forms with complete data, attachments and applicant’s signature.
- Automatic sending of requests to the corresponding managers, according to the type of request.
- Automatic creation of traceability sheets, with documented responsible parties, statuses and actions.
From application to session, everything under control
The new system not only manages the requests, but also structures the entire operation of the Board sessions:
- Automatic preparation of the agenda with pending items.
- Distribution of the order among the members, without manual intervention.
- Generation of dynamic templates of minutes and agreements ready to be filled in.
- Measurable and sustainable results.
The impact translates into efficiency, traceability and control. No follow-up calls. No endless email chains.
A process that saves time, reduces errors and frees teams to concentrate on the essential: decision making.
Our vision
At CIM, we understand that technology only generates value when it responds to a strategic vision. Therefore, we help organizations to redesign their processes from the purpose, combining consulting, technology and change management.
Would you like to learn how we transform similar processes in your organization?
📩 Write to us and let’s talk about how to turn technology into a strategic advantage.
